ALTERNATIVE FINANCING FORMS
FOR ENTREPRENEURS AND INVESTORS
FYB Company Profile

Patrimonium Asset Management AG

Tala­cker 50, 8001 Zürich
Phone: +41 58 787 00 — 70 | Cont­act: Ulrich Mogwitz · privateequity@patrimonium.ch
www.patrimonium.ch

Industry sectors

Broad range of indus­trial goods, services and consu­mer goods; ICT; health care products and services; ancil­lary buil­ding trade

Profile

Patri­mo­nium is one of the leading provi­ders of Private Equity and Private Credit in the German-spea­king area with more than 200 tran­sac­tions in the German Mittel­stand. The Private Equity Team has successfully inves­ted over € 500 million equity in mid-sized compa­nies. The current Patri­mo­nium Private Equity Fund invests in compa­nies with reve­nues of approx. € 20 million to € 100 million.

Services

We are entre­pre­neu­rial part­ners of founder/owners and manage­ment teams and actively support them as members of the super­vi­sory board and project teams in all stra­te­gic and opera­tive issues. The senior team has a back­ground as CEO, CFO and/or other manage­ment posi­ti­ons in various indus­tries. Sustained growth is often achie­ved by enab­ling targe­ted buy & build and inter­na­tio­nal growth strategies.

Participation

Type of participation
Majority and significant minority stakes, shareholder loans, mezzanine capital (only in combination with equity)
Funding Stages
Succession, buy-out/buy-in and growth financing of established small and medium-sized companies. No venture or start up financing.
Minimum investment
€ 5 m
Investments
Selection investments in Germany: Grouplink Holding; TestSolutions; :em engineering methods AG; Octo Actuators
Capital Managed
€ 5.4 bn

Company

Management
Ulrich Mogwitz · Philippe Knuesel · Andreas Ziegler
Foundation
2006
Team size
Group with over 70 Professionals
Subsidiaries
Lausanne · Zürich · Baar

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