CONTENTS. INVESTMENT strategy and criteria P.3 EVOLEM : AN ENTREPRENEUR S INITIATIVE P.2. Our EXPERTISE. Key FIGURES P.5. Our TEAM P.

Transcription

1

2 CONTENTS INVESTMENT strategy and criteria P.3 EVOLEM : AN ENTREPRENEUR S INITIATIVE P Our EXPERTISE P.4 4 Key FIGURES P.5 Other INVESTMENTS P Our TEAM P.6 New PLATEFORMS P Our VALUES P.7 Our COMPANIES P.8 June

3 EVOLEM BEGAN WITH AN ENTREPRENEUR Bruno Rousset 100 % HISTORY 1988 : Bruno Rousset founded APRIL 1997 : APRIL IPO on French stock exchange 1997 : Creation of EVOLEM (Business Angel activity) 2007 : Hiring of professional investment team and first build-up deals 2011 : Focus on build-up strategy Specialized Nutrition 58M employees 64 % Acoustics and Vibration Measurement 87M employees Communication 17M employees Recreational motor vehicles 44M employees Wood Energy 15M - 78 employees APRIL Insurance Groupe 861M employees Occupationnal Reintegration 49M employees? Toys and recreationnal activities 32M - 55 employees New sectors? See investment strategy and criteria (p.3) 2

4 INVESTMENT STRATEGY AND CRITERIA Build strategy through acquisitions SMEs with revenues of 20M to 100M (at least 2M for build-up) Niche markets with consolidation opportunities Proven and profitable Business model founded on marketing and innovation Long term strategy with no exit deadline STRATEGY CRITERIA Equity investment up to 25M Active support of the management team Exclusively majority-stake operations BUILDING TOMORROW S LEADERS 3

5 OUR EXPERTISE An entrepreneurial investment approach DEVELOPING COMPANIES REQUIRE LONG-TERM STRATEGIC VISION SHARE A STRATEGIC VISION A flexible and available strategic committee Close partnership with directors Small and responsive team CREATE VALUE Value is generated by the project, the team and its strategy Strong external growth culture, source of synergies AN ACTIVE SHAREHOLDER ALONGSIDE THE MANAGEMENT TEAM ENSURE LONG-TERM GROWTH Reinvestment funds to drive growth No exit deadline RESPECT OF COMPANY FUNDAMENTALS Cautious financial levers Promoting men and women Long-term vision 4

6 KEY FIGURES Evolem, today* : 180 MILLION EUROS 571 MILLIONS EUROS OF AGGREGATE REVENUES GROUPS (SO FAR) INVESTED SINCE ITS CREATION 3144JOBS EMPLOYEES EXTERNAL GROWTH OPERATIONS, 5 CROSS-BORDER OPERATIONS 79 YEARS EXPERIENCE COMPANIES SUPPORTED SINCE ITS CREATION * excluding April 5

7 OUR TEAM François NOIR Deputy CEO Bruno ROUSSET CEO Sandrine ESCALEIRA Acquisition & Strategy Director Maxime BOYER Acquisition & Strategy Director Thomas RIVAL Senior Strategy & Market Analyst Clément VENARD Analyst Grégoire SÉBÉ Analyst Alice D HERVÉ Analyst Christophe BROGUIERE Real Estate Director Ségolène DE MONTGOLFIER Evolem Citoyen Marie-Christine VARNIER CFO Bérangère TARDITS CFO & Real Estate Assistant Director Lucile EXARTIER Bruno Rousset Assistant Peggy DESOUTTER Investment team Assistant 6

8 OUR VALUES EVOLEM, a socially responsible company The Entrepreneurs de la Cité foundation was created by Bruno Rousset in 2006 and is officially recognised for its contribution to the public interest. It offers a unique PROMOTE PEOPLE CREATE JOBS EVOLEM has been committed since 2008 to the GROUPE ID EES, which has become one of the leading French players in the field of occupational reintegration. Today, this Burgundy- micro-insurance system adapted to the based group is present in 25 French needs of entrepreneurs, in particular departements and helps nearly 3,000 individuals with disabilities. It has people gain access to long-term helped more than 6,700 entrepreneurs SMEs GROWTH SUPPORT employment each year. since its creation, of which 81% used to be unemployed before. As socially responsible investors, we have a duty to act in the best long-term interests of our companies. EVOLEM is signatory of the PRI (Principles of Responsible Investment). This United Nations-supported initiative is an international network of investors working together to incorporate environmental, social, and corporate governance (ESG) issues into their investment decision making and ownership practices. 7

9 OUR COMPANIES Build-up GOAL 200M Revenues 58M 33M 34M 35M 21M 7M 9M Specialist in clinical nutrition products Specialist in the design and production of dehydrarted food products Distributor of products for healthcare and education sectors Production of tinned meals Distribution of high-protein weightloss products Specialist in sports nutrition Mixed meal for medical nutrition 8

10 OUR COMPANIES Build-up GOAL 50M 17M Revenues 15M 7M 8M 9M 1M Corporate communication Strategy consultant Interactive communication, digital marketing, websites, e-commerce Operational communication consulting agency Development of smartphone and tablet applications Development of smartphone and tablet applications Social media 9

11 OUR COMPANIES Build-up GOAL 150M Revenues 87M 63M 55M 42M 23M 13M Sound and vibration monitoring Engineering for Industrie Predictive maintenance of industrial processes Laser shaft alignment system US distributor of industrial maintenance systems Provider of air quality monitoring system 10

12 OUR COMPANIES Build-up GOAL 100M Revenues 15M 7M 5M 3M Fireplace manufacturer Sheet metal factory Design and distribution of wood stove Wood Stove 11

13 OUR COMPANIES Build-up GOAL 100M Revenues 32M 23M Outdoor and art & craft toys under licence Art & craft toys under own brands 12

14 OUR COMPANIES Build-up GOAL 100M Revenues 40M 49M 32M 37M 25M Temporary employment Environment Construction Catering Other business sectors 13

15 OUR COMPANIES Build-up GOAL 100M Revenues 44M 41M 26M Manufacturing and sale of go-karts Sale of vehicle spare parts and other equipments Constructor of competition and rental karting 14

16 OUR COMPANIES Build-up GOAL 1B Revenues 861M 295M Property insurance Health & Personal insurance 15

17 NEW PLATFORMS? EVOLEM IS WILLING TO INVEST IN 5 TO 7 NEW NICHE MARKETS TYPES OF DEAL Majority stake (including MBI) Equity investment up to 25M TARGETED COMPANIES Profitable business model based on innovation and marketing Revenue between 20M and 100M MARKETS Niche market with consolidation opportunities and international development 16

18 OTHER INVESTMENTS 2008 Revenues 2016 : 5 M French specialist in the design and manufacture of tailor-made 2015 Revenues 2016 : 9 M Health software editor at work Majority shareholder Minority shareholder 2011 Revenues 2016 : 0 Producer of biological biocide for water treatment 2011 Revenues 2017 : 7 M Owner operator of Certif icat Voltaire and designer of e-learning solutions 17

19 6, quai Saint Antoine I CS I LYON Cedex 02 Tel. : I Fax :