ALTERNATIVE FINANCING FORMS
FOR ENTREPRENEURS AND INVESTORS
FYB Company Profile

Bregal entrepreneurial capital

Landis + Gyr-Strasse 3, 6300 Train
Phone: +41 41 547 04 80 | Cont­act: Florian Schick · info@bregal.ch
www.bregal.ch

Assets

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Industry Focus

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Transaction size

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Reference Deals

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Investor Type

Consultation type

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Form of financing

Funding Opportunity

Funds

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Total funds

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Funds managed

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Industry sectors

Indus­trial Tech, Soft­ware, Busi­ness Services, Healthcare

Profile

BU Bregal Unter­neh­mer­ka­pi­tal (“BU”) is a leading invest­ment firm with offices Zug, Munich, Amster­dam, Milan, and London. With more than €7 billion in assets under manage­ment, BU is the largest mid-cap inves­tor head­quar­te­red in the DACH region. The funds advi­sed by BU focus on invest­ments in mid-sized compa­nies across the DACH region and neigh­bor­ing econo­mies. With the mission to be the part­ner of choice for entre­pre­neurs and family-owned busi­nesses, BU seeks to part­ner with market leaders and “hidden cham­pi­ons” with strong manage­ment teams and brea­kout poten­tial. Since its foun­ding in 2015, the funds advi­sed by BU have inves­ted in more than 160 compa­nies, ther­eby crea­ting over 11,000 jobs for a total of nearly 32,000 employees. As a stra­te­gic part­ner, BU helps entre­pre­neurs and fami­lies deve­lop, inter­na­tio­na­lize, and digi­tize their busi­nesses, while gene­ra­ting sustainable value on a respon­si­ble basis with the next gene­ra­tion in mind.

Services

(1) Flexi­ble, tailor-made finan­cing solu­ti­ons, (2) long-term invest­ment hori­zon, (3) high ethi­cal, commer­cial and sustainable invest­ment stan­dards, (4) expe­ri­en­ced team of experts & global network of entrepreneurs.

Participation

Type of participation
Majority, minority, direct/open participations, shareholder loans, subordinated loans, mezzanine capital, structured equity
Funding Stages
Late stage: succession, growth, spin-off/carve-out, MBO/MBI, secondary, flexible, tailor-made financing solutions
Minimum investment
€ 50 million - € 500 million
Investments
e.g. ACTICO, BSI Software, Channel Pilot Solutions, Communardo, Comrce, DemoUp Cliplister, eGroup, Flipp, GSG GENII Software Group, Hettich, Italgel, Kunststoff Schwanden, Linimed, Netrics, Novem, Onlineprinters, PDSG, proALPHA, Relatech, RELINE UV Group, Safety21, STP, synava, SYSTABUILD Software Group, Tark Thermal Solutions, Theobald Software, trendtours, woom
Capital Managed
Around € 7 billion in capital raised

Company

Management
Florian Schick (Managing Partner, Founder) - Jan-Daniel Neumann (Partner, Founder)
Foundation
2015
Team size
100
Subsidiaries
Train - Munich - Milan - London

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