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B & Capital

PRI reporting framework 2020

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

B & Capital is a private equity firm focusing on buyout and expansion investments in French SMEs with a view to helping them transform into mid-caps, applying a growth strategy (organic and external). B & Capital has entered in a strong partnership with leading consulting firm Roland Berger. The purpose is for the investment team to benefit from sectoral and functional expertise of Roland Berger partners as well as their network around the world.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

France

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

7 FTE

02.4. Additional information. [Optional]

B & Capital has been set-up in September 2016 as an independant PE firm. The firm ended the raising of its 1st investment vehicle RB Capital France 1 with a € 217m of commitments in October 2019 at the final closing, above its initial target set at € 200m. In 2019, the investment team was strenghened according to plan welcoming one more Investment Director. There are now 6 investment professionals and 1 Secretary General, in charge of operations and IR. The investment team will be steadily reinforced until it matches the target made up of 9 by year end 2021.


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

B & Capital is dedicated to invest exclusively in French SMEs and therefore does not intend nor plans to open offices abroad. Besides, thanks to its partnership with Roland Berger, the firm can support its portfolio companies in their plans to expand outside France quite efficiently without local presence outside France.


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

04.5. Additional information. [Optional]

RB Capital France 1 (the fund) has received € 217m in total commitments from institutional and individual investors. The investment team is actively sourcing deal opportunities and has already made 5 investments.


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 0 0 0 0
Fixed income 0 0 0 0
Private equity >50% 100 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]

B & Capital manages exclusively private equity type of assets.


OO 07. Fixed income AUM breakdown (Not Applicable)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

100 Developed Markets
0 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]

B & Capital invests exclusively in French unlisted SMEs.


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