With Sofina Direct, we invest directly in growing companies and take long-term minority positions in established, expanding businesses.
Sofina growth
Sofina Growth centres on backing talented founders operating rapidly growing companies in our key focus sectors.
Our portfolio has a global footprint, but we are prioritising opportunities in Western Europe, Asia (India, China and Southeast Asia) and the United States. We are targeting businesses with demonstrated product-market fit, proven economics and limited technology risk. Having a closely held and aligned shareholder base as well as a founding team involved in the management of the company are important factors for us.
Sofina has the flexibility to take a lead investor or follower role in financing rounds (from Series B and beyond) and has developed a rapid and transparent decision-making process to assess new investment opportunities within this investment strategy.
Given the evergreen nature of our capital, Sofina is able to extend holding periods and reinvest in successive rounds in high conviction portfolio companies. Furthermore, Sofina’s added value includes the ability for its partners to tap into its global network of portfolio companies, investors and other contacts. We usually seek board representation and actively support portfolio companies in their strategic priorities.
2010
First investment
€20- 100 m
Investment size
Long-term minority investments
For more than 60 years, Sofina has been the partner of entrepreneurs, families and management teams to support growth and create sustainable value.
Sofina invests in companies on a long-term growth path; we strive for seamless alignment with our partner shareholders who are often involved in the management of the company. Our long-term view, our strategic and sector experience, financial wherewithal, further enhanced by Sofina’s broad and global network are the contribution we bring to our portfolio companies’ growth projects. We are active and constructive members of the company’s board and are involved in the development of strategic initiatives and in actively sharing best practices on ESG related matters with the support of specialists. Our large capital base affords us patience and the ability to support our companies’ growth through capital expenditures or acquisitions. Our approach is flexible and next to growth initiatives, we are also able to provide liquidity to existing shareholders or support with other like-minded and aligned partners sponsor-less buy-outs.
60 +
Years of partnerships with entrepreneurs and families
€100- 300 m
Investment size
Our investment approach
Minority stakes in private and listed companies with a global exposure or active in high-growth sectors
Patient capital and reference shareholder with a long-term horizon to create sustainable value
Taking account of Environmental, Social and Governance criteria in our investment decisions
