Five Arrows
The FAPI funds' strategy aims to generate attractive returns while adopting a very conservative approach to risk.
The team focuses on leading companies with defensive characteristics, highly predictable revenues, solid organic growth and high margins.
Brand strength
The FAPI funds' approach is based on the pursuit of attractive returns while minimising risk for investors. This balanced strategy draws on Rothschild & Co's long-standing experience in wealth preservation.
Although the group does not take part in investment decisions, it makes its network available to support the FAPI investment team and its portfolio companies. In fact, Rothschild & Co gives FAPI proprietary access to over two-thirds of its transactions.
Rothschild & Co's reputation and history make it a major asset in the European Mid-Market sector, and the brand is a major attraction for entrepreneurs and managers.
Well-mastered sector-specific themes
The team focuses on leading companies with defensive characteristics, strong sales visibility solid organic growth and high margins.
These companies operate mainly in the software, healthcare and business services sectors, in which the FAPI team has in-depth expertise.
A complete operational team
With a fund of this size, the operational team is well-equipped, with eight members from leading consulting firms (Bain & Company, BCG, McKinsey, KPMG, Deloitte, Goldman Sachs, etc.) dedicated exclusively to supporting the companies in the portfolio.
Involved right from the due diligence phase,the POG (Portfolio Operation Group) team plays an active role alongside management during the first year of ownership.
It puts in place all the conditions necessary to ensure the success of the value creation plan, such as structuring teams, internationalisation, establishing KPIs, examining transformations in sales and marketing, and mapping targets for mergers and acquisitions.
The team remains available to the companies throughout the detention period and its involvement becomes even more important in the final year to prepare and optimise the exit
A pan-European player with a transatlantic advantage
The teams in Europe are made up of 10 different nationalities, speaking 12 languages, enabling them to cover the entire European market, ensure efficient sourcing, and maintain a seamless dialogue with entrepreneurs in every geography.
What's more, the Five Arrows platform makes its New York office available to the FAPI team, facilitating access to its local networks, as the boundaries between strategies are very clear, mainly defined by the size of the transactions in which the teams are involved.
In addition to its brand advantage, the Rothschild & Co group offers genuine support for international expansion, which attracts many entrepreneurs.
Five Arrows Principal Investors IV
