Portfolio

Currently, Ufenau Capital Partners manages the following portfolio:

Company Country Sector Branch
LAVATIOGermanyBusiness ServicesTextile ServicesAugust 2018

Kurzinformationen

Country I Germany

Sector I Textile Services

Ownership I 79%

Employees I >100

Website I  www.kruppert.de

Initialinvestment: 

Swiss IT SecuritySwitzerlandBusiness ServicesIT-SecurityNovember 2017

Fast Facts

Country I Switzerland

Sector I Business Services

Ownership I 60%

Number of employees I >200

Website I  www.sits-group.ch

Initial Investment

Add-On Investments

RC Restaurant ConceptsSwitzerlandEducation & LifestyleFood & BeverageJuly 2017

Fast Facts

Country I Switzerland

Sector I Education & Lifestyle

Ownership I 83%

Number of employees I 200

Initial Investment

AltanoGermanyHealthcareveterinary medicineJanuary 2017

Fast Facts

Country I Germany

Sector I Healthcare

Ownership I 75%

Number of employees I >350

Website I www.altano-gruppe.de

Initial Investment

Add-On Investments

CoriusSwitzerlandHealthcareDermatologyJanuary 2017

Fast Facts

Country I Switzerland

Sector I Healthcare

Ownership I 88.5%

Number of employees I >150

Website I www.corius.ch

Corius 

Initial Investment

Add-On Investments

 

 

Kanalservice HoldingSwitzerlandBusiness ServicesSewer ServicesDecember 2016

Fast Facts

Country I Switzerland

Sector I Business Services

Ownership I 80%

Number of employees I 240

Website I www.moekah.ch

Initial Investment

Add-On Investments

Doktorhuus GroupSwitzerlandHealthcareGeneral MedicineJune 2016

Fast Facts

Country I Switzerland

Sector I Healthcare

Ownership I 100%

Number of employees I >80

 

 

Initial Investment

 

Add-On Investments

 

 

 

Fair Damage ControlGermanyBusiness ServicesClaim Management2015

Fast Facts

Country I Germany

Sector I Financial Services

Ownership I 77,2%

Number of employees I >250

Website I www.fairdamage.de

Initial Investment

 

Add-On Investments

 

 

Trans Europa ExpressSwitzerlandBusiness ServicesTrain operating servicesApril 2015

Fast Facts

Country I Switzerland

Sector I Business Services

Ownership I 70%

Number of employees I >1000

Website I www.tex-holding.com

Initial Investment

Add-On Investments

Intelligent Repair SolutionsGermanyBusiness ServicesSmart RepairSeptember 2014

Fast Facts

Country I Germany, Denmark, Sweden, Switzerland

Sector I Business Services

Ownership I 77,5%

Number of employees I  >1'500

Website I www.intelligent-repair-solutions.de

 

 

Initial Investment 

Add-On Investments

Exited companies

Excerpt of realized investments of Ufenau Capital Partners:

NRW Building TechnologyGermanyBusiness ServicesHVAC

Fast Facts

Country I Germany

Sector I Business Services

Ownership I 86%

Number of employees I >>600

 

Roth BrandschutzSwitzerlandBusiness ServicesFire ProtectionJune 2014

Fast Facts

Country I Switzerland

Sector I Business Services

Number of employees I 320

Website I www.rothgruppe.ch

Ibis AcamAustriaEducation & LifestyleEducationFebruar 2012

Fast Facts

Country I Austria

Sector I Education & Lifestyle

Number of employees I 811

Website I www.ibisacam.at

HäslerSwitzerlandBusiness servicesHVACFebruar 2014

Fast Facts

Country I Switzerland

Sector I Business Servies

Number of employees I 140

Website I www.haesler-ag.ch

CopytrendSwitzerlandBusiness ServicesReprographyJuni 2014

Fast Facts

Country I Switzerland

Sector I Business Services

Number of employees I 70

Website I www.copytrend.ch

blau MobilfunkGermanyBusiness ServicesMobile Communication

Fast Facts

Country I Germany

Sector I Education & Lifestyle

Number of employees I 108

Website I www.blau.de  

AssonaGermanyFinancial SerivcesInsurance

Fast Facts

Country I Geramany 

Sector I Business Services

Number of employees I >100

Website | www.assona.com

Realtime TechnologyGermanyEducation & LifestyleSoftwareSeptember 2012

Fast Facts

Country I Germany

Sector I Business Services

Number of employees I 754

Website I www.rtt.ag

DEAGGermanyEducation & LifestyleEntertainmentSeptember 2012

Fast Facts

Country I Germany

Sector I Business Services

Number of employees I 205

Website I www.deag.de

Seven PrinciplesGermanyBusiness ServicesIT-ConsultingSeptember 2013

Kurzinfo

Country I Germany

Sector I Business Services

Number of employees I 631

Website I www.7p-group.com

Investments Case studies

Case Study 1NRW 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 

 

 

 

 

 

 

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

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%
  • The operative profit quadrupled from EUR 5.3m (2014) to EUR >20m (2017)
  • 5 add-on acquisitions realized
  • Geographical expansion within Germany as well as into Austria and Switzerland
  • Number of employees increased from 350 to 600
Case Study 2Roth 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

 

 

 

 

 

 

“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

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

  • Under Ufenau’s Ownership, the revenue of Roth grew by 67%
  • 4 add-on acquisition realized
  • Extension of service business through specialized software tools
  • Geographic expansion into Western- and Eastern Switzerland
  • Number of employees grew from 198 to 320
Case Study 3Copytrend

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

 

 

 

 

 

 

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

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

  • Under Ufenau Capital’s ownership, the revenues of Copytrend grew by 31%
  • Successful completion of 2 strategic acquisitions
  • Geographical expansion into central Switzerland
  • Growth in number of sites from 9 to 11
  • Number of employees increased from 46 to 70
Case Study 4Häsler

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 

 

 

 

 

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

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

  • Under Ufenau Capital’s ownership, the revenues of Häsler grew by 42%
  • Successful completion of 3 strategic acquisitions
  • Expansion of the service business
  • Geographical expansion
  • Number of employees increased from 100 to 140
Case Study 5Ibis Acam Holding

PROFILE

  • Leading privately held training and education provider 
  • 80 branches in Austria and Germany
  • Sales growth of 11% under Ufenau Capital

  • Number of employees increased from 667 to 811

  • 2 add-on investments realized

 

 

 

 

 

 

"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