IRI announced a merger with NPD (a portfolio company of Hellman & Friedman) in Q1 FY23 generating a strong return on invested capital for ICGT
- ~£12 million total investment in FY18 (year to 31 January 2018)
- Direct investment originated and managed by third-party manager New Mountain
- Circana is a provider of mission-critical data and predictive analytics to consumer packaged goods manufacturers via an industry-leading data management platform
Our original investment thesis
Provider of mission-critical data and predictive analytics to consumer goods manufacturers.
Strong competitive position
Market leader in a space with high barriers to entry.
Well invested technological infrastructure
Industry-leading data management platform.
Visibility on future growth
Maturing market of retail data supply contracts.