Expansion

Support French SMEs in the post-crisis rebound
Types of financing
Minority equity (ordinary shares, preference shares), convertible bonds, OBSA without pledge or guarantee
Company profile

SMEs with an EBITDA above €12m

 

Project: strengthening of balance sheet, external growth financing, sponsorless operations, cash-out

 

Sectors: all sectors

 

Region: France

Amount invested
From €15m to €75m

In order to contribute to the post-crisis recovery, AXA has entrusted CAPZA with the management of a €500M fund dedicated to support French SMEs.

 

 

CAPZA Expansion aims to support the French economy and to develop French SMEs in all business sectors across the French territory.
CAPZA Expansion is positioned as a reference minority shareholder, involved in structuring and value creation projects alongside families, managers and funds.

An experienced teamCAPZA Expansion is made up of investors with several decades of experience in supporting entrepreneurs and managers in France and abroad.

 

A Support for SMEs: Thanks to this €500 million envelope allocated by AXA France, CAPZA Expansion supports French mid-cap companies across all sectors. CAPZA Expansion is dedicated to SMEs owned by families or management teams, with the aim of backing them in the post-pandemic rebound, either organically or through acquisitions, and in cash-out and cash-in operations.

 

A tailor-made approach: CAPZA Expansion has the capacity to invest a minimum of €20m (up to €50m) in transactions aimed at strengthening the capital structure of companies. CAPZA Expansion differentiates itself through a “tailor-made” approach combining investments in minority equity, quasi-equity and a wide range of non-dilutive financial instruments.

 

A pragmatic investor: as a true partner of management teams, CAPZA Expansion favors a strategy of rapid execution in order to limit the impact on the activity and to preserve the corporate culture of each company, a guarantee of its future success.

 

A Committed investor: CAPZA Expansion aims at actively supporting companies in their CSR approach.

Key figures

€500m

Total commitment

As of 01/03/2021
7

investment professionals

As of 01/03/2021
6

transactions

As of 30/09/2021
Newsroom
  • 15
    Nov’ 2021
    CAPZA supports the acquisition of CSS
    CAPZA arranges a unitranche facility for the acquisition of CSS by Carlyle.
    Read more
  • 20
    Oct’ 2021
    A new governance for CAPZA
    CAPZA implements a new partnership governance
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  • 6
    Oct’ 2021
    CAPZA Expansion supports Eduservices
    The leader in private higher and technical education is embarking on a new phase of growth
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  • 23
    Sep’ 2021
    A successful first closing at €200m for CAPZA Growth Tech
    CAPZA successfully raises €200 million for the first closing of its CAPZA Growth Tech Fund.
    Read more