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IDI — Investor Relations & Filings

Ticker · IDIP ISIN · FR0000051393 LEI · 96950022J37K8UHSJH76 PA Financial and insurance activities
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Filings indexed 520 across all filing types
Latest filing 2021-02-02 Declaration of Voting R…
Country FR France
Listing PA IDIP

About IDI

https://www.idi.fr/en

IDI is a listed private equity investment company with over 50 years of experience supporting small and mid-cap companies. The firm specializes in growth capital and Leveraged Buyouts (LBOs), typically investing €25-70 million in companies valued between €10 million and €150 million. Acting as both a majority and minority shareholder, IDI partners with management teams to drive growth through strategic guidance and support for mergers and acquisitions. Its permanent investment structure, distinct from traditional funds, allows for flexible, long-term holding periods tailored to each company's needs. The firm integrates social and environmental considerations into its investment process and provides expertise in emerging markets through a dedicated subsidiary.

Recent filings

Filing Released Lang Actions
Déclaration d'actions et de droits de vote au 31.01.2021
Declaration of Voting Results & Voting Rights Announcements Classification · 1% confidence The document explicitly states the 'Nombre total de droits de vote et d'actions composant le capital social' (Total number of voting rights and shares comprising the share capital) as of a specific date (January 31, 2021). It cites French regulatory articles (Code de Commerce and AMF General Regulation) related to share capital disclosure. This type of mandatory disclosure regarding the total number of shares and voting rights is a specific regulatory filing requirement, often related to capital structure transparency. It is not a full annual report (10-K), an earnings release (ER), or a dividend notice (DIV). It most closely aligns with disclosures related to capital structure or major shareholding changes, but since it is a routine, mandated disclosure of the total capital base, it fits best under the general regulatory announcement category, or potentially a specific capital/financing update if the context implies a recent change, but given the structure, it is a formal declaration of the current capital status. Since there is no specific code for 'Total Share Capital Disclosure', and it is a formal regulatory announcement concerning the capital base, it falls under the general 'Regulatory Filings' (RNS) or potentially 'Share Issue/Capital Change' (SHA). Given the context of mandatory disclosure under French law regarding the total number of shares and voting rights, RNS is the most appropriate fallback for a specific, non-standard report type, although it touches upon capital structure. However, looking closely at the definitions, it is a formal declaration of the capital structure, which is a fundamental aspect of corporate governance and capital reporting. Since it is not a proxy statement (PSI) or a director's dealing (DIRS), and it is a formal declaration of the capital base, RNS is the safest general regulatory classification.
2021-02-02 French
Déclaration mensuelle des opérations réalisées par IDI sur ses propres titre - janvier 2021
Transaction in Own Shares Classification · 1% confidence The document is titled 'Formulaire type de déclaration des programmes de rachats' (Standard declaration form for share repurchase programs) and contains a 'TABLEAU DE DECLARATION MENSUELLE DES OPERATIONS REALISEES PAR UN EMETTEUR SUR SES PROPRES TITRES' (Monthly declaration table of operations carried out by an issuer on its own shares). It details monthly transactions (purchases and sales) of the company's own stock ('ACTION') for the month of 'Janvier' (January). This content directly corresponds to the definition of reporting the company buying back or selling its own shares. This matches the definition for 'Transaction in Own Shares' (Code: POS).
2021-02-02 French
Bilan semestriel du contrat de liquidité - 2ème semestre 2020
Legal Proceedings Report Classification · 1% confidence The document is a 'Communiqué' (Communiqué) establishing the semi-annual balance sheet ('bilan semestriel') of a liquidity contract ('contrat de liquidité') between IDI and ODDO BHF, detailing transactions (buy/sell volumes) and balances as of 31/12/2020. This type of filing, which reports on specific financial arrangements, transactions, or contractual obligations outside of standard periodic financial reports (like 10-K or IR), often falls under general regulatory announcements or specific transaction reporting. Given the options, it is a report detailing specific financial activity related to share transactions/liquidity management. It is not a standard Earnings Release (ER), Interim Report (IR), or Annual Report (10-K). Since it details transactions related to share management (liquidity contract), it is closely related to share activity, but the primary focus is reporting the status of a specific financial agreement. It does not fit perfectly into DIRS (Director's Dealing) or POS (Transaction in Own Shares) as it relates to a formal liquidity contract managed by a third party (ODDO BHF). Given its nature as a specific, periodic report on a financial arrangement, and lacking a more precise category, it is best classified as a general Regulatory Filing (RNS) or potentially related to Capital/Financing Update (CAP) if the liquidity contract is viewed as a financing tool. However, RNS is the most appropriate fallback for specific, non-standard regulatory disclosures. The document length is very short (693 chars), suggesting it is a direct announcement/report, not an announcement *of* a report (RPA). I will classify it as RNS as it is a specific regulatory disclosure that doesn't match other categories.
2021-01-13 French
Déclaration d'actions et de droits de vote au 31.12.2020
Share Issue/Capital Change Classification · 1% confidence The document explicitly states the 'Nombre total de droits de vote et d'actions composant le capital social au 31 décembre 2020' (Total number of voting rights and shares comprising the share capital as of December 31, 2020). It details the total number of shares and the total gross and net voting rights, citing French commercial code and AMF regulations. This type of disclosure, focusing purely on the capital structure and voting rights count at a specific date, is a specific regulatory disclosure. It is not a full Annual Report (10-K), an Earnings Release (ER), or a Dividend Notice (DIV). It most closely aligns with a specific regulatory filing concerning capital structure or share information, which falls under the general 'Regulatory Filings' (RNS) category as it doesn't fit the more specific codes like SHA (Share Issue/Capital Change, which usually implies an action taken) or DVA (Declaration of Voting Results, which implies results of a vote). Given the context of mandatory disclosure of capital structure details under French law, RNS is the most appropriate fallback for this specific, non-standardized report type.
2021-01-13 French
Déclaration mensuelle des opérations réalisées par IDI sur ses propres titre - décembre 2020
Transaction in Own Shares Classification · 1% confidence The document is titled "Formulaire type de déclaration des programmes de rachats" (Standard declaration form for share repurchase programs) and contains a "TABLEAU DE DECLARATION MENSUELLE DES OPERATIONS REALISEES PAR UN EMETTEUR SUR SES PROPRES TITRES" (Table of monthly declaration of operations carried out by an issuer on its own shares). It details monthly transactions (Achat/Vente - Buy/Sell) of the company's own shares for the month of December. This directly corresponds to the definition of reporting transactions in own shares, which is classified as 'Transaction in Own Shares' (POS).
2021-01-13 French
Julien Bentz est nommé Managing Partner de l’équipe d’investissement
Board/Management Information Classification · 1% confidence The document announces a significant change in senior personnel: the appointment of Julien Bentz as Managing Partner of the investment team. This directly corresponds to the definition of Board/Management Information, which covers announcements of changes in senior management. The content focuses entirely on this personnel change and the structure of the executive/investment teams, not on financial results, regulatory compliance, or shareholder voting.
2020-12-16 French

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