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Montefiore’s own entrepreneurial adventure has given us an in-depth understanding of the challenges facing business leaders, while enabling us to build a strong entrepreneurial culture.

The SMEs and mid caps that place their trust in us have recorded profit and earnings growth of more than 20% annually on average.

In less than 20 years, Montefiore has carved out a place as one of Europe’s most successful investors over the long term and across business cycles. This has earned us the renewed faith of leading international investors.

Our key figures

creation of
Montefiore Investment
nationalities represented in the Paris and Milan teams
countries in which our investee companies operate

We support entrepreneurs and business leaders to grow their companies. These firms – SMEs and mid caps operating in the services industry – have the potential to become market leaders in France and beyond. Through this sector specialisation –  Focus – and our experience in growth projects – Growth – we help businesses to accelerate the creation of profitable and sustainable value.

Each deal is unique, employing investment solutions that are individually tailored to the situation. Leveraging a variety of funds and targets, we have supported more than 50 entrepreneurs.

Our value-creation expertise is based on five key drivers: stimulation of organic growth, digital acceleration, international expansion, external acquisitions and human-capital development.

We work with you to set strategic goals and establish a shared value-creation plan. We team up with senior managers in whom we place total faith; we stay out of the day-to-day running of your company and teams. This autonomy is rooted in our close relationship, transparency and aligned interests.

To support your success, we provide you with our strategic and financial experience and harness our unique network of contacts in France, Italy and beyond.

The direct involvement of our partners and Montefiore Investment’s flexible organisation deliver the simplicity and responsiveness needed for effective decision-making.

Together, we make the right choices.

We create solutions that are tailored to the needs of the shareholders and senior managers of investee companies. These could include:

  • Reorganising capital and anticipating succession issues
  • Protecting and diversifying a portion of the assets built up by senior managers
  • Giving a growing share of employees stakes in the capital

We ourselves invest a significant portion of our assets alongside our investors and the senior managers with which we are partnered. This provides additional motivation to make our shared adventure a resounding success.

Following our investment, the entrepreneurs and senior managers with whom we work often become investors in our funds. This is the best sign of their trust, recognition and friendship.

Consistent with our entrepreneurial ethos, we were supported in our early development stages by a broad network of entrepreneurial and family investors. This investor base has expanded considerably in the intervening years, with institutional investors notably ramping up their presence.

Today, Montefiore Investment manages over EUR 4 billion in capital for leading French investors (30%) as well as international investors (70%) from around the world.

Since 2005, our high-quality, recurring performances have been regularly recognised, testifying to the excellence of Montefiore Investment.

Recognition and awards