Long-term minority investments

Long-term minority investments

Long-term minority investments

Long-term minority investments

30% of the Net Asset Value (1)

Minority stakes in private and listed companies

Companies mainly in Europe with global exposure

Flexible approach seeking alignment with our partners

Investment size between EUR 100 m and EUR 300 m

In partnership with entrepreneurs and families for 60 years

Patient capital and reference shareholder with a long-term horizon to create sustainable value

Taking into account Environmental, Social and Governance criteria in our investment decisions

(1) Considering the portfolio in transparency as at 30 June 2022.

Activity description

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. 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.

Portfolio

the_hut_group

Former investments