Portfolio

Current portfolio and realized investments of Ufenau Capital Partners.

Portfolio
FILTER:
Matrix
Germany IT-Services June 2020

With 200 employees and more than 2.000 successfully completed projects, matrix technology AG is one of the leading specialists for planning, development, management, and operation of business-critical IT systems for international corporations and sophisticated medium-sized enterprises.

Country: Germany

Sector: IT-Consulting and Outsourcing

Strategy: Buy-&-Build

Website: https://www.matrix.ag/

IKOR
Germany, Serbia, Austria, Poland IT Services April 2020

IKOR is a technology consultancy and integration specialist founded in 1997, focused on SAP and Guidewire implementation and adaptation. Operating with more than 200 employees in Hamburg, Essen, Cologne, Belgrade, Vienna and Warsaw, IKOR serves its customers mainly in the German speaking parts of Europe. The customer base includes commercial banks, insurance, and industrial companies.

Country: Germany, Serbia, Austria, Poland

Sector: IT Services & ERP Implementation

Strategy: Buy-&-Build

Website: http://www.ikor.de/

INTEGR8
Germany Digital Marketing November 2019

INTEGR8 is a digital agency, combining strategy, creation, marketing and technology. The company was founded in 2014 and has 50 highly qualified employees. Based on the interdisciplinary service approach as well as digital processes and automated workflows, INTEGR8 is well positioned to achieve further growth and is the ideal basis for the planned Buy-&-Build strategy. The customer base includes both international corporates as well as medium-sized companies.

Country: Germany

Sector: Business Services

Strategy: Buy-&-Build

Website: https://www.integr8.com/

Garla Gruppe
Switzerland GARDENING, LANDSCAPING July 2019

The GarLa Group, with its subsidiary Erni Gartenbau und Planung AG, offers its customers high-quality gardening and landscaping services. The company also has proven expertise in natural pool facilities and swimming ponds. Today, the company has a leading regional market position in German-speaking Switzerland with an excellent reputation.The customer base mainly consists of private customers as well as corporate clients and public institutions, who count on the reliability and experience the firm brings to its projects. The group is essential to consolidate the highly fragmented horticultural and landscaping market in the D/A/CH region through a buy & build strategy.

Country: Switzerland

Sector: Business Services

Strategy: Buy-&-Build

Website: https://garla-gruppe.ch/

Intelligent Repair Solutions
Germany, Denmark, Sweden, Belgium, Switzerland SMART REPAIR April 2019

Intelligent Repair Solutions’ initial investment, Dent Wizard, was founded in the USA in 1983. Today’s market leader in SMART* repair has been active in Germany since 1997. Via an active buy-&-build strategy, the Group could establish as market leader for car body repair and paint services, Smart repair, hail damage removal as well as interior and rim repair. Customers are car dealers, fleet operators, leasing as well as all major insurance companies and claim managers. The Group is active in Germany, Sweden, Denmark, Belgium and Switzerland. The service portfolio is divided in three divisions:

Smart Repair: Dent removal without painting, vehicle reconditioning, cosmetic rim repair and refurbishment of the interior
Body Repair & Paint: Collision repair (car body as well as paint services) and maintenance
Hail Event: Process management and repair of hail damages.

The Group’s 2’000 employees are active both in 140 permanent sites as well as via mobile service units.

Country: Germany, Denmark, Sweden, Belgium, Switzerland

Sector: Business Services

Strategy: Buy-&-Build

Hanseatic Power Service GmbH
Germany MAINTENANCE February 2019

Hanseatic Power Service GmbH is an internationally active service company for repair, overhaul and maintenance of generators, electric motors and electrical systems. Founded in 1960 in Northern Germany, the company offers with its 60 employees highly specialised services for the shipping, shipyard, industrial and energy supply sectors. In addition, Hanseatic Power Service GmbH advises its customers individually on the use and installation of technology and product variants and accompanies projects from the clarification of requirements through repair to plant monitoring.

Country: Germany

Sector: Business Services

Strategy: Buy-&-Build

Website: https://www.gmeserv.de/

European AV Group
Germany AUDIO- & VIDEO TECHNOLOGY January 2019

The European AV Group positions itself in the Benelux, Germany and Switzerland as a leading value-added distributor for professional audio and video technology. 100 employees, together with long-standing partners, offer solutions for the entire signal chain. The core competencies of the company are next to the distribution of well-known and worldwide leading brands such as AKG, JBL, AMX, Genelec, Panasonic and Samsung the high consulting and service competence with its own training academy, marketing expertise and excellent relationship management with manufacturers, integrators and dealers. The aim is to continue to grow in the European market and to offer high-quality products and services in the professional audio and video sector across the board.

