ALFI Private Equity Fund

About ALFI Private Equity Fund

ALFI Private Equity Fund is an independent private equity fund with investment potential about 80 mio EUR. The Fund is focusing on investing in developing, innovative and fast-growing first class SMEs and midcaps based or doing business predominantly in Slovenia and in Croatia. We focus on identifying business opportunities in companies and in teaming up with people with whom we share passion and a strategic vision.
 
We have strong focus on operational improvements, potential for international expansion and long-term performance.
 
By making companies stronger and better positioned for long-term growth, we can help create good jobs, support local communities and, ultimately, secure the future of people.
 
We are a team of professionals with extensive experience in fields such as private equity, consulting, investment banking and various industrial sectors. 

Management Team

Miran Kovač, Partner and Managing Director

Miran Kovač is a Partner and Managing Director. Prior to joining ALFI PE he spent eight years as a CFO at Bisnode Southern Markets, a leading European Rating agency covering 18 countries in Europe with headquarters in Stockholm, Sweden. Bisnode Southern Markets is today the leading regional rating company, which has grown both organically and inorganically, via several mergers and acquisitions over the last eight years. Mr. Kovač actively participated and lead the integration processes in all of them. Prior to joining Bisnode Southern Markets, Mr. Kovač worked for five years at Poteza Group.  Mr. Kovač holds a degree as Bachelor of Science from the Faculty of Economics, Ljubljana, Slovenia (2007). 

Mobile: +386 41 547 837

Email: miran.kovac@alfi.si

Tone Pekolj, Partner and Managing Director

Tone Pekolj is a Partner and Managing Director. Prior to joining ALFI PE he spent five years as a partner at KF Finance d.o.o.  where he was responsible for M&A and companies\' restructuring. He led numerus projects in the field of due-diligence, valuation, pre and post merger strategies, feasibility studies, etc. Prior to joining KF Finance, Mr. Pekolj worked for seven years (2008 – 2014) at Abanka Vipa d.d. as Head of corporate finance and as Director of Investment banking responsible for brokerage, pension fund, analytics, corporate finance and M&A. Mr. Pekolj has ensured the efficacy of many projects and in many occasions, he proved capable to be a team leader, which is the most important reason he was assigned to lead or co-lead many strategic projects of the bank. Prior to that he was a Treasury manager in Generali Insurance company responsible for asset management of life, nonlife portfolio and pension fund Leon2. Mr. Pekolj holds an Masters degree from Faculty of Economics, Ljubljana, Slovenia (2005) and Bachelor of Science from Faculty of Economics, Ljubljana, Slovenia (2002). He is an author of several articles about M&A and PE.

Mobile: +386 31 519 104

Email: tone.pekolj@alfi.si

Investment strategy

A central component of our investment strategy is to pursue friendly negotiated transactions with management partners who can participate meaningfully in the rewards of success 

 
We seek to build and develop businesses together with founders/management. Our objective is to improve the market position of the company in a sustainable manner. We aim to make successful companies even more successful. 
We invest in fast-growing first class companies with global potential.
We make controlling stake investments in companies operating in various industries with sales typically in a range of EUR 5 - 30 million with typicall investment in a range of EUR 2 - 10 million.
Typical situations are growth acceleration and internationalization, replacement capital which would facilitate succession of founding entrepreneur, product/service offering expansion, new strategy or sector consolidation and MBOs.
    

Investment criteria

Market position
ALFI PE focuses on fast-growing businesses with global potential 
Focus territory 
Companies established or with main operations in Slovenia and Croatia
Industry
The priority shall be investments in the following sectors:
• Niche manufacturing
• General services
• Healthcare
• General retail
• Financial technology
• Marine services
• Software
• Quick service restaurants 
Ownership structure
• Participation of founders/management is strongly encouraged
• We are flexible and we do not exclude any form
• Preferred majority stakes
Equity Investment 
Preferred equity value range EUR 2–10 million
Transactions Types 
Typically Buy-out and succession-driven transactions
Investment Time Frame 

Long term and flexible investment horizon (typically 5 – 8 years) 

Exit strategy
Through trade sale, IPO, MBO

For investors

We strive to provide solutions that create lasting value for our investors, the companies in which we invest and society.
 
As a national market leader in alternative asset management, we are a trusted partner to many of the top institutional and individual investors. Our corner investors are EIF and SID Banka under the Slovene Equity anf Growth Investment Programme (SEGIP). 

We are in fundraising phase and we plan to have First closing of ALFI Private Equity Fund in June 2019. 

 

Latest news

Partner Tone Pekolj to be one of the guest panelists at Financna konferenca
30.04. 2019
Partner Tone Pekolj to be one of the guest panelists at Financna konferenca

 

Tone Pekolj (Partner) will be one of the guest panelists at Financna konferenca.

Discussion: Alternative Funding Sources: From Seed Financing to IPO.

 

Date: May 8, 2019

Time: 9:30 a.m. - 10:30 a.m.

Location: Portoroz, Slovenia

Presentation of ALFI Private Equity Fund at GZS
30.04. 2019
Presentation of ALFI Private Equity Fund at GZS

 

ALFI Private Equity Fund was presented at the event organized by Chamber of Commerce and Industry of Slovenia

More on: https://www.gzs.si/Dogodki/23-04-2019/upravljanja-druzinskih-podjetij-in-nove-oblike-financiranja-njihove-rasti-

 

Date: April 23, 2019

Time: 9:30 a.m. - 11:30 a.m.

Location: GZS, Ljubljana, Slovenia

Contact

ADDRESS

ALFI Private Equity Fund

Verovškova 55a

1000 Ljubljana

Slovenia

PHONE NUMBER

+386 (0) 59 059 057    

EMAIL

alfipe@alfi.si

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