INVEST AG Mergers and Acquisitions Summary

Private Equity Firm Profile

INVEST AG’s most common sectors for investment aremachinery (20%) and construction (10%) . The Firm’s most common investment types include growth capital (40%) and stake purchase (20%). In total, INVEST AG has invested in 2 different countries.

The Firm’s most common exit type is stake purchase (25%).

Join Mergr to view INVEST AG’s full profile and discover more small private equity firm investors just like it.

M&A Summary

  • M&A Total Activity14
    • M&A Buy Activity10
    • M&A Sell Activity4
  • Total Sectors Invested 9
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 8

INVEST AG

Europapl.,,
Linz, 4020
Austria
+43 732 662086
www.investag.at

INVEST AG is the investment arm of Raiffeisen bank group and looks to make long-term equity and mezzanine investments in small to mid-sized Austrian and German companies. INVEST AG was established in 1984 and is headquartered in Linz, Austria.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Construction, Consumer Services, Distribution, Diversified, Electrical Equipment, Engineering, Information Technology, Infrastructure, Machinery, Manufacturing, Media, Medical Products, Metals/Mining, Plastics, Retail, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Special Situations/Distressed

Geographic Preferences: Western Europe

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 10 - - - - - 10
Sell (0.0/yr) # 4 - - - - - 4
  14

Most Recent M&A

Company Date Value Type
Bilfinger SE 2018-12-21 - Secondary Buyout
Mannheim, Germany · www.bilfinger.com
Lenzing Plastics GmbH Co KG 2018-04-27 - Stake Sale
Lenzing, Austria · www.lenzing-plastics.com
Schweizer Group KG 2015-10-21 - Buyout (LBO, MBO, MBI)
Hattenhofen, Germany · www.schweizergroup.com
Lenzing Plastics GmbH Co KG 2015-09-22 - Stake Purchase
Lenzing, Austria · www.lenzing-plastics.com
ISOWOOD GmbH 2015-07-22 - Stake Sale
Rudolstadt, Germany · www.isowood.eu
RadarServices GmbH 2015-03-18 - Stake Purchase
Wien, Austria · www.radarservices.com
SPL Tele GmbH & Co KG 2013-07-24 - Growth Capital
Vienna, Austria · www.spl-tele.com
Richard Schahl GmbH 2012-10-01 - Growth Capital
Munich, Germany · www.schahl.de
Speech Processing - Philips 2012-06-30 - Divestiture
Vienna, Austria
Mediashop Holding GmbH 2012-01-01 - Secondary Sale
Niederöosterreich, Austria · www.mediashopholding.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Bilfinger SE 2018-12-21 Fluor - Stork European Business 2023-09-07 2
Mannheim, Germany · www.bilfinger.com , Germany
Bilfinger SE 2018-12-21 BIS Czech s.r.o 2020-10-13 2
Mannheim, Germany · www.bilfinger.com Horni Jiretín, Germany · www.bisgroup.cz
Ring International Holding AG 2011-09-23 Maricann, Inc. 2020-04-15 2
Wien, Austria · www.ringholding.com Burlington, Ontario · www.maricann.com
Bilfinger SE 2018-12-21 Bilfinger FRB GmbH 2019-03-21 1
Mannheim, Germany · www.bilfinger.com Dinslaken, Germany · www.frb.bilfinger.com

M&A by Sector

Sector Current # Value All-time # Value
Machinery 2 (22%) - 2 (20%) -
Construction 1 (11%) - 1 (10%) -
Consumer Services 1 (11%) - 1 (10%) -
Electrical Equipment 1 (11%) - 1 (10%) -
Engineering 1 (11%) - 1 (10%) -
Information Technology 1 (11%) - 1 (10%) -
Metals/Mining 1 (11%) - 1 (10%) -
Plastics - - 1 (10%) -
Staffing 1 (11%) - 1 (10%) -
Total 9 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
Austria 6 (67%) - 7 (70%) -
Germany 3 (33%) - 3 (30%) -
Total 9 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 4 (44%) - 4 (40%) -
Buyout (LBO, MBO, MBI) 2 (22%) - 2 (20%) -
Stake Purchase 1 (11%) - 2 (20%) -
Divestiture 1 (11%) - 1 (10%) -
Secondary Buyout 1 (11%) - 1 (10%) -
Total 9 - 10 -

Exits by Deal Type

Type Total # Value
Stake Sale 2 (50%) -
Secondary Sale 1 (25%) -
Trade Sale - Public Company 1 (25%) -
Total 4 -

M&A Connections

Deals
Acquired from
Strategic(s)
10%
1 (10%)
Exited to
Investor(s)
25%
1 (25%)
Strategic(s)
50%
2 (50%)

FAQ

When was INVEST AG founded?

INVEST AG was founded in 1994.

What type of investor is INVEST AG?

INVEST AG is a private equity firm.

Where is INVEST AG headquartered?

INVEST AG is headquartered in Linz, Austria.

How much capital does INVEST AG have under management?

INVEST AG has 180M EUR under management.

 Subscribe to unlock this and 200,407
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 191K M&A Transactions
  • 196K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.