Expansion

Support French SMEs in the post-crisis rebound
Types of financing
“Tailor-made” approach combining investments in minority equity, quasi-equity and a wide range of non-dilutive financial instruments to support SMEs in the post-crisis rebound
Company profile

Companies: SMEs with an EBITDA between €12M and €50M impacted by the COVID crisis

 

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

 

Sectors: all sectors

 

Region: France

Amount invested
From €20M to €50M

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.

 

 

The ambition of CAPZA Expansion is to provide these companies with the financial means and support they need to continue their expansion. For CAPZA Expansion it is essential to help SMEs’ families, entrepreneurs and managers to take advantage and emerge stronger from this recovery phase, thanks to “tailor-made” equity solutions.

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 03/01/2021
7

investment professionals

As of 03/01/2021
2

transactions since December

As of 03/01/2021
Newsroom
  • 16
    Sep’ 2021
    CAPZA Expansion supports Big Mamma in its development in France and in Europe
    CAPZA Expansion and Zencap are supporting the French group of Italian restaurants Big Mamma.
    Read more
  • 22
    Jul’ 2021
    CAPZA Expansion invests in the French industrial group Novarc
    CAPZA Expansion enters the capital of Novarc to back the Group in its "CAP 2025" strategic plan.
    Read more
  • 21
    Jul’ 2021
    CAPZA Transition supports the NORCAN group
    CAPZA Transition reinforces the transformation of the NORCAN Group and the development of the SHERPA® range alongside its management and its historical shareholders
    Read more
  • 15
    Jul’ 2021
    CAPZA exits Ivnosys after supporting the group's growth
    CAPZA sold its minority stake in Ivnosys, a Spanish leading e-identity company.
    Read more