Private equity investor Bregal closes Fund IV at € 2.65 billion

Photo: Florian Schick, Co-Foun­der Bregal Unter­neh­mer­ka­pi­tal, Photo © Bregal
28. May 2024

Zug, Switz­er­land — Bregal Unter­neh­mer­ka­pi­tal (“BU”), one of the most active and
the largest private equity firm in the DACH region with a strong presence in Italy, announ­ces the closing of its fourth fund, Bregal Unter­neh­mer­ka­pi­tal IV (“Fund IV”), with capi­tal commit­ments tota­ling EUR2.65 billion. Fund IV was signi­fi­cantly over­sub­scri­bed and closed successfully at its hard cap.

As with the previous fund gene­ra­ti­ons, Fund IV also achie­ved a high level of demand and was again able to attract seve­ral fami­lies and foun­ders as part of the more than 30 new investors.

Fund IV is adhe­ring to BU’s proven invest­ment stra­tegy, in which
core region to iden­tify “hidden cham­pi­ons” and forge part­ner­ships with start-up and family-run SMEs.

company. Fund IV provi­des indi­vi­dual commit­ments of between EUR 75 and 300 million to help leading regio­nal and global SMEs in attrac­tive market sectors such as soft­ware, indus­trial tech­no­logy, busi­ness services and health­care to realize their potential.

The closing of Fund IV is another mile­stone on BU’s road to success. Since its foun­da­tion in 2015, the BU port­fo­lio compa­nies have been successfully deve­lo­ped in part­ner­ship with the 50-strong invest­ment team. BU’s port­fo­lio compa­nies achie­ved an increase in EBITDA of more than 20% p.a. during this period. To date, the funds advi­sed by BU have inves­ted over EUR 3.0 billion in more than 100 company succes­si­ons in the SME sector with over 27,000 employees. More than 7,700 jobs were crea­ted in the process. Many entre­pre­neurs from the BU invest­ments are also inves­ted in Fund IV.

Advi­sor Bregal Unternehmerkapital

Good­win Proc­ter provi­ded the legal advice.
Camp­bell Luty­ens advi­sed on fundraising.

About Bregal Entre­pre­neu­rial Capital

Bregal Unter­neh­mer­ka­pi­tal (“BU”) is a leading private equity firm with offices in Zug, Munich and Milan. With a total of EUR 7.0 billion in capi­tal raised since its foun­da­tion, BU is the largest mid-cap inves­tor head­quar­te­red in the DACH region. The funds advi­sed by BU invest in medium-sized compa­nies based in Germany, Switz­er­land, Italy and Austria. With the mission to be the prefer­red part­ner for entre­pre­neurs and family businesses
BU focu­ses on part­ner­ships with market leaders and “hidden cham­pi­ons” with strong manage­ment teams and growth poten­tial. Since its foun­da­tion in 2015, the funds advi­sed by BU have inves­ted over EUR 3.0 billion in more than 100 compa­nies with over 27,000 employees. More than 7,700 jobs were crea­ted in the process. BU supports entre­pre­neurs and fami­lies as a stra­te­gic part­ner in order to further deve­lop their compa­nies, to
inter­na­tio­na­liza­tion and digi­ta­liza­tion, and helps them to do so,
respon­si­bly and with a view to the next gene­ra­tion, sustainable values.


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