UI Investissement

What UI Investissement does

UI Investissement is an independent French private equity and venture capital management firm established in 1972 and headquartered in Paris. The firm operates three core investment activities — Capital Développement and Transmission (LBO), Capital Innovation, and Consolidation — addressing the capital, succession, and transformation needs of French SMEs, mid-sized companies (ETIs), and innovative startups at ticket sizes ranging from €0.1M to €50M. It concentrates on three sectors: health, agro-business, and services-industry. With approximately €1.7 billion in assets under management, €1 billion already deployed across more than 300 portfolio companies (including 80 in Capital Développement/LBO), and 11 regional offices across France, UI sources deals through a territorial network supplemented by specialized vehicles such as the regional FPCIs co-financed by European FEDER funds (Bourgogne Franche-Comté Création 4, Invest Création 5, Breizh Up, JEREMIE Auvergne 2), the impact fund Cap Autrement, and the 2026 deep-tech vehicle Pertinence Invest 3 backed by corporate LPs including Michelin, Groupe Seb, and Suez.

UI differentiates through proprietary operational and ESG frameworks rather than technology platforms. The Trajectoire ESG program, developed with Mines ParisTech over two years, codifies 27 ESG indicators integrated at every stage of the investment lifecycle and carries a Bureau Veritas label; UI has received UN PRI recognition (5 stars/96 in 100 in Private Equity direct, 4 stars/89 in 100 in Policy/Governance/Strategy in 2025). Operational support for portfolio companies is delivered through Académie UI (50+ entrepreneur mentors, 20+ expert partners), Lab UI programming, and Campus UI for internal training. Recent strategic activity includes a minority acquisition of B. Durand Capital Partners in wealth management (February 2026), the MBO of premium caviar producer Kaviari (March 2026), family-transmission support at Neftys Pharma (April 2026), and a bolt-on by portfolio company M-Plus of Groupe Rubis Précis.

Revenue is generated principally through management fees on AUM across multiple fund vehicles, supplemented by carried interest crystallized on exits; specific financial figures are not publicly disclosed. Leadership comprises associés gérants Michel Déprez and Olivier Jarrousse, supported by 50+ investment professionals and 30 support staff, making the firm employee-managed and free of any disclosed controlling shareholder.

Name

UI Investissement

Legal name

UI Investissement, SAS

Website

https://www.ui-investissement.com

Company type

Private

Founded year

1967

Operating status

Operating

Headcount range

101–250 employees

Short description

UI Investissement is an independent French private equity firm founded in 1972 managing €1.7 billion in AUM across LBO, innovation, consolidation, impact, and deep-tech funds, serving French SMEs, ETIs, and startups in health, agro-business, and services-industry from 11 regional offices.

Ownership category

akta.pro rank

Product category

Private Equity Fund Management

NAICS

Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399), Investment Banking and Securities Intermediation (52315)

SIC

Investment Advice (6282)

akta.pro primary industry

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• Private equity management
• Venture capital investment
• Development capital
• Innovation capital
• Fund management services

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices12 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

1. Fund Management Fees: UI Investissement generates revenue through management fees charged on assets under management across their various investment funds, including Capital Développement/LBO funds, Innovation funds, and Consolidation vehicles. The core Capital Développement activity represents more than half of the €1.7 billion in assets under management.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

UI Investissement is an independent French private equity and venture capital firm that manages €1.7 billion in assets across three pooled strategies—Capital Développement/Transmission (LBO), Capital Innovation (venture), and Consolidation—plus several regional and thematic funds. The firm invests equity tickets into French SMEs, ETIs, and startups, providing capital alongside operational support, sector expertise, and ESG integration through its proprietary Trajectoire program. It also runs mentorship and training platforms (Académie UI, Campus UI) for portfolio executives.

Product overview

UI Investissement is an independent French private equity firm that has operated for over 50 years, managing 1.7 billion euros in assets and supporting more than 300 companies across three core investment activities: Capital Développement / Transmission (LBO) as the historical core representing over half of assets under management with 80 portfolio companies; Capital Innovation supporting 170+ startups with tickets from 0.1M€ to 5M€; and Consolidation for companies facing complex challenges. The firm operates specialized funds including the deep tech Pertinence Invest 3 targeting €100M, the impact-focused CapAutrement fund for majority stakes in company transitions, and regional funds co-financed by European FEDER (Bourgogne Franche-Comté Création 4, Invest Création 5.0, Breizh Up, JEREMIE Auvergne 2). Value-added services include the Trajectoire ESG program for sustainability measurement across 27 indicators, the Académie UI connecting portfolio companies with 50+ entrepreneur mentors and 20+ expert partners, and Campus UI internal training. With over 10 regional offices across France, UI focuses on health, agro-business, and services-industry sectors.

