SIZE

Companies with revenues between €20 and 200 million.

INVESTMENT SECTORS

Investment shall be made principally in the "Lifestyle sectors", whose distinguishing features are style, design, product quality and inimitability, selective distribution and innovation. Particular focus on "Community driven brands" in "Fashion & Luxury".

GEOGRAPHICAL FOCUS

No geographical limitation.

CHARACTERISTICS
OF PORTFOLIO
COMPANIES

1. Companies with significant growth potential.
2. Strong brand identity and proven internal creative know-how.
3. Companies with international footprint and low geographical concentration of revenues (Italy non exceeding 50% of the turnover).
4. Businesses with a clear competitive advantage, such as a distinguishing product positioning, a strong DTC and digital strategy and a profitable retail business.
5. Plans for expansion that are clear and sustainable with the possibility of expansion into new countries and new channels (focus on retail and digital development).
6. Companies with a strong focus on sustainability. The Fund will be ESG compliant (ex.art.8 SFDR).

INVESTMENT SIZE

1. Average equity investment € 40 million (between € 20 and € 70 million), with the possibility to extend the total commitment on a single deal through the co-investment option for the LPs.
2. 6 to 8 investments

HOLDING PERIOD

Between 4 and 6 years, depending upon the business plan.

FORM OF INVESTMENTS

The Fund may take both majority or minority stake, through:

1. Expansion Capital (share capital increase).
2. Replacement Capital (share purchases).
3. Leveraged Buy-Outs with modest levels of leverage.

INVOLVEMENT IN THE TARGET

1. Style Capital Fund provides smart capital, supporting the companies in their strategic decision-making in relation to their geographical, retail and digital growth, as well as in their strengthening and/or diversification of the business.
2. The Investment Team may provide not just capital, but its network of industrial and commercial connections, and support in evaluating and negotiating proposed development projects.

EXIT STRATEGIES

Clear vision on the timing of future divestments and the way-out options.