Sold to
Do you run an SME or a mid-cap company?
Making business financing and succession simpler
At Capitalis Intelligence, we support you in your financing, capital increase or business sale projects by identifying and selecting the M&A advisers and investment banks best suited to your needs.
Capitalis Intelligence
As specialist M&A brokers, we support SME and mid-cap owners through business sales, LBOs, fundraising and financing by identifying, selecting and mobilising the parties best suited to their projects, and making them a success.
01 · Services
A full range of services
Business sale, external growth, fundraising, stock market, bank and public financing: six areas of expertise to support SME and mid-cap owners at every stage of their company’s life.
- 01
Business Sale & Succession
Prepare and complete the sale of all or part of your company: we identify the most relevant trade and financial buyers and bring in the right adviser, from valuation to closing.
Discuss this project : Business Sale & SuccessionScope
- Industrial partnership
- Strategic merger
- Full sale
- 02
External Growth
Accelerate your development through acquisitions: market analysis, identification and confidential approach of targets, then valuation and structuring of your offer.
Discuss this project : External GrowthScope
- Sector analysis
- Valuation
- Acquisition
- 03
Fundraising, LBO, MBO
Finance your growth or reorganise your shareholding with investors aligned with your horizon: equity story, selection of funds and negotiation of the shareholders’ agreement.
Discuss this project : Fundraising, LBO, MBOScope
- Equity
- Quasi-equity
- Partial sale
- 04
Equity Capital Markets
Access the financial markets, raise capital there or delist: we select the banks and intermediaries suited to the size and timing of your transaction.
Discuss this project : Equity Capital MarketsScope
- IPO
- Capital increase
- Delisting
- 05
Bank Financing
Secure the right amount, at the right cost and over the right term: banks, debt funds and specialist lenders are consulted to build a structure that fits your cash flows.
Discuss this project : Bank FinancingScope
- Senior debt, Mezzanine
- Bonds, Convertibles
- Leasing, Sale-and-leaseback, Factoring
- 06
Public Funding
Identify the public schemes your project is eligible for and combine them with your private financing to strengthen your funding plan.
Discuss this project : Public FundingScope
- Grants
- Interest-free loans
- Tax credits (CIR and CII)
02 · Approach
Identify, select, mobilise
Our role: connect you with the parties best suited to your transaction, then stay by your side until it completes.
Discuss your project- 01
Assessment
Understanding your company, your goals and your timetable, to qualify the transaction and assess its feasibility.
- 02
Mapping
Using our data tools to identify the M&A advisers, investment banks, investors and lenders active in your size bracket, sector and type of deal.
- 03
Selection
Shortlisting the most relevant counterparts and comparing their approach, track record and terms of engagement.
- 04
Mobilisation
Introductions, deal launch and close follow-up until completion.
The right counterpart
An adviser chosen for their knowledge of your sector and deal size, never by default.
Time saved
We do the screening: you only meet relevant parties committed to your project.
Data-driven M&A
Technology tools to map the market and make every choice objective.
Confidentiality
Discreet approaches and gradual access to information at every stage of the process.
03 · Manifesto
For entrepreneurs, by entrepreneurs
Capitalis Intelligence is a unique model born from the meeting of Finance, Digital and People, offering business owners a different kind of support in executing equity transactions, while continuing to radically transform the profession in favour of entrepreneurs. Aiming to build an innovative player in the sector, we opened our capital to a wide network of entrepreneurs, bringing together a community of committed business leaders determined to transform a financial industry too often seen as opaque and complex, and to put it back at the service of business owners, by business owners.
We have nurtured our entrepreneurial DNA since 2020
04 · Sectors
Sectors of expertise
A multi-sector approach: consolidation trends, active players, investor expectations. We analyse each client’s ecosystem before launching a transaction.
Software and IT Services
Software publishers, IT services firms, cybersecurity, platforms: recurring revenue, product quality and customer loyalty drive value for strategic buyers and specialist investors.
Sub-sectors
Software, IT services, cybersecurity, AI, internet & e-services, e-commerce & marketplaces, hardware.
Healthcare and Medical Devices
A demanding, consolidating sector where mastery of the regulatory framework and service quality directly affects valuation.
