Initiative & Finance Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Initiative & Finance has acquired 14 companies. It has also invested in 8 others.

Initiative & Finance’s most common sectors for investment areconsumer products (18%) and marketing (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (54%) and growth capital (18%). In total, Initiative & Finance has invested in 3 different countries.

In the last 3 years, Initiative & Finance has exited 2 companies. The Firm’s most common exit type is trade sale (50%). Initiative & Finance’s largest (disclosed) exit occurred in 2019 when it sold Cycle Me SAS for $169M.

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M&A Summary

M&A Total Activity45
- M&A Buy Activity39
- M&A Sell Activity6
Total Sectors Invested 22
Total Countries Invested 3
M&A Buy/Sell Connections 9
M&A Advisors 6

Initiative & Finance

Transaction Criteria	Min	Max
Target Revenue	5	75
Target EBITDA	-	-
Investment Size	-	-
Enterprise Value	5	60
values in millions of EUR

Transaction Criteria

Min

Max

Target Revenue

Target EBITDA

Investment Size

Enterprise Value

values in millions of EUR

Year	≤ '19	'20	'21	'22	'23	'24	T
Buy (4.6/yr)	#	16	1	6	8	6	2	39
Sell (0.6/yr)	#	3	1	1	1	-	-	6
vol	$169M						$169M
	45

Year

≤ '19

'20

'21

'22

'23

'24

Buy (4.6/yr)

Sell (0.6/yr)

vol

$169M

Company	Date	Value	Type
Ocellis SASU	2024-03-07	-	Buyout (LBO, MBO, MBI)
Suresnes, France · www.ocellis.fr
Syscom-Prorep	2024-02-01	-	Buyout (LBO, MBO, MBI)
Lisses, France · www.syscom-prorep.com
Réseau Vert L'Objectif	2023-10-01	-	Buyout (LBO, MBO, MBI)
Paris, France · www.vert-objectif.com
Probeautic Institut	2023-09-18	-	Stake Purchase
Signes, France · www.probeauticinstitut.com
Aktid	2023-07-12	-	Stake Purchase
Chambéry, France · www.aktid.fr
CSD Ingenieurs SA	2023-03-09	-	Buyout (LBO, MBO, MBI)
Fribourg, Switzerland · www.csd.ch
Samshield SARL	2023-02-01	-	Growth Capital
Beauvais, France · www.samshield.com
Offibat	2023-01-09	-	Secondary Buyout
Crosne, France
Cryopal	2022-12-01	-	Buyout (LBO, MBO, MBI)
Bussy-Saint-Georges, France · www.cryopal.com
Origin Group Sealing Solutions	2022-09-28	-	Secondary Sale
Rhône-Alpes, France
View All >>

Company

Date

Value

Type

Ocellis SASU

2024-03-07

Buyout (LBO, MBO, MBI)

Suresnes, France · www.ocellis.fr

Syscom-Prorep

2024-02-01

Buyout (LBO, MBO, MBI)

Lisses, France · www.syscom-prorep.com

Réseau Vert L'Objectif

2023-10-01

Buyout (LBO, MBO, MBI)

Paris, France · www.vert-objectif.com

Probeautic Institut

2023-09-18

Stake Purchase

Signes, France · www.probeauticinstitut.com

Aktid

2023-07-12

Stake Purchase

Chambéry, France · www.aktid.fr

CSD Ingenieurs SA

2023-03-09

Buyout (LBO, MBO, MBI)

Fribourg, Switzerland · www.csd.ch

Samshield SARL

2023-02-01

Growth Capital

Beauvais, France · www.samshield.com

Offibat

2023-01-09

Secondary Buyout

Crosne, France

Cryopal

2022-12-01

Buyout (LBO, MBO, MBI)

