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Equita Group — Capital/Financing Update 2023
Jun 7, 2023
4479_rns_2023-06-07_d7f3e07f-c07c-4888-922d-ba2910c7174b.pdf
Capital/Financing Update
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| Informazione Regolamentata n. 20115-40-2023 |
Data/Ora Ricezione 07 Giugno 2023 09:25:31 |
Euronext Star Milan | |
|---|---|---|---|
| Societa' | : | EQUITA GROUP | |
| Identificativo Informazione Regolamentata |
: | 177965 | |
| Nome utilizzatore | : | EQUITAGROUPN04 - Graziotto | |
| Tipologia | : | REGEM | |
| Data/Ora Ricezione | : | 07 Giugno 2023 09:25:31 | |
| Data/Ora Inizio Diffusione presunta |
: | 07 Giugno 2023 09:35:09 | |
| Oggetto | : | EQUITA Private Debt Fund II completes its first investment abroad, alongside Pemberton |
|
| Testo del comunicato |
Vedi allegato.


Milan, June 7 th , 2023
EQUITA, the leading independent investment bank in Italy announces the first investment of EQUITA Private Debt Fund II in Germany, as its first step of its diversification strategy abroad.
EQUITA Private Debt Fund II ("EPD II") has successfully completed a €15 million investment in a major retailer of bakery products in Germany, alongside Pemberton, a leading pan-European private debt player which provided a senior credit facility to a pan-European private equity fund.
Founded in the 1960s, the company is the leading bakery retailer in south-western Germany, with approximately 200 branches. Its product portfolio includes bread & rolls, viennoiseries, cakes, and snacks, including ready meals. The company is vertically integrated as it owns a production plant with a total capacity of more than two million baked goods per week and directly manages logistics and sales to end consumers.
Paolo Pendenza, Managing Partner and Head of Private Debt at EQUITA Capital SGR, commented: "We are very pleased with this first investment in the DACH market. Investing alongside Pemberton in the financing of a leading player in the food industry in Germany is a major achievement for EQUITA. Our goal is to grow and establish a direct presence in Germany, becoming the first Italian private debt manager with a significant presence abroad".
As of today, EPD II has invested 77% of its total commitments (or €183 million out of €237 million raised), in 12 investments with an average ticket exceeding €15 million. The team is currently working on a robust pipeline, including three additional investments – one of which in Germany – on an exclusive basis and expects to complete its investment phase by the end of 2023.
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EQUITA Group Investor Relations – Andrea Graziotto [email protected]
PRESS
RELEASE
EQUITA Private Debt Fund II completes its first investment in the DACH region, financing a German leading bakery retailer alongside Pemberton
Close to Media Adriana Liguori [email protected]
Finelk Cornelia Schnepf [email protected]
Equita is the leading independent Italian investment bank and an alternative asset management platform, serving listed and private companies, financial institutions, private equity groups and institutional investors, in Italy and abroad. Founded in 1973, Equita offers a wide range of services and products, including financial advisory in mergers and acquisitions, equity and debt capital market transactions, debt restructuring, institutional sales and trading, proprietary trading, equity and fixed income research, corporate broking, private debt and private equity funds, portfolio management solutions. Equita distinguishes from competitors for its independence, integrity, expertise, client-centric approach, ability to find the best solution in complex situations, as well as for its unparalleled access to capital markets, network of investors, financial sponsors and corporates, and management team who represent the largest shareholder of the group. Equita is listed on the STAR segment of Euronext Milan under the ticker "EQUI:MI".
Equita Group S.p.A. Via Turati, 9 - 20121 Milan | Tel. +39 02 6204.1 [email protected] | www.equita.eu
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