LBO & Expansion Italy - Investment vehicles
Our LBO & Expansion investment vehicle in Italy
Crédit Agricole Investimenti I
Inception: 2010
Fund type: 10-year Fondo Chiuso ("Fondo comune di Investimento Mobiliare Chiuso" or mutual fund) accredited by the Bank of Italy
Fund size: €101 million
Investors: Crédit Agricole Group entities
Investment policy: Fund investing in the Italian lower mid-market
• Majority operations: accompanying leveraged buy-outs (LBO), build-up or spin-off operations
• Minority operations: expansion capital, owner buy-outs (OBO)
• Target companies: mainly unlisted companies whose registered or operational office is in Italy, generating sales of €10 million to €150 million, with an enterprise value of up to €150 million
• Unit investments of €1 million to €15 million, high level of involvement in monitoring investments
