Mathieu Perfetti
Investment Manager, Crédit Agricole (Suisse) SA
Enthusiastic PE investment professional with both direct and FoF experiences. Have developed strong technical, transactional & interpersonal skills in the asset class.
87 contacts• Responsible for originating, evaluating & monitoring mid-market co-investment transactions.
• Actively supporting senior management in direct lead portfolio company.
• Co-responsible of primary allocation programs (c.150 to 200 MCHF per year). Leading fund research, screening, selection & monitoring.
• Participated in due diligence, evaluation, modelling and deal execution of secondary LP transactions (9 invested incl. 3 secondary transactions).
2008 - 2008• Screening & evaluation of small-cap investment opportunities in France (EV 5-40MEUR) : market research, BP analysis, financial modelling & actively participated in due diligence processes.
• Redacted investment memorandums to the investment committee.
• Conducted survey and proposed recommendations and drafted reports regarding funds diversification.
2007 - 2007• Provided analytical & research support for primary & secondary transactions ;
• Portfolio evaluation of both secondary & early secondary investment opportunities: cash-flows modelling, track record analysis and in-depth researches on specifics sectors.
• Participated in operational due diligence & selection of primary opportunities (Europe focus).
• Prepared materials, presentations & memos to committee.
• Handled diversification survey on specific funds under management (underlying NAV : +1’400 MEUR) and proposed recommendations on internal & external reporting.