INDEFI

Our latest thought leadership piece is now available online💡   📰 Europe has entered the second phase of its private asset democratization journey!   Discover how this trend is reshaping opportunities for asset managers in our report, "Alts for Wealth 2.0: Toward the Mainstream". Read it here : https://lnkd.in/eBDUxd6m   Connect with our team of experts for more insights : Richard Bruyere Agnès Lossi Clémence Droin Daniel Charles Roy & Jenny Holmgren   #ThoughtLeadership #AltsForWealth #AssetManagement #CorporateStrategy #PrivateAssets

🌍 This month marked an exciting milestone at the CEC (Convention des Entreprises pour le Climat) Monde Financier! Indefi Sustainable Finance is proud to have been part of the inaugural cohort of 67 finance leaders committed to laying the groundwork for a regenerative economy. Over the past year, Emmanuel Parmentier and Charlotte Salmon have represented Indefi Sustainable Finance, actively collaborating with industry leaders to develop strategies for redirecting capital toward an economy that is less extractive and more regenerative. ▪️ With their roadmap now shared publicly - alongside 80% of participating companies - Emmanuel and Charlotte have joined a dynamic network of over 1,300 CEC Alumni, all dedicated to inspiring and engaging others in this critical journey. ▪️ Additionally, Emmanuel and Charlotte contributed to founding the "Alliance des Investisseurs pour le Vivant," a community of finance professionals devoted to fostering collaboration between companies and financial players in service of life. A big thank you to the CEC teams and all participants who helped make this possible!   🌱 If you'd like to discuss the #CEC or how Indefi Sustainable Finance can support your shift towards a regenerative finance model, feel free to reach out to Emmanuel Parmentier or Charlotte Salmon.

In a recent discussion with Amie Keeley, our Engagement Manager Jenny Holmgren outlined three key reasons why growth in the Nordics appeals to many international asset managers. Insights from their conversation are featured in an Ignites article about international managers expanding in the region.   📖 Read the full article https://lnkd.in/edmJBbZB for more insights, or contact us to learn more.

💡 How Can Quality Management Firms Leverage Sustainability for Growth?   This was the central theme of the third edition of the Indefi x Amala Partners Sustainability Talks. We were honoured to be joined by Benoit Leblanc, Deputy CEO of TRIGO, a leader in operational quality management and consulting for the automotive, aerospace, and heavy transport sectors.   Benoit shared how TRIGO’s sustainability strategy is actively shaping their business approach and positioning them for future growth. Key takeaways included:   ▪️ Sustainability as a license to operate: TRIGO’s commitment to sustainability is no longer optional - it’s a requirement imposed by client expectations and industry standards.   ▪️ Measurable client impact: TRIGO’s core expertise in quality management generates measurable positive outcomes for clients: their focus on repairing and refurbishing parts not only reduces costs for clients but also significantly cuts environmental impact and improves operational efficiency.   ▪️ Expanding into new sectors: TRIGO is diversifying into lower-carbon industries such as rail transport, battery services, and renewable energy. With a dedicated battery lab for analysis and refurbishment, they’re tapping into growing opportunities in battery technology and electronics testing, areas where human oversight remains crucial for maintaining quality standards.   A big thank you to Benoit Leblanc and all the participants for their valuable insights and active engagement.   If you’re interested in discussing how to integrate sustainability into your core operations, feel free to reach out to Emmanuel Parmentier, Charlotte Salmon, or Victor Le Marois.

🎯 We are thrilled to announce the successful completion of strategic vendor due diligence for BONUM GROUP, on behalf of its management team and its majority shareholder TRAJAN.   Bonum Group is a marketing and communications agency that specializes in purpose-driven initiatives. The Group brings together expertise in communication, digital strategy, data analysis, and marketing for projects aimed at the common good, working closely with the non-profit sector, public institutions, and corporate foundations.   Over time, BONUM GROUP has grown by welcoming new companies into its fold and expanding into new European markets. Now operating in four countries with seven locations, Bonum Group unites a network of experienced fundraising agencies, each specializing in key areas of expertise. With over 15 years of experience and strong local roots, these agencies enhance the Group’s capabilities.   This strategic move will allow Bonum Group to welcome Florac, as a new majority shareholder, joining forces with TRAJAN to support the Group’s mission of making a positive impact in the fields of communication and marketing for the common good, expand their expertise, and reach even further across Europe. In just two years, the Group has nearly doubled its revenue, growing from €20M in 2022 to €35M in 2024.   👏 Congratulations to Bonum’s CEO Déborah Berger, Trajan’s team - Tanguy Tauzinat, Clémence Robles, and Julien Cointement, and Capitalmind ’s team - Jean-Arthur Dattée, Christopher M., Thibaud Bedoux, and Stefano Cadoni, for their successful support throughout the transaction. A special thank you to our strategy team - Julien Berger, Péline D., Yannick Hamida, Stanislas Bernard and Lilian Sokoundjou.

