München has emerged as a premier hub for private equity firms, with powerhouses like Allianz Capital Partners, Montana Capital Partners, and AURELIUS Equity Opportunities driving innovative investment strategies. The city’s robust financial ecosystem, skilled talent pool, and strategic location in Bavaria make it an ideal breeding ground for private equity success. Professionals seeking deeper insights into this dynamic landscape can explore the thriving community at alexejpikovsky.com/community.
Allianz Capital Partners
Investment Style: Allianz Capital Partners focuses on private equity, infrastructure, and renewable energy investments, aiming for long-term value creation. The firm invests globally, often in mature companies with solid cash flow and potential for strategic value enhancement.
Portfolio Companies: Portfolio includes companies like GasNet, a gas distribution network in the Czech Republic, and Elenia, a Finnish electricity distribution network.
Founding Date: 1998
Number of Investment Professionals: Over 100
Assets Under Management: Approximately €34 billion
Key Investment Professionals:
- Andreas Utermann, CEO: Focuses on strategic direction and expansion of Allianz Capital Partners’ global investment activities.
- Christian Fingerle, Chief Investment Officer: Responsible for overseeing investment strategies across private equity, infrastructure, and renewable energy.
Recent Exits:
- Exited investment in Breitling, a Swiss luxury watchmaker, through a sale to Partners Group.
Recent Investments:
- Invested in the renewable energy sector with a focus on wind farms in Northern Europe.
Office Locations:
- München (Headquarters): Seidlstraße 24-24a, 80335 München.
- Additional Offices: London, Singapore, New York.
Website: www.allianzcapitalpartners.com
Quote: “Our investment philosophy is deeply rooted in creating sustainable value for our stakeholders while contributing to a positive impact on society and the environment.” – Andreas Utermann, CEO
Montana Capital Partners
Investment Style: Montana Capital Partners specializes in the secondary market, focusing on complex transactions including tail-end portfolios, fund restructurings, and single asset deals. They also engage in primary fund investments and co-investments.
Portfolio Companies: The firm typically invests indirectly in a wide range of companies through its secondary market transactions.
Founding Date: 2011
Number of Investment Professionals: Approximately 30
Assets Under Management: Approximately €2.7 billion
Key Investment Professionals:
- Dr. Christian Diller, Founder and Managing Partner: Drives the strategic direction and oversees the investment activities of the firm.
- Axel Hansing, Managing Partner: Focuses on the firm’s investment strategy and execution.
Recent Exits:
- Exited several mature secondary portfolios as part of their ongoing portfolio management strategy.
Recent Investments:
- Invested in a diversified portfolio of private equity funds through secondary market transactions.
Office Locations:
- München (Headquarters): Nymphenburger Straße 1, 80335 München.
- Additional Offices: Baar, Switzerland.
Website: www.mcp.eu
Quote: “Our expertise in the secondary market allows us to provide liquidity solutions that are tailored to the specific needs of our clients, offering them unparalleled flexibility and value.” – Dr. Christian Diller, Founder and Managing Partner
AURELIUS Equity Opportunities SE & Co. KGaA
Investment Style: AURELIUS Equity Opportunities focuses on acquiring companies with operational improvement potential, often distressed companies or corporate spin-offs. Their approach is hands-on, aiming to enhance operational efficiencies and create sustainable growth.
Portfolio Companies: AURELIUS’s portfolio includes GHOTEL Group (hotel operator), and HanseYachts (yacht manufacturer), among others.
Founding Date: 2006
Number of Investment Professionals: Over 60
Assets Under Management: Approximately €1.5 billion
Key Investment Professionals:
- Dirk Markus, Co-Founder and CEO: Leads the strategic vision and operational improvements across the portfolio.
- Falk Schweitzer, Managing Director: Oversees the investment management and operational improvements for portfolio companies.
Recent Exits:
- Sale of Solidus Solutions, a leading European fiber-based sustainable packaging manufacturer, to Centerbridge Partners.
Recent Investments:
- Acquired McKesson UK, a healthcare and pharmaceutical company, to strengthen their healthcare portfolio.
Office Locations:
- München (Headquarters): Ludwig-Ganghofer-Straße 6, 82031 Grünwald.
- Additional Offices: London, Stockholm, Madrid, Amsterdam.