Sub-sectors
Pharmaceutical and medical products, research, personal care services.
Financial Services
Trust-based, highly recurring businesses sought after by consolidators and specialist funds: the quality of the client base and the teams is decisive.
Sub-sectors
Asset and wealth management, accounting, insurance and reinsurance, brokerage.
Industry, Transport and Logistics
Often family-owned know-how whose succession and modernisation call for a close reading of assets, order books and sovereignty issues.
Sub-sectors
Engineering, industrial machinery, construction, precision mechanics, automotive, aerospace, shipbuilding, transport & logistics.
Leisure, Tourism and Consumer Goods
Operating assets and brands whose value depends on footfall, management of seasonality and investment capacity.
Sub-sectors
Accommodation, tourist transport, leisure equipment, theme parks, consumer goods.
B2B and B2C Services
Often fragmented markets, well suited to build-up strategies and to combinations with consolidating groups seeking wider geographic coverage.
Sub-sectors
Distribution, retail, marketing, media & communication, training & education, HR and consulting.
Energy, Environment and Infrastructure
The energy transition and the circular economy create considerable financing needs for developers, operators and specialist service providers.
Sub-sectors
Generation, manufacturing and related services in wind, solar and photovoltaics, waste management, energy and water treatment.
Real Estate and Construction
Business models that require significant equity and project financing and are sensitive to cycles: order book visibility and strong financial partners make the difference.
Sub-sectors
Property development, construction, building materials and equipment, real estate services, architecture and engineering.
Agriculture and Food
Local and processing supply chains where the brand, the production facilities and secure sourcing underpin value.
Sub-sectors
Food and beverages, food processing, delicatessen and catering.
Your sector is not listed? Let’s talk about your project: we will point you to the parties best suited to it.
05 · Transactions
Deals taken through to closing
Business sales, LBOs, fundraisings, financings and an IPO: a selection of deals supported by Capitalis Intelligence and by the teams of C&P Group, with trade buyers, investment funds and financial partners.
30 deals
Sale Sale 
Sold to
Sale 
Sold to
Financing 
Non-dilutive financing
LBO 
LBO with
LBO 
LBO with
Fundraising 
Funds raised with
Sale 
Sold to
Financing 
Financing with
Sale 
Sold to
Financing 
Financing with
Financing 
Financing with
Financing 
Financing with
Sale 
Sold to
Sale 
Sold to
- Private individual
Sale 
Sold to
Sale 
Sold to
Fundraising 
Funds raised with
LBO 
LBO with
- Erwan Bihel
Sale 
Sold to
Sale 
Sold to
Sale 
Sold to
IPO 
IPO
Sale 
Sold to
Sale 
Sold to
Sale 
Sold to
Sale 
Sold to
Sale 
Sold to
LBO 
LBO with
LBO 
LBO with
- Arnaud Monnier
06 · Team
A team of entrepreneurs
Partners with backgrounds in investment banking, private banking and private equity, involved at every stage of your transaction.
Dylan Di Mascio Peron
Managing Partner
Dylan began his career in finance at Vinci Group and Société Générale. He then advised SME and mid-cap owners on their mergers and acquisitions, notably within the teams of the investment bank Oaklins. He later joined Women Equity Partners to help raise a growth capital and LBO fund.
LinkedIn of Dylan Di Mascio Peron (new tab)Jean Reille Soult de Dalmatie
Partner
Jean began his career in private banking at Oddo BHF, where he advised many business owners on the management of their private and professional wealth. He then specialised in designing and brokering structured products at Marigny Capital, before joining Edmond de Rothschild.
LinkedIn of Jean Reille Soult de Dalmatie (new tab)
Ecosystem
Part of C&P Group, alongside Pure Partners Advisory
A resolutely entrepreneurial advisory culture, strengthened by advanced technology tools for deal origination and execution.
Contact
Contact us
Business sale, external growth, fundraising or financing: tell us about your situation and we will identify with you the parties best suited to your project.
Your message is ready to send
Your email app has opened with your enquiry pre-filled. If it has not, write to us at dylan.peron@capitalis-intelligence.fr.