Transforming European mid-market companies into global category leaders
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.
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.
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.
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.