From value sharing

to value creation.

Investment Policy

Alto Partners SGR pursues an investment policy that is structured along the following key guidelines:

Main sectors of interest

Design, Luxury

and Fashion

High-end Mechanics/Electromechanics

Food and Beverage

Services

Geography

Italy, with particular focus on Emilia Romagna, Lombardia, Piemonte, Toscana and Veneto

Deal type

Buy Out (majority stake) to support generational transition. Expansion (minority stake) to support development programs

Exclusions

Start-up, turnaround and restructuring; real estate and financial services; non-ethical sectors.

Process

When selecting an investment, particular attention is given to the following company features:

Investment Selection

– Revenues tipically between 20 million to 80 million Euro possibly growing
– Quality of client platform
– History of profitability and consistent cash flows
– Professionalism, cohesion and motivation of the management team
– Established brand
– Praesidium of distribution channels
– Flexible cost structure
– Value add of the manufacturing process
– Geographical diversification of sales
– Corporate governance standards

Due diligence

Each investment is completed after a Due Diligence process aimed to thoroughly understanding, inter alia, tax, accounting, legal, strategic, insurance and enviromental aspects of the target

Monitoring

Each investment is subject to a continuous and proactive monitoring. The Team actively cooperates with the company and the management to support the growth plans.

Company Support

Company Support is provided by the Team leveraging on its exclusive network of industry experts. In particular the Team provides assistance as follows:

01

Introduction to new potential customers or suppliers

02

Promoting relationships between portfolio companies and sector entrepreneurs

03

Managing relationships with the banking system

04

Evaluation, selection and negotiation of strategic acquisitions

05

Top line growth

06

Development and positioning of the brand

07

Selection and recruitment of qualified human resources

08

Implementation of best practices in corporate governance

Our achievements

A long-term partnership with companies and entrepreneurs resulting in*:

34%

REVENUES

Growth of aggregate portfolio companies revenues (464 million to 620 million Euro)

47%

EBITDA

Aggregate portfolio companies EBITDA growth (65 to 96 million Euro)

1,024

EMPLOYEES

Net increase in aggregate employees

*Figures include all the investments and exits part of the Team’s track record