Website: www.aureliusinvest.com
Quote: “Our ability to transform and revitalize underperforming businesses distinguishes us in the private equity landscape.” – Dirk Markus, Co-Founder and CEO
Golding Capital Partners
Investment Style: Golding Capital Partners specializes in alternative investments, particularly private equity, private debt, and infrastructure. They focus on fund investments and co-investments, providing institutional investors with diversified and robust investment solutions.
Portfolio Companies: The firm invests through funds in a diversified range of industries, typically not directly holding companies.
Founding Date: 2000
Number of Investment Professionals: Over 100
Assets Under Management: Approximately €12 billion
Key Investment Professionals:
- Jeremy Golding, Founder and Managing Partner: Guides the overall strategic direction of the firm, leveraging decades of industry experience.
- Harald Klöpfer, Managing Director: Leads the private equity investment activities, focusing on fund selections and co-investments.
Recent Exits:
- Exits are typically through the underlying funds in which they invest.
Recent Investments:
- Committed to several renewable energy infrastructure funds as part of their sustainability strategy.
Office Locations:
- München (Headquarters): Seidlstraße 24-24a, 80335 München.
- Additional Offices: Luxembourg, Zurich, New York.
Website: www.goldingcapital.com
Quote: “We offer our investors access to high-quality, diversified alternative investment opportunities, carefully selected to optimize risk and return.” – Jeremy Golding, Founder and Managing Partner
Target Partners
Investment Style: Target Partners is focused on early-stage technology investments, particularly in the enterprise software, internet, and communication technology sectors. They look for innovative technology companies with strong growth potential.
Portfolio Companies: Includes companies like SimScale (cloud-based engineering simulation), Celonis (process mining and execution management), and Dedrone (airspace security platform).
Founding Date: 2000
Number of Investment Professionals: Approximately 10
Assets Under Management: Approximately €300 million
Key Investment Professionals:
- Jim H. Mills, Partner: Specializes in early-stage technology investments and plays a critical role in portfolio development.
- Kurt Müller, Managing Partner: Focuses on guiding the strategic growth and development of technology startups.
Recent Exits:
- Exited predictive analytics company Celonis through a successful IPO.
Recent Investments:
- Invested in multiple SaaS companies focusing on artificial intelligence and machine learning innovations.
Office Locations:
- München (Headquarters): Maximilianstraße 35, 80539 München.
Website: www.targetpartners.de
Quote: “Our commitment to nurturing innovative technology companies is what sets us apart in the venture capital landscape.” – Kurt Müller, Managing Partner
EMH Partners
Investment Style: EMH Partners is a leading private equity firm focused on investing in small and medium-sized enterprises (SMEs) in the DACH region, with a strong emphasis on digital transformation and growth.
Portfolio Companies: Includes companies like Brainlab (medical technology), Native Instruments (music software and hardware), and Occhio (lighting solutions).
Founding Date: 2010
Number of Investment Professionals: Over 30
Assets Under Management: Approximately €1 billion
Key Investment Professionals:
- Maximilian Seitz, Managing Partner: Focuses on investment strategy and enhancing portfolio company value through strategic initiatives.
- Sebastian Kuss, Managing Partner: Drives the firm’s investment decisions and portfolio management activities.
Recent Exits:
- Exited Gastrohero, an online supplier of professional kitchen equipment, to a strategic buyer.
Recent Investments:
- Invested in MedTech company Temedica to drive digital health innovations.
Office Locations:
- München (Headquarters): Theatinerstraße 14, 80333 München.
Website: www.emh.com
Quote: “Our approach to partnering with entrepreneurs and management teams to drive digital transformation and growth distinguishes us in the private equity landscape.” – Maximilian Seitz, Managing Partner
YIELCO Investments AG
Investment Style: YIELCO Investments specializes in alternative investments, focusing on infrastructure, private debt, and private equity. Their strategy involves creating diversified portfolios aimed at institutional investors, emphasizing risk-adjusted returns.
Portfolio Companies: Invests indirectly through funds, focusing on diversified sectors such as energy, industrials, and financial services.
Founding Date: 2011
Number of Investment Professionals: Over 25
Assets Under Management: Approximately €4 billion
Key Investment Professionals:
- Dr. Klaus Petersen, Co-Founder and Managing Partner: Directs the strategic initiatives and manages client relationships.
- Michael Schad, Managing Partner: Oversees investment management and portfolio construction.
Recent Exits:
- Exits occur through the fund managers within whose funds they have invested.
Recent Investments:
- Committed to various infrastructure funds focusing on sustainable energy projects.