Differentiator

Problem solved

Functional benefit

Brands

• Trajectoire ESG: Proprietary ESG performance improvement program developed by UI Investissement, based on analysis of 27 indicators and 2 years of academic research at Mines ParisTech, integrating extra-financial criteria at all investment stages.
• Académie UI
• Campus UI
• Cap Autrement

Products and services

• Capital Développement / Transmission Pooled private equity fund strategy providing LBO and transmission financing to French SMEs and ETIs. Targets profitable, established companies needing capital for growth, restructuring, or shareholder transition. The flagship pooled investment vehicle of UI Investissement.
• Capital Innovation Pooled venture capital strategy providing equity financing to French early-stage and growth startups. Part of the firm's three core pooled strategies.
• Consolidation Pooled fund strategy dedicated to buy-and-build consolidation, providing capital to French SMEs and family-owned companies executing sector consolidation via multiple add-on acquisitions.
• Pertinence Invest 3 Innovation/venture capital fund vehicle targeting early-stage and growth companies, part of UI Investissement's innovation offering.
• CapAutrement (Cap Autrement) Dedicated consolidation fund vehicle focused on buy-and-build transactions, founded by Jean de Puybaudet. Complements the firm's broader Consolidation strategy.
• Breizh Up Regional venture fund operated in partnership with the Brittany Region, providing equity financing to startups in Brittany. Part of UI Investissement's regional fund strategy.
• FPCI Bourgogne Franche-Comté Création 4 Regional venture capital fund vehicle (FPCI) targeting startups in the Bourgogne Franche-Comté region of France.
• FPCI Invest Création 5.0 Innovation venture capital fund vehicle (FPCI) for early-stage French startups.
• JEREMIE Auvergne 2 Regional venture/private equity fund vehicle (second iteration) operating in the Auvergne region of France.
• Trajectoire ESG Proprietary ESG integration program built on a 27-indicator framework for portfolio company assessment. Used as a differentiator in fundraising and portfolio management, and recognised by UN PRI with strong ratings.
• Académie UI Mentorship and executive training program for portfolio company management teams, providing operational value-add beyond capital.
• Campus UI Skills development and training platform for portfolio company managers, complementing Académie UI as part of UI's operational value-add offering.

Quantifiable outcome

• UN PRI double A rating (Strategy & Governance and Private Equity)
• +3 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• B. Durand Capital Partners (BDCP)coreStrategic or Co-development Partner · 16 February 2026UI Investissement entered the capital of BDCP as part of a primary LBO, acquiring a minority stake to support BDCP's development in French and European wealth management market. BDCP manages assets for approximately 100 entrepreneurs and families.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Eurazeo: Paris-headquartered listed PE firm investing across mid-market buyouts, growth, and venture. Comparable through its French mid-market focus and sectoral diversification, though materially larger in AUM.
• Bpifrance: French state-owned investment bank managing direct PE/VC funds across all stages of French company development. Directly comparable as it deploys capital into French SMEs, ETIs, and startups across regional and sectoral mandates, though its scale and public-mission remit are broader than UI's.
• Capital Export (Banque Populaire): PE arm of Banque Populaire group deploying capital into French SMEs. Comparable as a regional-banking-anchored PE investor in French SME/ETI transmission deals, though part of a much broader banking group.
• Ardian: One of Europe's largest independent PE firms with deep French mid-market roots. Comparable through its mid-market buyout and growth funds serving French SMEs/ETIs, though substantially larger in AUM and global in scope.

Direct peers

• Naxicap Partners: French mid-market PE firm (subsidiary of Crédit Mutuel Arkéa) investing in French SMEs and ETIs with sector specializations. Highly comparable on ticket size, regional French mandate, and SME/ETI transmission focus.
• Montefiore Investment: French mid-market PE firm specializing in service-sector SMEs and ETIs. Highly comparable in French mid-market focus and service-sector specialization, with similar ticket sizes and operational value-add approach.
• Siparex: Independent French regional PE group with offices across France investing in SMEs/ETIs across regions and sectors. Closely comparable business model, regional footprint, and ticket range to UI's Cap Dev and regional fund activities.
• Andera Partners: Paris-based PE/VC firm (formerly Edmond de Rothschild Investment Partners) operating MidCap and Life Sciences strategies. Comparable through its French mid-cap buyout and growth equity focus with similar ticket ranges.
• Crédit Mutuel Equity: Crédit Mutuel group's PE subsidiary investing across French SMEs and ETIs with regional and sectoral funds. Comparable regional banking-anchored PE model, French mid-market ticket sizes, and multi-fund structure.
• IRDI Capital Investissement: Toulouse-based regional PE firm investing across southwestern France with regional funds and sector vehicles. Comparable in regional SME/ETI investment approach and ticket sizes; both operate multi-fund strategies across regions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/uiinvestissement
• Facebookfacebook.com/uiinvestissement
• LinkedInlinkedin.com/company/ui-gestion

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Subsidiaries7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A10 records

Investments103 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about UI Investissement