Associated

Mediobanca SGR

Address 1, Piazzetta M. Bossi – 20121
City Milan
Country Italy
Phone +39 / 02 85961353
Contact Maurizio Marino, Alice Arnone
Remarks The investment targets of the Funds are Italian, preferably unlisted, SMEs which require financial resources in order to face their growth plans. The transactions are generally structured as senior unsecured bonds (although we also consider secured transactions), listed on the market ExtraMOT Pro operated by Borsa Italiana. Each investment accounts for no more than 10% of the Fund total capital and each company needs to obtain an ESMA compliant IG rating in order to be eligible for investment. In addition each company needs to comply with a minimum dimensional criteria (indicative min. EBITDA 8.5-10 million) and show positive economic performance and solid financial structure. All industries are considered for investment, with an eye towards diversification and with a few exceptions (e.g. financial and real estate sector).

Investment policy

Minimum investment €5.000.000
Maximum investment €10.000.000
Geographical preferences Italy
Investment focus Private Debt
Sectoral preferences Agriculture, Biotech, Chemicals and materials, Energy and environment, Fashion, Financial and insurance activities, Food and Beverages, Forniture, Healthcare, ICT, Industrial products and services, Other manufacturing, Retail, Transportation

Structure

Executives number 5
Funds number 2
Capital under management €13.000.000.000
Companies number 20