We are pleased to announce that we have concluded the sustainability due diligence of Lunettes Pour Tous on behalf of Quilvest Capital Partners.   Lunettes Pour Tous has quickly disrupted the eyewear market by offering high-quality, affordable glasses with unmatched speed and efficiency. By combining innovative technology with an industrial process developed by their in-house team, Lunettes Pour Tous can produce prescription glasses in just 10 minutes. Their 23 stores across France and Belgium, each equipped with an on-site lab, make premium eyewear accessible to everyone.   This project strengthens our expertise in the consumer goods and health sectors, where sustainability is reshaping consumer preferences and business models. Lunettes Pour Tous, with its focus on affordability, accessibility, and ongoing efforts in integrating sustainability, exemplifies how businesses can successfully adapt to evolving market demands. A big congratulations to Quilvest Capital Partners' team - Thomas Vatier, Hichem Hadjoudj, Olivier Bischoff and Lisa Abtroun, and to Lunettes Pour Tous management and shareholders - Xavier Niel & Paul Morlet 👏 Thank you to our team Emmanuel Parmentier & Nina Claude !

INDEFI x SINGULIER is proud to have successfully carried out the strategic due diligence for Eskimoz on behalf of Siparex. Congratulations to Siparex on acquiring a minority stake in one of Europe’s leading digital marketing agencies! 👏 Since its founding in 2015, Eskimoz has rapidly grown into an industry leader, excelling in SEO, SEA, content creation, and data analytics. With 250 consultants and offices across Europe, the agency has achieved €35 million in revenue, positioning itself for further growth. This investment will enable Siparex to support Eskimoz in expanding its international reach, fostering technological innovation, and accelerating its impressive development. A heartfelt thanks to the Siparex team for their trust and collaboration - Alexandre T., Nicolas Réquillart- Jeanson, François Bracchi, Thomas Oillic, and Marina Mesropian, and to Eskimoz’s management - Andréa Bensaid & Tom Thréard. We’re excited to follow Eskimoz’s future successes! Thank you to our strategic team David Toledano, Mathieu FEREL, Elmehdi Amid, Cyprien Léauté, Paul Boutet, Harold Trumer and Emilien Geisler. #PrivateEquity #DueDiligence 

Thank you Institutional Investor, it was a pleasure to join your CEO Roundtable in Madrid! Our Partner Clémence Droin had the opportunity to interview Samantha Ricciardi, CEO of Santander Asset Management, on her role, aspirations, and ambitions for the company’s growth plan.  They were joined by CARLOS AUGUSTO SALAMONDE of Itaú Asset Management to discuss key trends in Latin America.  They explored the multiple faces of the region and how it represents an attractive opportunity for both local and international asset managers including DC pensions and retail alternatives, drawing clear parallels with Europe. A compelling discussion filled with perspectives on navigating one of the world’s most dynamic markets. 📨 Reach out to our team for more details : Clémence Droin, Richard Bruyere, and Daniel Charles Roy. #InstitutionalInvestor #CorporateStrategy #AssetManagement

We are thrilled to have successfully completed the strategic vendor due diligence for Vitalliance, as part of its capital opening to Parquest as a new minority shareholder, alongside its historical shareholders.   Vitalliance specializes in caring for individuals with high-dependency needs, particularly those with disabilities, and supports 11,000 clients through its network of 150+ agencies across France, employing 8,000 caregivers. Over the past few years, Vitalliance has achieved annual growth of over 20% by leveraging a scalable and attractive model that combines high-quality services, a compelling value proposition for caregivers, and operational excellence, supported by differentiated in-house technological capabilities.   👏 Congratulations to Vitalliance’s leadership, Amir Reza-Tofighi, as well as to ISAI’s team, Pierre Martini, Christophe Poupinel, and Nicolas MARTINEAU, and to Cambon Partners’ Laurent Azout and Nicolas Pirot with whom we were delighted to collaborate again.   A big thank you to our team: Mehdi Belefqih, Hugo Thibault-Baron, Agnès Lopez Yeste, and Gabriel LENY.

At the #CEORoundtable in Madrid, we explored why profitability in asset management is a “tale of two cities”. Our Managing Partner, Richard Bruyere, was on stage today with Javier Enrile from TIAA, Julien Petit, from Ardea Partners, and Jim McCaughan, Chair of US Institutional Investor’s Institute. The panelists discussed how margin pressures are hitting the industry, perhaps more in Europe than in the US, but also highlighted revenue and margin expansion opportunities in private markets and active ETFs. If you would like to further discuss our insights on how third-party asset managers can navigate challenges and seize growth opportunities, feel free to reach out to our team 📩: Richard Bruyere, Clémence Droin, and Daniel Charles Roy.   #InstitutionalInvestor #CorporateStrategy #AssetManagement