Investment Summary

Sofina and Aquasourça Invest In M. Chapoutier

On January 1, 2007, private equity firm Sofina and family office Aquasourça invested in beverage company M. Chapoutier

Investment Highlights
  • This is Sofina’s 1st and Aquasourça’s 1st transaction in the Beverages sector.
  • This is Sofina’s 2nd and Aquasourça’s 3rd transaction in France.

Investment Summary
Date 2007-01-01
Target M. Chapoutier
Sector Beverages
Investor(s) Sofina
Aquasourça
Deal Type Stake Purchase

Target

M. Chapoutier

Tain I Hermitage, France
M. Chapoutier is a wine producer in the Rhone Valley. M. Chapoutier was founded in 1808 and is based in Tain I Hermitage, France.

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Investor(S) 2

Investor

Sofina

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1898
Size Large
Type Sector Agnostic
DESCRIPTION

Sofina SA is a family controlled, publicly traded investment firm focused on making long-term, direct minority investments in leading companies, investing in third party growth and venture funds, and providing equity investments in fast growing companies. The Firm's direct investment group will consider opportunities throughout Europe where it can commit €100 to €300 million per transaction in companies valued up to €4.5 billion. Sofina SA dates back to 1898 and is headquartered in Brussels.

DEAL STATS #
Overall 5 of 31
Sector (Beverages) 1 of 1
Type (Stake Purchase) 5 of 12
Country (France) 2 of 10
Year (2007) 1 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2006-11-01 Hillebrand

Mainz Hechtsheim, Germany

Hillebrand is a provider of logistics solutions operating in two specific niche markets beer, wine and spirits, and industrial bulk. Hillebrand was founded in 1844 and is based in Mainz Hechtsheim, Germany.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2007-06-06 Veepee

Saint-Denis, France

Veepee is an e-commerce website in Europe and specializes in clearance sales of major brands. Veepee operates in several sectors, including fashion, travel, entertainment, and wine. Veepee was founded in 2001 and is based in Saint-Denis, France.

Buy -
Investor

Aquasourça

Investor Investor

Category Family Office
Founded 1996
PE ASSETS 200M USD
Size Small
Type Sector Agnostic
DESCRIPTION

Aquasourça is a generalist French private equity investment group focused on opportunities in Western Europe. The Firm does not have any sector preferences and generally looks to commit €3 to €15 million per transaction in support of buyouts and growth capital financings. Aquasourça was formed in 1996 and is based in Villeurbanne.

DEAL STATS #
Overall 3 of 20
Sector (Beverages) 1 of 2
Type (Stake Purchase) 1 of 5
Country (France) 3 of 18
Year (2007) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2007-01-01 Tribune de Lyon

Lyon, France

Tribune de Lyon is a daily news site (politics, society, economy, science, education, lifestyle, culture, etc.) on Lyon and its metropolis. The company also publishes the magazine Exit (www.exitmag.fr), a free monthly magazine for outings in Lyon and Rhône-Alpes (tourism, leisure, shows, restaurants), as well as the family magazine Grains de Sel, also free (www. .grainsdesel.com). Tribune de Lyon was formed in 2006 and is based in Lyon, France.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2008-01-01 JL Bourg

Bourg-en-Bresse, France

JL Bourg is a professional basketball club having a home arena at Ekinox, which has a capacity of 3,548 people. JL Bourg was formed in 1910 and is based in Bourg-en-Bresse, France.

Buy -
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