You are an informed individual with a good understanding of investment and business, or maybe a professional in asset management: a family office, a private banker, a private wealth adviser or a private holding manager.
You wish to build a customised portfolio of direct investments in medium-sized unlisted companies (€10 million to €500 million income).
Various kinds of equity investments may be carried out in the target businesses: capital increase to finance development, share purchase to restructure investor pools, stakes in buyout schemes, or injection of new money to cope with turnaround.
We carry out on your behalf the analysis of the investment opportunity, the negotiations regarding the valuation of the firm and the arrangement of the operation, as well as establishing shareholders’ agreements and guarantees.
You thus benefit from the expertise of seasoned professionals while keeping control on your decisions and commitments for each transaction.
We then stand by you to actively monitor your investment : reporting, shareholders meetings, protection of rights, corporate governance, and optimisation of the exit.
As private equity professionals, the G&A team will guide the implementation of your wealth management strategy.