Financial Investment · 02
Co-Investment
Alongside leading private equity sponsors and strategic partners.
€1m – €15m
Ticket size
Minority co-investor
Role
Tag-along, information rights
Rights
Independent
Due diligence
Overview
About Co-Investment.
Co-investment allows Holding JMB to participate in larger transactions alongside established sponsors, with reduced fees and full transparency.
We conduct independent due diligence and negotiate minority protections on every co-investment.
- Sponsor-led co-investments
- Club deals
- Minority protection rights
- Reduced fee structures
Financial Overview
Activity and allocation.
Co-investments completed (deals)
Financial Investment allocation (%)
- Private equity 35%
- Private credit 25%
- Listed markets 20%
- Treasury 12%
- Special situations 8%
Year-on-year growth (deals)
Indicative figures for illustration purposes. Past performance is not indicative of future results.
Legal & Regulatory Framework
Governed by clear rules.
Code monétaire et financier
Investment activities are conducted in accordance with the French Monetary and Financial Code.
MiFID II & AIFMD
Where applicable, transactions with regulated counterparties follow European markets and fund-manager directives.
Shareholders' agreements
Every participation is governed by a pacte d'associés covering governance, transfer and exit rights.
AML / CFT & sanctions
Systematic KYC, beneficial-owner identification and EU / OFAC sanctions screening.
Risk Management
Risks identified and controlled.
| Risk | Mitigation |
|---|---|
| Credit risk | Senior security, covenants and collateral on every lending position. |
| Liquidity risk | Group liquidity buffer maintained with top-tier custodian banks. |
| Concentration risk | Single-position limits set by the investment committee. |
| Valuation risk | Independent quarterly valuation of unlisted assets. |
Legal Notice
This page is provided for information purposes only and does not constitute an offer, solicitation or recommendation to buy or sell any financial instrument or to enter into any transaction. Any engagement is subject to contractual documentation, satisfactory completion of KYC / AML procedures in accordance with articles L.561-1 et seq. of the French Code monétaire et financier, and the approval of the relevant banking institutions. Holding JMB SARL — RCS Paris 528 403 074.