INVL Private Equity Fund II Achieves Record EUR 410 Million Close

INVL Private Equity Fund II Surpasses Fundraising Goals

In a remarkable achievement, INVL Private Equity Fund II has raised EUR 410 million in just 8 months, surpassing both its initial target of EUR 250 million and the hard cap of EUR 400 million. This milestone reflects a significant accomplishment in private equity fundraising within the CEE region, particularly during a period marked by global uncertainty and challenges in capital acquisition.

Fund's Growth and Strategic Investments

Record Growth Compared to Predecessor

The second-generation INVL Private Equity Fund II has expanded in size to approximately 2.5 times that of its predecessor fund, showcasing the growing interest in investment opportunities within the region.

CEO Insights on Future Investments

Darius Šulnis, the CEO of Invalda INVL, expressed optimism about the fund's success and its implications for companies throughout the Baltics and Poland. He noted the importance of this capital influx, stating that it would empower firms looking for new investments and liquidity. He emphasized that the current market environment is favorable for strategic acquisitions of robust, growing businesses. This outlook positions INVL to leverage investment opportunities effectively for the benefit of their stakeholders.

Diverse Investor Base and Strategic Commitments

Support from Institutional Investors

There is a varied base of contributors to this fund, including institutional investors and successful entrepreneurs from the Baltics. The fund has secured strong commitments from notable institutional backers such as the European Investment Fund and several prominent pension funds managed by SEB, Luminor, and Artea. Additionally, the INVL Asset Management in Latvia and UAB Artea Life Insurance have also lent their support, reflecting confidence in the fund’s strategic vision.

Inclusive Investment Opportunities

For investors with commitments below EUR 10 million, the INVL Private Equity Capital Fund II feeder fund provides an opportunity to participate in this competitive investment landscape. This feeder fund achieved a final size of EUR 166 million, opening avenues for both new and existing investors.

Commitment to Responsible Investment

INVL Family Office Perspective

Asta Jovaišien?, Head at INVL Family Office, shared insights into the fund’s mission. She highlighted how the INVL Private Equity Fund II is not only focused on financial returns but also aims to support businesses that foster economic growth. The fund aligns with clients' values by providing responsible investment opportunities through expert management.

Building a Stronger Team

As part of its growth strategy, INVL has expanded its team considerably since launching its first-generation fund in 2019. Currently, the management team encompasses nearly 20 professionals, including senior investment expert Sylwester Urbanek, who has been appointed as Head of Poland. His role is to spearhead the fund's expansion into the Polish market, one of its primary targets for investment.

INVL Private Equity Fund II: Market Positioning and Future Goals

The INVL Private Equity Fund II stands out as the largest private equity fund in the Baltics, and one of the leading funds in the Central and Eastern Europe space. Its approach is sector-agnostic, focusing on building a diversified portfolio that invests in companies capable of emerging as regional leaders. The fund aims to acquire significant minority or majority stakes, providing equity investments ranging from EUR 10 million to EUR 60 million, with a sweet spot around EUR 35 million.

Commitment to Regional Growth

As the fund continues to broaden its scope, its management team is dedicated to identifying opportunities across the Baltic countries, Poland, Romania, and the wider European Union. By focusing on businesses that exhibit strong growth potential amidst increasing global competition, INVL Private Equity Fund II is poised to make a significant impact in the investment landscape.

Frequently Asked Questions

What is INVL Private Equity Fund II?

INVL Private Equity Fund II is a private equity investment fund that has recently closed at EUR 410 million, focused on investing in companies with significant growth potential.

How much did INVL Private Equity Fund II raise?

The fund raised a total of EUR 410 million, surpassing its original target and hard cap, establishing it as the largest private equity fund in the Baltics.

What is the investment strategy of the fund?

The fund aims to invest between EUR 10 million and EUR 60 million in diverse sectors, focusing on majority or significant minority stakes in companies with long-term growth potential.

Who are the investors in the fund?

The fund has a diverse investor base including institutional investors, family offices, pension funds, and successful entrepreneurs, reflecting broad trust in its strategy.

What regions does the fund target for investments?

INVL Private Equity Fund II targets investment opportunities primarily in the Baltic countries, Poland, Romania, and the broader European Union to utilize growth prospects effectively.

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