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Development Capital Mid Caps

Starting in 1989 with our very first development capital funds through to our latest fund, FCPR Winch Capital, set up in December 2005, our Development Capital team has been a player in a key asset class for private equity investors and has helped to accelerate growth in unlisted companies.

The management team has the recent €250 million FCPR Winch Capital 2 development capital fund at its disposal.

Development Capital involves acquiring interests in established unlisted companies in order to support their business growth. Investments are typically held for three to five years, after which the fund seeks to realise its holding in order to achieve a significant return on the investment.

Edmond de Rothschild Investment Partners applies the following investment criteria and approach :

  • Acquisition of significant holdings (10 to 49%)
  • Investment in businesses with turnover between €5 million and €15 million
  • Active involvement of the investment team through board positions
  • The withdrawal/exit process is formalized by contract, in agreement with the majority shareholders.

Edmond de Rothschild Investment Partners thus meets two needs often expressed by entrepreneurs :

  • Financing the internal or external growth of their business
  • Reorganizing the company’s capital, either by providing an exit for minority shareholders, a partial exit for majority shareholders or by bringing managers into the capital structure.

In technical terms, Edmond de Rothschild Investment Partners undertakes transactions including capital increases, share acquisitions and Owner Buy Outs (OBOs).

 Composant WebPart Éditeur de contenu ‭[2]‬


         PIERRE-MICHEL PASSY
Founding Partner of Edmond de Rothschild Investment Partners
 
      

ANTOINE LE BOURGEOIS
Partner
     PIERRE-YVES POIRIER
Partner


SYLVAIN CHARIGNON
Partner
     LAURENT TOURTOIS
Senior Associate
François-Xavier Mauron

FRANCOIS-XAVIER MAURON
Investment Director
     SOPHIE NORDMANN
Senior Associate
DAMIEN RICORDEAU
Analyst
Nadine Raphenne

NADINE RAPHENNE
Asset Management Assistant

nadine.raphenne@lcfr.fr

Winch Capital (raised in 2005)

TWC

Portfolio since :2009

Localisation :France (Paris)

Board member :Sylvain Charignon

Sector :Clock making, jewellery and leather goods

Businesses :B to B distribution of watches, fashion jewellery, leather goods

Operation :Expansion Capital

SGD NATUREX

Portfolio since :2009

Localisation :France (Avignon)

Board member :Pierre-Michel Passy

Sector :Food Industry

Businesses :Production of ingredients and plant extracts

Operation :Expansion Capital

ADF DEVELOPPEMENT

ADF Développement

Portfolio since :2007

Localisation :France (Vitrolles)

Board member :Sylvain Charignon, Alexandre Foulon

Sector :services to Corporate

Businesses : industrial maintenance.

Operation :LBO

FASTBOOKING

Fastbooking

Portfolio since :2007

Localisation :France (Paris)

Board member :Pierre-Yves Poirier

Sector :e-tourism

Businesses :Internet booking software tools for hotels

Operation :Expansion capital.

GROUPE CAPTAIN TORTUE

Group Captain Tortue

Portfolio since :2007

Localisation :France (Aix en Provence)

Board member :Pierre-Yves Poirier

Sector :Apparel

Businesses :Direct Sales chanel for children and women apparel

Operation :OBO

GAMMA SAPHYMO

Gamma Saphymo

Portfolio since :2007

Localisation :France (Massy)

Board member :Pierre-Yves Poirier

Sector :Nuclear

Businesses :of systems for controlling and measuring radioactivity

Operation :BIMBO

DEMECO

Demeco

Portfolio since :2007

Localisation :France (Orléans)

Board member :Pierre-Michel Passy

Sector :Corporate and retail services

Businesses :Removal and industrial/corporate transfers

Operation :OBO

CEME

Ceme

Portfolio since :2007

Localisation :France (Moulins)

Board member :Pierre-Yves Poirier

Sector :Corporate Services

Businesses :HVAC

Operation :OBO

SAINT AUBIN DEVELOPPEMENT

Saint Aubin Developpement

Portfolio since :2007

Localisation :France (Paray Le Monial)

Board member :Sylvain Charignon, Alexandre Foulon

Sector :Food

Businesses :Frozen ready meals.

Operation :Owner's Buy Out with liquidity of the majrority shareholder and finance of acquisitions.

GROUPE OCEA

Groupe OCEA

Portfolio since :2007

Localisation :France (Sables d'Olonne)

Board member :Pierre-Yves Poirier

Sector :Industry

Businesses :Shipbuilding (fats patrols, passengers vessel, fishing boats).

Operation :Share sale (VC exit) and capital increase to finance working capital.

GROUPE G2C

Groupe G2C

Portfolio since :2007

Localisation :France (Limoges)

Board member :Alexandre Foulon

Sector :Industry

Businesses :wooden frameworks for houses.

Operation :LBO with management handover

TRANSIMMEUBLE

TRANISMMEUBLES

Portfolio since :2006

Localisation :France (Paris)

Board member :Sylvain Charignon

Sector :Real Estate

Businesses :Multi-specialist real estate service provider active in the Paris area.

Operation :Share sale by the majority shareholders and capital increase in order to finance growth and development of the new activities.

AURENIS

Aurenis

Portfolio since :2006

Localisation :France (Neuilly)

Board member :Sylvain Charignon

Sector :Media

Businesses :Publisher editing partwork collections created by other publishers, through the newsstand or on a subscription basis.

Operation :Share sale by the majority shareholders and capital increase in order to finance growth and evolutions of the business model.

SIBILLE INDUSTRIES

Sibille Industries

Portfolio since :2006

Localisation :France (Malataverne)

Board member :Pierre-Yves Poirier

Sector :Equipment goods

Businesses :Electricity business: development and distribution of security equipment and tools for the maintenance of power T&D networks. -Renovation business: B2B distribution of products for the automotive industry (cleansers, polishers, etc.).

Operation :Share sale by the majority shareholders and capital increase to finance acquisitions.

NEWPACK - SPARFLEX

Newpack - Sparkflex

Portfolio since :2006

Localisation :France (Dizy-Epernay)

Board member :Pierre-Michel Passy

Sector :Equipment goods

Businesses :Producer of packaging solutions for the wines and spirits industry (capsules, foils, wirehoods and labels).

Operation :Owner's Buy Out to finance acquisitions.

MANIFESTO

Manifesto

Portfolio since :2006

Localisation :France (Neuilly)

Board member :Antoine Le Bourgeois / Pierre-Yves Poirier

Sector :Equipment goods

Businesses :Develops and distributes publi-promotional luxury products (bags, cases, ties, etc.).

Operation :Owner's Buy Out

ARM

ARM

Portfolio since :2006

Localisation :France (Nice)

Board member :Sylvain Charignon

Sector :Services

Businesses :Service provider for the insurance industry. ARM organises health inspections for insurance companies’ potential customers.

Operation :Owner's Buy Out to rebuild the capital structure (VC exit) and to prepare the European growth

FARINIA GROUP

Farinia Group

Portfolio since :2006

Localisation :France (Boulogne Billancourt)

Board member :Pierre-Michel PASSY

Sector :Industry

Businesses :Industrial holding company, active in the forge and foundry of technical pieces for industrial applications.

Operation :Capital increase to finance acquisitions

IDEAL RESIDENCES / FINANCIERE MONTALIVET

Ideal Residences

Portfolio since :2005

Localisation :France (Courbevoie)

Board member :Antoine Le Bourgeois

Sector :Services

Businesses :Holding company, controlling sites specialised in the accommodation of older people (‘EHPAD’).

Operation :Owner's Buy Out to create a group of 20 EHPAD.

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