At Edmond de Rothschild Private Equity, we believe finance serves as a catalyst for shaping the future and driving real economic progress. Rooted in a 250-year legacy of history and entrepreneurial expertise in Private Equity, we pursue a transformative and proactive investment approach to generate enduring value.
Our unique partnership model is based on financial and industrial expertise, allowing us to develop resilient investment strategies in the small and medium-sized enterprise market. By engaging in investment strategies with strong value creation potential, we ensure that finance effectively supports industry for significant impact.
(30/09/2024)
(1) Investments in responsible, sustainable and impact strategies.
Our forward-looking approach allows us to anticipate environmental and societal impacts, crafting innovative and visionary investment strategies that contribute to building the future while ensuring risk-adjusted returns.
We prioritise concrete initiatives that produce tangible, measurable effects on the real economy. To this end, we’ve developed a unique investment platform addressing three major challenges of the 21st century:
1/ Energy: meeting growing needs and accelerating the low-carbon transition.
2/ Resources: protecting ecosystems and promoting efficient resource management.
3/ Human capital: adapting to demographic dynamics and regional and international issues.
Real assets
Focusing on mobility, digital and public infrastructure, energy transition and sustainable urban regeneration.
Emerging economies
Fostering Africa's structural development, serving a growing middle class driven by demographic change, urban expansion, and increased trades between European economies and Africa.
Buyout & growth capital
Providing strategic and financial support to help promising SMEs develop around major issues (management and capital transition, new consumption trends, regionalisation, health services, business productivity and innovation, agri-food transition...).
Since the 19th century, the Rothschild family played a crucial role in financing strategic sectors, accompanying major transformations in economic development:
- The Compagnie des Chemins de Fer du Nord: by investing in this first railway company, the Rothschild family facilitated the expansion of rail infrastructure in France, revolutionising transport and trade.
- The Suez Canal: by financing the construction of the Suez Canal, a key 19th-century project, the family helped transform trade routes between Asia and Europe, reducing transport times and opening up new economic opportunities.
These landmark investments are a testament not only to the Rothschild family's strategic vision, but also to their commitment to economic progress. This vision is at the heart of our Private Equity approach: to innovate and develop impact strategies that address environmental and social issues, while creating long-term value.
Entrepreneurial spirit
Beyond being financiers, we are above all entrepreneurs. The combination of the teams' industrial and financial expertise enables them to develop innovative and value-creating strategies. As an entrepreneur first and foremost, Edmond de Rothschild Private Equity supports and assists the management teams of the companies in which it invests in the implementation and development of their projects.
Agility
Thanks to an agile structure, we can adopt a proactive approach to identify the investment themes that will help meet the challenges of tomorrow, build dedicated management teams, and set up the right investment vehicles.
Alignment of interests
A successful private equity strategy relies above all on the know-how of women and men involved, and on their capacity to collaborate efficiently. Based on long-term partnerships with independent and specialized investment teams, our model creates the best conditions for aligning the interests of Edmond de Rothschild, the investment teams, and investors, thereby guaranteeing trust for the latter.
Market insights
20/09/2024
Interview with François-Xavier Vucekovic, CIO, Edmond de Rothschild Private Equity, Jean-François Marco, Partner, TIIC and Manuel Cary, Partner, Managing Director, TIIC.
Press release
31/07/2024
For nearly 20 years, Edmond de Rothschild Private Equity has been committed to creating projects that generate both economic and social value. More than ever before, we are focused on our objective to address the three pressing needs of our era: accelerating the energy transition, developing efficient resource management, and adapting to demographic changes.
Focusing on these challenges, we provide access to differentiating and resilient investment strategies along three strategic segments: real assets, growth capital, and emerging markets, all with a transformative and proactive approach in the mid-market sector.
