What UI Investissement does

UI Investissement is an independent French private equity firm founded around 1976, headquartered in Paris with 11 regional offices across France plus operations in Spain and Quebec. The firm manages €1.7 billion in assets under management across approximately 300 portfolio companies (including 80 in Capital Développement/LBO) and employs roughly 80-124 staff organized into 50+ investment professionals and ~30 support functions. Its core business spans three activities: Capital Développement/Transmission (LBO) for growth and succession deals (tickets from €1M to €50M), Capital Innovation supporting 170+ startups and innovative companies (tickets from €0.1M to €5M), and Consolidation for companies facing complex operational challenges.

The firm's underlying platform is built on proprietary tools and ecosystem assets: the Trajectoire ESG methodology (27 indicators developed with Mines ParisTech), the Académie UI (50+ entrepreneur mentors, 20+ expert partners), Lab UI (knowledge sharing via masterclasses, publications, events), and Campus UI (internal training). It also operates Cap Autrement, France's first majority impact fund for ownership transitions, and several regional funds co-financed by EU FEDER (Breizh Up, FPCI Bourgogne Franche-Comté Création 4, FPCI Invest Création 5.0, JEREMIE Auvergne 2).

UI Investissement generates revenue through management fees and carried interest from its €1.7B AUM, distributed across multiple fund vehicles targeting French SMEs and mid-sized enterprises (ETIs). Its go-to-market is direct and relationship-based, leveraging regional proximity through 11 offices and deep sector expertise in health, agro-business, and services. The firm is led by Managing Partners Michel Déprez and Olivier Jarrousse, holds a 2025 UN PRI double A rating, and is structured as a private SAS with no external parent company.

Name

UI Investissement

Legal name

UI Investissement

Website

https://ui-investissement.fr

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

101–250 employees

Short description

UI Investissement is an independent French private equity firm managing €1.7 billion in assets across 300 portfolio companies, serving French SMEs and mid-sized enterprises through 11 regional offices with dedicated capital, innovation, consolidation, and impact investment vehicles.

Ownership category

akta.pro rank

Product category

Private Equity / Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

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

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• Private equity
• Growth capital
• Management buyout
• Innovation investment
• Business transmission

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices12 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Private Equity Asset Management: UI Investissement generates revenue through management fees and performance fees (carried interest) from managing private equity funds. The firm manages €1.7 billion in assets across multiple investment vehicles including regional, national, and sector-specific funds.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

UI Investissement manages private equity funds that invest equity capital into French small and mid-sized companies (PME/ETI). It provides three core services: (1) Capital Développement/Transmission via leveraged buyouts (LBO) of family or founder-owned businesses, (2) Capital Innovation by backing innovation-driven SMEs, and (3) Consolidation through sector roll-up and buy-and-build strategies. The firm also offers portfolio companies operational support and ESG measurement via its proprietary Trajectoire ESG tool.

Product overview

UI Investissement operates as an independent private equity manager with three core investment activities: Capital Développement / Transmission (LBO) as its historical anchor representing over half of 1.7 billion euros in assets under management; Capital Innovation supporting over 170 startups through dedicated regional vehicles; and Consolidation for companies facing complex challenges. The firm complements its investment activities with proprietary ESG tools (Trajectoire ESG) and support services (Académie UI, Campus UI, Lab UI). Specialized offerings include Cap Autrement, France's first majority impact fund for business succession, and multiple regional funds (Breizh Up, FPCI Bourgogne Franche-Comté Création 4, FPCI Invest Création 5.0, JEREMIE Auvergne 2) co-financed by EU FEDER.

Differentiator

Problem solved

Functional benefit

Brands

• Cap Autres: Fonds d'impact majoritaire pour transformer les entreprises au moment de leur transmission
• Académie UI
• Campus UI
• Trajectoire ESG
• Lab UI

Products and services

• Capital Développement / Transmission (LBO) Equity investment vehicle focused on growth capital and management buyouts (LBO) of French SMEs and ETIs, typically for family/founder succession and business transmission situations. Targeted at owner-operators of French mid-market companies.
• Capital Innovation Equity investment vehicle providing capital to French innovation-driven SMEs, supporting their development and growth. Targeted at French SMEs with innovative business models or technologies.
• Consolidation Equity investment strategy focused on sector consolidation through roll-up and buy-and-build transactions in French SME/ETI markets. Targeted at French SMEs and ETIs in fragmented industries seeking consolidation plays.
• Trajectoire ESG Proprietary ESG measurement and tracking framework applied across portfolio companies to assess and monitor environmental, social, and governance performance. Used internally and across UI Investissement's portfolio investments.

Quantifiable outcome

• UN PRI A rating for both Strategy & Governance (4 stars, 89/100) and Private Equity Direct (5 stars, 96/100)
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core and minor.

• Initiative Climat International (iCI)coreStrategic or Co-development Partner · 3 December 2020UI Investissement joined iCI to demonstrate commitment to climate action and COP21 objectives. The initiative brings together private equity actors to develop solutions for measuring and improving climate contribution.
• Mines ParisTechminorStrategic or Co-development PartnerAcademic research partner for the development of Trajectoire ESG methodology. Two years of academic research at Mines ParisTech contributed to the proprietary ESG assessment framework.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Capagro: European private equity fund dedicated to agri-business and food sector. Comparable to UI's agro-business sector focus and to its impact-oriented Cap Autrement vehicle in applying sector-specific investment criteria.

Direct peers

• LBO France: Independent French mid-market private equity manager with diversified strategies across buyout, venture, real estate, and debt. Comparable platform breadth and target size to UI, though with broader sector coverage.
• Sofimac Partners: Independent French regional private equity manager with offices across multiple French regions, focused on SME buyouts and growth capital. Closely comparable regional distribution and target company profile to UI.
• Alliance Entreprendre: Independent French private equity manager supporting SME and mid-market buyouts and transmissions across France. Comparable in target deal size, sector breadth, and regional French orientation to UI.
• Siparex: Independent French private equity firm managing multi-strategy regional and national funds focused on SMEs and mid-market companies across France. Direct comparable in mandate, regional presence, and target deal size to UI Investissement.
• Turenne Capital: French private equity manager investing in SME/ETI buyouts, innovation capital, and health sector across France. Comparable in size, multi-product platform, and regional SME focus to UI Investissement.

Broad incumbents

• Crédit Mutuel Equity: Private equity arm of Crédit Mutuel group investing in French SMEs and mid-market companies. Comparable in French SME focus and regional ties but backed by a major banking group with deeper financing capabilities.
• Ardian: Major European private investment house with large mid-market and SME buyout activity across France and Europe. Operates at materially larger scale than UI but competes for many of the same French mid-market opportunities.
• Eurazeo: Large French-listed private investment group with mid-market buyout, growth, and venture strategies. Overlaps with UI on French SME/ETI buyouts while operating at significantly greater AUM scale and with international reach.
• Bpifrance: French public investment bank with large-scale private equity, venture, and SME financing activity. Operates as a much larger incumbent with overlapping French SME and innovation mandates, including regional co-investment funds similar to UI's FEDER-backed vehicles.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ui-investissement

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about UI Investissement