M&A Deal Summary

Montefiore Investment Acquires Valority

On October 2, 2019, private equity firm Montefiore Investment acquired real estate company Valority from Azulis Capital

Acquisition Highlights
  • This is Montefiore Investment’s 1st transaction in the Real Estate sector.
  • This is Montefiore Investment’s 19th transaction in France.

M&A Deal Summary

Date 2019-10-02
Target Valority
Sector Real Estate
Buyer(s) Montefiore Investment
Sellers(s) Azulis Capital
Deal Type Secondary Buyout

Target

Valority

Lyon, France
Valority provides advisory and management services for property investments to its clients. Valority was founded in 1985 and is based in Lyon, France.

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Buyer(S) 1

Buyer

Montefiore Investment

Paris, France

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 2005
PE ASSETS 1.0B EUR
Size Large
Type Sector Agnostic
DESCRIPTION

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 €20 to €200 million. Montefiore Investment was formed in 2005 and is based in Paris.


DEAL STATS #
Overall 21 of 37
Sector: Real Estate M&A 1 of 1
Type: Secondary Buyout M&A Deals 8 of 10
Country: France M&A 19 of 31
Year: 2019 M&A 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-09-06 Digilinx

Puteaux, France

Digilinx is a B2B networking events organiser. Digili is based in Puteaux, France.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-01-01 Carpenters Workshop Gallery

Paris, France

Carpenters Workshop Gallery publishes, produces and distributes the greatest contemporary design artists from 4 exhibition venues (London, Paris, New York and Los Angeles), international fairs, and its website. Carpenters Workshop Gallery was founded in 2006 and is based in Paris, France.

Buy -

Seller(S) 1

SELLER

Azulis Capital

Paris, France

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 2000
PE ASSETS 1.0B EUR
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Azulis Capital is a private equity investment firm that targets buyout, recapitalization, and growth capital investments in France. Azulis looks to invest in mid-sized businesses with €20 to €120 million in enterprise value. Sectors of interest include consumer products and services, manufacturing, communications, healthcare, and chemicals. Azulis generally seeks to commit between €7 and €30 million per transaction. Azulis Capital was formerly known as Banexi Capital and is based in Paris.


DEAL STATS #
Overall 40 of 49
Sector: Real Estate M&A 1 of 1
Type: Secondary Buyout M&A Deals 22 of 28
Country: France M&A 40 of 49
Year: 2019 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-09-30 Eksae

Paris, France

Eksaé offers suites of complete solutions for managing and steering public action as innovative as it is efficient. Human resources, financial management, budget management, relations with citizens, Eksae is the partner of those who brings public service to life. Eksae was founded in Paris, France.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-10-07 La Sommeliere

Arnage, France

La Sommeliere is a player in European wine cellar market. Constantly growing for more than 30 years, La Sommeliere's know-how is daily put at the service of high performance wine cellars, with innovative solutions for the conservation and aging of wine. La Sommeliere was founded in 1993 and is based in Arnage, France.

Buy -