How We Invest

CAPELIA structures each partnership according to the specific needs and ambitions of the company and its leadership. While every situation is unique, our investment approach falls into three broad configurations that reflect the diversity of SME transmission scenarios we encounter across France.

Minority Stake

€3M–€6M

Designed for owner-managers who wish to retain majority control while bringing in an experienced, value-adding shareholder to support the next phase of growth or prepare a future transition.

  • Equity investment of €3M to €6M
  • Minority shareholding position
  • Board representation and strategic support
  • Access to the full CAPELIA entrepreneur network
  • Flexible multi-cycle investment horizon

Majority Stake

€6M–€12M

Suited to transmission scenarios where CAPELIA takes a controlling position alongside a new or continuing management team, providing both capital and entrepreneurial leadership to drive the business forward.

  • Equity investment of €6M to €12M
  • Majority shareholding position
  • Active involvement at governance level
  • Recruitment and executive development support
  • Business development through CAPELIA's network of 70 investors

Long-Term Accompaniment

Multi-cycle

For companies with whom CAPELIA has established a strong initial partnership and wishes to continue supporting across successive ownership or strategic cycles, maintaining alignment over the long term.

  • Reinvestment across multiple business cycles
  • Evolving stake structure adapted to company stage
  • Continuous strategic and network support
  • Priority access to CAPELIA co-investment opportunities
  • Dedicated investment director for ongoing relationship