Bussy-Saint-Georges, France · www.cryopal.com

Origin Group Sealing Solutions

2022-09-28

Secondary Sale

Rhône-Alpes, France

View All >>

Sector	Current #	Value	All-time #	Value
Consumer Products	6 (18%)	-	7 (18%)	-
Business Services	3 (9%)	-	3 (8%)	-
Construction	3 (9%)	-	3 (8%)	-
Marketing	2 (6%)	-	3 (8%)	-
Software	2 (6%)	-	3 (8%)	-
Machinery	2 (6%)	-	2 (5%)	-
Manufacturing	1 (3%)	-	2 (5%)	-
Medical Products	2 (6%)	-	2 (5%)	-
Building Materials	1 (3%)	-	1 (3%)	-
Chemicals	1 (3%)	-	1 (3%)	-
Distribution	1 (3%)	-	1 (3%)	-
E-Commerce	1 (3%)	-	1 (3%)	-
Electrical Equipment	1 (3%)	-	1 (3%)	-
Electronics	1 (3%)	-	1 (3%)	-
Engineering	1 (3%)	-	1 (3%)	-
Food	1 (3%)	-	1 (3%)	-
Information Technology	1 (3%)	-	1 (3%)	-
Internet Software and Services	-	-	1 (3%)	-
Plastics	1 (3%)	-	1 (3%)	-
Real Estate	1 (3%)	-	1 (3%)	-
Safety/Security	1 (3%)	-	1 (3%)	-
Staffing	1 (3%)	-	1 (3%)	-
Total	34	-	39	-

Sector

Current #

Value

All-time #

Value

Consumer Products

6 (18%)

7 (18%)

Business Services

3 (9%)

3 (8%)

Construction

3 (9%)

3 (8%)

Marketing

2 (6%)

3 (8%)

Software

2 (6%)

3 (8%)

Machinery

2 (6%)

2 (5%)

Manufacturing

1 (3%)

2 (5%)

Medical Products

2 (6%)

2 (5%)

Building Materials

1 (3%)

Chemicals

1 (3%)

Distribution

1 (3%)

E-Commerce

1 (3%)

Electrical Equipment

1 (3%)

Electronics

1 (3%)

Engineering

1 (3%)

Food

1 (3%)

Information Technology

1 (3%)

Internet Software and Services

1 (3%)

Plastics

1 (3%)

Real Estate

1 (3%)

Safety/Security

1 (3%)

Staffing

1 (3%)

Total

State/Country	Current #	Value	All-time #	Value
France	30 (88%)	-	35 (90%)	-
Switzerland	3 (9%)	-	3 (8%)	-
Belgium	1 (3%)	-	1 (3%)	-
Total	34	-	39	-

State/Country

Current #

Value

All-time #

Value

France

30 (88%)

35 (90%)

Switzerland

3 (9%)

3 (8%)

Belgium

1 (3%)

Total

Type	Current #	Value	All-time #	Value
Buyout (LBO, MBO, MBI)	17 (50%)	-	21 (54%)	-
Growth Capital	7 (21%)	-	7 (18%)	-
Stake Purchase	6 (18%)	-	6 (15%)	-
Secondary Buyout	4 (12%)	-	4 (10%)	-
Divestiture	-	-	1 (3%)	-
Total	34	-	39	-

Type

Current #

Value

All-time #

Value

Buyout (LBO, MBO, MBI)

17 (50%)

21 (54%)

Growth Capital

7 (21%)

7 (18%)

Stake Purchase

6 (18%)

6 (15%)

Secondary Buyout

4 (12%)

4 (10%)

Divestiture

1 (3%)

Total

Type	Total #	Value
Trade Sale	3 (50%)	-
Secondary Sale	2 (33%)	169M (100%)
Divestiture	1 (17%)	-
Total	6	$169M

Type

Total #

Value

Trade Sale

3 (50%)

Secondary Sale

2 (33%)

169M (100%)

Divestiture

1 (17%)

Total

$169M

Financial	Deals
Mazars Group - Investment Bank	1
Natixis Partners	1

Financial

Deals

Mazars Group - Investment Bank

Natixis Partners

Legal	Deals
Lamartine Conseil	2
Walder Wyss	1
Proskauer Rose LLP	1

Legal

Deals

Lamartine Conseil

Walder Wyss

Proskauer Rose LLP

sell	#	Total
$100M to $1B	1	$169M
TOTAL	$169M
Largest	Cycle Me SAS $169M (2019-02-26)

sell

Total

$100M to $1B

$169M

TOTAL

$169M

Largest

Cycle Me SAS
$169M (2019-02-26)

		Deals
Acquired from
Investor(s)	10%	4 (10%)
Strategic(s)	3%	1 (3%)
Exited to
Investor(s)	33%	2 (33%)
Strategic(s)	67%	4 (67%)

Deals

Acquired from

Investor(s)

4 (10%)

Strategic(s)

1 (3%)

Exited to

Investor(s)

2 (33%)

Strategic(s)

4 (67%)

FAQ

When was Initiative & Finance founded?

Initiative & Finance was founded in 1984.

What type of investor is Initiative & Finance?

Initiative & Finance is a private equity firm.

Where is Initiative & Finance headquartered?

Initiative & Finance is headquartered in Paris, France.

Initiative & Finance Mergers and Acquisitions Summary

Private Equity Firm Profile

M&A Summary