What we do

What we do

What we do

What we do

We invest into European middle market companies with great management and sustainable long-term growth prospects.

We are active investors with experience of building successful businesses internationally. This strong operational focus enables us to add value to existing leadership teams and companies. Our mission is to support our partners in executing their goals and move their companies from good to great.

We invest into European middle market companies with great management and sustainable long-term growth prospects.

We are active investors with experience of building successful businesses internationally. This strong operational focus enables us to add value to existing leadership teams and companies. Our mission is to support our partners in executing their goals and move their companies from good to great.

We invest into European middle market companies with great management and sustainable long-term growth prospects.

We are active investors with experience of building successful businesses internationally. This strong operational focus enables us to add value to existing leadership teams and companies. Our mission is to support our partners in executing their goals and move their companies from good to great.

Investment strategy

Foresight + Insight = Conviction.

The world/economy is facing extraordinary technological and economic change. We believe these megatrends will disrupt entire industries beyond expectation.

We observe, research and interpret these trends to inform our sector selection and our value enhancement.

The companies who embrace and invest in these changes have a unique and significant opportunity for sustainable growth.

We target our thesis-based approach to identify investment opportunities where we can add incremental value over a long period of time.

Investment strategy

Foresight + Insight = Conviction.

The world/economy is facing extraordinary technological and economic change. We believe these megatrends will disrupt entire industries beyond expectation.

We observe, research and interpret these trends to inform our sector selection and our value enhancement.

The companies who embrace and invest in these changes have a unique and significant opportunity for sustainable growth.

We target our thesis-based approach to identify investment opportunities where we can add incremental value over a long period of time.

Adding value

We have an experienced strategy and business development team with relevant functional specialities dedicated to support value creation in our partner companies. We can also call upon specialist expertise and consultancy from strategic partners.

We support accomplished leadership teams to build sustainable competitive advantage in four key areas of activity: digital disruption, cost structure and process improvement, international expansion and resource efficiency.

Adding value

We have an experienced strategy and business development team with relevant functional specialities dedicated to support value creation in our partner companies. We can also call upon specialist expertise and consultancy from strategic partners.

We support accomplished leadership teams to build sustainable competitive advantage in four key areas of activity: digital disruption, cost structure and process improvement, international expansion and resource efficiency.

Sector focus

We focus on four principal sectors;

Business Services
  • Business process outsourcing
  • Consulting and human capital services
  • Specialist equipment rental and logistics
  • Testing, inspection and certification
Education and Training
  • Digital content and curriculum
  • Private tertiary education
  • Schools and nurseries
  • Vocational and corporate training
Healthcare
  • Medical devices and technology
  • Provider services
Industrials
  • Building products
  • Industrial technology and automation
  • Packaging
  • Specialist engineered products

Sector focus

We focus on four principal sectors;

Business Services
  • Business process outsourcing
  • Consulting and human capital services
  • Specialist equipment rental and logistics
  • Testing, inspection and certification
Education and Training
  • Digital content and curriculum
  • Private tertiary education
  • Schools and nurseries
  • Vocational and corporate training
Healthcare
  • Medical devices and technology
  • Provider services
Industrials
  • Building products
  • Industrial technology and automation
  • Packaging
  • Specialist engineered products

Sector focus

We focus on four principal sectors;

Business Services
  • Business process outsourcing
  • Consulting and human capital services
  • Specialist equipment rental and logistics
  • Testing, inspection and certification
Education and Training
  • Digital content and curriculum
  • Private tertiary education
  • Schools and nurseries
  • Vocational and corporate training
Healthcare
  • Medical devices and technology
  • Provider services
Industrials
  • Building products
  • Industrial technology and automation
  • Packaging
  • Specialist engineered products

Key investment criteria

We are targeting companies that:

Possess a long-term sustainable competitive advantage
Exhibit low cyclicality
Serve long-term customer demand with a clear customer USP
Demonstrate high sustainable return on capital employed
Show resilience to, or the ability to unlock the potential of disruptive change
Have a high-quality incumbent management team

€30-€200M

Enterprise value

€20-€100M

Equity investments

25-100%

Shareholding

3-15+ Years

Holding period

>5%

Revenue growth

>15%

EBITDA margin

€5-30M

EBITDA

Key investment criteria

We are targeting companies that:

