Vallis Capital Partners, S.A. (Vallis Capital Partners) is an Independent Investment Advisor of Private Equity Funds, with Assets under Management above €200 M.
Founded in 2010, its Management Team has solid experience in managing industrial and financial companies.
Vallis Capital Partners believes in active management of portfolio companies, geared towards strategic, operational transformation and economic value creation in companies with high growth potential.
As a Socially Responsible Investor, Vallis Capital Partners applies a “negative
filter” in the selection of investments of its Funds, considering
Environmental, Social and Governance criteria.
Vallis Capital Partners believes that good management of these issues is a key element in creating value in its investments, since the companies that best manage these risks offer better economic and financial performance in the long term.
We understand integrity as an impregnable principle of action, essential for strengthening trust relationships and generating long-term value.
Our conduct is guided by rigour and independence, structural elements of our activity and crucial for our strategy of generating value and maximizing results.
We act with determination and perseverance at every moment, facing any obstacles with firmness and objectivity.
The possibility of contributing to success stories inspires us, and the enthusiasm with which we approach our goals reinforces the energy with which we face them.
We invest responsibly, taking into account Environmental, Social, and Corporate Governance criteria as a fundamental catalyst for value creation.
SMEs and Small Mid-Caps in Portugal and Spain
Generalist Fund, with relevant experience and preference for companies operating in sectors like Healthcare, Food value chain, Industrials, Technology, Energy & Environment.
Average investment between 10 M€ and 30 M€.
Possibility to invest higher tickets in partnership with reference international co-investors.
Majority positions or dominant influence in the governing bodies of society.
Alignment of interests with Management Team, having solid experience and knowledge.
Strategic mindset oriented to uncover and address the best opportunities to accelerate growth and scale-up the business.
Focus on operational transformation as key driver to generate economic value.
Hands-on approach, assuming a long-term commitment and full transparency with Co-Investors and Management Team
Entidade Gestora: Vallis Sustainable Investments I, GP, S.à.r.l
Designação: Vallis Sustainable Investments I, S.C.A., SICAR
Dimensão: 75 Milhões de Euros.
Tipo de Investimento: Growth Capital, Management Buy-Outs, Management Buy-Ins, Leverage Buy-Outs.
Mercados: Portugal e Espanha.
Dimensão dos Investimentos: Participações de capital, tipicamente entre os 7 Milhões e os 10 Milhões de Euros
Tema: “People, Planet and Profit” – indústrias e sectores, que apresentam com uma dinâmica de crescimento de longo prazo.
Empresas Alvo: PME’s com um Volume de Negócios entre os 5 Milhões e os 50 Milhões de Euros. São considerados como preferenciais os investimentos em empresas a actuar em sectores de bens transaccionáveis, com uma clara vertente exportadora.
Investimentos Alvo: Maioria dos direitos de voto ou influência dominante nos órgãos de governo da Participada
Regulação: O Fundo encontra-se sediado no Luxemburgo e é regulado pela Comissão de Supervisão Financeira do Luxemburgo, CSSF.
Auditor: Ernest & Young
Entidade Gestora: Vallis Capital Partners, SCR, S.A.
Designação: Vallis Sustainable Investments II, FCR.
Dimensão: 151 Milhões de Euros.
Tipo de Investimento: Growth Capital, Management Buy-Outs, Management Buy-Ins, Leverage Buy-Outs.
Mercados: Portugal e Espanha.
Dimensão dos Investimentos: Investimento direto do Fundo tipicamente entre os 10 milhões e os 30 milhões de Euros.
Tema: “People, Planet and Profit” – indústrias e sectores com uma dinâmica de crescimento resiliente e não-cíclico.
Empresas Alvo: PME’s preferencialmente em sectores de bens transaccionáveis com clara vocação exportadora, de elevado potencial de crescimento, cujos vectores da procura de longo prazo estão fortemente correlacionados com os Objectivos de Desenvolvimento Sustentável.
Investimentos Alvo: Maioria dos direitos de voto ou influência dominante nos órgãos de governo da Participada.
Regulação: O Fundo encontra-se sediado em Portugal e é regulado pela CMVM.
Auditor: Deloitte.
Investment Advisor: Vallis Capital Partners, S.A.
Designation: Vallis Sustainable Investments I, S.C.A., SICAR
Regulation: The Fund with headquarters in Luxembourg is regulated by the Financial Supervision Commission of Luxemburg, CSSF.
Theme: “People, Planet and Profit” – industries and sectors with a non-cyclic and resilient dynamic growth.
Dimension: 75 million Euros
Markets: Portugal and Spain.
Investment Types: Growth Capital, Management Buy-Outs, Management Buy-Ins, Leverage Buy-Outs.
Preferred Industries: Food value chain, Health value chain, Water value chain, Waste value chain, Forest value chain, Energy and Energy Efficiency.
Investments Size: Equity ticket between 5 Million Euros and 15 Million Euros, typically from 7 Million Euros to 10 Million Euros.
Investment Target: Majority of voting rights or dominant influence in governing bodies of the portfolio companies.
Target Companies: SME’s in Portugal and Spain with a turnover between 5 million Euros and 50 million Euros. Investments in companies operating in tradable goods sectors with a clear export drive, are favored.
Auditor: EY.
Investment Advisor: Vallis Capital Partners, SCR, S.A.
Designation: Vallis Sustainable Investments II, FCR.
Regulation: The Fund is headquartered in Portugal and regulated by the CMVM.
Dimension: 151 Million Euros.
Markets: Portugal and Spain.
Investment Types: Growth Capital, Management Buy-Outs, Management Buy-Ins, Leverage Buy-Outs.
Investments Size: Equity ticket typically from 10 Million Euros to 20 Million Euros.
Investment Target: Equity ticket typically from 10 Million Euros to 20 Million Euros.
Target Companies: Majority of voting rights or dominant influence in governing bodies of the portfolio companies.
VSI II, will invest in high-growth companies, whose long-term demand drivers are related to Sustainable Development Goals.
Auditor: Deloitte.
