Company Profile

Description
Patrimonium Private Equity is one of the leading investment firms in the DACH region advising on buyout and growth investments in small and medium-sized companies. We aim to create value by actively partnering with business owners and their management to implement growth, buy & build, internationalization and digital transformation strategies. We seek majority or important minority stakes in companies active in industrial, consumer goods or services sectors and that support and benefit from technological and societal change. Patrimonium provides tailored solutions in the context of succession solutions, MBO/MBI’s, corporate spin-offs and expansion financings. The investment team is led by senior professionals with operational experience and supported by a network of industrial advisors. The team has advised on over 40 transactions deploying around CHF 500m in private equity investments in Switzerland, Germany and Austria. Patrimonium Private Equity is a subsidiary of Patrimonium Asset Management AG, an independent Swiss asset management group active in all areas of private markets: real estate, private debt, private equity and infrastructure investments. Patrimonium has around CHF 4.5bn assets under management and employs over 70 professionals in its offices in Crissier near Lausanne, in Zurich and in Baar in Switzerland.
Number of employees in Switzerland
10
Capital under Management
EUR 200m
Fund Names
Patrimonium Private Equity Fund SCSp
Number of Portfolio Companies
6
Examples of Portfolio Companies
TestSolutions (DE), B+G Schweiz (CH), Roth Gruppe (CH), Grouplink Holding (DE)
Year of Establishment
2017 (predecessor advisor 2001)

Investments

Type of Firm
Fund Management Company
Investment Stages
Buyout - Buyin, Expansion - Development Capital, Privatisation, Replacement Capital
Industrial Sectors
All
Geographical Focus
Austria, Germany, Switzerland
Type of Financing
Equity Financing, Majority Equity, Minority Equity

Investment preferences

Currency
-
Size of Investment
EUR 5-40m Equity
Funds available to invest
-
Minimum investment considered
-
Maximum investment considered
-