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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 2023-09-14 M&A Activity
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
CDS Groupe, soutenu par l'IDI, signe un protocole exclusif visant l’acquisition de la société allemande CRC (Corporate Rates Club)
M&A Activity Classification · 1% confidence The document announces a strategic acquisition by CDS Groupe of the German company CRC (Corporate Rates Club). This type of announcement, detailing a merger proposal or takeover bid, directly corresponds to the 'M&A Activity' category. It is not a formal regulatory filing like a 10-K, an earnings release, or a dividend notice. Therefore, the appropriate code is TAR (M&A Activity). The document is a press release detailing the transaction, not just an announcement of a report's publication.
2023-09-14 French
Déclaration d'actions et de droits de vote au 31.08.2023
Declaration of Voting Results & Voting Rights Announcements Classification · 1% confidence The document explicitly states it concerns 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 August 31, 2023, referencing French regulations (Code de Commerce and AMF General Regulation). This type of mandatory disclosure regarding the total share capital structure and voting rights is typically classified under announcements related to capital changes or specific regulatory disclosures. Given the options, 'Share Issue/Capital Change' (SHA) is the most appropriate fit as it deals directly with the composition of the capital and voting rights. It is not a full report (10-K, IR), an earnings release (ER), or a dividend notice (DIV). It is a specific statutory disclosure about the capital base.
2023-09-04 French
Déclaration d'actions et de droits de vote au 31.07.2023
Declaration of Voting Results & Voting Rights Announcements Classification · 1% confidence The document explicitly states it is providing 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 (July 31, 2023), referencing French commercial code and AMF regulations. This content directly relates to the structure of the company's capital and voting rights. This aligns perfectly with the definition of 'Declaration of Voting Results & Voting Rights Announcements' (DVA), which covers official results from shareholder votes and voting rights announcements, even if this specific filing is a periodic update on the total count rather than the result of a specific vote. It is not a full annual report (10-K), an earnings release (ER), or a general regulatory filing (RNS), as it addresses a very specific capital structure metric.
2023-09-04 French
IDI : L'IDI s'apprête à acquérir Prévost aux côtés de l'équipe dirigeante de Prévost Laboratory Concept
M&A Activity Classification · 1% confidence The document is a press release dated July 6, 2023, announcing that L'IDI is acquiring a majority stake in Prévost Laboratory Concept from existing financial shareholders (Abenex and Arkéa Capital). This announcement details a significant corporate transaction involving changes in ownership and capital structure, specifically a private equity investment/acquisition. This falls under the category of corporate financing activities or major transactions, which aligns best with 'Capital/Financing Update' (CAP). It is not a formal regulatory filing like a 10-K, an earnings release, or a management discussion, but rather a specific announcement about a financing/acquisition event.
2023-07-06 French
Déclaration d'actions et de droits de vote au 30.06.2023
Declaration of Voting Results & Voting Rights Announcements Classification · 1% confidence The document explicitly states it concerns 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 June 30, 2023, referencing French commercial code and AMF regulations. This type of mandatory disclosure regarding the total share capital structure and voting rights is a specific regulatory filing requirement in France. While it relates to capital structure (CAP) or share information (SHA), the specific focus on the total count of voting rights and shares, often published monthly or quarterly under specific regulatory articles (like AMF rules cited), aligns best with a general regulatory announcement or a specific capital structure disclosure that isn't a standard prospectus or major change announcement. Given the options, this is a specific regulatory disclosure about the capital base. Since it is a direct statement of capital structure figures rather than an announcement of a dividend (DIV) or a general share issue (SHA), and it is a mandatory regulatory disclosure, it fits best under the general 'Regulatory Filings' (RNS) category if a more specific code like 'SHA' (Share Issue/Capital Change) is deemed too broad for a routine update, or 'CAP' (Capital/Financing Update). However, the content is purely informational about the existing capital base and voting rights, which is often a required periodic filing. Given the context of French regulatory reporting on voting rights, this is a specific regulatory disclosure. Since there isn't a dedicated 'Voting Rights Disclosure' code, and it's not a major capital change (SHA) or financing activity (CAP), RNS is the most appropriate fallback for a mandatory, periodic regulatory disclosure not covered elsewhere. The document is short and contains the data directly, so it is not an RPA.
2023-07-03 French
Bilan semestriel du contrat de liquidité - 1er semestre 2023
Capital/Financing Update 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 SCA, detailing the status of shares and cash, and listing transactions executed during the period 01/01/2023 to 30/06/2023. This type of announcement, which reports on specific financial activities like liquidity management or share transactions over a defined period, most closely aligns with either a specialized financial update or a report on transactions. Since it details the activity under a liquidity contract (often related to share buybacks or stabilization), it fits the description of 'Transaction in Own Shares' (POS) or a general financial update. Given the specific nature of reporting on a liquidity contract's activity over a six-month period, it is a specialized report on share transactions/management. However, none of the definitions perfectly capture a 'Liquidity Contract Status Report'. It is not a full Annual Report (10-K), Interim Report (IR), or Earnings Release (ER). It details transactions, which relates to POS, but POS is defined as 'Report of the company buying back or selling its own shares'. This is a report *about* the contract managing those shares. Given the options, and recognizing this as a periodic regulatory disclosure concerning share activity, it is best classified as a specialized financial disclosure. Since it is a formal, periodic report detailing specific financial metrics (shares held, transactions executed) over a period, and not just a brief announcement of a report, it leans towards a specialized financial report. If we must choose from the list, and considering the focus on share transactions within a contract, POS is the closest thematic fit, although it is a report *on* the contract rather than a direct buyback announcement. Alternatively, as a periodic financial disclosure not covered elsewhere, it could be RNS. Given the specific nature of reporting on share movements under a contract, I will classify it as POS, recognizing it is a report detailing transaction activity, even if managed via a contract. The document length (742 chars) suggests it is the report itself, not just an announcement of one.
2023-07-03 French

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