Avallon MBO Fund III

Overview
Project Summary Document
Environmental and Social Documentation
Procurement
Complaints

Project ID 50739

Status Signed

Location

Poland

Business Sector

Equity Funds

Notice Type

Private

Project timeline

Exploratory
Passed Concept Review
Passed Structure Review
Passed Final Review
Board Approved
Signed
Implementing
Completed

Project ID 50739

Status Signed

Location

Poland

Business Sector

Equity Funds

Notice Type

Private

Environmental Category

Approval Date

11 Dec 2019

Disclosure date

14 Jun 2019

As per section 1.4.2 (iii) of the Directive on Access to Information: "For Projects approved by Bank management where the Board of Directors has delegated the approval authority, the PSD shall be disclosed at the start of the relevant no-objection notification period to a member country of the Bank in accordance with Article 13 (iii) of the Agreement Establishing the EBRD."

Translated version of this PSD: Polish

Project Description

An equity investment in Avallon MBO Fund III RAIF (the "Fund"), a private equity fund primarily investing in small and medium-sized enterprises ("SMEs") in Poland.

Project Objectives

The Fund will seek to achieve long-term capital growth by making equity and quasi-equity investments in SMEs. The Fund will seek to acquire controlling interests in SMEs, empowering managers and building leading regional enterprises.

Transition Impact

The project will contribute to increasing the availability of private equity capital in Poland which will strengthen the resilience of the corporate sector and help promote private and entrepreneurial initiatives. Additionally, the Fund is expected to increase the competitiveness of its portfolio companies.

Client Information

AVALLON MBO FUND III SCA SICAV

The Fund is managed by Avallon Partners III S.a r.l. with its headquarter located in Lodz (Poland).

EBRD Finance Summary

EUR 25,000,000.00

An equity commitment of up to EUR 25 million.

Total Project Cost

EUR 130,000,000.00

The target size of the Fund is EUR 130 million with a hard cap of EUR 160 million.

Environmental and Social Summary

Categorised FI (ESP 2014). The Fund will be required to comply with EBRD's Performance Requirements 2, 4 and 9, adopt and implement EBRD's Environmental and Social Risk Management Procedures for Active Equity Funds and submit Annual Environmental and Social Reports to the Bank.

Technical Cooperation

None.

Company Contact Information

Tomasz Stamirowski
t.stamirowski@avallon.pl
+48426309771
https://www.avallon.pl/

Transition impact

ETI Score:62

PSD last updated

27 Nov 2019

Business opportunities

For business opportunities or procurement, contact the client company.

For state-sector projects, visit EBRD Procurement: Tel: +44 20 7338 6794
Email: procurement@ebrd.com

General enquiries

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Tel: +44 20 7338 7168
Email: projectenquiries@ebrd.com

Public Information Policy (PIP)

The PIP sets out how the EBRD discloses information and consults with its stakeholders so as to promote better awareness and understanding of its strategies, policies and operations. Please visit the Public Information Policy page below to find out how to request a Public Sector Board Report.
Text of the PIP

Environmental and Social Documentation is not available for this project.

Selected procurement notices related to this project may be shown below. Further procurement opportunities related to this and other projects, if available, maybe be viewed in the EBRD Procurement Portal.

The EBRD's Environmental and Social Policy (ESP), Access to Information policy (AIP) and Project Accountability Policy (PAP) enable sound and sustainable development in its projects. The Independent Project Accountability Mechanism (IPAM) deals with complaints about environmental, social and disclosure matters related to the Bank’s investments.

No complaints about this project have been made so far.

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