We have been working with investment funds for more than 20 years and have a strong presence in the French market. In 2023, we supported our investor clients in approximately 60 transactions aimed at financing the growth of companies across a wide range of sectors.
CMI responds to your strategic challenges
During transactions, our role is to support all types of funds (small and midcap, family offices, infrastructure funds, private debt funds, impact funds) in their decision-making throughout the investment cycle.
- When analyzing an investment opportunity
- When supporting a portfolio company
- Or at the time of exit
We support and advise you in your investment decisions
Our approach combines a highly analytical diagnosis with pragmatic recommendations. Rigorous and intellectually honest work is our guiding principle, and we are committed to maintaining close relationships with investors and the management teams of the companies we support. While we have several recognized areas of expertise, we are active across all sectors of the economy and particularly skilled in approaching niche sectors that are poorly or not well documented. We also support our international investor clients through exclusive partnerships and local presence.
We operate in multiple contexts
- Investment strategy at the fund level
360° approach or a more targeted sector focus, definition of analytical frameworks tailored to the fund’s priority sectors, and validation of an investment thesis on a given sector. - Investment
Target sourcing and screening, lead generation, strategic due diligence on acquisitions, ESG due diligence, and flash commercial reviews. - Value creation through strategic plan development
Growth plans, product and geographic diversification, external growth strategies, innovation strategies, and transformation plans. - Financing and divestment
Strategic pre-investment support, assistance in formalizing the equity story, strategic vendor due diligence, and ESG analysis.
Adapting our approach to the context of intervention
Regardless of the context, we consistently rely on an agile DNA that enables us to propose tailored approaches for different deal sizes (from small cap to upper midcap): integrated strategy approaches with ESG where relevant, and collaborative approaches with the target where possible.
We place great importance on gathering information, the raw material of our analyses, by combining high-level sector experts and operational field contacts. Our analytical approach enables us to quantify the phenomena we study as much as possible and to build detailed market models. The convictions we formulate stem from strategic analysis, complemented by an operational perspective. Finally, we integrate tools powered by artificial intelligence, with the constant aim of enhancing the added value of our analyses and conclusions. Some examples of due diligence carried out in various sectors:
