Leaderboard ELTIF

Private Equity

Private Equity

Private equity
Private equity

The Private Equity team dedicates to small and medium-sized enterprises.

Its key purpose is to promote equity investments aimed at boosting not only target companies but also the real economy, and creating value in the long-term.

We are mainly focused on situations where generational handovers are involved or where strengthening of the shareholding structure is needed. Our private equity team collaborates with managers and entrepreneurs of the target to foster company's expansion through both organic and inorganic growth initiatives.

Investments are mainly focused on transactions requiring expansion capitalreplacement capitalmanagement buy-in and management buy-out.

Significant effort is dedicated to European Long Term Investment Funds (ELTIFs), conceived by the European regulator as suitable investments to allow retail investors to diversify their savings by accessing interesting, illiquid investment opportunities.

EQUITA Smart Capital - ELTIF

The Fund

Private equity ELTIF

Type: closed-end fund

Size: €98.5 million

Horizon: 8 years

Strategy: 60-70% Private Equity, 20-35% Public Equity, 5-10% Public Debt

Geography: Italy

ESG: Article 8 - SFDR applicable to the private equity portion of investments

Private equity ELTIF

The Fund

Type: closed-end fund

Size: €98.5 million

Horizon: 8 years

Strategy: 60-70% Private Equity, 20-35% Public Equity, 5-10% Public Debt

Geography: Italy

ESG: Article 8 - SFDR applicable to the private equity portion of investments

EQUITA Smart Capital – ELTIF is a private equity and alternative PIR fund investing in Italian small and medium enterprises. The fund was launched in 2021 and is managed by EQUITA Capital SGR, management company of the EQUITA group.

NAV

As of 31 December 2023, the NAV of EQUITA Smart capital - ELTIF is the following:

Class Total Value (€) Value (€ per unit)
A1 71,178,591 0.954
A2 3,978,345 0.958
A3 6,738,463 0.963
A4 2,101,712 0.978
A5 7,881,173 0.984
B1 1,009,478 1.009
B2 1,574,786 1.009

Investments

Company
Sector
Fund (year)
Over  Logo

Over

Healthcare
ELTIF (2024)
EME Logo

EME

Manufacturing
ELTIF (2024)
Digital 360 Logo

Digital 360

MarTech and Digital Advisory
ELTIF (2023)
Clonit Logo

Clonit

Pharma
ELTIF (2022)
Rattiinox Logo

Rattiinox

Manufacturing
ELTIF (2022)

Senior Team

EQUITA Smart Capital - ELTIF is led by a team of outstanding professionals, with strong track-record in the management of alternative, illiquid assets. Every member has matured significant experience in financial markets and private capital.

Rufini
Managing Partner - Head of Private Equity

Rossano Rufini