Financial Investment · 01
Private Equity
Majority and minority stakes in profitable, well-managed mid-market companies.
€1m – €25m
Ticket size
4 – 8 years
Holding period
Pacte d'associés
Governance
Services, industry, real assets
Target sectors
Overview
About Private Equity.
We invest in established European companies with proven business models, strong management teams and clear growth potential.
Each investment is governed by a shareholders' agreement setting out board representation, information rights and exit mechanisms.
- Majority and minority stakes
- Growth and buy-out capital
- Board representation
- Long-term value creation
Financial Overview
Activity and allocation.
Capital invested (€m)
Financial Investment allocation (%)
- Private equity 35%
- Private credit 25%
- Listed markets 20%
- Treasury 12%
- Special situations 8%
Year-on-year growth (€m)
Indicative figures for illustration purposes. Past performance is not indicative of future results.
Legal & Regulatory Framework
Governed by clear rules.
Code monétaire et financier
Investment activities are conducted in accordance with the French Monetary and Financial Code.
MiFID II & AIFMD
Where applicable, transactions with regulated counterparties follow European markets and fund-manager directives.
Shareholders' agreements
Every participation is governed by a pacte d'associés covering governance, transfer and exit rights.
AML / CFT & sanctions
Systematic KYC, beneficial-owner identification and EU / OFAC sanctions screening.
Risk Management
Risks identified and controlled.
| Risk | Mitigation |
|---|---|
| Credit risk | Senior security, covenants and collateral on every lending position. |
| Liquidity risk | Group liquidity buffer maintained with top-tier custodian banks. |
| Concentration risk | Single-position limits set by the investment committee. |
| Valuation risk | Independent quarterly valuation of unlisted assets. |
Legal Notice
This page is provided for information purposes only and does not constitute an offer, solicitation or recommendation to buy or sell any financial instrument or to enter into any transaction. Any engagement is subject to contractual documentation, satisfactory completion of KYC / AML procedures in accordance with articles L.561-1 et seq. of the French Code monétaire et financier, and the approval of the relevant banking institutions. Holding JMB SARL — RCS Paris 528 403 074.