Investment Strategy

Formentor Capital

Formentor Capital manages alternative investment vehicles. Both the private equity and the vehicles are regulated by the CNMV. Formentor Capital is an independent private equity firm that invests in companies with the potential to increase their value, through strategies of growth, internationalization, sector consolidation and increased profitability.

Geography 

We select and develop medium-sized unlisted companies whose main activity is carried out in the field of Spain and Portugal.

Sectors 

Multisectoral approach (except for financial and real estate), having the team experience in industrial sectors, services, distribution, food, transport, etc.

Size 

Medium-sized companies. – EBITDA: From € 2Mn to 10Mn.

Characteristics of investments

Relevant and sustainable companies

Companies with relevant market position and sustainable competitive advantages.

Conservative and efficient structures

Financing structure of the most efficient operation in each case. Conservative approach.

Proven and stable businesses

Proven business models and stable cash flows.

Project Needs

Companies in a situation of generational succession, shareholder change, need for financial resources and / or need for strategic support, internationalization, expansion and / or greater professionalization within management teams.

Implementation commitment

The experience and excellence of the Formentor Capital team guarantees an agile and optimal transaction for all parties involved.

Value creation

Definition of objectives

Establishment of improvement objectives of the companies through a plan of 100 days and 1,000 days.    

 Support from the Formentor Capital network to implement improvements in the day-to-day business.

Hands-on approach: Active support to management teams in the development of their growth plans.

Decision making oriented to the creation of value.

Formentor Capital Team