Europe at a crossroads: why small & mid-market strategies are more relevant than ever

Profound geopolitical and economic changes are underway and are affecting Europe. In parallel, the major needs of our economies and societies remain and are crystallizing as ever more strategic against the current environment: - Modernization of infrastructures, - A faster energy transition, - Support to small and mid-sized companies as drivers of innovation and local growth, - Regionalization of economies, as a lever for resilience. These are all challenges that we at Edmond de Rothschild have always supported, and created relevant long-term investment strategies for the benefit of our investors. In the current environment, we remain convinced that our strong rooting in mid-market niche companies with compelling business models and “deep moat”, executed by expert teams in their respective fields, provides one of the most relevant long-term responses to volatile markets and geopolitical uncertainty. Johnny el Hachem, CEO of Edmond de Rothschild’s Private Equity platform, will give insights on how EdR helps their investors shape their long-term allocations with the following, resolutely mid-market focused strategies: - Urban regeneration: “rebuilding the city on the city”, limiting urban sprawl while delivering the quantity and quality of homes, offices and commercial premises needed in the most dynamic European urban centres; - Hybrid, fit-for-future infrastructure across mobility, digitization and public infrastructure; - Management & capital transition for regional SMEs companies with proven business models but lacking a succession plan, thereby preserving local economies and jobs; - SMEs in Europe, particularly those with internationalization potential to drive additional growth, through a selective approach targeting key European industries such as Food & Beverage, Industrial Goods & Services, Health & Education, Technology and B2B Services.