For twenty years, Montefiore Investment has established itself as a leading investor serving SMEs and intermediate-sized companies in the services sector in Europe. Our commitment goes well beyond financing: we are growth partners, driven by the conviction that investment must combine performance and positive impact. In a constantly changing world, we are making a strong
statement about our ESG commitment. Far from being a constraint, it is a powerful lever for transformation and competitiveness. We integrate these issues at the heart of our strategic decisions, convinced that sustainable and responsible growth is the key to long-term success.
A LEVER FOR POSITIVE TRANSFORMATION
This year marks a major milestone for Montefiore Investment. We are taking a new step forward with the launch of our Tourism II fund, which is based on ambitious commitments. We have committed to making it an “Article 8+” classified fund, with 30% of investments dedicated to sustainable projects. This initiative reflects our desire to back the transformation of the sector towards a more virtuous and resilient model.
As we approach the deadlines of the intermediate objectives of our ESG strategy, we are proud of how far we have come and enthusiastic about delivering on our commitments. This momentum drives us to go even further, to innovate and strengthen our impact on the companies we back. A true growth catalyst, our strategic and operational support enables a significant acceleration of the development of our portfolio companies, notably in terms of digitisation and internationalisation.
GEOGRAPHICAL EXPANSION
Our expansion is also continuing, with the opening of a new office in Madrid, after the one in Milan. This strategic location allows us to be even closer to
entrepreneurs and to reinforce our presence in the European markets in which we operate.
JOB CREATION
In a complex economic context, we are also committed to playing an active role in job creation. Between 2013 and 2024, our investments contributed
to the creation of nearly 10,000 net jobs. Our portfolio companies aim to support the growth of companies and promote the development of the attractiveness of regions, which means that they not only have to hire sustainably, but also develop their talent.
This report reflects our commitment to responsible investment, based on transparency, efficiency and impact. It highlights the concrete actions we are
implementing to integrate ESG issues into our strategy, promote sustainable growth, and reinforce the competitiveness of the companies we back.
At Montefiore Investment, we are convinced that finance can and must be a driver of positive transformation. Every decision we make is part of this vision: combining economic performance and responsibility to build a more sustainable future.
by Daniel ELALOUF
Managing Partner
