Fondo Italiano d Investimento SGR Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Fondo Italiano d Investimento SGR has acquired 3 companies. It has also invested in 2 others.

Fondo Italiano d Investimento SGR’s most common sectors for investment areapparel/textiles (17%) and manufacturing (17%) . The Firm’s most common investment types include growth capital (42%) and buyout (lbo, mbo, mbi) (25%).

In the last 3 years, Fondo Italiano d Investimento SGR has exited 1 company. The Firm’s most common exit type is secondary buyout (50%).

Join Mergr to view Fondo Italiano d Investimento SGR’s full profile and discover more small private equity firm investors just like it.

M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity11
    • M&A Sell Activity2
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6

Fondo Italiano d'Investimento SGR

via San Marco 21A,
Milan, 20121
Italy
+39 02 63532.1
www.fondoitaliano.it
francesco.sogaro@fondoitaliano.it

Fondo Italiano d'Investimento SGR is a private investment firm focused on direct investments in companies as well as fund investments. The Firm's direct investing activity is divided amongst private equity and venture capital activity. Within private equity, Fondo Italiano looks for consolidation opportunities with a particular focus on companies exhibiting strong brands and operations, reputations for excellence. for Within venture, Fondo Italiano looks to invest €5 to €20 million in high-growth, tech-oriented companies generating €5 to €70 million in annual revenue. Fondo Italiano d'Investimento SGR was established in 2010 and is headquartered in Milan.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Digital Media, Distribution, Food, Information Technology, Internet Software and Services, Machinery, Manufacturing, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Venture

Geographic Preferences: Western Europe

Transaction Criteria Min Max
Target Revenue 5 -
Target EBITDA - -
Investment Size - -
Enterprise Value - -
values in millions of EUR

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (0.8/yr) # 7 - 2 1 1 - 11
Sell (0.2/yr) # 1 - - - - 1 2
  13

Most Recent M&A

Company Date Value Type
Gruppo Florence SpA 2023-05-25 - Secondary Sale
Milano, Italy · www.gruppoflorence.it
Friem SpA 2022-04-20 - Growth Capital
Milan, Italy · www.friem.com
Everli 2021-03-30 - Growth Capital
Milan, Italy · it.everli.com
Gruppo Florence SpA 2020-11-01 - Consolidation
Milano, Italy · www.gruppoflorence.it
Cremonesi S.r.l. 2020-04-29 - Buyout (LBO, MBO, MBI)
Verona, Italy · www.cremonesisc.it
Fonderie di Montorso Spa 2018-12-19 - Buyout (LBO, MBO, MBI)
Montorso, Italy · www.fonderiedimontorso.com
General Medical Merate S.p.A. 2018-11-15 - Stake Sale
Seriate, Italy · www.gmmspa.com
Marval S.r.l. 2018-10-09 - Secondary Buyout
Castellamonte, Italy · www.marval.it
SECO S.p.A. 2018-04-20 - Buyout (LBO, MBO, MBI)
Arezzo, Italy · www.seco.com
Brugola OEB Industriale S.p.A. 2015-01-19 - Growth Capital
Lissone, Italy · www.brugola.it
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Apparel/Textiles 1 (9%) - 2 (17%) -
Manufacturing 2 (18%) - 2 (17%) -
Aerospace 1 (9%) - 1 (8%) -
Automotive 1 (9%) - 1 (8%) -
Business Services 1 (9%) - 1 (8%) -
Environmental 1 (9%) - 1 (8%) -
Machinery 1 (9%) - 1 (8%) -
Metals/Mining 1 (9%) - 1 (8%) -
Retail 1 (9%) - 1 (8%) -
Semiconductors 1 (9%) - 1 (8%) -
Total 11 - 12 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
Italy 11 (100%) - 12 (100%) -
Total 11 - 12 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 5 (45%) - 5 (42%) -
Buyout (LBO, MBO, MBI) 3 (27%) - 3 (25%) -
Secondary Buyout 2 (18%) - 2 (17%) -
Consolidation - - 1 (8%) -
Stake Purchase 1 (9%) - 1 (8%) -
Total 11 - 12 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (50%) -
Stake Sale 1 (50%) -
Total 2 -

M&A Connections

Deals
Acquired from
Investor(s)
17%
2 (17%)
Exited to
Investor(s)
50%
1 (50%)
Strategic(s)
50%
1 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2010

Specialist/Generalist

Generalist

Leadership

Davide Bertone

CEO & General Manager

Claudio Catania

Senior Partner

Luca Ravano

Senior Partner

Luigi Tommasini

Senior Partner

Marco Pellegrino

Senior partner

FAQ

When was Fondo Italiano d'Investimento SGR founded?

Fondo Italiano d'Investimento SGR was founded in 2010.

What type of investor is Fondo Italiano d'Investimento SGR?

Fondo Italiano d'Investimento SGR is a private equity firm.

Where is Fondo Italiano d'Investimento SGR headquartered?

Fondo Italiano d'Investimento SGR is headquartered in Milan, Italy.

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