aksia group societa di gestione del risparmio spa

Name

aksia group societa di gestione del risparmio spa

Legal name

Aksìa SGR S.p.A.

Website

https://aksiagroup.it

Company type

Private

Founded year

1997

Operating status

Operating

Short description

Aksìa SGR is an independent Italian private equity fund manager founded in 1997, managing six fund vintages (Capital I–VI) with €600 million AUM that invest in medium-sized Italian companies across healthcare, food, industrial, and consumer sectors for institutional and private investors.

Ownership category

akta.pro rank

Product category

Private Equity Fund Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Account / SMA Multi-Manager Platforms (FSANAGAL)

Keywords

• Private equity management
• Italian mid-market investing
• Buyout fund management
• ESG-integrated investing
• Portfolio company advisory

Headquarters

HQ city

Milan

HQ country

Italy

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Fund Management Fees: Aksìa SGR earns management fees from the private equity funds it manages (Aksìa Capital I–VI), typically charged as a percentage of committed capital or assets under management during the investment period, and subsequently on invested capital.
2. Carried Interest (Performance Fees): The firm earns carried interest (a share of profits) from successful exits of portfolio companies, aligning the management team's incentives with those of fund investors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Aksìa Group SGR is an independent Italian private equity fund manager that raises and manages closed-end buyout funds (the Aksìa Capital series) investing €10–40 million of equity in medium-sized Italian operating companies across healthcare, food, consumer and industrial sectors. The firm also provides ESG-focused investment advisory services and active portfolio company monitoring through board representation and operational support. Investors access the funds through privately placed limited partnership vehicles managed by Aksìa as General Partner.

Product overview

Aksia SGR is a private equity fund management company (SGR) that operates as a single, unified platform offering fund management services rather than a modular software product. The company manages multiple private equity funds (Aksia Capital I through VI) that invest in medium-sized Italian companies across sectors including healthcare, food, industrial, services, and fashion & luxury. The funds are structured as closed-end investment vehicles with varying vintages, with Aksia Capital V having raised over €275 million and Aksia Capital VI as the most recent fund. Beyond fund management, Aksia SGR provides ESG investment advisory services, integrating environmental, social, and governance criteria throughout the investment lifecycle from selection through exit. The company has executed over 60 investments since 1997, with notable portfolio companies including Content Group (pharmaceutical CMO), PCG (dental clinics), Valsa Group (frozen pizza), and Kintek (precision machinery components).

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Lameplast exit at €88m enterprise value with IRR exceeding 60%
• +6 more outcomes

Named customers15 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core, major and minor.

• ET.Group (ESG.IAMA Private)coreStrategic or Co-development Partner · 27 January 2026Aksìa participates as one of the first members of the ESG.IAMA Private project, the first international benchmark for ESG Identity of an asset manager focused on illiquidi assets. Aksìa adopted its Code of Conduct in April 2026.
• SeasmartmajorStrategic or Co-development Partner · 7 November 2025Aksìa SGR, through its fund Aksìa Capital VI, acquired Seasmart, an Italian excellence in high-end marine components (stainless steel, carbon fiber, titanium accessories for the marine industry).
• YahmminorStrategic or Co-development Partner · 15 September 2025Valsa Group, backed by Aksìa SGR, acquired Yahm as a strategic add-on to further diversify its portfolio of fresh/frozen pizza, focaccia, pinsa, and snacks.
• Riello Investimenti SGRmajorStrategic or Co-development Partner · 1 August 2025Aksìa SGR and Riello Investimenti SGR signed a binding agreement to jointly acquire 100% of Fornaio del Casale, creating a new Italian hub for sweet and savoury snacks (Equipe del Casale Group). Both SGRs co-invested in this transaction.
• HPiLOGminorStrategic or Co-development Partner · 7 July 2025ICAM, an Aksìa portfolio company, acquired HPiLOG as an add-on acquisition to strengthen its automated storage and retrieval systems business.
• Scarabelli Irrigazione (IREX subsidiary)coreStrategic or Co-development Partner · 17 June 2025IREX Group (Aksìa portfolio company) acquired RIS Iberia through its subsidiary Scarabelli Irrigazione. This represents an add-on acquisition within the Aksìa Capital V IREX platform for precision irrigation technologies.
• Equipe del Casale Group (Fornaio del Casale)majorStrategic or Co-development Partner · 10 April 2025Creation of the new Italian hub for sweet and savoury snacks through the combination of Fornaio del Casale and other assets, backed by Aksìa Capital VI and Riello Investimenti SGR.
• De Agostini S.p.A.coreStrategic or Co-development Partner · 1 September 2024De Agostini S.p.A. (industrial and financial holding controlled by the Boroli and Drago families) co-acquired 100% of Content Group alongside Aksìa. Aksìa was the majority shareholder through Aksìa Capital IV and divested to De Agostini.
• Borsa Italiana — ELITE InitiativecoreStrategic or Co-development Partner · 1 January 2024Aksìa SGR S.p.A. collaborates with Borsa Italiana to promote the ELITE initiative, supporting Italian companies in their growth journey and potential access to capital markets.
• AIFI — Associazione Italiana Private Equity e Venture CapitalcoreStrategic or Co-development Partner · 1 January 2024Aksìa SGR S.p.A. is a member of AIFI, the Italian Private Equity and Venture Capital Association, representing the firm in industry advocacy and best practice sharing.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Clessidra Capital: Italian mid-market private equity manager focused on controlling stakes in Italian SMEs; competes with Aksia for the same deal flow and LP relationships. Direct peer given overlapping fund strategy (Italian mid-market buyouts), team pedigree, and AIFI membership.
• Wise Equity: Italian mid-market PE firm that acquired Casa della Piada from Aksia in 2024; operates similar Capital fund vintages (Wisequity VI) and competes for the same Italian SME buyouts, making it a directly comparable peer.
• Riello Investimenti SGR: Italian mid-market PE manager that co-invested with Aksia on Fornaio del Casale in 2025; operates similar vintage funds, focuses on Italian SMEs with strong industrial DNA, and is a direct peer in deal sourcing and LP competition.
• Metrika SGR: Italian mid-market PE firm where Aksia investment manager Davide Fontana previously worked; comparable fund size, similar Italian SME focus, and competes directly for deal flow.

Broad incumbents

• Investindustrial: Pan-European mid-market PE firm with significant Italian focus and offices in Milan; manages substantially larger AUM but competes for similar Italian mid-market buyouts, making it a broad incumbent peer.
• Ardian Italy: Global PE firm with Italian operations investing across mid-market buyouts, growth, and expansion; substantially larger AUM and competes for higher-end Italian mid-market deals Aksia also targets.
• HLD (HLD Advisers): European mid-market PE firm with Milan office; Aksia partner Filippo Anichini was previously Investment Director at HLD. Operates larger fund vintages and competes for similar Italian/French mid-market deals.

Regional players

• Quadrivio Private Equity: Italian PE manager (including Silver Economy Fund) that acquired MIR from Aksia Capital V in January 2025; operates multiple thematic Italian mid-market funds and is both a competitor and transactional counterparty.
• DGPA (De Agostini Private Equity): Italian private equity firm (De Agostini group) where Aksia partner Sara Perillo previously worked; invests in Italian SMEs and recently co-acquired Content Group from Aksia, serving as both peer and transactional counterparty.
• Ethica Group: Italian mid-market PE manager where Aksia investment manager Davide Fontana began his career; similar fund size and Italian SME focus, providing comparable deal sourcing in the Italian mid-market segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/aksia-group-sgr

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Subsidiaries4 records

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 aksia group societa di gestione del risparmio spa