Possess a long-term sustainable competitive advantage

Exhibit low cyclicality

Serve long-term customer demand with a clear customer USP

Demonstrate high sustainable return on capital employed

Show resilience to, or the ability to unlock the potential of disruptive change

Have a high-quality incumbent management team

€30-€200M

Enterprise value

€20-€100M

Equity investments

25-100%

Shareholding

3-15+ Years

Holding period

>5%

Revenue growth

>15%

EBITDA margin

€5-30M

EBITDA

Key investment criteria

We are targeting companies that:

Possess a long-term sustainable competitive advantage

Exhibit low cyclicality

Serve long-term customer demand with a clear customer USP

Demonstrate high sustainable return on capital employed

Show resilience to, or the ability to unlock the potential of disruptive change

Have a high-quality incumbent management team

€30-€200M

Enterprise value

€20-€100M

Equity investments

25-100%

Shareholding

3-15+ Years

Holding period

>5%

Revenue growth

>15%

EBITDA margin

€5-30M

EBITDA

Flexible and opportunistic

Although we have an established investment process and target profile, we are open to complex or difficult transactions where a high degree of flexibility and adaptation is required:

  • Growth equity, platform buy and build or buyout strategies
  • Staged investments and exits
  • Minority investments or development capital
  • Upside sharing tailored to parties’ objectives
  • Potential lower initial investment threshold for roll-ups if complementary businesses are readily available for follow-on investment.

Our wider portfolio

Our other portfolios include:

  • A globally diversified capital market portfolio.
  • A real estate portfolio and property development activity.

A Venture Capital fund partner – Planven Entrepreneurial Ventures (PEV). PEV connects early stage technology companies in Israel, Europe and the USA to European corporates looking to accelerate their technology competitiveness. PEV provides us with an early sight of the advance of the newest innovations.

Flexible and opportunistic

Although we have an established investment process and target profile, we are open to complex or difficult transactions where a high degree of flexibility and adaptation is required:

  • Growth equity, platform buy and build or buyout strategies
  • Staged investments and exits
  • Minority investments or development capital
  • Upside sharing tailored to parties’ objectives
  • Potential lower initial investment threshold for roll-ups if complementary businesses are readily available for follow-on investment.

Our wider portfolio

Our other portfolios include:

  • A globally diversified capital market portfolio.
  • A real estate portfolio and property development activity.

A Venture Capital fund partner – Planven Entrepreneurial Ventures (PEV). PEV connects early stage technology companies in Israel, Europe and the USA to European corporates looking to accelerate their technology competitiveness. PEV provides us with an early sight of the advance of the newest innovations.

Flexible and opportunistic

Although we have an established investment process and target profile, we are open to complex or difficult transactions where a high degree of flexibility and adaptation is required:

  • Growth equity, platform buy and build or buyout strategies
  • Staged investments and exits
  • Minority investments or development capital
  • Upside sharing tailored to parties’ objectives
  • Potential lower initial investment threshold for roll-ups if complementary businesses are readily available for follow-on investment.

Flexible and opportunistic

Although we have an established investment process and target profile, we are open to complex or difficult transactions where a high degree of flexibility and adaptation is required:

  • Growth equity, platform buy and build or buyout strategies
  • Staged investments and exits
  • Minority investments or development capital
  • Upside sharing tailored to parties’ objectives
  • Potential lower initial investment threshold for roll-ups if complementary businesses are readily available for follow-on investment.

Our wider portfolio

Our other portfolios include:

  • A globally diversified capital market portfolio.
  • A real estate portfolio and property development activity.

A Venture Capital fund partner – Planven Entrepreneurial Ventures (PEV). PEV connects early stage technology companies in Israel, Europe and the USA to European corporates looking to accelerate their technology competitiveness. PEV provides us with an early sight of the advance of the newest innovations.

Our wider portfolio

Our other portfolios include:

  • A globally diversified capital market portfolio.
  • A real estate portfolio and property development activity.

A Venture Capital fund partner – Planven Entrepreneurial Ventures (PEV). PEV connects early stage technology companies in Israel, Europe and the USA to European corporates looking to accelerate their technology competitiveness. PEV provides us with an early sight of the advance of the newest innovations.

OUR PEOPLE

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WHO WE ARE

OUR PEOPLE

OUR PARTNERS

WHO WE ARE

OUR PEOPLE

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WHO WE ARE

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