Country: Germany

Sector: Business Services

Strategy: Buy-&-Build

Website: https://www.audiopro.de/

Lavatio
Germany TEXTILE SERVICES May 2018

The initial investment of Lavatio, Kruppert Group, is a leading textile rental and laundry service provider for hotels, restaurants and caterers (HoReCa sector) in Germany and Switzerland. Since its foundation in 1974, the family-run company has emerged into a full-service provider with one of the most modern and state-of-the-art industrial laundry facilities in Germany.

Country: Germany

Sector: Textile Services

Strategy: Buy-&-Build

Website: http://www.kruppert.de/

Swiss IT Security
Switzerland IT-SECURITY November 2017

Swiss IT Security was established to build an international group of companies for IT-security and IT- infrastructure services. The aim of this group is to combine multiple IT-specialists in the D/A/CH region, increasing the customer value for 24/7 IT-security support services, managed security services as well as for consulting, planning and implementation of IT-security architectures.

Country: Switzerland

Sector: Business Services

Strategy: Buy-&-Build

Website: https://www.sits-group.ch/de

Altano
Germany VETERINARY MEDICINE June 2017

Altano is an equine clinic group in the German-speaking countries. Up to this point, patients of more than 50,000 customers are treated annually in the clinics of the Altano Group. The aim of the group is to combine several equine clinics and practices in the D/A/CH region in order to reach its most important objective of providing its medical services to its patients faster and with even better quality.

Country: Germany

Sector: Healthcare

Strategy: Buy-&-Build

Website: https://altano-gruppe.de/de

Kanalservice Holding
Switzerland SEWER SERVICES March 2017

The initial platform investment of Kanalservice Holding, MÖKAH AG was founded in 1958 and today is the leading sewer servicing company in the Canton of Zurich and Eastern Switzerland. Meanwhile, Kanalservice Group has expanded into Germany and employs over 240 people. The company offers its clients sewer cleaning, inspection, renovation (especially with the hose lining system), suction as well as surface cleaning services. As a full-service provider, Kanalservice Group also provides the appropriate disposal of the collected oil and sludge. The client base of Kanalservice Group includes private customers such as property and facility managers, hospitals or retailers as well as public customers such as cities and municipalities.

Country: Switzerland

Sector: Business Services

Strategy: Buy-&-Build

Website: https://www.moekah.ch/

Corius
Switzerland DERMATOLOGY January 2017

The Corius Group owns a clinic according to § 108 SGB V, which offers an ideal platform for establishing a practice group in the field of medical/aesthetic dermatology and phlebology/angiology.This is essential to consolidate the highly fragmented dermatology/angiology market in the G/CH market.

Country: Switzerland

Sector: Healthcare

Strategy: Buy-&-Build

Website: https://www.corius.ch/

Doktorhuus Gruppe
Switzerland GENERAL MEDICINE June 2016

Doktorhuus consists of 10 medical practices, specialized in gastroenterology, radiology and general medicine. The Group forms a regional champion in the outpatient healthcare market in the German-speaking region of Switzerland with 8 general medicine practices, one gastroenterology centre as well as one radiology centre. The company employs over 100 highly qualified employees and physicians.

Country: Switzerland

Sector: Healthcare

Strategy: Buy-&-Build

Website: https://doktor-huus.ch/

Fair Damage Control
Germany CLAIM MANAGEMENT September 2015

Founded in 2006, Faircheck Schadenservice, held via Fair Damage Control Holding (“FDC”), is a renowned and strongly growing provider of claim management and handling services in Germany. Headquartered in North Rhine-Westphalia, Faircheck has ~30 FTEs and a nationwide network of >300 insurance experts. The main focus of Faircheck are claims related to damages of properties. Its customers include more than 25 well-known insurance companies with which Faircheck has long-term partnerships.

Country: Germany

Sector: Financial Services

Strategy: Buy-&-Build

Website: https://fairdamage.de/

Trans Europa Express
Switzerland TRAIN OPERATING SERVICES April 2015

TEX Group was founded in 1997 and has today a leading market position as a service provider for the railway sector. The company has developed an excellent reputation as a reliable service provider and employs more than 900 people. Among TEX`s customers are all major private and national passenger and rail cargo operators. TEX Group operates in Germany, Switzerland, Austria and the Netherlands.

Country: Switzerland

Sector: Business Services

Strategy: Buy-&-Build

NRW Gruppe
October 2014

“During Ufenau’s ownership, NRW developed strongly and was able to further strengthen the regional presence in Germany.”
Heinz-Josef Rehms, CEO of NRW Group

 

PROFILE
Regional champion providing heating, ventilation and air conditioning system in North Rhine-Westphalia

7 sites in Germany, Austria and Switzerland

Output growth of 180% under Ufenau
Number of employees increased from 350 to 600

5 successful add-on acquisitions

 

SITUATION

The owner of NRW was seeking a partner to solve his succession and to continue the successful history of the company together with the current management team.