Office Locations:
- München (Headquarters): Ohmstraße 12, 80802 München.
Website: www.yielco.com
Quote: “Our diversified approach to alternative investments provides our clients with unique opportunities for stable, long-term growth.” – Dr. Klaus Petersen, Co-Founder and Managing Partner
Quadriga Capital
Investment Style: Quadriga Capital focuses on buyouts and growth investments in mid-sized companies in the DACH region. Their investment strategy emphasizes operational improvements and sustainable value creation.
Portfolio Companies: Includes companies like LR Health & Beauty (direct selling cosmetics), and Deutsche Fachpflege Gruppe (intensive care services).
Founding Date: 1990
Number of Investment Professionals: Over 20
Assets Under Management: Approximately €1 billion
Key Investment Professionals:
- Dr. Philipp von Hammerstein, Managing Partner: Drives long-term strategy and value creation for portfolio companies.
- Dr. Heiko Witt, Partner: Focused on enhancing operational efficiencies and executing growth strategies.
Recent Exits:
- Exit of BioMed Healthcare through sale to a strategic buyer.
Recent Investments:
- Invested in digital health company to expand their healthcare portfolio.
Office Locations:
- München (Headquarters): Theatinerstraße 14, 80333 München.
- Additional Offices: Frankfurt.
Website: www.quadriga-capital.de
Quote: “We focus on growing businesses sustainably and improving operations to create significant value for our investors.” – Dr. Philipp von Hammerstein, Managing Partner
Brockhaus Private Equity
Investment Style: Brockhaus Private Equity specializes in growth capital and buyouts within middle-market technology-driven companies. Their approach is centered on enhancing operational efficiencies and scaling businesses for sustainable growth.
Portfolio Companies: Includes companies such as Synova (industrial laser systems) and SensoMotoric Instruments (eye-tracking devices).
Founding Date: 2000
Number of Investment Professionals: Approximately 15
Assets Under Management: Approximately €600 million
Key Investment Professionals:
- Dr. Marco Brockhaus, CEO and Founder: Leads investment strategies and strategic growth initiatives for portfolio companies.
- Stefan Niggemeier, Partner: Focuses on operational improvements and scaling growth in technology sectors.
Recent Exits:
- Exited investment in SensoMotoric Instruments through sale to Apple Inc.
Recent Investments:
- Invested in a high-growth SaaS company to expand their technology portfolio.
Office Locations:
- München (Headquarters): Maximilianstraße 35c, 80539 München.
Website: www.brockhaus-pe.com
Quote: “Our deep expertise in technology-driven industries allows us to partner effectively with visionary entrepreneurs to scale their businesses.” – Dr. Marco Brockhaus, CEO and Founder
CUBE Infrastructure Managers
Investment Style: CUBE Infrastructure Managers focuses on investments in infrastructure and energy sectors, emphasizing sustainable energy, transport, and digital infrastructure. They aim to support lifecycle value creation in essential service sectors.
Portfolio Companies: Includes investments in companies like Idex (energy efficiency solutions) and GETEC Group (energy services provider).
Founding Date: 2007
Number of Investment Professionals: Over 40
Assets Under Management: Approximately €3 billion
Key Investment Professionals:
- Henri Piganeau, Managing Partner: Focuses on strategic direction and expanding the firm’s infrastructure portfolio.
- Jérôme Jeauffroy, Managing Partner: Leads investment strategy and portfolio development in energy and transport sectors.
Recent Exits:
- Exited investment in Idex through sale to Antin Infrastructure Partners.
Recent Investments:
- Committed to a large European renewable energy project, enhancing their sustainability footprint.
Office Locations:
- München (Headquarters): Maximilianstraße 2, 80539 München.
- Additional Offices: Luxembourg, Paris.
Website: www.cubeinfrastructure.com
Quote: “By investing in essential infrastructure, we aim to provide sustainable and innovative solutions that meet the evolving needs of our communities.” – Henri Piganeau, Managing Partner
Conclusion
München’s private equity landscape continues to evolve, presenting dynamic opportunities for strategic investors. As the city maintains its position as a key financial hub, firms here demonstrate remarkable adaptability and sophisticated investment models. The intricate network of PE firms reflects Munich’s economic strength and innovative potential.
Want to dive deeper into the world of business exits and acquisitions? Subscribe to my YouTube channel @alexejpikovsky for weekly insights that will help you understand how successful entrepreneurs optimize their exit strategies.