Sherpa Capital, a private equity fund manager with EUR500 million in assets under management focused on investing in medium-sized companies, has appointed 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 the restructuring, turnaround and design of the strategy for the company’s future projection.
Previously, Retana has worked for more than 10 years in investment banking and private equity (special situations).
Retana began his career at the Madrid headquarters of Banco Espírito Santo, where he worked as a senior analyst advising numerous international clients from different sectors and performing valuations in M&A transactions.
Graduate in Law from the Universidad Complutense of Madrid, Retana holds a master’s degree in Stocks Exchanges and Corporate Finance from the Instituto de Estudios Bursátiles. Apart from his native Spanish, Retana speaks fluently English and French.
His addition to the Sherpa Capital team comes after the firm reached a final close of EUR120 million 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 environment or an extraordinary strategic, operational, financial or shareholder situation.
Sherpa Special Situations III plans to make between 8 and 10 investments, writing equity tickets ranging from EUR10 million to EUR25 million, in companies of different economic sectors with turnover between EUR20 million and EUR300 million.
