Direct Investments Small Cap

As a transformation partner for growth and innovation, we invest in the most promising companies in the DACH region - our investors, portfolio companies and stakeholders benefit from this.

Direct Investments Small Cap
At a Glance

Overview Small Cap

Track Record (MM)

3x

Investment Professionals

6

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 possible worldwide.

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 possible worldwide.

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

Jan Drees
Investment
ESG
Small Cap
Jan Drees
Partner
Margarita Decker
Investment
ESG
Small Cap
Margarita Decker
Associate
Andreas Bösenberg
Investment
ESG
Mid Cap
Small Cap
Andreas Bösenberg
Managing Partner
Sven Langelahn
Investment
ESG
Small Cap
Sven Langelahn
Associate
Jan-Philipp Wilckens
Investment
ESG
Mid Cap
Small Cap
Jan-Philipp Wilckens
Operating Partner
Johannes Fleck
Investment
ESG
Small Cap
Johannes Fleck
Principal
zwei Männer im Gespräch am Tisch sitzend
Investor Relations

Always by Your Side

We provide you with all relevant information to make well-founded decisions. The trust and satisfaction of our investors are the basis of our success.

Direct Investments Small Cap

Your Contact Person

Johannes Fleck

Principal

Johannes Fleck