Flex Equity Mid-Market

Tailor-made solutions to accelerate mid-market SMEs in their growth story, transformation and sustainable development
Types of investment
“Tailor-made” approach combining majority or minority investments as a reference shareholder, using a broad range of flexible instruments (ordinary or preference shares, convertible bonds)
Company profile

Midcaps with an EBITDA above €20m

 

Project: LBO

 

Sectors: a generalist approach, with three dominant sectors (healthcare, B2B services and tech)

 

Region: target 75% France + 25% Germany, Spain, Italy or Benelux

Amount invested
From €50m to €150m

CAPZA Flex Equity Mid-Market supports Midcaps with an EBITDA greater than €20 million in their development projects. The team leverages the tailor-made approach which has made CAPZA successful since 2004 with Flex Equity.

 

 

It relies on CAPZA’s pan European network and local offices. It is focused on value creation and supporting growth acceleration. In particular, the team will focus on supporting Midcaps with the challenges of sustainable development, notably decarbonation.

A unique tailored “flex” approach that has made CAPZA a success since 2004: majority or minority investments as reference shareholder, using a broad range of flexible instruments.

 

An experienced team: 12 investment professionals*, with experience throughout market cycles and complementary sector expertise. They benefit from CAPZA’s network of more than 350 business leaders in all sectors of the economy.


A strategy based on growth themes: the investment team supports the acceleration of organic growth, and a systematic and ambitious approach to build-up strategies. It can leverage CAPZA’s European network to support their international development.

 

Dedicated support to meet the challenges of sustainable development: the team has the conviction that value creation now requires sustainable development strategies. The fund will have a strong commitment on sustainable development and climate transition, notably on decarbonation. It will provide support, tools and tailored solution to help companies accelerate their transformation toward a carbon neutral economy.

 

*As of 31/10/2023

Key figures

€1.1bn

of AuM

Valuations as of 30/06/2023 also including funds raised until 30/09/2023
12

investment professionals

As of 31/10/2023
12

transactions

Since 31/10/2023

Our Flex Equity Mid-Market team

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Newsroom
  • 9
    Oct’ 2023
    CAPZA invests in Travelsoft
    Travelsoft is the Europe's leading provider of software platforms for the tourism industry
    Read more
  • 21
    Feb’ 2023
    Wifirst joins La French Tech Next40 program
    Wifirst, the European leader in managed WiFi, has joined the 40 companies identified as the most promising in the French tech ecosystem
    Read more
  • 30
    Jun’ 2022
    Reconciling growth and decarbonation
    CAPZA launches the first French mid-cap LBO fund aiming to support companies in France and Europe on these two challenges
    Read more
  • 30
    Jun’ 2022
    Stéphanie Frachet joins CAPZA Flex Equity Mid-Market
    Stéphanie Frachet joins CAPZA as a Partner in the Flex Equity Mid-Market expertise
    Read more