Deep Dive 3i Group plc
To many, 3i Group is a relatively unknown company. This is unsurprising, as the investor’s name is rarely encountered. With a team of 223 talented professionals, 3i Group remains unfamiliar to many consumers in Europe, despite its significant stake in a well-known company: the Dutch retailer Action.
3i Group’s 57.9% stake in Action accounts for 72% of the total implied Net Asset Value (NAV) of 3i Group. Therefore, an investment in 3i Group is, to a large extent, an investment in Action.
The Dutch discount retailer Action has been instrumental in 3i Group’s resurgence from the ashes of the 2009 financial crisis, during which it faced significant challenges and had to dilute its shareholders considerably. Thanks to the support of existing shareholders at the time, 3i Group persevered, enabling it to secure one of Europe’s most successful private equity deals in 2011: acquiring a majority stake in Action.
Under 3i Group’s leadership, Action has pursued significant expansion across Europe. From 269 stores in the Netherlands, Belgium, and Germany in 2011, it has since opened over 2,700 new stores across 12 European countries, serving more than 18.7 million customers weekly. This is a remarkable success story of Dutch origin, bolstered by British expertise.
Over a decade later, this partnership has proven to be a winning combination: 3i Group’s share price has risen significantly in recent years. This presents an opportune moment to explore 3i Group and Action in greater depth and reflect on this remarkable success.
Content:
- Author: Eelze Pieters
- Language: English
- Format: PDF
- Number of Pages: 139 (A4)
- Publication Date: June 18, 2025
- With Illustrations
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