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Overview of Investment Criteria |
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Solutions
| Succession Financing, Management Buyout/Buyin, Sale of Shareholdings (Changes in the Shareholders’ Structure), expansion/growth financing | | Participation Type | minority or majority participations | Form of Financing | primarily with equity capital | | Transaction Size | medium size transactions | | Yearly turnover | between CHF 10 million and CHF 150 million | | Cash Flow | sustainable, positive cash flows, good profitability level | | Geographic Focus | Switzerland and bordering countries | Industry Focus
| generally open, specifically interested in industry-, micro- and medical-technology, processing- and material technology, information technology and certain selected services | Market
| attractive market (growth and/or margins) with limited substitutes | Positioning
| strong market position, known brand, high quality products and services, clear core capabilities | Management
| Professional management, track record, industry experience and willingness to work together | | Involvement | active participation on the board | | Collaboration | True partnership with necessary contractual arrangements |
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Additional Information:
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