EVOLEM BEGAN WITH AN ENTREPRENEUR

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Transcript of EVOLEM BEGAN WITH AN ENTREPRENEUR

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EVOLEM : AN ENTREPRENEUR’SINITIATIVE

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OurEXPERTISEP.4

OurTEAMP.6

OurVALUESP.7

KeyFIGURESP.5

INVESTMENTstrategy and criteria

P.3

Other INVESTMENTS

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NewPLATEFORMS

P.16

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OurCOMPANIES

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June 2017

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CONTENTS

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Communication€17M - 160 employees

Acoustics and Vibration Measurement€87M - 640 employees

Specialized Nutrition€58M - 236 employees

New sectors?See investment strategy and criteria (p.3)

?

1988 : Bruno Rousset founded APRIL

1997 : APRIL IPO on French stock exchange

1997 : Creation of EVOLEM (Business Angel activity)

2007 : Hiring of professional investment team and first build-up deals

2011 : Focus on build-up strategy

Bruno Rousset

100 %

64 %

APRILInsurance Groupe

€861M - 3861 employees

Occupationnal Reintegration€49M - 1350 employees

Toys and recreationnal activities€32M - 55 employees

Wood Energy€15M - 78 employees

Recreational motor vehicles€44M - 112 employees

EVOLEM BEGAN WITH AN ENTREPRENEUR

HISTORY

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Exclusivelymajority-stake operations

SMEs with revenues of €20M to €100M(at least €2M for build-up)

Proven and profitable Business model founded onmarketing and innovation

Equity investmentup to €25M

Build strategy through acquisitions

Niche markets with consolidation

opportunities

Long term strategywith no exit deadline

Active supportof the management team

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BUILDINGTOMORROW’S LEADERS

STRATEGY CRITERIA

INVESTMENT STRATEGY AND CRITERIA

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An entrepreneurial investment approachOUR EXPERTISE

DEVELOPING COMPANIES REQUIRE LONG-TERM STRATEGIC VISION

SHARE A STRATEGIC VISION

• A flexible and available strategic committee

• Close partnership with directors• Small and responsive team

CREATE VALUE

• Value is generated by the project, the team and its strategy

• Strong external growth culture, source of synergies

ENSURE LONG-TERM GROWTH• Reinvestment funds to drive growth

• No exit deadline

RESPECTOF COMPANY FUNDAMENTALS• Cautious financial levers• Promoting men and women• Long-term vision

AN

ACTIVESHAREHOLDER

ALONGSIDE THEMANAGEMENT TEAM

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Evolem, today* :

33 79

180571

7 2 0GROUPS (SO FAR) YEARS EXPERIENCE

MILLION EUROSINVESTED SINCE ITS CREATION

MILLIONS EUROS OF AGGREGATE

REVENUES

COMPANIES SUPPORTED SINCE ITS CREATION

* excluding April 5

KEY FIGURES

14E M P L O Y E E S

3144JOBS

EXTERNAL GROWTH

OPERATIONS, 5

CROSS-BORDER

OPERATIONS

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Bruno ROUSSETCEO

Christophe BROGUIEREReal Estate Director

Marie-Christine VARNIERCFO

Ségolène DE MONTGOLFIEREvolem Citoyen

Bérangère TARDITSCFO & Real Estate Assistant Director

Lucile EXARTIERBruno Rousset

Assistant

Peggy DESOUTTERInvestment team

Assistant

François NOIR Deputy CEO

Maxime BOYER Acquisition & Strategy Director

Thomas RIVALSenior Strategy & Market

Analyst

Clément VENARDAnalyst

Grégoire SÉBÉAnalyst

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OUR TEAM

Sandrine ESCALEIRA Acquisition & Strategy Director

Alice D’HERVÉAnalyst

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OUR VALUES

The Entrepreneurs de la Cité foundation was created by Bruno Rousset in 2006 and is officially recognised for its contribution to the public interest. It offers a unique micro-insurance system adapted to the needs of entrepreneurs, in particular individuals with disabilities. It has helped more than 6,700 entrepreneurs since its creation, of which 81% used to be unemployed before.

