Altamir - Registration Document 2016

1

FINANCIAL AND LEGAL INFORMATION Presentation and history of the Company

1.2.4 PORTFOLIO COMPANIES BY SECTOR

As of 31 December 2016, Altamir’s portfoliowas composedof 42 companies (excl. commitments), including35 unlisted (78%of portfolio value) and 7 listed companies (Altran, Albioma, Amplitude, Chola, Huarong, Shriram and Zensar). Although listed, Gfi Informatique was not valued on the basis of its stock market price as of 31 December 2016. Portfolio companies continued to grow organically and also carried out several significant acquisitions during 2016. Average EBITDA growth was 18.6% for the companies in the Apax Partners France portfolio, outperforming average EBITDA growth of the 34 non-financial companies in the CAC 40 index (+2% in 2016), and 7.2% for those in the Apax Partners LLP portfolio. The 12 largest investments represented 81.2% of the portfolio’s total value, and were, in decreasing order: Altran, Marlink, Snacks Développement, Groupe INSEEC, THOMEurope, Albioma, Unilabs, InfoVista, Melita, Nowo/Oni, SKFireSafetyGroup et Gfi Informatique. They are presented hereafter with key figures as of 31 December 2016.

BUSINESS & FINANCIAL SERVICES

HEALTHCARE

TMT (TECHNOLOGY MEDIA - TELECOM)

RETAIL & CONSUMER

CONTENTS

ALTRAN MARLINK

23 24 25 26 27 28 29

INFOVISTA

30

MELITA

31

SNACKS DEVELOPPEMENT

NOWO/ONI

32 33 34

GROUPE INSEEC THOM EUROPE

SK FIRESAFETY GROUP

GFI

ALBIOMA UNILABS

Other companies by sector

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22 REGISTRATION DOCUMENT 1 ALTAMIR 2016

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