Investment Summary |
|
|---|---|
| Date | 2023-10-30 |
| Target | CBA |
| Sector | Software |
| Investor(s) |
Amundi Private Equity
Sofipaca Capital Investissement Arkea Capital |
| Sellers(s) | Five Arrows |
| Deal Type | Stake Purchase |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| PE ASSETS | 1.0B EUR |
| Size | Large |
| Type | Sector Agnostic |
Amundi Private Equity is the direct, private equity investment arm of asset manager Amundi. The Group looks to invest €10 to €50 million in growth companies generating up to €1.5 billion in sales. Amundi Private Equity principally looks to acquire stakes in French companies, but will consider broader Western Europe as well. Sectors of interest include financial services, healthcare, materials, consumer products, energy, information technology, and communications. Amundi Private Equity is based in Paris, France.
| DEAL STATS | # |
|---|---|
| Overall | 15 of 17 |
| Sector: Software M&A | 2 of 3 |
| Type: Stake Purchase M&A Deals | 2 of 2 |
| Country: France M&A | 15 of 15 |
| Year: 2023 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-06-20 |
Jems Group
Neuilly, France Jems Group is a provider in Big Data and pioneer of data-oriented digital transformation. JEMS intervenes in all activity sectors, from mid-cap companies to CAC 40, particularly in the fields of health, automotive, agriculture, retail, finance, Facility Management, and industry. Jems Group was established in 2002 and is based in Neuilly, France. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-14 |
aixigo
Aachen, Germany aixigo provides API-based Wealth Management Platform for creating individual, innovative and profitable wealth management services. Our platform enables banks, financial service providers and wealth managers to digitalise their service offerings. aixigo was founded in 1999 and is based in Aachen, Germany. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1984 |
| Size | Small |
| Type | Sector Agnostic |
Sofipaca Capital Investissement is a private equity firm focused on minority investments (up to 30% equity) in small, growth-oriented French companies. The Firm targets profitable companies operating in traditional industries and looks to invest up to €3 million per transaction. Sofipaca Capital Investissement was established in 1984 and is headquartered in Aix-en-Provence.
| DEAL STATS | # |
|---|---|
| Overall | 30 of 33 |
| Sector: Software M&A | 1 of 1 |
| Type: Stake Purchase M&A Deals | 7 of 8 |
| Country: France M&A | 30 of 33 |
| Year: 2023 M&A | 5 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-06-19 |
Silversun
Lambesc, France Silversun is an installation developer and carries out all stages of a roof photovoltaic power plant project internally (from development to installation and maintenance). Silversun was founded in 2005 and is based in Lambesc, France. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-11-15 |
Groupe Berto
Avignon, France Groupe Berto is a provider of specialized and intelligent services for the optimized management of people, materials and flows. The company provides Rental with driver, Rental without driver, Solutions & connectivity, Outsourcing, Human support, Transport & chartering and Event logistics services. Groupe Berto was founded in 1963 and is based in Avignon, France. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2011 |
| PE ASSETS | 1.3B EUR |
| Size | Large |
| Type | Sector Agnostic |
Arkéa Capital is the private equity investment arm of diversified financial services company Crédit Mutuel Arkéa. Arkéa Capital looks to make long-term investments in established, market leading companies. The Group does not have any sector preferences. Arkéa Capital does not have any sector preferences and is headquartered in Brest.
| DEAL STATS | # |
|---|---|
| Overall | 98 of 111 |
| Sector: Software M&A | 4 of 4 |
| Type: Stake Purchase M&A Deals | 5 of 12 |
| Country: France M&A | 95 of 108 |
| Year: 2023 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-07-19 |
Lumiplan
Saint-Herblain, France Lumiplan imagines, designs and implements innovative solutions to enhance the territories by providing turnkey communication solutions for non-advertising information for citizens and travelers. Lumiplan was founded in 1972 and is based in Saint-Herblain, France. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-11-21 |
Stelogy
Paris, France Stelogy is a global operator of telecommunications and network infrastructure services for companies and administrations. Stelogy was founded in 2003 and is based in Paris, France. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| PE ASSETS | 24.0B EUR |
| Size | Mega |
| Type | Sector Agnostic |
Five Arrows Principal Investments is a mid-cap investor in Western European companies. Five Arrows can invest across the capital structure (equity, equity-linked, mezzanine, convertible debt) and generally focused on primary or secondary buyouts, growth financings, and balance sheet restructurings. The Group does not have any sector preferences, but typically looks for businesses with high barriers to entry and predictable earnings. Five Arrows can commit €30 to €400 million per investment. Five Arrows is a unit of Rothschild Bank. The Group has offices in Paris, Luxembourg, and London.
| DEAL STATS | # |
|---|---|
| Overall | 24 of 27 |
| Sector: Software M&A | 2 of 3 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| Country: France M&A | 12 of 13 |
| Year: 2023 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-04-04 |
n2y
Huron, Ohio, United States n2y is a developer of education curricula and teaching materials for K-12 students with special needs. n2y offers its products to teachers and school administrators through a cloud-based subscription platform. n2y’s core products include Unique Learning System, a standards-based curriculum program designed specifically for students with special needs; news-2-you, a weekly current events newspaper; and SymbolStix, a symbol-based language used in learning materials. n2y was founded in 1997 and is based in Huron, Ohio. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-19 |
Agilio Software
Sheffield, United Kingdom Agilio Software is a provider of saas based compliance and hr services into the dental market via its two main product lines, icomply and total hr. These are essential clinical services for dental practices to ensure regulatory and cqc compliance, free up practice managers time and drive operational excellence, in a market underpinned by complex and changing clinical regulation. Agilio Software is based in Sheffield, United Kingdom. |
Buy | - |