The Edmond de Rothschild Group has implemented a dynamic, opportunistic strategy of investing in the capital of unlisted companies worldwide for the past 15 years. The strategy was initially implemented for the Group only and is now available to our clients through the Edmond de Rothschild Equity Strategies (ERES) franchise, which is currently deploying its third vintage (2016, €300m).
A business developped by Edmond de Rothschild Equity Partners
This expertise has clearly proven its worth over the past 15 years. It enables our clients to add exposure to private equity which is diversified in terms of geography, sectors and transaction types.
Partner, Edmond de Rothschild Equity Strategies
The team, created in 1998, combines complementary expertise (majority and minority private equity investments, mergers and acquisitions and asset management). It makes diversified minority investments, generally in majority held consortiums, alongside funds, other families, major groups and management teams. The team has invested over €775 million in 70 transactions for the Holding company of the Group. It has raised three funds, ERES I (2006, €100m), ERES II (2011, €220m) and ERES III (2016, €300m), which is currently being deploied.
The team covers all economic sectors except real estate, and all regions (with a bias toward Europe).
It avoids distress situations and technology venture capital.
The team invests €10 to €45 million in high-quality transactions, in the capital of robust companies which have high barriers to entry, strong brands and a leadership position. They are generally valued between €100 million and at €2 billion and have the potential for significant medium-term value creation. The team partners with leading companies, each specialized in their region or industry.
Our portfolio-building reflects our asset DNA. We favour capital preservation over risk taking and focus on resilient, high-quality assets which provide relatively quick liquidity potential.
Our dynamic diversification also enables us to go out and look for growth and opportunities where they are, taking into account promising economic cycles in different parts of the world.