Flex Equity

Flexible financing solutions combining equity and mezzanine
Types of financing
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 €100m

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 80 transactions since 2004 (as of june 2021), 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 and Italy, and partners in the rest of the world. Our sector expertise makes us the go-to intermediary ahead of transactions.

Key figures

80

transactions since 2004

As of 06/31/2021
27

investment professionals

As at 06/31/2021
Newsroom
  • 5
    Jan’ 2022
    CAPZA supports Eurofeu in its external growth
    CAPZA supports Eurofeu, French leader in fire safety, in the acquisition of Isogard
    Read more
  • 16
    Dec’ 2021
    CAPZA Expansion supports CARSO in its new phase of growth
    CAPZA Expansion acquires a minority stake in CARSO in the context of its acquisition by ArchiMed.
    Read more
  • 16
    Dec’ 2021
    CAPZA enters the capital of Winback
    Winback, one of the fastest growing companies in the rehab industry, announces close of a 30 million dollars funding round from CAPZA to pursue its innovation & international development.
    Read more
  • 15
    Nov’ 2021
    CAPZA supports the acquisition of CSS
    CAPZA arranges a unitranche facility for the acquisition of CSS by Carlyle.
    Read more