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Expertise · Financial Investment

Permanent capital for European enterprise.

Private equity, co-investment, private credit and diversified capital-market strategies — deployed with the flexibility of a holding and the rigour of an institution.

Europe

Investment scope

4

Strategies

Minority & majority

Positions

No fixed exit

Permanent capital

Overview

Flexible capital, institutional rigour.

Free from fund life constraints, Holding JMB invests permanent capital in established European businesses and financial assets, partnering with founders, managers and co-investors over the long term.

Our treasury and capital-markets activity provides liquidity and diversification, managed under strict risk limits overseen by the CFO and the investment committee.

Capabilities

What we deliver.

01

Private Equity

Majority and minority stakes in profitable, well-managed mid-market companies.

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02

Co-Investment

Alongside leading private equity sponsors and strategic partners.

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03

Private & Structured Credit

Senior, unitranche and asset-backed lending secured on real collateral.

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04

Capital Markets

Diversified portfolios of listed equities, bonds and money-market instruments.

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05

Treasury Management

Active management of group liquidity with top-tier custodian banks.

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06

Special Situations

Opportunistic investments in restructurings and complex transactions.

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Process

A rigorous, institutional approach.

  1. Step 1

    Origination

    Direct relationships with entrepreneurs, banks and advisors.

  2. Step 2

    Due diligence

    Financial, legal, tax and operational review.

  3. Step 3

    Committee

    Formal approval by the investment committee.

  4. Step 4

    Partnership

    Board involvement and long-term value creation.

Criteria

Our investment parameters.

Every opportunity is assessed by the investment committee against strict qualitative and financial criteria.
  • Established European companies with proven cash flows
  • Equity tickets from €1m to €25m
  • Credit facilities secured on tangible collateral
  • Experienced and aligned management teams
  • Clear governance and transparent reporting

Present an opportunity to our investment committee.

Contact the Office
Financial Investment in Figures
€1.6bn
Capital deployed
8–11%
Target credit yield
40+
Positions
5 yrs
Avg. duration
01

Investment philosophy

Patient capital, fundamental analysis and downside protection guide every allocation.

02

Risk management

Position limits, stress testing and diversification across strategies, sectors and vintages.

03

Regulatory alignment

Activities are conducted in line with the AIFM Directive and SFDR disclosure requirements where applicable.

Key data

Financial portfolio value (illustrative, €bn)
Currency exposure (%)
  • EUR64%
  • USD24%
  • GBP7%
  • Other5%
Allocation by strategy (%)

Source: Holding JMB. Figures are indicative and for illustration only.

Legal & regulatory framework

  • Code de commerce — SARL à capital variable (L.223-1 et s.)
  • Code monétaire et financier — AML/CFT (L.561-1 et s.)
  • General Data Protection Regulation (EU) 2016/679
  • AIFM Directive 2011/61/EU
  • SFDR (EU) 2019/2088
  • MiFID II 2014/65/EU

Our commitments

Downside protection
Diversification
Transparent reporting
ESG screening
Contact the Office
Important notice. Published by HOLDING JMB, SARL à capital variable, subscribed capital €4.8 billion, RCS Paris 528 403 074, 58 Rue du Cherche-Midi, 75006 Paris. For information only; this does not constitute an offer, solicitation or investment advice.