Montefiore Investment
- Company typePrivate
- Founded2005
- HeadquartersParis, France
- Headcount51–100
- GTM typeB2B
- OfferingServices
Montefiore Investment firmographics
Firmographics- Name
- Montefiore Investment
- Legal name
- Montefiore Investment
- Website
- https://montefiore.eu
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Montefiore Investment industry classification
Industry- Product category
- Private Equity / Growth Capital
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Multi-Sector / Generalist Growth Equity (FSANACAO)
- akta.pro secondary industry
- Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG)
Keywords
Where Montefiore Investment is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices3 records
Markets served
Montefiore Investment business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fund Management Fees: Montefiore Investment generates revenue through management fees charged on funds under management, typically calculated as a percentage of committed capital.
- Carried Interest: Performance-based carried interest from successful portfolio company exits, aligning investor and manager interests.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels7 records
Montefiore Investment product offering
Product offeringCore offering
Montefiore Investment is a private equity firm specializing in growth investments in PME (small and medium-sized enterprises) and ETI (mid-sized companies) in the services sector across Europe. The firm manages multiple investment fund vehicles (Montefiore Investment IV, V, VI, Expansion, Continuation Fund A, and Parallel Partnership) that deploy equity investments of €20-200 million per company, alongside specialized funds such as Nov Tourisme for the tourism sector and a strategic partnership with Starquest for greentech impact investments.
Product overview
Montefiore Investment operates as a multi-fund private equity platform offering growth investment products focused on PME and ETI companies in the services sector. The core offering consists of multiple fund vehicles (Montefiore Investment IV, V, VI, Expansion, Continuation Fund A, and Parallel Partnership) that deploy 20-200 million euro equity investments. The firm also manages Nov Tourisme, a specialized tourism sector fund, and maintains a strategic partnership with Starquest for greentech impact investments. All funds are classified Article 8 under SFDR, reflecting the firm's sustainable investment focus.
Differentiator
Problem solved
Functional benefit
Products and services
- Montefiore Investment (Core Private Equity Platform)
- Montefiore Investment VI
- Montefiore Investment V
Quantifiable outcome
- 50 entrepreneurial adventures supported since 2005
- +4 more outcomes
Companies that use Montefiore Investment
Customer profileNamed customers11 records
Segments3 records
Ideal customer profiles2 records
Montefiore Investment technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Montefiore Investment partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor and core.
- ClearwaterminorClearwater advised Between Group on its management buy-out backed by Montefiore Investment in Spain, supporting Between Group's organic growth and buy-and-build strategy.
- Starquest-Montefiore (Biodiversity Initiative)core17 institutional investors selected Starquest-Montefiore to manage an unlisted biodiversity-focused fund as part of the 'Objectif Biodiversité' initiative launched in 2024 with the Af2i.
- StarquestcoreMontefiore became strategic partner and shareholder of Starquest, a management company dedicated to investments in innovative companies with high environmental impact (GreenTech). Starquest manages impact funds including Article 9 classified funds under SFDR.
Scale indicators10 records
Recent moves8 records
Expansion highlights6 records
Montefiore Investment competitors and assessment
Company assessmentDirect peers
- LBO France: French mid-market private equity firm with a primary focus on SME/ETI investments in France. Comparable in target segment (French mid-market), investment approach, and emphasis on operating value creation.
- Eurazeo: Major French-listed private equity firm with significant mid-market exposure across services, consumer, healthcare, and tech. Comparable as a Paris-headquartered PE sponsor investing in European services sector SMEs and mid-caps with similar ticket sizes.
- PAI Partners: Paris-based mid-market private equity firm with focus on majority investments in European companies, often in consumer/services/industrial sectors. Comparable in mandate (mid-market majority stakes), ticket size, and services-sector focus.
- Equistone Partners Europe: Pan-European mid-market private equity firm with strong France presence (where it directly competes with Montefiore, e.g., as counterparty on Karavel deal). Comparable in mid-market ticket size, services sector exposure, and European buy-and-build playbook.
- Andera Partners: Paris-based private equity firm focused on mid-market French SMEs across multiple strategies. Comparable as a French mid-market PE peer, explicitly named as a transaction counterparty in Montefiore's Xelians management buyout (2025).
- Activa Capital: French mid-market private equity firm specializing in SMEs/ETI in services and healthcare. Comparable in target segment (French mid-market services SMEs), with joint deal activity alongside Montefiore (Arche MC2 negotiations).
- Astorg: Paris-headquartered pan-European mid-market private equity firm with services and software focus. Comparable in geography, ticket size, and services-sector mandate; named as a transaction counterparty in Montefiore's Barkene exit.
- Naxicap Partners: French mid-market private equity firm (subsidiary of Natixis Investment Managers) focused on French ETI in services, healthcare, and consumer. Comparable in target profile (French mid-cap services) and ticket size range.
- Ardian: One of Europe's largest private investment houses, headquartered in Paris with deep mid-market private equity, private debt, and infrastructure capabilities. Comparable in scale, geographic focus (Europe), and multi-fund structure targeting mid-cap buyouts.
Broad incumbents
- Bpifrance: French public investment bank with deep mid-market PE operations across funds, direct investments, and co-investments. Comparable as a major capital provider in the French PME/ETI segment, often as a co-investor or syndicator alongside Montefiore.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Montefiore Investment social profiles
Digital presenceMontefiore Investment compliance and trust
Trust signalCompliance9 records
Montefiore Investment financial estimates
Financial estimateRevenue estimate
Valuation estimate
Montefiore Investment leadership team
Management profileNumber of profiles
Profiles1 record
Montefiore Investment subsidiaries and ownership
Company hierarchySubsidiaries1 record
Montefiore Investment funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Montefiore Investment M&A and investment
M&A and investmentM&A11 records
Investments17 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Montefiore Investment
What does Montefiore Investment do?
Montefiore Investment is a private equity firm specializing in growth investments in PME (small and medium-sized enterprises) and ETI (mid-sized companies) in the services sector across Europe. The firm manages multiple investment fund vehicles (Montefiore Investment IV, V, VI, Expansion, Continuation Fund A, and Parallel Partnership) that deploy equity investments of €20-200 million per company, alongside specialized funds such as Nov Tourisme for the tourism sector and a strategic partnership with Starquest for greentech impact investments.
Is Montefiore Investment a public or private company?
Montefiore Investment is a private company. It is classified as corporate owned and is currently operating.
When was Montefiore Investment founded?
Montefiore Investment was founded in 2005. It employs 51 to 100 people.
Where is Montefiore Investment based?
Montefiore Investment is headquartered in Paris, France, in the Europe region.
How does Montefiore Investment make money?
Two revenue lines are on record. Fund Management Fees are the primary driver. The others are carried Interest.
Who are Montefiore Investment's main competitors?
Direct peers on record are LBO France, Eurazeo, PAI Partners, Equistone Partners Europe, Andera Partners, Activa Capital, Astorg, Naxicap Partners and Ardian. Bpifrance is listed as a broad incumbent.
Does Montefiore Investment have an API?
No public API is recorded for Montefiore Investment.
What industry is Montefiore Investment in?
Montefiore Investment's product category is Private Equity / Growth Capital. Its primary akta.pro industry code is FSANACAO, Multi-Sector / Generalist Growth Equity, with a secondary code of FSAAALAG, Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure). Its NAICS code is 52394 and its SIC code is 6282.