Hermes Fund
Development and execution of business projects in Portugal
Investment Strategy
The Hermes Fund aims to invest in companies and business projects with high growth potential, focusing on opportunities where value creation derives from structuring, development and execution throughout the investment cycle.
The Fund’s strategy includes capital expansion transactions, Management Buy-Ins (MBI) and Management Buy-Outs (MBO), Buy & Build strategies and corporate restructurings, with investments made through equity, quasi-equity or debt instruments, in line with the Fund’s risk and return profile.
Areas of activity
- Business and industrial development: investment in companies and projects at a development stage, with a focus on structuring, expansion and operational execution across sectors with growth potential;
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Growth and restructuring transactions: support for capital expansion strategies, Management Buy-In (MBI), Management Buy-Out (MBO), Buy & Build strategies and corporate restructurings;
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Projects with solid economic fundamentals: initiatives with proven economic and financial viability, appropriate contractual frameworks and potential for value creation throughout the investment cycle.
Key Indicators
- Fund Type Closed-End
- Target Fund Size €100 million
- Fund Launch 2023
- Investment Horizon 10 years (with a 5-year investment period)
- Expected Annual Return –
- Estimated Annual Distribution –
- Estimated Number of Investments –
- Average Ticket Size per Investment –
- Minimum Subscription Amount €100,000
- ISIN PTBLWRIM0013
