IKEA Resource Investments B.V.
Business:

The IKEA Group of companies is the world’s leading home furnishing retailer with over €31.9 billion in sales in 2015. It operates throughout the whole value chain from strategy and product development to production, distribution and retail. This includes their own manufacturing units, purchasing operations offices, distribution and customer distribution centres, shopping centres and over 300 stores in 28 countries

Key Business Objective:
IKEA was looking to back, as a strategic investor, two specialist alternative fund managers. An energy efficiency project investment fund and an environmental technology fund
Valery Capital’s Role:
Valery Capital provided strategic advisory and 3rd party fund due diligence to assess risks/return profile as well as investment strategy, track record performance, team, operational processes and reference calls
Outcome:
IKEA decided to withdraw from making the fund commitments