Initiative & Finance

Initiative & Finance has raised a total of €200M in a single venture fund, Initiative & Finance FPCI III. This fund was announced on Jan 29, 2020 and raised a total of €200M.

Initiative & Finance is an investment firm that has been helping SME entrepreneurs, and more recently mid-cap companies managers, achieve their ambitions for more than 35 years.

Their mission is to enable their partner executives to carry out their shareholding projects – buyouts, transfers, acquisitions, growth, etc. – in the best possible conditions, while helping to give their companies solid strategic and structural fundamentals. Over the years, they help to release their potential, and they emerge more robust, more curious about growth opportunities, and better prepared to face the future.

Investment criteria

-Mainly in companies with revenues of €5 million to €200 million ,

-In all kinds of buyouts, etc. (OBO, MBO, MBI, LBU) and in development capital,

-As a majority or minority shareholder,

-In companies mainly located in France, Belgium and Switzerland,

-In all business sectors,

€2 million to €50 million per operation,

-For projects lasting 4-7 years.

At present, Initiative & Finance is managing more than €500 million on behalf of top French and European institutional investors: banks, insurance companies, pension funds, funds of funds, and sovereign funds such as Bpifrance and the European Investment Fund, plus some entrepreneurs or family offices.

Portfolio: Unibeo, Babymoov Group, Inovelec, Monetivia.