Direct Investments

Approach

For over 50 years, NORD Holding invests in well-positioned mid-sized companies in the German-speaking region.

The "Hidden Champions" of Today & the Market Leaders of Tomorrow

At NORD Holding, we truly believe in investing in mid-sized companies that are, or can become, market leaders with proven and profitable business models, in growing markets with favourable dynamics. These are companies that typically generate between € 20 and € 500 million in revenues with an EBITDA of € 2,5 up to € 15 million. Exceptions are possible – for us, the amount of invested equity is essential: our equity investments range from at least € 10 million up to € 50 million per company.

Well-positioned mid-sized Companies in Germany, Austria and Switzerland

Most of the business activities of our companies are in Germany, Austria or Switzerland (known as the “DACH” region), but we have the flexibility to invest into companies outside our core regions in sectors, we know well.

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NORD Holding as a long-term Shareholder with a binding commitment

We truly believe that each company requires a tailored equity structure. At NORD Holding, our aim is to provide the right equity structure to enable the company to pursue its long-term strategy. Most of our investments are structured in the form of equity, however, a combination with external financing might be applied, if appropriate. In every case, bank financing should support, not hamper, the growth path of our companies. As with every decision NORD Holding takes, this is ultimately in the best and long-term interest of the company. It is in our NORD Holding DNA that a lack of financing should never limit the growth and development of our companies. For the reasons, we serve as an “Evergreen” fund with no maturity restrictions.

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Entrepreneurial Partnership with Entrepreneurs, Management Teams and Corporates

We support management buyout (MBO/MBI), family succession (generational transition), growth capital (growth funding), corporate divesture (spin-off/care-out) and secondary (long-term investor) situations, enabling us to work closely with exceptional management teams and founders. We aim to bring together outstanding people and groundbreaking ideas, shaping the future of the "German Mittelstand". At NORD Holding, we provide highly flexible, tailor-made equity solutions for these situations, whereby we are willing to take minority positions (of at least 30%).

Hands-on Support through Experience, Expertise and Experts

At NORD Holding, we actively support out portfolio companies in exploiting their full potential. Our aim is to create real and lasting value beyond the time of our ownership. Based on the NORD Holding philosophy, we provide both expertise and equity to develop innovative products, unique production models, enter new markets or make strategic acquisitions as well as implement operational improvements. Our companies further benefit from our global network of management and industry experts, who can make valuable contributions to each step of the growth strategies.

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Our experience and expertise are particularly deep when it comes to business models in the following industries:

Since 1969, we truly believe in creating real and lasting value for our portfolio companies beyond the time of our ownership.

NORD Holding has developed a comprehensive set of value creation levers to support companies from operational improvement to growth cases. The key objective when utilizing these levers is to drive the sustainable growth of the company. All levers will be deployed with flexibility to situations depending on the needs of the company.

1

Strategic value enhancement

An essential part of NORD Holding’s value added is early on identifying a successful long-term strategy based on historical and emerging performance drivers, and future growth trajectories. Combining rigorous analysis and deep industry knowledge, we support companies to prioritize and implement the best strategic choices to increase the company’s performance.

2

Organisational development

NORD Holding seeks to encourage an entrepreneurial spirit among its companies, aligning the incentives of all stakeholders with the long-term success of the business to promote the necessary culture to catalyse growth. For NORD Holding, organisational coaching is an essential part of the value added for a company. We actively leverage our broad network of human resources specialists to assist the organisation at every stage.

3

Operational development

In seeking to drive sustainable growth, NORD Holding supports the companies in optimizing costs basis, improving margins and maximizing long-term profitability. NORD Holding seeks to ensure that margins remain resilient across market cycles and provide the company with a solid basis to build on for future growth. To develop and subsequently monitor the implementation of identified measures, NORD Holding has created the role of a portfolio support director.

4

Financial support

At NORD Holding, we truly believe that each company requires a tailored equity structure. Therefore, we support to optimize the capital structure, always supporting the growth plans of the company.