Investment Strategy

Transforming European mid-market companies into global category leaders

What does our ideal investment look like?

Our focus is on mid-market companies, where we can deploy equity tickets in the range of €50 to €200 million

We have a preference for majority investments but do also consider minority tickets and co-investments. 

As we prefer to be close to management to maintain a healthy dialogue, our main focus is on companies based in Europe.

Thematic Conviction & Asset Profile

We focus our capital and conviction on two core sectors: Consumer and Business Services. Our strategy is predicated on identifying companies that are leaders in growing segments. We seek out businesses defined by defensible market positions and high revenue visibility. A key component of our thesis is scalability; we appreciate assets that can serve as robust buy-and-build platforms, allowing us to consolidate fragmented markets and drive efficient growth.

Value Creation & Management Partnership

We believe that great companies are built by great people. We partner with passionate, focused management teams and actively encourage a culture of management ownership to ensure our interests are fully aligned. Beyond capital, we act as a strategic catalyst for international expansion. Whether through organic market entry or transformative M&A, we leverage our global network to help portfolio companies evolve from regional success stories into international category leaders. This hands-on partnership is central to our value proposition, bridging the gap between local potential and global scale.

Investment Mandate & Deployment

Our focus is centred on the European mid-market, where we can maintain the close, active dialogue with management that our model requires. Our sweet spot is equity tickets of €50 to €200 million, though we retain flexibility on either end for the right opportunity. We primarily target profitable companies with proven business models, while selectively assessing high-conviction growth-stage opportunities. Our preference is to lead as a majority shareholder to drive strategic momentum, but we are agile in our approach and will structure minority investments or co-investments when the partnership dynamics support long-term value creation.