Sherpa Capital, a private equity fund manager with €500m in assets under management focused on investingin medium-sized companies, has announced the appointment of José María Retana as an Investment Director.
With more than 10 years of experience in the world of M&A and private equity, JM Retana most recently served as Chief Financial Officer and Head of Business Development at Spanish technology company Miotek Factory, where he played a key role in the management team responsible for there structuring, turn around and design of the strategy for the company’s future projection.
Previously, JM Retana hasworked for more than 10 years in investment banking and private equity (special situations).
JM Retana began his career at the Madrid head quarter sof Banco Espírito Santo, where he worked as a senior analyst advising numerous international clients from different sectors and performing valuations inM&A transactions.
Graduate in Law from the Universidad Complutense of Madrid, JM Retana holds a master’s degree in Stocks Exchanges and Corporate Finance from the Instituto de Estudios Bursátiles. Apart from his native Spanish, JM Retana speaks fluently English and French.
His addition to the Sherpa Capital team comes after the firm reached a final close of €120m for its new special situations fund,Sherpa Special Situations III, in the middle of last year.
Like its predecessors, the fund's investment strategy focuses on companies facing transformational situations due to the environmentor an extraordinary strategic, operational, financial or share holder situation.
Sherpa Special Situations III plans to make between 8and 10 investments, writing equity tickets ranging from €10m to €25m, incompanies of different economic sectors with turn over between €20m and €300m.
About Sherpa Capital:
Sherpa Capital is the leading private capital fund manager for investments in Iberian mid-sized companies facing transformation situations as a result of restructuring processes as well as growth. It currently manages more than 500 million euros through Special Situations and Private Equity funds.