Good level of profitability and cash generation.
The people-driven specialist in capital
and management transition
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Investment criteria
We specialise in transactions involving capital and management transitions: MBI, MBO, BIMBO, Spin Off & Carve-Out.
Trajan is a generalist investment team with no sector exclusivity.
Nevertheless, we actively look for parameters ensuring the sustainabilty of businesses and offering solid foundations for the future growth of the companies we partner with :
Recurring revenues and diversified customer base.
Strong track record.
Growing market.
Sector offering integration opportunities.
We focus on European companies that achieve at least 10 million euros in revenue and 2 million euros in EBITDA, and have a well-established economic model. Our aim is to ensure the continuity and growth of these businesses, supported by the entrepreneurial drive of the new CEO.
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For entrepreneurs and companies looking secure the transition of their business to a new trusted shareholder.
For entrepreneurs aiming for a smooth business hand-over, our approach allows for:
Continuity of the business and their teams associated with a new growth project.
(If there is no internal candidate): a team-up with a talented and ambitious entrepreneur to perpetuate the company's development and help it reach a new milestone.
A partnership with an independent cornerstone shareholder who brings both expertise and financial resources in order to secure the succession and future expansion of the company.
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For entrepreneurs looking to acquire a business
Whether they are actively looking for a business to take over or have already pinpointed a target, Trajan’s approach gives prospective acquirers the ability to:
Partner with a fully committed investor with a network, methods and transactional expertise.
Fund the acquisition of a sizeable SME and finance sustainable growth through the next phase of the company.
Partner with an independent and experienced partner that shares their entrepreneurial spirit.
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Partnership with the Edmond de Rothschild Group
To boost the development of its strategy, Trajan established a partnership with the Edmond de Rothschild Group in 2019. This allows us to benefit from the support of the Edmond de Rothschild Private Equity platform, that has over 4.0 billion euros under management and is one of the largest private equity investors in Europe.
As a longstanding supporter of European entrepreneurship, the Edmond de Rothschild Group, with its 250-year history, is at the forefront of SME succession challenges in Europe.