 

ENGAGEMENT OF UFENAU

Majority investment together with management
Successful succession of the former owner & leaving CEO
Structured search, execution and integration of attractive add-on acquisitions
Professionalization of accounting and controlling functions and operational processes
Active expansion of service offering as well as geographical expansion

DEVELOPMENT UNDER UFENAU’S OWNERSHIP

Sales growth of 180%
Strong increase in profitability
5 add-on acquisitions realized
International expansion to Germany, Austria and Switzerland
Number of employees increased from 350 to 600

Rehms Building Technology
Germany HVAC October 2014

The Rehms GmbH, based in Borken, North-Rhine Westphalia (Germany), was founded in 1939 and has a regional market leading position with an excellent reputation. This traditional family-run business with more than 400 employees is a regional provider of heating, ventilation, cooling and sanitation installation services as well as measurement & control systems.

Country: Germany

Sector: Business Services

Strategy: Buy-&-Build

Roth Brandschutz
July 2014

“I did not want to step short, but to strengthen myself with a good Partner. With Ufenau I am able to prepare my long-term succession.”
Stefan Blaser, CEO Roth Group

 

PROFILE

Specialized provider of fire protection, insulation as well as coating services
7 sites in the German-speaking and 2 in the French-speaking part of Switzerland

Sales growth of 67% under Ufenau

Number of employees increased from 198 to 320

4 successful add-on acquisitions

 

SITUATION

The majority owner and his team were seeking a strong partner to ensure their succession to continue the strong growth by implementing a Buy-&-Build strategy.

 

ENGAGEMENT OF UFENAU

Majority investment together with management
Structured research and execution of add-on acquisitions
Successful integration of the add-on acquisitions
Supplementing the Supervisory Board with two experienced Ufenau Industry Partner
Further professionalization of accounting and controlling as well as operational functions
Expansion and digitalization of operating business

 

DEVELOPMENT UNDER UFENAU’S OWNERSHIP

Sales growth of 67%
Strong increase in profitability
4 add-on acquisition realized
Geographic expansion into Western- and Eastern Switzerland
Number of employees grew from 198 to 320

Roth Brandschutz
Switzerland FIRE PROTECTION July 2014

Founded in 1958 in Gerlafingen (Solothurn), Roth Brandschutz is the leading Swiss provider of fire protection, insulation as well as painting / coating services with over 300 employees. Roth focusses on residential, industrial and commercial buildings. The company operates 9 sites in Bulle (Fribourg), Gerlafingen (Solothurn), Glovelier (Jura), Lausen (Basel-Land), Malters (Luzern), Rümlang (Zurich), Thundorf (Thurgau), Munchenbuchsee (Bern) und St. Gallen (St. Gallen)

Country: Switzerland

Sector: Business Services

Strategy: Buy-&-Build

Copytrend
August 2012

“Ufenau Capital Partners is an excellent partner – entrepreneurial minded and a helping hand with regard to operating challenges ”
Markus Bieri, CEO Copytrend

 

PROFILE

Specialist in reprography
11 sites in the northwest and western Switzerland

Sales growth of 31% under Ufenau Capital

Number of employees increased from 46 to 70

2 add-on investments realized

 

SITUATION

The owner of Copytrend was seeking a partner in the course of his succession to continue the successful history of the company together with the current management team.

 

ENGAGEMENT OF UFENAU CAPITAL

Majority investment together with the management
Successful handover from the owner who was withdrawing from the operating business to a new CEO
Further professionalization of the accounting and controlling function
Structured sourcing of attractive acquisition opportunities
Expansion of the operating business

 

DEVELOPMENT UNDER UFENAU CAPITAL’S OWNERSHIP

Sales growth of 31%
Strong increase in profitability
2 add-on acquisitions realized
Geographical expansion into central Switzerland
Number of employees increased from 46 to 70

Copytrend
Switzerland REPROGRAPHY August 2012

The company founded in 1970 is a specialized provider of CAD and graphic plotting as well as reprographic and scanning services. With its 11 sites across German- and French speaking Switzerland and 70 employees, Copytrend has a market leading position in the reprographic market in Switzerland.

Country: Switzerland

Sector: Business Services

Strategy: Buy-&-Build

Ibis acam
December 2011

“A gradual exit with an re-investment increases the acceptance of the succession from the entrepreneur, the management as well as the clients.”
Rafael Montibeller, CEO ibis acam

SITUATION

Both operationally active owners wanted to pursue further growth through acquisitions together with a strong partner while staying with the company.

