Montefiore Investment Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Montefiore Investment has acquired 8 companies. It has also invested in 3 others.

Montefiore Investment’s most common sectors for investment areinformation technology (17%) and business services (9%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (45%) and secondary buyout (25%). In total, Montefiore Investment has invested in 1 US state and 5 different countries. Its largest (disclosed) acquisition occurred in 2005 when it acquired Groupe B&B Hotels Sas for $434M.

In the last 3 years, Montefiore Investment has exited 2 companies. The Firm’s most common exit type is secondary buyout (67%). Montefiore Investment’s largest (disclosed) exit occurred in 2010 when it sold Groupe B&B Hotels Sas for $541M.

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M&A Summary

  • M&A Total Activity45
    • M&A Buy Activity36
    • M&A Sell Activity9
  • Total Sectors Invested 22
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 6
  • M&A Advisors 4

Montefiore Investment

28 rue bayard,
Paris, 75008
France
+33 1 58 18 68 70
www.montefiore.fr
contact@montefiore.fr

Montefiore Investment is a independent investment group focused on acquiring mid-market companies with strong potential for profit and growth. The Firm primarily targets opportunities in "Locally Supplied Services". Sectors of interest include retail, B2B distribution, hotels/catering, leisure, tourism, transportation, healthcare, consumer services, and business services. Montefiore looks to invest €15 to €100 million. Montefiore Investment was formed in 2005 and is based in Paris.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Distribution, Furniture, Healthcare Services, Leisure, Retail, Transportation

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

Geographic Preferences: Western Europe

Transaction Criteria Min Max
Target Revenue 25 250
Target EBITDA - -
Investment Size 15 100
Enterprise Value - -
values in millions of EUR

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (3.0/yr) # 21 4 4 3 4 - 36
vol $434M $267M $701M
Sell (0.8/yr) # 5 2 1 - 1 - 9
vol $702M $702M
  45

Most Recent M&A

Company Date Value Type
Koesio Group 2023-10-12 - Growth Capital
Valence, France · www.koesio.com
oXya SASU 2023-07-12 - Divestiture
Jersey City, New Jersey · www.oxya.com
EXA MP Srl 2023-05-09 - Secondary Buyout
Arezzo, Italy · www.exagroup.net
Gandi SAS 2023-02-22 - Merger
Paris, France · www.gandi.net
Audition Conseil France 2023-01-01 - Buyout (LBO, MBO, MBI)
Aix-en-Provence, France · www.auditionconseil.fr
TC Concept 2022-06-14 - Buyout (LBO, MBO, MBI)
Lyon, France · www.tcconcept.fr
Generix Group 2022-04-22 267M EUR Going Private
Lesquin, France · www.generixgroup.com
Patchwork SAS 2022-01-01 - Buyout (LBO, MBO, MBI)
Paris, France · www.patchwork.co
NGE Group 2021-10-11 - Stake Purchase
Tarascon, France · www.nge.fr
European Camping Group 2021-10-05 - Secondary Sale
Aix-en-Provence, France · www.europeancampinggroup.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 6 (23%) - 6 (17%) -
Business Services 3 (12%) - 3 (8%) -
Consumer Services 1 (4%) - 3 (8%) -
Leisure - - 2 (6%) 434M (62%)
Construction 2 (8%) - 2 (6%) -
Healthcare Services 1 (4%) - 2 (6%) -
Internet Software and Services - - 2 (6%) -
Retail 1 (4%) - 2 (6%) -
Software 1 (4%) 267M (100%) 1 (3%) 267M (38%)
Apparel/Textiles 1 (4%) - 1 (3%) -
Communications 1 (4%) - 1 (3%) -
Consumer Products 1 (4%) - 1 (3%) -
Digital Media - - 1 (3%) -
Distribution 1 (4%) - 1 (3%) -
Financial Services 1 (4%) - 1 (3%) -
Marketing - - 1 (3%) -
Media 1 (4%) - 1 (3%) -
Medical Products 1 (4%) - 1 (3%) -
Real Estate 1 (4%) - 1 (3%) -
Restaurants 1 (4%) - 1 (3%) -
Safety/Security 1 (4%) - 1 (3%) -
Transportation 1 (4%) - 1 (3%) -
Total 26 $267M 36 $701M

Acquisitions By Geo

State/Country Current # Value All-time # Value
France 23 (88%) 267M (100%) 31 (86%) 701M (100%)
United Kingdom 1 (4%) - 2 (6%) -
United States 1 (4%) - 1 (3%) -
  New Jersey 1 (4%) - 1 (3%) -
Italy 1 (4%) - 1 (3%) -
Monaco - - 1 (3%) -
Domestic 23 (88%) 267M (100%) 31 (86%) 701M (100%)
Cross-border 3 (12%) - 5 (14%) -
Total 26 $267M 36 $701M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 12 (46%) - 16 (44%) -
Secondary Buyout 3 (12%) - 9 (25%) 434M (62%)
Stake Purchase 5 (19%) - 5 (14%) -
Growth Capital 4 (15%) - 4 (11%) -
Going Private 1 (4%) 267M (100%) 1 (3%) 267M (38%)
Divestiture 1 (4%) - 1 (3%) -
Total 26 $267M 36 $701M

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (67%) 702M (100%)
Merger 1 (11%) -
Trade Sale 1 (11%) -
Trade Sale - Public Company 1 (11%) -
Total 9 $702M

Top M&A Advisors

Financial Deals
Alantra
1
Legal Deals
Mayer Brown
 1
McDermott Will & Emery
 1
De Gaulle Fleurance & Associés
 1

Deal Values

buy # Total
$100M to $1B 2 $701M
TOTAL $701M
Largest Groupe B&B Hotels Sas
$434M (2005-07-01)
sell # Total
$100M to $1B 2 $702M
TOTAL $702M
Largest Groupe B&B Hotels Sas
$541M (2010-09-28)

M&A Connections

Deals
Acquired from
Investor(s)
31%
11 (31%)
Strategic(s)
3%
1 (3%)
Exited to
Investor(s)
67%
6 (67%)
Strategic(s)
33%
3 (33%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.0B EUR

Established

2005

Specialist/Generalist

Generalist

Leadership

Eric Bismuth

Founder & CEO

Olivier Nataf

Head of Sustainability and Impact

Daniel Elalouf

Managing Partner

Lina Sor Collandre

CFO

Alexandre Bonnécuelle

Partner

FAQ

When was Montefiore Investment founded?

Montefiore Investment was founded in 2005.

What type of investor is Montefiore Investment?

Montefiore Investment is a private equity firm.

Where is Montefiore Investment headquartered?

Montefiore Investment is headquartered in Paris, France.

How much capital does Montefiore Investment have under management?

Montefiore Investment has 1.0B EUR under management.

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