20 years have passed since we started our business adventure as Avallon MBO. Today our fund has dozens of successful transactions behind it and another dozen ahead. From the very beginning, we have supported ambitious managers who are interested in implementing interesting and bold projects. We give them a sense of security, substantive support, and financing, without which it would be difficult to carry out these projects.
The numbers show that our business brings huge benefits also to investors - the average return on investment for our three existing funds is as high as 21.6%, which means a 2.5-fold return on invested capital.
Tomasz Stamirowski - Managing Partner
july - december 2001
Avallon is founded and starts operating in its first, five-person team:
Avallon's first MBO transaction - consulting project. Development of a strategy for the buyout of the shares of Pracownia Grupa Inwestycyjna Koronka from the company Próchnik. In the following years, Avallon advised on approx. 100 MBO projects of this type.
The first proprietary Avallon Conference on MBO at the University of Humanities and Economics (currently the Academy of Humanities and Economics in Łódź). In the following years, Avallon organized subsequent editions of such conferences and took part in numerous educational campaigns done in cooperation with the Centre for Management Buy-Out and Private Equity Research (CMBOR), WSHE and the University of Łódź.
Avallon participates in the transaction of shares purchase of the company Kuznia Polska sp. z o.o.
In the following years, there were other investments of this type carried out together with managers:
Avallon creates a PE Avallon MBO FUND specialized in management buyouts in the amount of EUR 50 million. The fund's investors are international financial institutions, including the European Bank for Reconstruction and Development, Swiss private bank LODH, Scandinavian and American pension funds. At the same time, the company moves to the new headquarters at 17, al. Kościuszki in Łódź.
The first investment of a private equity fund is Avallon's investment in a 40% stake in Medort S.A. Over the next 12 years of this investment, the fund's share grew to 67%. and the company itself, as a result of organic development and acquisitions in several countries, increased the scale of operations from EUR 8 million to over EUR 80 million. The acquisition of Meyra is one of the most successful examples of acquisitions by a Polish company on the German market.
The first Avallon's foreign investment takes place. Avallon MBOFund buys 100% shares in a Czech family business. The FOODS Group a.s. from Kosikowo near Bern is a leader producer of soluble bevregages on Czech, Polish and Hungarian markets.
Investments in 2007-2010
In the years 2007-2010, Avallon continues investing in the following companies:
(now Mangata Holding)
Building up the team 2006-2010
In the following years the following members joined us:
The first exit of the Avallon fund - sale of Good Food S.A. to a financial investor. Since then investment, Avallon has managed to double the EBITDA of Good Food S.A.
Setting up the new Avallon MBO II fund with the amount of EUR 109 million.
The fund's investors are international financial institutions from the first fund,
followed by EIF and the funds belonging to the BMO Global Asset Management
The first investment of the second PE Avallon fund - taking over, together with the managers, 100% of shares in the company Kimberly-Clark Sp. z o.o. - the owner of the leading Polish brands in the hygiene products category: VELVET, Szast Prast and A'psik.
Investments in 2011-2015
Between 2011 and 2015 Avallon MBO II Fund invests in the following companies:
Organic Farma Zdrowia
Building up the Team 2011-2015
In the years 2011-2016 the Avallon team is joined by the following members:
Investments in 2016-2020
Between 2016 and 2020 Avallon MBO II Fund invests in the following companies:
Avallon forms the third fund - Avallon MBO Fund III, which in the end reaches the value of EUR 137 million, which is by 26% higher than the value of the previous fund.
The first investment of the Avallon Fund III is the acquisition of shares in the Clovin company - an independent manufacturer of cleaning products. Together with the founders of the company, the Avallon Fund proceeds to implement a plan for a dynamic development of the company.
the key investment
The key investment - the company's 20-year-old algae eater receives a new, comfortable aquarium 😉.
Building up the Team 2021
In 2021 two more members join the Avallon's team:
Our story is primarily the history of relationships with managers, and our numerous mutual contacts. Moreover, it is a confirmation that our strategy has proved successful and has been put to the test, giving us a good insight and experience to use in future investments. Soon we will be informing you about our next transactions which we hope to carry out as our next fund. We already see extremely interesting investment opportunities and market potential on the horizon. We invite any new active managers to cooperate with us undertake interesting joint projects.
The Team of Avallon
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