ENGAGEMENT OF UFENAU CAPITAL

Majority investment together with the management
Establishment of more professional structures
Further professionalization of the accounting and controlling function
Active development of services and educational products
Structured sourcing of attractive acquisition opportunities
Internationalization strategy implemented

DEVELOPMENT UNDER UFENAU CAPITAL’S OWNERSHIP

Under Ufenau Capital’s ownership, the revenues of ibis acam grew by 11%
Strong increase in profitability
Successful completion of 2 strategic acquisitions
International expansion to Germany
Number of employees increased from 667 to 811

Häsler
December 2011

The Ufenau Capital Partners team is personable and trustworthy. Transparency and open communication were the basis of the transaction process”
Jörg Kaiser, CEO Häsler

 

PROFILE

Specilized in planing, building and renovating services for HVAC
10 sites in the northwestern region of Switzerland

Sales growth of 42% under Ufenau Capital

Number of employees increased from 100 to 140

2 add-on investments realized

 

SITUATION

In the course of his succession, the owner wanted to sell his shares to an experienced partner to further develop the company together with the management team and to supports further growth of the business.

 

ENGAGEMENT OF UFENAU CAPITAL

Majority investment together with the management
Extension of the board of directors with experienced industry partners of Ufenau Capital
Further professionalization of the accounting and controlling function
Structured sourcing of attractive acquisition opportunities
Expansion of the service business

 

DEVELOPMENT UNDER UFENAU CAPITAL’S OWNERSHIP

Sales growth of 42%
Strong increase in profitability
3 add-on acquisitions realized
Geographical expansion
Number of employees increased from 100 to 140

Häsler
Switzerland HVAC December 2011

The company plans, builds and refurbishes heating, ventilation and alternative energy systems in single and multi-family houses as well as industrial buildings. Häsler has a 25-year history and stands for a high standard of service. At exit, the company employs more than 140 people across 10 sites in northwestern Switzerland.

Country: Switzerland

Sector: Business Services

Strategy: Buy-&-Build

Ibis acam
Austria EDUCATION December 2011

ibis acam, headquartered in Vienna, was founded in 1981 and today is the leading privately owned provider of education and qualification services for adolescents, adults and school graduates as well as the integration of people with migration background into the Austrian labor market. The company employs more than 800 people and operates 80 sites in Austria and Germany. Annually, ibis acam serves more than 45’000 program participants.

Country: Austria

Sector: Education & Lifestyle

Strategy: Buy-&-Build

Assona
Germany INSURANCE February 2008

Assona, a former wholly-owned subsidiary of the leading IT-conglomerate Jamba, has established itself as a professional provider for specialized insurance products and offers protection plans and warranty extensions for electronics devices which are not covered by classic insurance solutions. The company sells its products with its strong and engaged sales team as well as through established contacts with distribution partners in Austria and Germany.

Country: Germany

Sector: Business Services

Strategy: Buy-&-Build

Blau Mobilfunk
Germany MOBILE COMMUNICATION July 2006

Blau Mobilfunk GmbH is operating in the dynamic market for discount mobile call services and is among the top 3 network-independent discount players Germany. In the mature German market for mobile communication, customers of Blau can make comparably low-priced calls without entering a long-term contract (typically 24 months) with one of the large carriers.

Country: Germany

Sector: Education & Lifestyle

Strategy: Buy-&-Build

Realtime Technology
Germany SOFTWARE November 2005

Realtime Technology AG (“RTT”) was founded in 1999 in Munich and develops and distributes high-quality 3D visualization software for industrial clients. RTT is specialized in virtual prototyping and virtual marketing. RTT has its roots in the automobile sectors and has since successfully developed a broad and renowned customer base.

Country: Germany

Sector: Business Services

Strategy: Buy-&-Build

DEAG
Germany ENTERTAINMENT February 2005

DEAG Deutsche Entertainment is a leading company in the European live entertainment market with subsidiaries in Germany, the UK and Switzerland. The company offers organizational services for concert tours in Europe and promotes concerts locally in large German, British and Swiss cities.

Country: Germany

Sector: Business Services

Strategy: Buy-&-Build

Seven Principles
Germany IT-CONSULTING January 2005

Seven Principles AG („7P“) is a strategic partner for interlinking processes, information and technologies. The services offered by the listed group range from IT-consulting, process and information management, ICT architecture, mobile solutions, SAP, software solutions to service operations. 7P’s services cover the entire process chain, from consulting to implementation and ongoing support services. The advantages for customers are in the more efficient use of infrastructure and the associated increase in competitiveness.

Country: Germany

Sector: Business Services

Strategy: Buy-&-Build