INVESTMENT FOCUS

SECTORS

  • Industrial, manufacturing and service industry focus
  • No real estate, financial services or start-ups

GEOGRAPHIES

  • Companies headquartered in the DACH region (Germany, Austria and Switzerland)
  • Preferably with international production and distribution networks

COMPANY SIZE

  • Small and medium-sized enterprises (SMEs)
  • Minimum revenue of €20 million
  • Minimum enterprise value of €10 million

COMPANY SITUATIONS

  • Turnarounds, carve-outs, spin-offs, insolvencies, restructurings
  • Succession solutions
  • Complex ownership or stakeholder structures within buyouts or growth transactions

VALUE CREATION STRATEGY

  • Restructuring and refinancing – more efficient capital structures, working capital optimisation
  • Operational improvements – organic growth, cost rationalisation, sales initiatives
  • Buy & build – synergy realisation, expansion of customer base, geographic footprint
  • Strategic positioning – sustainable value creation, creation of leaders, careful exit positioning

INVESTMENT CRITERIA

As a rule, participation requests to VMS should meet two of the following operational requirements:

hakerl

Ability to become
a leading player
in their respective
market segment

hakerl

Valuable core products
or customer know-how,
and identifiable
growth potential

hakerl

Operating in stable
but fragmented markets
that offer
consolidation potential

EXIT CRITERIA

Image

After achieving a sustainable operational increase in value

Image

After increasing the competitive position and market share

Image

With further capital requirements for greater business growth