Logotype for P10 Inc

P10 (PX) investor relations material

P10 Barclays 23rd Annual Global Financial Services Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for P10 Inc
Barclays 23rd Annual Global Financial Services Conference summary8 Sep, 2025

Leadership and organizational progress

  • Significant progress made since CEO appointment, including maintaining strong investment performance and expanding from seven to eight strategies through the Qualitas acquisition.

  • Built out four spheres of excellence: finance/compliance, operations/technology, strategy/business development, and client solutions.

  • Assembled a world-class senior leadership team and moved to a majority independent board, enhancing governance.

  • Integrated CRM systems and improved data infrastructure to deepen client relationships and support capital formation.

  • Focus remains on execution and accountability to shareholders, leveraging the new structure and team.

Market outlook and investment strategy

  • Middle and lower middle markets offer more opportunities and less competition, with 5–10x less capital chasing 5–10x more deals compared to the upper market.

  • Lower middle market deals typically involve founder-operated businesses, lower multiples, and less leverage, leading to higher returns over time.

  • Historical returns in the lower middle market have outperformed the upper market by 200–300 basis points.

  • Strong track record and data-driven approach enable selection of top managers in this attractive segment.

Growth initiatives and client engagement

  • Targeting $50B AUM by 2029 through both deepening relationships with existing LPs and attracting new, larger global clients.

  • Less than 5% of LPs are invested across multiple strategies, presenting a major cross-selling opportunity.

  • Enhanced CRM integration enables tailored outreach and product offerings to meet diverse client needs.

  • New fund structures, such as evergreen funds and insurance wrappers, are being developed to broaden appeal.

  • Recent European expansion has opened new RFP opportunities and client segments.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next P10 earnings date

Logotype for P10 Inc
Q3 20256 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next P10 earnings date

Logotype for P10 Inc
Q3 20256 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

P10, Inc. is a U.S.-based investment management company focused on alternative investments. The company provides a range of services across asset classes, including private equity, venture capital, private credit, and impact investing. P10 works with institutional investors, such as endowments, foundations, and pension funds, offering customized solutions and strategies to meet long-term financial goals. The company is headquartered in Dallas, Texas, and its shares are listed on the New York Stock Exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage