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NORD Holding launches new Euro 125 million small cap fund

Photo: Team Nord­hol­ding from left to right: Andreas Bösen­berg, Johan­nes Fleck, Jan Markus Drees and Maxi­mi­lian Finkbeiner
8. March 2022

Hano­ver / Frank­furt a. M. — The invest­ment company NORD Holding is laun­ching a small cap fund with a target volume of appro­xi­mately € 125 million. This is accom­pa­nied by the opening of a new office in Frank­furt am Main with a small cap team that has been well estab­lis­hed for many years. Equity invest­ments of up to € 25 million per invest­ment in medium-sized compa­nies in the DACH region with an EBITDA of up to € 5 million (majo­rity invest­ments and selec­tive mino­ri­ties) are to be made.

NORD Holding, with its more than 50-year history and success­ful track record in the mid cap segment, is expan­ding its acti­vi­ties in the German-spea­­king small cap sector. The new small cap vehi­cle will be provi­ded with € 50 million by NORD Holding so that the first invest­ments can be made immedia­tely. The target volume of the new small cap fund is € 125 million, which will be provi­ded by NORD Holding’s exis­ting inves­tor network and new fund investors.

The stra­te­gic expan­sion of the NORD Holding acti­vi­ties is a conti­nua­tion of the success­ful growth course of the tradi­tio­nal company from Hano­ver. Most recently, NORD Holding was already one of the most active German medium-sized inves­tors in 2020 and 2021.

The value crea­tion approach for the stra­te­gic further deve­lo­p­ment of the port­fo­lio compa­nies and the focus on sectors and digi­tiz­a­tion will also be pursued by the small cap team in the future. Thus, the new port­fo­lio compa­nies bene­fit from the broad exper­tise of the entire NORD Holding organization.

For the new office in Frank­furt am Main a complete team around Jan Markus Drees could be won. In addi­tion to him, Maxi­mi­lian Fink­bei­ner, Johan­nes Fleck (photo) and Marga­rita Decker are also moving to NORD Holding. The team has a success­ful track record and many years of collaboration.

Andreas Bösen­berg (photo left), Mana­ging Direc­tor of NORD Holding, says: “Setting up a dedi­ca­ted small cap fund is the logi­cal deve­lo­p­ment of NORD Holding’s success­ful growth course. We are plea­sed to welcome our new colleagues.”

About NORD Holding

With a history of more than 50 years and assets under manage­ment of € 2.5 billion, NORD Holding is one of the leading private equity and asset manage­ment compa­nies in Germany (www.nordholding.de). The focus is on the busi­ness areas of direct invest­ments and fund investments.

The focus of the direct busi­ness is on the struc­tu­ring and finan­cing of corpo­rate succes­sion models, the acqui­si­tion of group divisions/subsidiaries and the expan­sion finan­cing of medium-sized compa­nies. In contrast to most other finan­cial inves­tors, who only manage time-limi­­ted funds, NORD Holding acts as a so-called “ever­green fund” with no time limit and invests from its own balance sheet. The company is curr­ently invol­ved with more than 15 compa­nies in Germany and other German-spea­­king countries.

The Fund Invest­ments busi­ness unit targets the micro and small cap segment of mid-market-orien­­ted private equity funds in Europe. The focus here is on primary, secon­dary and co-inves­t­­ments. NORD Holding focu­ses stron­gly on buyout mana­gers newly estab­lis­hed on the market, opera­tio­nal invest­ment stra­te­gies and also regu­larly acts as an anchor investor.

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