Target Information

The Alizon group, founded in 2002 in Valence by Jérôme André, specializes in the trade of supplies, equipment, and reusable packaging for industrial companies and public institutions. Historically focused on industrial supplies and packaging, Alizon has successfully implemented a build-up strategy, completing approximately ten acquisitions that have expanded its geographical reach across France and diversified its offerings to include financing rental services.

With around 380 employees, Alizon operates nationwide through its subsidiaries, including Alizon Industrie, Creacom, and NewFi. The company generated nearly €200 million in revenue in 2022 and aims for over 30% growth in 2023. Committed to sustainability, Alizon's corporate social responsibility initiatives have been recognized with a “Platinum” rating from Ecovadis, placing it in the top 1% of assessed firms in its sector. Since 2016, Alizon has also been involved in the reusable packaging rental business, aligned with the growing economy of use.

Industry Overview

In recent years, the reusable packaging industry has witnessed significant growth as companies and public entities increasingly prioritize sustainability and efficiency. The implementation of eco-friendly practices has made reusable packaging a preferred choice among industries looking to reduce waste and improve their green credentials. This trend is particularly notable in France, where regulations around packaging waste are becoming more stringent.

The demand for innovative supply solutions is also being driven by rising operational costs and the need for businesses to optimize supply chain efficiencies. Companies in various sectors, including healthcare, are investing in packaging and equipment that not only meet compliance needs but also align with their sustainability goals.

Moreover, the COVID-19 pandemic has highlighted the importance of having effective supply chains and the necessity for reliable suppliers. As industries rebound from the pandemic, many have recognized the value of building resilient, adaptable supply chains, further enhancing the growth potential of companies like Alizon.

Given these dynamics, the reusable packaging market in France is expected to continue expanding, with business growth fueled by the increasing adoption of sustainable practices and innovative solutions by both private and public sectors. This environment presents ample opportunities for firms committed to growth through strategic acquisitions and service diversification.

Rationale Behind the Deal

This collaboration between IDIA Capital Investissement, Crédit Agricole Alpes Développement, and BNP Paribas Développement aims to support Alizon's ambitious growth strategy, which includes multiple external growth initiatives in 2023. The capital increase is designed to strengthen Alizon's financial foundations and facilitate the pursuit of further acquisitions, such as the recent strategic acquisition of Infimed, a leader in the rental of medical equipment for healthcare professionals.

By enhancing its capital structure, Alizon can effectively execute its development plans and expand its portfolio, particularly in sectors such as healthcare, which promise to deliver a robust return on investment.

Investor Information

IDIA Capital Investissement specializes in supporting companies with high growth potential in various sectors, focusing on operational and strategic improvements. This investment, in partnership with Crédit Agricole Alpes Développement, is seen as a solid opportunity to foster entrepreneurial efforts while ensuring sustainable returns through a focused growth strategy. The experienced teams at these investment firms have a proven track record in guiding organizations through expansion phases.

Similarly, BNP Paribas Développement has developed a reputation for identifying promising growth projects and providing the necessary resources for their implementation. Their involvement in Alizon's journey underscores their commitment to supporting strategic developments that can drive long-term business success.

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The strategic investment in Alizon presents a compelling opportunity to tap into the expanding reusable packaging market, particularly as sustainability and efficiency surge in importance across industries. Alizon’s established track record in organic and external growth, combined with its commitment to sustainable practices, positions it favorably for the future.

The ongoing consolidation within the industry, exemplified by the acquisition of Infimed, further enhances Alizon’s capability to diversify its offerings and strengthen its market position. This not only reduces operational risk but also creates a more robust portfolio of services tailored to the evolving needs of its clients.

From an investment perspective, supporting a company that demonstrates sound financial performance, strong leadership, and a clear growth trajectory is likely to yield positive returns. Moreover, the backing from experienced financial partners like IDIA and BNP Paribas increases the likelihood of successful strategic execution.

Overall, this deal not only promises significant growth for Alizon but also reflects a broader trend towards sustainability in the industry, making it a well-timed and strategic investment opportunity.

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