WENDEL Company Profile – Capital.fr

WENDEL Company Profile - Capital.fr

(AOF) – Important points

– Investment company, born in 1704 and number one in private equity in Europe;

– $ 7.2 billion portfolio, 45% for listed companies (Bureau Veritas 35.9%, IHS 21.3%, Stall 67.5%, Constantine Flex 60.6%, Chromology 87.9%, SAPO 64.7%) and 42% for unlisted investments and 4% for cash. 8.4 billion in revenue;

– Equal investments between Europe, especially Germany, North America and Africa, including Cebo, ServCore, Compass and IHS and Creative Polypack;

– Business Model:

– Strategy affecting the acquisition or acquisition of shares of leading companies; – Distribution of assets through the company that holds the direct ownership Orange Nassau,

– 750m investment envelope per year and a maximum of 2.5m of debt control,

– 2-digit average revenue rate, regular increase in distribution;

– The Board of Management, headed by Andre-Franசois Ponce and an 11-member oversight committee headed by Nicholas von Holst, owns 37.7% of the Wendell family and 50.77% of the vote;

– At the end of September, the LTV ratio was 6.4%, with liquid assets at $ 1.9 billion.

Challenges

– Long-term growth strategy up to a maximum of 2.5M based on an investment envelope of 750M per annum under debt control, an average 2-digit return rate, an annual increase in dividends and opportunistic stock purchases;

– Strategic Plan 2017-2020:

– $ 3 billion in investments, including $ 500 million to $ 1 million from partners

– 50% of total assets in 10 unlisted companies,

– 200 to 500 M equity investment per transaction in Europe and North America (50 to 200 M for Orange-NASA in Africa and Southeast Asia;

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– Innovative strategy aimed at capturing the leverage of value creation in digital,

– New Direction of “IT and Digital Transformation Strategy” Strengthening IT HR and ERP Financial Deployment and Internet Security,

– Wendellop, the structure responsible for investing in technology and acquiring indirect stakes in innovative companies;

– The new CSR strategy implements the 2 levers of “Be a role model”, behavioral and investment and portfolio management strategies as a company:

– Integration of ESG criteria in investment processes,

– Environmental efficiency in the operational process in order to reduce the carbon footprint;

– CBI Consolidation acquired 98% of $ 825 million in October 2019, No. 1 in the United States for training in behavioral management and risk presentation;

– Impact of IHS acquisition of 3,900 towers in Kuwait, Brazil, Colombia and Peru.

Challenges

– Inequality in company margins and valuation, high for unlisted companies;

Continued recovery of 5 145.3 valued net assets at end-September;

– In Africa, questions about the Nigerian telecommunications infrastructure company IHS were 21.3%, its IPO has been postponed and the recovery of the South African stepo;

– Impact of infection: variable depending on the functions in the portfolio;

– Response to the epidemic: value creation centered on office closures and portfolio companies;

Restart of share repurchase program

AOF – Learn More

Important points

– Investment company, born in 1704 and number one in private equity in Europe;

– $ 7.2 billion portfolio, 45% for listed companies (Bureau Veritas 35.9%, IHS 21.3%, Stall 67.5%, Constantine Flex 60.6%, Chromology 87.9%, SAPO 64.7%) and 42% for unlisted investments and 4% for cash. 8.4 billion in revenue;

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– Equal investments between Europe, especially Germany, North America and Africa, including Cebo, ServCore, Compass and IHS and Creative Polypack;

– Business Model:

– Strategy affecting the acquisition or acquisition of shares of leading companies; – Distribution of assets through the company that holds the direct ownership Orange Nassau,

– 750m investment envelope per year and a maximum of 2.5m of debt control,

– 2-digit average revenue rate, regular increase in distribution;

– The Board of Management, headed by Andre-Franசois Ponce and an 11-member oversight committee headed by Nicholas von Holst, owns 37.7% of the Wendell family and 50.77% of the vote;

– At the end of September, the LTV ratio was 6.4%, with liquid assets at $ 1.9 billion.

Challenges

– Long-term growth strategy up to a maximum of 2.5M based on an investment envelope of 750M per annum under debt control, an average 2-digit return rate, an annual increase in dividends and opportunistic stock purchases;

– Strategic Plan 2017-2020:

– $ 3 billion in investments, including $ 500 million to $ 1 million from partners

– 50% of total assets in 10 unlisted companies,

– 200 to 500 M equity investment per transaction in Europe and North America (50 to 200 M for Orange-NASA in Africa and Southeast Asia;

– Innovative strategy aimed at capturing the leverage of value creation in digital,

– New Direction of “IT and Digital Transformation Strategy” Strengthening IT HR and ERP Financial Deployment and Internet Security,

– Wendellop, the structure responsible for investing in technology and acquiring indirect stakes in innovative companies;

– The new CSR strategy implements 2 levers of “be a role model”, behavioral and investment and portfolio management strategies as a company:

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– Integration of ESG criteria in investment processes,

– Environmental efficiency in the operational process in order to reduce the carbon footprint;

– CBI Consolidation acquired 98% of $ 825 million in October 2019, No. 1 in the United States for training in behavioral management and risk presentation;

– Impact of IHS acquisition of 3,900 towers in Kuwait, Brazil, Colombia and Peru.

Challenges

– Inequality in company margins and valuation, high for unlisted companies;

Continued recovery of 5 145.3 valued net assets at end-September;

– In Africa, questions about the Nigerian telecommunications infrastructure company IHS were 21.3%, its IPO has been postponed and the recovery of the South African stepo;

– Impact of infection: variable depending on the functions in the portfolio;

– Response to the epidemic: value creation centered on office closures and portfolio companies;

Restart of share repurchase program,

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Cory Weinberg

About the Author: Cory Weinberg

Cory Weinberg covers the intersection of tech and cities. That means digging into how startups and big tech companies are trying to reshape real estate, transportation, urban planning, and travel. Previously, he reported on Bay Area housing and commercial real estate for the San Francisco Business Times. He received a "best young journalist" award from the National Association of Real Estate Editors.

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