Direct Investments Small Cap

As a transformation partner for growth and innovation, we invest in the most promising companies in the DACH region.

At a Glance

Overview Small Cap

Track Record (MM)

Professionals

Equity Contribution (Million €)

5-25

Investment criteria

Our Focused Profile

Clearly defined investment criteria ensure the long-term success of our cooperation with portfolio companies.

Up to €5 Million EBITDA

The EBITDA of our small cap portfolio companies is up to 5 million euros.

DACH Region

The headquarter and/or main activity of our platform companies are located in Germany, Austria or Switzerland - add-on acquisitions are worldwide possible.

Growing markets

Our portfolio companies are active in markets characterized by sustainable growth - driven by long-term megatrends.

Majorities

Our investments are usually made through majority shares or within the framework of significant minorities with appropriate say rights.

Investment types

Our focus is on company succession, growth financing, carve-outs, buy-and-build.

Sectors

Our focus is on Healthcare, Software/IT, Smart Industries, Business Services.

Up to €5 Million EBITDA

The EBITDA of our small cap portfolio companies is up to 5 million euros.

DACH Region

The headquarter and/or main activity of our platform companies are located in Germany, Austria or Switzerland - add-on acquisitions are worldwide possible.

Growing markets

Our portfolio companies are active in markets characterized by sustainable growth - driven by long-term megatrends.

Majorities

Our investments are usually made through majority shares or within the framework of significant minorities with appropriate say rights.

investment approach

Foundation of Our Success

We identify business models that benefit from ongoing trends. Transformation potential is realized through dedicated value-added measures.

Institutional

Platform with established best practice, complementary network and profound expertise in the focus sectors.

Experienced

Decades of investment experience in SMEs and a successful track record with over 200 investments.

Transformative

Decisive increase in value for replicable sales and profit growth in the investment period.

Individual

High flexibility - focusing on company succession, growth financing and complex carve-outs.

Focus sectors

Industry Know-How

Focus on sectors and niches that benefit from sustainable megatrends, creates long-term value and promotes innovative growth.

Healthcare

Software/IT

Smart Industries

Business Services

value proposition

Your Partner for Transformation

We identify and realize growth potential in companies. Replicable value-creation strategies support the transformation and long-term growth of business models.