Insights

Long-standing Expertise Initiative & Finance has over 30 years of experience in private equity, specializing in the transmission and growth financing of small and medium-sized enterprises in France, positioning it as a trusted partner for mature entrepreneurship projects.

Flexible Investment Approach The company invests between 1 and 15 million euros per transaction across a broad sector range in PME businesses with revenues from 5 to 75 million euros, enabling tailored financial solutions for diverse growth and transmission needs.

Active Market Presence With approximately ten investments per year and nearly 300 completed deals, Initiative & Finance demonstrates a strong and active engagement in the PME investment landscape, creating opportunities for collaborative growth initiatives.

Recent Leadership Growth The appointment of Caroline Pihan as a partner indicates strategic strengthening of leadership within the firm, suggesting ongoing expansion capabilities and a focus on mid-cap opportunities.

Digital and Technological Tools Utilization of modern technology such as Vue.js, Shopify, and SEO tools signifies that the company maintains a digitally leveraged platform, which could streamline partnership outreach and facilitate targeted marketing efforts to potential portfolio companies.

Initiative & Finance Tech Stack

Initiative & Finance uses 8 technology products and services including RSS, Shopify, CodeMirror, and more. Explore Initiative & Finance's tech stack below.

  • RSS
    Content Management System
  • Shopify
    E-commerce
  • CodeMirror
    Editors
  • Google Fonts API
    Font Scripts
  • Vue.js
    Javascript Frameworks
  • Select2
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Polylang
    Web Platform Extensions

Initiative & Finance's Email Address Formats

Initiative & Finance uses at least 1 format(s):
Initiative & Finance Email FormatsExamplePercentage
FL@initiative-finance.comJD@initiative-finance.com
42%
FLast@initiative-finance.comJDoe@initiative-finance.com
11%
First.Last@initiative-finance.comJohn.Doe@initiative-finance.com
5%
FL@initiative-finance.comJD@initiative-finance.com
42%

Frequently Asked Questions

What is Initiative & Finance's phone number?

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You can contact Initiative & Finance's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Initiative & Finance's official website and social media links?

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Initiative & Finance's official website is initiative-finance.com and has social profiles on LinkedIn.

What is Initiative & Finance's SIC code NAICS code?

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Initiative & Finance's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Initiative & Finance have currently?

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As of December 2025, Initiative & Finance has approximately 45 employees across 2 continents, including EuropeNorth America. Key team members include Partner, Head Of Midcap, Founder Of "tomorrow Private Equity Fund": B. D.Partner Midcap - Tomorrow Fund: C. P.Senior Investment Manager Midcap - Tomorrow Fund: C. N.. Explore Initiative & Finance's employee directory with LeadIQ.

What industry does Initiative & Finance belong to?

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Initiative & Finance operates in the Investment Management industry.

What technology does Initiative & Finance use?

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Initiative & Finance's tech stack includes RSSShopifyCodeMirrorGoogle Fonts APIVue.jsSelect2Yoast SEOPolylang.

What is Initiative & Finance's email format?

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Initiative & Finance's email format typically follows the pattern of FL@initiative-finance.com. Find more Initiative & Finance email formats with LeadIQ.

When was Initiative & Finance founded?

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Initiative & Finance was founded in 1984.

Initiative & Finance

Investment ManagementÎle-de-france, France11-50 Employees

Initiative & Finance, un investisseur spécialisé dans la transmission des PME depuis 1984.

Depuis plus de 30 ans, Initiative & Finance est un acteur majeur du capital investissement en France, entièrement consacré au financement et à la transmission des PME. Près de 300 investissements réalisés, de nombreuses croissances externes : Initiative & Finance bénéficie d’une expertise unique sur le segment des PME en France.

La mission d’Initiative & Finance est d’accompagner les managers entrepreneurs dans la réalisation de leurs projets : recomposition du capital, transmission, accélération de la croissance, stratégie d’acquisition...

Initiative & Finance...
- entre en capital aux côtés d’entrepreneurs,
- en qualité d’actionnaire majoritaire ou minoritaire,
- en misant sur des PME allant de 5 à 75 millions d’euros de chiffre d’affaires, 
- en investissant de 1 à 15 millions d’euros par opération,
- dans une dizaine d’opérations par an,
- et sans restriction sectorielle.

Les PME, plus que toutes autres entreprises, ont besoin d’investisseurs adaptés à leurs problématiques de transmission et de croissance. Bien plus qu’un investissement financier, c’est un engagement à partager ensemble un projet de développement que propose Initiative & Finance, une aventure humaine tournée vers le succès.

www.initiative-finance.com

Contact : info@initiative-finance.com

Section iconCompany Overview

Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
1984
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Initiative & Finance's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Initiative & Finance's revenue is estimated to be in the range of $1M$10M

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