EVOLEM BEGAN WITH AN ENTREPRENEUR · 2017. 3. 7. · Build platforms through acquisitions Niche...

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Transcript of EVOLEM BEGAN WITH AN ENTREPRENEUR · 2017. 3. 7. · Build platforms through acquisitions Niche...

Page 1: EVOLEM BEGAN WITH AN ENTREPRENEUR · 2017. 3. 7. · Build platforms through acquisitions Niche markets with consolidation opportunities Long term strategy ... websites, e-commerce
Page 2: EVOLEM BEGAN WITH AN ENTREPRENEUR · 2017. 3. 7. · Build platforms through acquisitions Niche markets with consolidation opportunities Long term strategy ... websites, e-commerce

EVOLEM : AN ENTREPRENEUR’SINITIATIVE

P.2

OurEXPERTISEP.4

OurTEAMP.6

OurVALUESP.7

KeyFIGURESP.5

INVESTMENTstrategy and criteria

P.3

Other INVESTMENTS

P.17

NewPLATEFORMS

P.16

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OurCOMPANIES

P.8

March 2017

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CONTENTS

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Communication€15M - 150 employees

Acoustics and Vibration€87M - 640 employees

Specialized Nutrition€55M - 212 employees

New sectors?See investment strategy and criteria (p.3)

?

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

Bruno Rousset

100 %

64 %

APRILInsurance Groupe

€798 M - 3800 employees

Occupationnal Reintegration€41M - 1350 employees

Toy and recreationnal activities€31M - 55 employees

Wood Heat€14M - 78 employees

Recreational motor vehicle€42M - 112 employees

EVOLEM BEGAN WITH AN ENTREPRENEUR

HISTORY

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Exclusivelymajority stake

SMEs with revenues of €20M to €100M(at least €2M for build-up)

Business model based onmarketing and innovation

Equity investmentup to €25M

Build platforms through acquisitions

Niche markets with consolidation

opportunities

Long term strategywithout exit deadline

Active supportof the management team

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BUILDINGTOMORROW’S LEADERS

STRATEGY CRITERIA

INVESTMENT STRATEGY AND CRITERIA

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An entrepreneurial investment approachOUR EXPERTISE

DEVELOPING COMPANIES REQUIRES LONG-TERM STRATEGIC VISION

SHARE A STRATEGIC VISION

• Quarterly strategic committee with open discussions

• Close and frequent contacts with managers

• Highly responsive team

CREATE VALUE

• Value is generated by management team and its strategy

• Strong focus on external growth

ENSURE LONG-TERM GROWTH• Available equity to support

further development

• No exit deadline

RESPECTOF COMPANIES’ BASICS• Conservative financial leverage• Promoting people empowerment• Long-term strategy

AN

ACTIVESHAREHOLDER

ALONGSIDE THEMANAGEMENT TEAM

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Evolem, today* :

33 79

180571

7 2 0GROUPS (SO FAR) YEARS EXPERIENCE

MILLION EUROSINVESTED SINCE ITS CREATION

MILLIONS EUROS OF AGGREGATE

REVENUES

COMPANIES SUPPORTED SINCE ITS CREATION

* excluding April 5

KEY FIGURES

13E M P L O Y E E S

3144JOBS

EXTERNAL GROWTH

OPERATIONS, 5

CROSS-BORDER

OPERATIONS

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Bruno ROUSSETCEO

Christophe BROGUIEREReal Estate Director

Marie-Christine VARNIERCFO

Ségolène DE MONTGOLFIEREvolem Citoyen

Bérangère TARDITSCommunication Manager

Lucile EXARTIERBruno Rousset

Assistant

Peggy DESOUTTERInvestment team

Assistant

François NOIR Deputy CEO

Maxime BOYER Acquisition & Strategy Director

Thomas RIVALSenior Strategy & Market

Analyst

Clément VENARDAnalyst Grégoire SÉBÉ

Analyst

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OUR TEAM

Sandrine ESCALEIRA Acquisition & Strategy Director

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OUR VALUES

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 micro-insurance system adapted to the needs of entrepreneurs, in particular individuals with disabilities. It has helped more than 6,700 entrepreneurs since its creation, of which 81% used to be unemployed before.

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-based group is present in 25 French departements and helps nearly 3,000 people gain access to long-term

employment each year.

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PRO

MO

TE P

EO

PLE CREATE JO

BS

SMEs GROWTH SUPPORT

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.

EVOLEM, a socially responsible company

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OUR COMPANIES

2007 2008 2009 2012 2012 2013 2014

Specialist in clinicalnutrition products

Specialist in thedesign and productionof dehydrarted food

products

Distributor of products for healthcare and education sectors

Production of tinned meals

Distribution of high-protein weight-

loss products

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Build-up

€200MGOAL

Specialist in sportsnutrition

Mixed meal formedical nutrition

€7M€9M

€21M

€33M €34M€35M

€55MRevenues

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OUR COMPANIES Build-up

€50MGOAL

€1M

€7M

€8M€9M

€15M

Revenues

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

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2003 2010 2011 2012 2015

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OUR COMPANIES Build-up

2011 2011 2011 2014 2015

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Sound and vibration monitoring

Engineering for Industrie Predictive maintenance of industrial processes

Laser shaft alignment system US distributor of industrial maintenance systems

€150MGOAL

Revenues

€13M

€23M

€42M

€55M

€63M

€87M

2016

Provider of air quality monitoring system

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Fireplace manufacturer Sheet metal factory Design and distribution of wood stove

Wood Stove

Revenues

2007 2007 2012 2014

€100MGOAL

€3M

€5M

€7M

€14M

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OUR COMPANIES Build-up

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Outdoor and art & craft toys under licence

Art & craft toys under own brands

€100MGOAL

Revenues

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OUR COMPANIES Build-up

2015 2016

€24M

€31M

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€100MGOAL

OUR COMPANIES Build-up

Temporary employment Environment Construction Catering Other business sectors

Revenues

€25M

€32M€37M

€40M

€41M

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Revenues

€26M

€42M

Sale of vehicle spare parts and other equipmentsManufacture and sale of go-karts

€100MGOAL

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OUR COMPANIES Build-up

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Revenues

€295M

€800M

Health & Personal insuranceProperty insurance

€1BGOAL

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OUR COMPANIES Build-up

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NEW PLATFORMS

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EVOLEM IS WILLING TO INVEST IN 5 TO 7 NEW NICHE MARKETS

?

MARKETSNiche market with

consolidation opportunities and international

development

TARGETED COMPANIES

Profitable business model based on innovation

and marketingRevenue between€20M to €100M

TYPES OF DEALMajority stake(including MBI)

Equity investment up to €25M

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OTHER INVESTMENTS

2001Revenues 2015 : €14,5 M

Designer of special machines and assembly

lines

2010Revenues 2015 : €105 M

European leader of home robotics

2011Revenues 2015 : €3,2 M

2008Revenues 2015 : €4,6 M

French specialist in the design and manu-facture of tailor-made

2004Revenues 2015 : €21 M

Cross-channel marketing specialist

Majority shareholder

Minority shareholder

Owner operator of “Certif icat Voltaire”

and designer of e-learning solutions

2011Revenues 2015 : € 0

Producer of biological biocide for water treatment

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6, quai Saint Antoine I CS 60026 I 69289 LYON Cedex 02 Tel. : 04 72 68 98 00 I Fax : 04 72 68 98 09

www.evolem.fr