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 87 transactions(1) 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 09/2022

Key figures

87

transactions since 2004

As of 09/30/2022
28

investment professionals

As of 09/30/2022
Newsroom
  • 5
    Oct’ 2022
    Audensiel acquires a stake in Cognodata in Spain and Mexico
    CAPZA and Sagard have supported the Group in this new external growth operation.
    Read more
  • 16
    Sep’ 2022
    CAPZA acquires a stake in NEOX
    CAPZA acquires a minority stake in NEOX, the new leader for software solutions dedicated to opticians and hearing aid practitioners.
    Read more
  • 20
    Jul’ 2022
    Dubbing Brothers accelerates its international expansion
    The Group completed 4 strategic acquisitions in Europe in the first half of 2022.
    Read more
  • 6
    Jul’ 2022
    CAPZA supports Eurofeu in its external growth
    CAPZA supports Eurofeu, French leader in fire safety, in its partnership with AMI2S.
    Read more