MBO+, a leading private equity firm dedicated to the French lower mid-cap, is pleased to announce the successful closing of MBO Flex 1. This new fund will focus on providing flexible, tailor-made financing solutions to entrepreneurs in the French lower mid-cap segment.

 

This newly created strategy is the result of 2 convictions:

• Meets LPs’s demand to deploy their capital in the French lower mid-cap segment with strong risk-adjusted returns, either through equity (Buyout) or primarily through investments in bonds, complemented by minority equity kickers (Flex).
• Address the needs of entrepreneurs, managers and majority family shareholders of SMEs by enabling them to finance organic growth projects, acquisitions and shareholder reorganisation, while limiting dilution.

 

MBO+ has established a benchmark footprint in this market segment, particularly in terms of origination. MBO Flex 1 enhances MBO+’s ability to service its deal flow and complements the offering of his historic MBO Buyout fund, which is dedicated to majority transactions.

‘MBO Flex offers entrepreneurs flexible, tailor-made solutions combining bond and equity financing. The aim is to optimise their financing structures while minimising capital dilution.’ Franklin Henrot, MBO+ Partner in charge of the MBO Flex strategy

MBO Flex (article 8) also marks an acceleration of MBO+’s ESG commitment:

• 100% of financed companies will be committed to an ESG transformation plan.
• 50% of target investments will be made in impact companies.
• Financial incentives for managers will be systematically introduced.

 

‘With MBO Flex, MBO+ has strengthened its offering in the lower mid-cap segment and is now even more committed to supporting the best French SMEs. We combine tailored financing to meet their growth needs with high standards of social and environmental responsibility’. Xavier de Prévoisin, CEO, MBO+