Flex Equity

Flexible financing solutions combining equity and mezzanine
Types of investment
Equity (majority or minority), convertible bonds and mezzanine
Company profile

SMEs with EBITDA ranging from €4m to €12m

 

Projects: MBO, development capital, external growth, organic growth

 

Sectors: no sector restrictions but a list of preferred sectors (tech, healthcare, financial and BtoB services, training/education, etc.)

 

Regions: Eurozone, primarily France, Spain, Italy and Germany.

Amount invested
From €12m to €50m

CAPZA’s Flex Equity funds support small and mid-caps in their development plans as a reference shareholder (majority or minority).

 

The Flex Equity teams have carried 89 transactions1 since 2004 combining equity and mezzanine financing. We maintain close ties with the entrepreneurs and can offer flexible top balance sheet solutions that can be adapted to the business’s goals.

An experienced team: the team benefits from a dual mezzanine/capital expertise and relies on senior partners who have weathered various economic cycles.

 

A focus on creating value: we establish close ties with the management teams, leaving them plenty of managerial freedom while supporting them in their strategic development plans: structural organization, organic growth in France or abroad, external growth.

 

Importance of primary deals: we support businesses in their first partnership with a fund, by informing them about the operation, supporting their development, establishing key indicators, giving employees a stake in the capital, reinforcing governance and helping them take decisions on strategic issues.

 

Strong sector verticals: the team has built up considerable expertise in growth sectors such as tech, healthcare, financial services and BtoB services.

 

Local sourcing capacity: the team has built up long-term relationships with an ecosystem of business facilitators. We operate locally with offices in France, Germany, Spain, Italy, the Netherlands and partners in the rest of the world. Our sector expertise makes us the go-to intermediary ahead of transactions.

 

1 As of 01/31/2024

Awards

2022
Best Private Lender - Lower Mid segment
Private Equity Magazine

Key figures

89

transactions since 2004

As of 01/31/2024
28

investment professionals

As of 01/31/2024
Newsroom
  • 28
    Feb’ 2024
    CAPZA accelerates the development of bnetwork
    CAPZA has entered into exclusive negotiations to acquire a minority stake in bnetwork
    Read more
  • 16
    Feb’ 2024
    CAPZA renews its support to Eurofeu
    CAPZA announces the sale of its majority stake in Eurofeu to IK Partners, and reinvests in the new operation
    Read more
  • Engineering
    11
    Jul’ 2023
    CAPZA to acquire a stake in the engineering consulting firm NEO2
    CAPZA has entered into exclusive negotiations with the shareholders of NEO2
    Read more
  • 19
    Apr’ 2023
    Coutot-Roehrig - CAPZA hands over to Luxempart
    Luxempart to replace CAPZA as a minority shareholder in Coutot-Roehrig and to deploy ca. €57m
    Read more