Baar, Switzerland, has emerged as a prime location for private equity firms, attracting global investment powerhouses like Partners Group and Capvis Equity Partners. These firms leverage the city’s strategic positioning, favorable tax environment, and robust financial infrastructure. With over $141 billion in assets under management, Partners Group and Capvis demonstrate Baar’s significance in the private equity landscape. Investors seeking to explore this dynamic ecosystem can join a thriving community of industry leaders at alexejpikovsky.com/community.
Partners Group
Investment Style: Partners Group focuses on direct, secondary, and primary private equity investments, specializing in transformative growth and value-driven strategies. They invest in mature businesses with potential for operational improvements and strategic expansion across a variety of sectors including consumer, healthcare, and technology.
Portfolio Companies: Their portfolio includes companies like Ammega (lightweight conveyor belting solutions), Cerba HealthCare (medical laboratory testing), GlobalLogic (digital product engineering services), and Vermaat (premium hospitality services).
Founding Date: 1996
Number of Investment Professionals: Over 1,500 employees globally
Assets Under Management: Approximately $146.9 billion
Key Investment Professionals and Contributions:
- David Layton, Chief Executive Officer: Oversees the firm’s operational and strategic direction, contributing to its growth and success in private equity investments.
- André Frei, Partner and Chairman of Sustainability: Focuses on integrating sustainability into the investment process and enhancing value creation.
- Steffen Meister, Executive Chairman: Leads the Board of Directors and is pivotal in shaping the firm’s strategic initiatives.
Recent Exits:
- GlobalLogic to Hitachi for $9.6 billion, demonstrating significant value creation through digital engineering capabilities.
- Foncia, a leading French property management services provider, exited through a strategic sale.
Recent Investments:
- NVA (National Veterinary Associates), a leading global veterinary services provider.
- Murphy Group, a leading infrastructure and construction company.
Office Locations:
- Baar (Headquarters): Zugerstrasse 57, 6341 Baar, Switzerland
- Additional Offices: New York, San Francisco, London, Singapore, Tokyo, Sydney, and others globally.
Website: www.partnersgroup.com
Quote: “At Partners Group, we prioritize transformative growth and sustainability to create lasting value for our portfolio companies and stakeholders.” – David Layton, Chief Executive Officer
Capvis Equity Partners
Investment Style: Capvis Equity Partners specializes in mid-market buyouts in German-speaking Europe. The firm focuses on acquisitions in the industrials, consumer, and healthcare sectors, implementing strategic and operational improvements to drive growth and enhance value.
Portfolio Companies: Capvis’ portfolio includes Kaffee Partner (coffee solutions for businesses), arena (swimwear and equipment), and Thermamax (high-temperature insulation solutions).
Founding Date: 1990
Number of Investment Professionals: Over 30
Assets Under Management: Approximately €3 billion
Key Investment Professionals and Contributions:
- Daniel Flaig, Managing Partner: Responsible for leading strategic investments and overseeing portfolio development.
- Christian Meier, Partner: Focuses on enhancing operational performance and strategic growth of portfolio companies.
Recent Exits:
- Vocational education and training provider, exit through strategic sale.
- Acino, a pharmaceutical company, exited to a strategic buyer.
Recent Investments:
- Invested in Bauwerk Boen, a leading wood flooring manufacturer.
- Acquired a majority stake in Tertianum, a market leader in Swiss senior residences and care services.
Office Locations:
- Baar (Headquarters): Baarerstrasse 95, 6300 Zug, Switzerland
- Additional Offices: Frankfurt
Website: www.capvis.com
Quote: “We believe in unlocking the full potential of mid-sized companies through our deep industry expertise and commitment to operational excellence.” – Daniel Flaig, Managing Partner
Conclusion
Private equity firms in Baar represent a dynamic ecosystem of strategic financial management. Their ability to transform and optimize businesses continues to shape the regional economic landscape. As the market evolves, these firms demonstrate remarkable adaptability and precision in navigating complex financial terrains.
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