Breaking Down Eurazeo SE Financial Health: Key Insights for Investors

Eurazeo SE stands out as a Paris-headquartered investment group managing a diversified portfolio across private equity, private debt, real estate and infrastructure with a reported €35 billion in assets under management-of which €23 billion stems from third‑party investors-deploying capital into over 600 companies via a global platform of roughly 400 professionals; its mission to create long‑term value through active, partnership‑style ownership and ESG integration (notably the O+ strategy) aligns with a vision to scale sustainable, technology‑led investments across Europe, North America and Asia, pursue gender parity by 2030, and uphold core values of integrity, innovation, teamwork, responsibility and patient growth that guide its support for mid‑market, high‑growth companies.

Eurazeo SE (RF.PA) - Intro

• Headquarters: Paris, France
• AUM (2023): €35 billion
• Third-party capital: €23 billion
• Portfolio companies: >600
• Team size: ~400 professionals
• Global footprint: Europe, Asia, United States

• Generate sustainable, long-term value for shareholders and limited partners through active ownership and disciplined investment.
• Support portfolio companies in scaling responsibly while maximizing operational performance.
• Integrate ESG principles systematically to align returns with positive societal and environmental outcomes.

• Be the reference European investment platform recognized for combining financial performance with responsible investment practices.
• Drive transformative growth in mid-market and high-growth sectors by catalyzing innovation, international expansion, and sustainable business models.

• Responsible Investing: O+ strategy embeds ESG assessment across sourcing, due diligence, ownership and exit.
• Partnership & Support: Active board engagement, operational expertise, and access to global networks for portfolio companies.
• Long-Term Orientation: Patient capital approach focusing on multi-year value creation rather than short-term gains.
• Discipline & Risk Management: Rigorous investment committee oversight and diversified exposure across asset classes.
• Innovation & Growth Focus: Targeting sectors with high growth potential and scalable business models.

• Sector Focus: Selective emphasis on healthcare, tech-enabled services, consumer, and sustainable infrastructure.
• Stage & Ticket Size: Predominantly mid-market buyouts, growth equity, private debt and structured real estate investments.
• Value-Add Levers: Operational improvement programs, ESG integration, digital transformation, international roll-outs.
• Exit Discipline: Multiple exit routes including IPOs, strategic sales and secondary buyouts aligned with value realization timing.

• O+ Strategy: Systematic ESG integration across the investment lifecycle with measurable targets for portfolio companies.
• Sustainability KPIs: Carbon reduction targets, diversity & inclusion metrics, governance enhancements tracked at asset level.
• Reporting & Transparency: Regular sustainability reporting to investors and stakeholders aligned with international frameworks.

Eurazeo SE (RF.PA) Overview

• Active management: hands-on governance and operational support to portfolio companies.
• Long-term value creation: backing growth and transformation across business cycles.
• Superior returns: alignment of incentives with investors via performance-linked structures.
• Partnership mindset: collaborative CEO/board relationships and strategic support.
• Responsible investing: systematic ESG integration and impact measurement.

• Board and governance upgrades: installing operational KPIs and strategic oversight.
• Scale and bolt-on M&A: accelerating growth through add-on acquisitions.
• Digital and operational transformation programs: productivity and margin improvement initiatives.
• Capital structure optimization: refinancing, recapitalizations and tailored credit solutions.
• ESG & impact programs: decarbonization roadmaps, diversity targets, and impact measurement.

• Alignment tools: co-investment vehicles and carried interest structures to align interests.
• Transparency & reporting: regular NAV updates, ESG/impact reporting and investor communications.
• Liquidity management: listed vehicle (RF.PA) providing market access to Eurazeo's performance.

Eurazeo SE (RF.PA) - Mission Statement

• Embed ESG and impact measurement across all asset classes to drive superior risk-adjusted returns.
• Support innovation and digital transformation in portfolio companies to enhance productivity and sustainability.
• Expand global footprint with a focus on North America and Asia to diversify growth and capture new markets.
• Foster an inclusive culture and achieve gender parity across teams by 2030.
• Act as a long-term partner to management teams, aligning incentives and governance for sustainable value creation.

• Global expansion: targeted acceleration into North American and Asian markets to complement European heritage and capture higher-growth sectors.
• Sustainability-first investing: systematic integration of climate and ESG metrics into due diligence, portfolio monitoring and divestment criteria.
• Technology and innovation: prioritising investments in companies leveraging AI, digital platforms, clean tech and advanced manufacturing to boost efficiency and reduce environmental footprint.
• Human capital and inclusion: concrete targets for workforce diversity, including gender parity by 2030 and measurable inclusion KPIs across hiring, promotion and leadership pipelines.
• Long-term partnering: multi-year value-creation plans, active board engagement and capital support for strategic M&A and international expansion.

• Scaling local investment platforms and offices in North America and Asia to source deals and support cross-border growth.
• Deploying dedicated ESG and Impact teams to monitor carbon intensity, social metrics and governance practices across the portfolio.
• Establishing innovation hubs and sector-focused funds (technology, healthcare, climate tech) to increase exposure to high-growth, scalable entrepreneurs.
• Implementing structured talent programs, mentorship and leadership pipelines to reach internal diversity and inclusion targets.
• Using active ownership (board seats, strategic initiatives, follow-on capital) to accelerate transformation and prepare companies for sustainable exits.

Eurazeo SE (RF.PA) - Vision Statement

• Long-term value creation via active ownership across private equity, growth and real assets.
• Embedding sustainability and ESG criteria in investment selection, portfolio management and exits.
• Fostering innovation and digital transformation within portfolio companies to enhance competitiveness.
• Scaling businesses responsibly with an emphasis on social impact, governance and environmental performance.

• Integrity - commitment to ethical practices, transparent reporting and rigorous governance across all transactions and relationships.
• Commitment to innovation - systematic support for digital, operational and business-model innovation across portfolio companies to drive growth.
• Teamwork - leveraging cross-functional teams, sector specialists and international networks to create synergies and informed decisions.
• Responsibility - integrating ESG, climate and social criteria into investment processes and stewardship activities.
• Focus on long-term growth - patient capital and multi-year partnerships that support companies through scaling, transformation and IPO or trade-sale exits.

• Integrity: rigorous compliance processes, independent valuation governance and transparent investor reporting-reflected in published annual and sustainability reports.
• Innovation: dedicated growth and tech-oriented funds, hands-on transformation teams and capital allocated to digital initiatives within portfolio companies.
• Teamwork: cross-border co-investments, sector committees and collaborative value-creation plans delivered by multi-disciplinary teams.
• Responsibility: ESG due diligence embedded in deal origination, mandatory ESG action plans for portfolio companies and linking management incentives to sustainability KPIs.
• Long-term focus: multi-year hold periods, follow-on financing strategies and patient stewardship to prepare companies for resilient scale or IPO exits.