Initiative & Finance

Initiative & Finance is an independent private equity firm based in Paris, France, with over 40 years of experience in supporting small and mid-sized enterprises (SMEs) and mid-cap companies. The firm focuses on buyout and growth capital investments, providing equity tickets ranging from €3 million to €80 million. Their investment strategies are tailored to meet the specific needs of each company, aiming to foster growth and value creation.

The firm operates through two dedicated teams: the SME team and the TOMORROW team. The SME team invests between €3 million and €20 million in small-cap companies across various sectors, while the TOMORROW team focuses on mid-cap companies committed to environmental transition, investing between €20 million and €80 million. This dual approach allows Initiative & Finance to address a wide range of investment opportunities, from early-stage growth to more mature companies seeking transformation.

With a portfolio of over 35 companies and more than 350 investments since its inception, Initiative & Finance has demonstrated a strong track record in the private equity sector. The firm's commitment to sustainable investing is evident through its adherence to the Principles for Responsible Investment (PRI) and its focus on environmental, social, and governance (ESG) criteria in all investment processes. This comprehensive approach ensures that the firm not only seeks financial returns but also contributes positively to the broader community and environment.