INDEFI

🎯 Indefi is honored to have concluded the sustainability vendor due diligence of DIAM Group · Retail & Merch Solutions.   DIAM, a world leader in the Visual Merchandising and Shopfitting markets for the beauty and luxury sectors, supports its customers across the entire value chain. Their comprehensive offerings include consulting, creative and technical design, sustainability support, engineering, production, delivery, installation, after-sales services, and end-of-life management.   DIAM has firmly established itself as a leader in integrating sustainability into its core operations, products, and services. The Group has demonstrated an unparalleled commitment to sustainability through strategic initiatives that foster environmental and social stewardship and promote circular economy. With the investment from Ardian and the strategic direction provided by its management team, DIAM is well-positioned to accelerate its sustainability efforts and drive growth in the coming years.   Throughout our collaboration, we have addressed specific aspects of sustainability, directly impacting DIAM's revenues. Our focus has been on embedding sustainability as a strategic driver of value creation, going beyond compliance to proactively address transitional challenges within the sector, an approach that aligns seamlessly with DIAM's philosophy.   👏 Congratulations to the management team Francoise RAOUL DUVAL, Thierry Chetaille, Louis Dupereé, Stephane Michel-Grosjean, Michel VAISSAIRE, Raphaele Briand and Mathieu Parfait. We wish them the best in their ambitious growth strategy. Special thanks to our Sustainable Finance team (Emmanuel Parmentier, Charlotte Salmon, Victor Le Marois) for their outstanding contributions to this project.

🎉 We're thrilled to announce that we provided strategic advice to PLAYERS in the context of their upcoming partnership with Vendis Capital to support the new chapter of their growth journey, leveraging our recognized expertise in the leisure sector in general and sports industry in particular.   Founded in 2016 from the merger of Soccer Park and LE FIVE, PLAYERS has become a prominent player in indoor sports entertainment across France. With 35 venues nationwide (23 owned, 12 franchised), PLAYERS offers inclusive sports activities centered on conviviality. Initially known for five-a-side football under the LE FIVE brand, the group expanded into padel in 2014 with the launch of 4PADEL, now boasting 144 football fields and 128 padel courts in modern, well-equipped centers. PLAYERS prioritizes customer experience through strategic locations, quality facilities, and digital innovations, facilitating community-building through tournaments, leagues, and digital tools. It also caters to businesses with tailored events and operates sports academies like ZIDANE FIVE CLUB and 4PADEL Academy by Babolat, promoting sports development.   👏 Congratulations to Vendis Capital (Aurelie Cayet, Olivier Le Bris, and Mathieu de Medeiros), and to PLAYERS' management team (Tony Jalinier, Guillaume DEBELMAS, and Joseph Viéville) on such a successful deal and the beginning of an exciting new chapter.   Congratulations also to Amala Partners (Jean-Baptiste Marchand and Benjamin Giner), EY Ventury Avocats (Julien Tamagno and Nicolas Ivaldi), Lawderis Avocats (Bertrand Araud), LL Berg (Olivier ABERGEL, Gaëlle Quillivic and Leslie Batazzi), Oderis (Hugo Primas, Alexandre Bartoszek) for their instrumental role in making the deal a success, and to Nicolas Beraud and Konstantinos KOSTIS, who have successfully supported the Group over the last years.   🙏 Special thanks to our Strategy team (Mehdi Belefqih, Nicolas Hamann, Cyprien Léauté & Gabriel LENY) for their contribution.   #PrivateEquity #MergersAndAcquisitions #DueDiligence 

🎯 We are delighted to announce that we have supported Kartesia in its decision to finance Symbios Orthopédie SA by providing a comprehensive strategic due diligence of the Company. This financing operation will enable Symbios to pursue its ambitious growth strategy. This project underscores our expertise in the healthcare sector, especially in the Medtech segment. Founded in 1989, Symbios Orthopédie SA is a leading Swiss medical technology company specialized in the production of patient-specific hip and knee implants. Leveraging advanced biomedical engineering, Symbios offers innovative solutions, such as the ORIGIN® knee implant, to improve both patient comfort and surgeon productivity. With a strong presence in EMEA, the Group will now be working towards bringing its innovations on a global scale, with expansion plans in North America and APAC.   👏 Congratulations to Kartesia (Matthieu Delamaire, Julien Rigon, Alexis Midol and Clémence Demière) and to Symbios' management (Florent Plé).   Special thanks to our Strategy team (Nicolas Lamour, Gabriel Rotily, Ali Hayek, Ingrid Duka and Corentin HARDY) for their contribution to this deal.   #PrivateEquity #MergersAndAcquisitions #DueDiligence #MedTech

