Altamir - 2018 Registration document

1

Business description and activities

Presentation of the Company

1.2.4 PORTFOLIO COMPOSITION BY SECTOR

As of 31 December 2018, Altamir’s portfoliowas composed of 48 companies , including 40 unlisted (94%of the portfolio in value terms) and eight listed companies (Altran, Amplitude, EVRY, Guotai, Huarong, Manappuram, Shriram and Zensar). Portfolio companies achieved excellent operating performances in 2018. The average EBITDAof the portfolio, weighted by the residual amount invested in each company, rose by 25% compared to 2017. This reflectedboth sustainedorganic growth of +15%and acquisitions carried out by portfolio companies, in particular Aricent (acquired by Altran) and Axelliance (acquired by CIPRÉS Assurances). The 15 largest investments, representing nearly 82% of the portfolio’s total value as of 31 December 2018, are as follows, in decreasing order: Marlink, INSEECU., Snacks Développement, Melita, CIPRÉSAssurances, SK FireSafety Group, Bip, THOMEurope, AEB, Expereo, InfoVista, ThoughtWorks, Altran, Alain Afflelou and Sandaya. They are presented below with key financial data as of 31 December 2018.

TMT

HEALTHCARE

SERVICES

CONSUMER

CON T E N T S P O R T F O L I O COM PA N I E S BY S E C TO R

MARLINK INSEEC U.

25 26 27 28 29 30

34 35 36 37 38 39 40

EXPEREO INFOVISTA

SNACKS DEVELOPPEMENT

THOUGHTWORKS

MELITA

ALTRAN

CIPRÉS ASSURANCES SK FIRESAFETY GROUP

ALAIN AFFLELOU

SANDAYA

BIP

31

Other companies by sector Apax Development and Apax Digital funds

THOM EUROPE

32 33

47

AEB GROUP

24 Registration document ALTAMIR 2018

www.altamir.fr