Associato

Mediobanca SGR

Indirizzo 1, Piazzetta M. Bossi – 20121
Città Milan
Paese Italy
Telefono +39 / 02 85961353
Contatto 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).

Policy di investimento

Investimento minimo 5.000.000 €
Investimento massimo 10.000.000 €
Preferenze geografiche Italia
Focus di investimento Private Debt
Preferenze di settore Agriculture, Biotech, Chemicals and materials, Energy and environment, Fashion, Financial and insurance activities, Food and beverages, Furniture, Healthcare, ICT, Industrial products and services, Other manufacturing, Retail, Transportation

Struttura

Numero di Executives 5
Numero di fondi 2
Totale capitale gestito 7.000.000.000 €
Numero di compagnie in portfolio 19