INVESTMENT CRITERIA

PHI INDUSTRIAL’S KEY INVESTMENT CRITERIA

The investment opportunities considered by Phi Industrial include companies or assets that are experiencing:

  • Technological change: The company needs to make a significant investment to become competitive.
  • Structural change: when an asset ceases to be strategic for its owner.
  • Succession challenges: when a new, experienced management team is needed.
  • Financial challenge: when a company needs to restructure its finances in order to restore profitability.
  • Corporate spin-offs (divestitures and carve-outs).

Domain extensions for portfolio companies:

  • Turnover between 20 and 250 million euros.
  • Any industry except the financial and real estate sectors.
  • European geographical scope.
  • Acquisition of controlling interests.
  • Companies for inorganic growth of portfolio companies.
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