Simplicity | Solutions for management companies and their funds

A multidisciplinary approach to take better decisions

Field experience to support you in operational matters

Knowledge of the market:

- LPs (corporates, banks, insurances, family offices and HNW individuals) ,

- funds and management companies and

-other market players

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Services

Simplicity supports you in the following areas.

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Regulatory

Effective navigation of the complex regulatory landscape.

Implementation of an HR policy consistent with the objectives of the management company. Support for portfolio companies.

Governance

Optimizing the governance structure for increased efficiency, decision-making quality and compliance.

ESG

Integration of ESG criteria for sustainable performance.

Compliance

Integration of regulatory obligations into decision-making processes.

Capital structuring

Advice on structuring capital for sustainable growth

New markets

Strategies for entering new markets for successful expansion.

Risk Management

Strategic risk management for increased security and performance.

Funding

Coordination to find financing solutions for your operations.

Investor relations

Identification of investor relations on which I can help you have more impact.

Data management

Optimizing data management for improved decision making.

Project management

Personalized approach to advance your projects quickly and efficiently, while preserving your operational excellence

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Expertise

M&A, Governance and Fundraising

✦ Ph.D. in Finance (on Socially Responsible Investment)

✦ Lawyer - in France and California - in M&A and Regulatory for 10 years in Tier-1 law firms (Paul Hasting, Skadden Arps) (more than 50 M&A deals completed from a few million to 1 billion euros)

✦ General Counsel during 5 years at CAPZA, where I worked on:

- its capital and governance restructuring,

- its transition to a European multi-practice platform, and

- the diversification and internationalization of its LPs

✦ Structuring of more than 40 funds (French and Luxembourg)

Finance

✦ Associate Professor for almost 20 years in corporate finance, entrepreneurship and leadership (Sorbonne University, HEC, UCSB)

ESG

✦ Ph.D. in Finance (2010) on the topic of Socially Responsible Investment (US-Europe comparative approach) and further publications on this topic

✦ Support in setting up Article 8 and 9 SFDR funds and ESG Policy

✦ Worked on on HR issues (recruitment processes, interviews, bonuses, carried, employee departures, etc.)

✦ Setting-up training programs

✦ Master Practitioner in Neurolinguistic Programming (NLP)

Team

To provide you with the most competent people in each field with the most efficient cost structure possible, partnerships have been established with key market players.

Simplicity can also support you in coordinating or searching for your service providers on specific issues.

Numbers

More than 50 M&A deals from a few million to 1 billion euros

M&A transactions

More than 40 structured funds in 5 years in France and Luxembourg (Articles 8 & 9 SFDR)

fund structuring

new markets opened up

Support for the opening of 5 European branches and internationalization of the LPs base in more than 10 new countries in Europe, Asia and North America.