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Investment Strategies
What We Do
We are a long term investor that provides senior and junior private credit solutions that cover the entire capital structure. We target profitable businesses who are market leaders and have committed shareholders and professional management teams.
We are situation-agnostic and most of our investments are in the context of LBO, growth and shareholder restructurings. We have a generalist sector focus and work with companies with EBITDA between €2 and €40 million that may be owned by private equity firms or families.
Our geographical scope is Spain, France, Italy and Portugal with selective coverage of other Southern European markets.
Senior and junior private credit solutions
For profitable businesses, market leaders, with professional management
Generalist sector focus
EBITDA between €2 and €40 million
Owned by private equity firms or families
Southern European focus
Who We Work With
We work with private equity funds, family businesses and minority shareholders with the objective of finding solutions to their financial needs.
Private Equity Funds
We provide financing for private equity funds that aim to optimize returns in LBO/MBO transactions. Oquendo has long standing relationships with all financial institutions which ensures a swift and successful execution.
Additionally, Oquendo provides preferred equity and/or debt to private equity owned companies that require growth capital or to private equity funds that require additional investment capacity
Family-Owned Businesses
Oquendo partners with family owned businesses that seek funds for growth, acquisitions or shareholder reorganization. Our long term flexible capital allows companies and their shareholders to fulfil their strategic objectives without incurring in additional debt, minimizing dilution and retaining management control.
Minority Shareholders
We work with minority shareholders that are willing to increase their equity ownership or acquire a majority interest. Preferred equity and mezzanine debt is well suited for such situations, providing an alternative that is more flexible than bank debt and less dilutive than common equity.
Investment Strategies
We manage multiple differentiated investment strategies, allowing us to provide a wide array of financing solutions to businesses of different sizes.
Senior Debt
Senior long term financing, generally alongside banks, in the context of LBO operations, growth or refinancing. Our instruments are typically “bullet” type debt, with maturity around 5 or 7 years.
We work with companies with EBTIDA staring at 5 million €, and our investment tickets are often between 5 million € and 30 million €.
€460M
2
39
Selected Investments
Flexible Capital / Junior Debt
Flexible capital solutions, generally alongside shareholders looking for non-dilluting capital solutions. These are tailored financial solutions fro each situation, which may include several of the instruments we use (mezzanine debt, PIK loans, Holdco PIK, preferred stock, convertible loans, minority shareholding).
Generally they are used in the context of LBO, growth or shareholding reshuffles. Instruments can have a maturity of up to 7 years, and investments tickets are typically between 5 mililon € and 40 million €.
€675M
4
51
Selected Investments
Impulsa - Small Business Financing
Flexible capital solutions for small businesses who have a limited access to bank financing. These are tailored financing solutions, which may include several of the instruments we use (mezzanine debt, PIK loans, Holdco PIK, preferred stock, convertible loans, minority shareholding).
Generally they are used in the context of LBO, growth or shareholding reshuffles. Instruments can have a maturity of up to 7 years, and investments tickets are typically between 2 mililon € and 5 million €.
For more details on Impulsa, please click here.