investment strategy

Private Equity is an Italian institutional investor focused on sustainable growth.

Private Equity is focused on high growth potential SMEs, the backbone of the Italian economy, acting as the preferred partner to accelerate value creation through investments, managerial support, and access to its proprietary network.

Private Equity defined an investment approach in line with international best practices, leveraging its in-house expertise across all phases of the investment process:

  • Strategy and market analysis
  • Origination of investment opportunities
  • Structuring and execution of investments
  • Portfolio Management and promotion of ESG factors

key distinctive features

clear and well-defined investment targets
  • Italian SMEs leaders in their reference markets
  • Family-owned companies to support generational transitions
  • Buy-and-build opportunities in fragmented sectors
  • Co-investments in partnership with primary institutional investors

Pipeline of
proprietary opportunities
  • Origination of proprietary opportunities thanks to on-the-ground scouting and matching, coupled with a proven understanding of entrepreneurs’ needs
  • Identification and access to potential investment targets thanks to the proprietary network of the firm, the Strategic Advisory Board and the Industrial Advisors

Distinctive in-house
competencies
  • In-depth analysis of global trends, and subsequent prioritisation of the investment sub-sectors thanks to the in-house Strategy team
  • Industrial approach to value creation throughout the ownership period, led by the firm’s in-house Portfolio Management team and supported by both the ESG function and the Industrial Advisors

Sustainable Industrial
Approach
  • Market consolidation via acquisitions and international expansion
  • Investments in innovation, research and technology
  • Strengthening of portfolio companies’ Management team
  • Active promotion of ESG factors across the entire investment process

SUSTAINABLE INDUSTRIAL APPROACH TO VALUE CREATION

Organic levers

ORGANIC GROWTH ACCELERATION

Investments to promote and support the growth of Italian excellences in the global market

SUPPORT IN DIGITAL TRANSFORMATION

Investments to accelerate the digital transformation of Italian companies (i.e. Big Data, Artificial Intelligence)

OPERATIONAL EFFICIENCY

Identification and definition of actions aimed at improving operational efficiency (i.e. supply chain management)

100-DAY PLAN DEFINITION

Definition of tangible initiatives to accelerate the implementation of value creation plans and to actively promote ESG factors

Inorganic levers

MARKET CONSOLIDATION VIA ACQUISITIONS

Strategic acquisitions aimed at creating players of significant scale to successfully compete in the international markets

ACQUISITION OF SPECIFIC TECHNOLOGICAL CAPABILITIES

Acquisitions aimed at internalising skills and specific technological capabilities within portfolio companies

Enablers

TALENTS AND MANAGEMENT STRENGTHENING

Investments in portfolio companies to attract human capital able to further strengthen the Management team

INVESTIMENTS IN R&D AND TECHNOLOGICAL INNOVATION

Investments to preserve and accelerate the development of Italian know-how