Something exciting for our german speaking audience.

In February 2026, software stocks saw one of the sharpest selloffs in years. The fear: AI could make entire B2B software business models irrelevant overnight. Yet mission-critical software is more resilient than many believe, because real value creation doesn't live in the code. It lives in the operational engine room.

Justin von Simson, Partner at Hg and Head of our Munich office, has spent over 20 years helping build Hg into a global software platform managing over $110 billion in assets. In the latest episode of Close the Deal, he discusses why Hg continues to invest billions into niche software, how portfolio company P&I grew its earnings 10x under Hg ownership, and why AI represents more opportunity than threat for the portfolio.

Close the Deal is one of the leading German-language podcasts on M&A and private equity, hosted by Kai Hesselmann.

Watch the short clip below, or explore the full conversation here:

🟢 Spotify: https://open.spotify.com/episode/5jRIMpPqZNinrPmtwFCNYE?si=3jKDa-OlTQmXEYYPDDmLig

🟣 Apple Podcasts: https://podcasts.apple.com/de/podcast/close-the-deal-m-a-private-equity-podcast/id1645397026?i=1000766331538

🔴 YouTube (mit Video): https://youtu.be/jjtfKTYVlHU

🔵 Website: https://dealcircle.com/ClosetheDeal/episoden/163-justin-von-simson-hg/

🎬 Recorded in April 2026. Capital at risk. Past performance is not indicative of future results. For eligible professional investors only.