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 value creation 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 value creation 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 advantageExhibit low cyclicalityServe long-term customer demand with a clear customer USPDemonstrate high sustainable return on capital employedShow resilience to, or the ability to unlock the potential of disruptive changeHave 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.
