Investor appetite for Private Equity is undeniable. Last year more than 138,000 million euros were invested in European companies alone. What justifies such enthusiasm?
Javier ANTONIOZ : There are several answers that explain the investors’ obsession with private equity, an obsession that has been accelerating in recent years by private investors.
First of all, French savers want to give more and more meaning to their savings. They are interested in knowing that the cash they are going to use will allow the development of French SMEs and ETIs. They want to identify themselves with a project, an entrepreneur and if possible in their region. The France Relance label also makes it possible to guide investors in this desire to support the recovery and growth of France.
In addition, this class of assets historically reserved for institutional clients is becoming more democratic and open to private investors who can, in particular, through their life insurance or PEA, boost their portfolio with vehicles that offer returns historically higher than those traditional asset classes.
Within 123 IM, you explain how to enable investors to provide the necessary capital to entrepreneurs and the innovations that will make tomorrow’s society. What do you mean ? What new topics are you currently focusing on?
Javier ANTONIOZ : Our business DNA allows us to put our knowledge and experience at the disposal of French companies in a logic of global support, beyond simple financing. To do this, we structure stock and bond financing solutions that are tailored to each situation of French companies. We finance various business projects: development, external growth, reorganization and restructuring of capital (transfer), bridging financing needs (pending the sale of an asset, an IPO or disposal).
We have always opted for broad diversification, positioning ourselves as a multi-themed investor with extensive experience in the sectors of tourism (hotels, restaurants, leisure, camping), health (RSS, pharmacies, analysis laboratories, clinics, etc.), real estate (promotion real estate, marketer, real estate investment) and renewable energies. In addition, we currently offer our clients the opportunity to invest in a portfolio of developers and real estate agents, multi-projects and multi-promoters through our FPS Finaprom 2022*. We also offer you the possibility to finance directly in club deal exceptional Parisian real estate assets in the central district of Paris in exclusive partnership with leading operators**.
To better meet the needs of our clients, we invest in sectors that we have identified as promising and that are experiencing structural growth linked to changes in our society (age pyramid, change in consumption habits, housing shortage, etc.) . They have the following common characteristics: tangibility, structural growth, market depth, visibility, resilience and a good return/risk ratio.
Currently, we are accelerating our commitment to finance the energy transition. Our objective is to cover all the needs of the actors of the Energy Transition, offering short or long-term financing (2 to 7 years), adapted to the different stages of their projects. We are strengthening our position on this issue for the growth of this rapidly developing sector, which requires significant financing needs.
What support do you provide to your customers? What are your development projects?
Javier ANTONIOZ : Directing French savings towards the real economy, opening access to investment capital to as many people as possible, these are the missions that we assigned ourselves at 123 IM more than 20 years ago and that we continue to implement every day. We have therefore invested more than €2.2 billion in more than 800 French companies (data as of 12/31/2021).
The support and recognition of our clients is based on the quality of our offer and the excellence of our services.
The CGPs we support are very popular with the innovative, flexible and diversified investment solutions we offer through our Funds and Club Deals. Thus, we offer our clients a global solution that allows them to diversify their assets and invest in unlisted assets, whatever their expectations and objectives.
Our extensive network of renowned distributors (more than 1,200 partners: banks, insurers, independent advisors, etc.) and well established locally is the result of a development policy oriented to the “field” that we have been carrying out since our creation, always favoring a strong presence of our regional development teams with our distribution partners. Thanks to this network, we have a complete network throughout France that allows us to distribute our investment offer to private investors.
Therefore, we stand by our clients more than ever to introduce them to the opportunities they should take advantage of in our preferred sectors, but also in any new investment theme that we identify as promising**. Une année forte comme toujours du côté des investissements mais pas seulement puisque nous poursuivons en parallèle de nombreux projets: ESG en fort developpement, digital innovation en plein boom, entraide projet avec notre funds de endowment et opération de croissance externe sont également au rendez -you.
*Fund reserved for well-informed investors, art. 423-27 of the General Regulations of the AMF. Investment in the Fund involves risk of loss of capital and lack of liquidity.
** Investing in private equity involves the risk of loss of capital and lack of liquidity.
This is an advertising communication. Please consult the AIF prospectus before making a final investment decision.
Source: BFM TV