Once again this year IMpower Incorporating FundForum in Monaco has proved to be a must-attend event for asset managers. Thank you so much for having us #Impower & #FundForum, and to our Partners’ copanellists for these inspiring discussions. Karin van Baardwijk Robeco, Gaetan Aversano UBP - Union Bancaire Privée, Cyril Demaria Julius Baer, Davide Elli Fideuram Asset Management SGR, Olivier Paccalin Societe Generale Private Banking - SGPB, Sophie BIGEARD QUAERO CAPITAL, François Xavier GENNETAIS ABN AMRO Investment Solutions, Guillaume Lasserre LBP AM, Julien Mechler BNP Paribas Asset Management

🎯 Indefi is honored to have concluded the strategic VDD of SERAPID Group to support its refinancing process, a new milestone in the Group’s development driven by its management and LBO France. This once again consolidates our expertise in the industrial sector. As a worldwide co-leader of electromechanical actuators, Serapid has a unique edge with its Rigid Chain Technology (RCT) based upon an unrivalled R&D know-how and >5 decades of experience. Through our research and interviews conducted with market experts, we are convinced that the RCT technology should continue to gain traction thanks to its high technological, operational, and environmental performances.   During our collaboration, we have demonstrated the soundness and resilience of the Group's historical segments (industrial handling equipment and stage elevation), where RCT increasingly fits with multiple applications around the world. We have also helped Serapid better analyze the strong expected traction of new applications where RCT offers unique possibilities and in particular with the Lifts segment. We look forward to seeing this growth materialize.   👏 Congratulations to Serapid' management (Emeric Labesse, Guillaume DAVIES), alongside with LBO France (Charles Béal, Jean-Marie LEROY). A special thanks to Amala Partners (Jean-Baptiste Marchand, Benjamin Giner, Jad Sader, Damien Schaff, Alexandre Abadie, Inès Andréa Benyazza) and our Strategy team (Julien Berger, Marc Durance, Yannick Hamida, Salim T., Lilian Sokoundjou) for their contribution to the deal.

📺 La semaine dernière Julien Berger a eu le plaisir de participer au nouveau format de CFNews/TV pour une table ronde ayant pour sujet "Private Equity et croissance externe : comment générer la création de valeur ?" aux côtés de Patrick Eisenchteter de Motion Equity Partners, Thierry Verne d'Olyos Group, Arnaud Petit d'Edmond de Rothschild, et modérée par Agathe Zilber de CFNEWS (Corporate Finance News).   Retrouvez la première partie "Comment choisir et intégrer les sociétés acquises" en suivant ce lien https://lnkd.in/eNtTBKQW Regardez la seconde partie "L’importance de l’alignement de stratégie entre le fonds et le manager" via ce lien https://lnkd.in/exCrtmA5   Félicitations pour le lancement de ce nouveau programme et merci à nouveau de nous y avoir conviés Bogdan KOWAL, Agathe Zilber & CFNEWS.   #LBO #BuildUp #CreationDeValeur #CroissanceExterne #CapitalInvestissement #TablesRondesCFNEWS

Join us next week in Monaco at IMpower Incorporating FundForum, for 2 days of insights and networking. Our Partners Richard BRUYERE, Agnès Lossi & Clémence Droin will lead panel discussions around the deepening integration of private assets into the offering of private banks, trends in the funds selection space, and a can’t-miss 1 on 1 keynote discussion between Robeco’s CEO Karin van Baardwijk and Richard Bruyère.   Feel free to connect or click the link to learn more https://lnkd.in/ePP_2AGT

In a recent discussion with Ellen Sheng, Partner Agnès Lossi delves into the future role of the 60/40 portfolio amidst the increasing integration of alternatives into wealth clients' asset allocations. Insights from their conversation are featured in FundFire's five-part special report on the growth opportunities for alternatives in wealth management.   📖 Read the full article https://lnkd.in/e-VpTenB for more insights, or contact us to learn more.

📊 "The SEC’s new climate disclosure rules have the potential to be a significant data upgrade for institutional investors. With access to comparable data, investors will now be able to engage more effectively with companies on mitigating these risks."   🌍 INDEFI Senior Consultant Maksym Konevshchynskyy provided his insights on the impact of US climate regulations during a recent interview with Chief Investment Officer . 📖 Explore the full article to discover how sustainability regulations are shaping investor demand worldwide. #ClimateDisclosure #SustainableInvesting #InstitutionalInvestors #Indefi https://lnkd.in/e2uAaVtP

Charting new paths for growth at the #CEORoundtable in Montreal!   Today, our Managing Partner Richard BRUYERE joined the panel "Not your Grandmother's Asset Management" moderated by Jim McCaughan, INDEFI’s U.S. Practice Leader and Chair of the U.S. Institute by Institutional Investor   The discussion focused on how asset managers can capitalize on industry changes to capture new growth opportunities and meet evolving client needs beyond traditional comfort zones.   Stay tuned for more to come as other Indefi leaders take the stage to discuss the future of our industry.   #AssetManagement #GrowthOpportunities #Innovation