Associated

FSI

Address 21A, Via San Marco - 20121
City Milan
Country Italy
Phone +39 / 02 6200141
Contact Barnaba Ravanne, Marco Tugnolo, Carlo Moser
Remarks The assets of the Fund are prevalently invested in Italian companies with revenues between 100 Mln Euro and 1 Bln Euro (i.e. medium-sized companies) and value creation potential. To achieve the purpose of the Fund, the Management Company invests on the basis of the following main criteria: (i) diversification of investments, ranging mainly from 50 Mln Euro to 250 Mln Euro; (ii) active minority/partnership investments or majority investments, providing for various degrees of influence over the portfolio companies through governance mechanisms; (iii) investments aimed at supporting and accelerating portfolio companies’ growth, either through organic growth, acquisitions and sector/value chain consolidation; (iv) investments with limited/no recourse to financial leverage or, in any case, consistent with the growth and buy and build plans of the portfolio companies; (v) holding periods consistent with the portfolio companies’ development plans; (vi) various exit routes including initial public offering.

Investment policy

Minimum investment €50.000.000
Maximum investment €250.000.000
Geographical preferences Italy
Investment focus Expansion, Replacement
Sectoral preferences Biotech, Chemicals and materials, Fashion, Food and Beverages, Forniture, Healthcare, ICT, Industrial products and services, Other manufacturing, Retail, Other

Structure

Executives number 4
Funds number 1
Capital under management €1.400.000.000
Companies number 5