EVOLEM has been committed since 2008 to the GROUPE ID’EES , which has become one of the leading French players in the field of occupational reintegration. Today, this Burgundy-based group is present in 25 French departements and helps nearly 3,000 people gain access to long-term

employment each year.

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PRO

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PLE CREATE JO

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SMEs GROWTH SUPPORT

As socially responsible investors, we have a duty to act in the best long-term interests of our companies. EVOLEM is signatory of the PRI (Principles of Responsible Investment) . This United Nations-supported initiative is an international network of investors working together to incorporate environmental, social, and corporate governance (ESG) issues

into their investment decision making and ownership practices.

EVOLEM, a socially responsible company

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OUR COMPANIES

2007 2008 2009 2012 2012 2013 2014

Specialist in clinicalnutrition products

Specialist in thedesign and productionof dehydrarted food

products

Distributor of products for healthcare and education sectors

Production of tinned meals

Distribution of high-protein weight-

loss products

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Build-up

€200MGOAL

Specialist in sportsnutrition

Mixed meal formedical nutrition

€7M€9M

€21M

€33M €34M€35M

€58MRevenues

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OUR COMPANIES Build-up

€50MGOAL

€1M

€7M

€8M€9M

€15M

Revenues

Corporate communication Strategy consultant

Interactive communication, digital marketing, websites,

e-commerce

Operational communication

consulting agency

Development of smartphone and tablet

applications

Development of smartphone and tablet applications

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2003 2010 2011 2012 2015

Social media

2017

€17M

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OUR COMPANIES Build-up

2011 2011 2011 2014 2015

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Sound and vibration monitoring

Engineering for Industrie Predictive maintenance of industrial processes

Laser shaft alignment system US distributor of industrial maintenance systems

€150MGOAL

Revenues

€13M

€23M

€42M

€55M

€63M

€87M

2016

Provider of air quality monitoring system

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Fireplace manufacturer Sheet metal factory Design and distribution of wood stove

Wood Stove

Revenues

2007 2007 2012 2014

€100MGOAL

€3M

€5M

€7M

€15M

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OUR COMPANIES Build-up

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Outdoor and art & craft toys under licence

Art & craft toys under own brands

€100MGOAL

Revenues

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OUR COMPANIES Build-up

2015 2016

€23M

€32M

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€100MGOAL

OUR COMPANIES Build-up

Temporary employment Environment Construction Catering Other business sectors

Revenues

€25M

€32M€37M

€40M€49M

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Revenues

€26M

€41M

2008 2008

€44M

2017

Sale of vehicle spare parts and other equipmentsManufacturing and sale of go-karts

Constructor of competition and rental karting

€100MGOAL

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OUR COMPANIES Build-up

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Revenues

€295M

€861M

Health & Personal insuranceProperty insurance

€1BGOAL

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OUR COMPANIES Build-up

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NEW PLATFORMS

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EVOLEM IS WILLING TO INVEST IN 5 TO 7 NEW NICHE MARKETS

MARKETSNiche market with

consolidation opportunities and international

development

TARGETED COMPANIES

Profitable business model based on innovation

and marketingRevenue between€20M and €100M

TYPES OF DEALMajority stake(including MBI)

Equity investment up to €25M

?

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OTHER INVESTMENTS

2011Revenues 2017 : €7 M

2008Revenues 2016 : €5 M

French specialist in the design and manu-facture of tailor-made

Majority shareholder

Minority shareholder

Owner operator of “Certif icat Voltaire”

and designer of e-learning solutions

2011Revenues 2016 : € 0

Producer of biological biocide for water treatment

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2015Revenues 2016 : €9 M

Health software editor at work

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6, quai Saint Antoine I CS 60026 I 69289 LYON Cedex 02 Tel. : 04 72 68 98 00 I Fax : 04 72 68 98 09

www.evolem.fr