Invest Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Invest has acquired 12 companies. It has also invested in 17 others.

Invest’s most common sectors for investment areinformation technology (14%) and distribution (10%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (43%) and stake purchase (29%). In total, Invest has invested in 3 different countries.

In the last 3 years, Invest has exited 5 companies. The Firm’s most common exit type is trade sale (28%).

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M&A Summary

  • M&A Total Activity63
    • M&A Buy Activity52
    • M&A Sell Activity11
  • Total Sectors Invested 22
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 15
  • M&A Advisors 1

Invest

Invest AG

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

Invest 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 was established in 1984 and is headquartered in Linz, Austria.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Communications, Construction, Consumer Services, Distribution, Diversified, Electrical Equipment, Engineering, Food, Information Technology, Infrastructure, Life Science, Machinery, Manufacturing, Media, Medical Products, Metals/Mining, Plastics, Real Estate, Retail, Software, 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 0 50
Enterprise Value - -
values in millions of EUR

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (6.4/yr) # 20 3 8 9 7 5 52
Sell (1.2/yr) # 5 1 - 3 1 1 11
  63

Most Recent M&A

Company Date Value Type
PARAT Technology GmbH + Co. KG 2024-10-15 - Stake Sale
Neureichenau, Germany · www.parat.eu
J. Kohle Vertriebs- und Produktions GmbH 2024-08-13 - Buyout (LBO, MBO, MBI)
Greifenberg, Germany · www.jkoehle.de
SynchroTech Antriebstechnik GmbH 2024-05-06 - Stake Purchase
Fellbach, Germany · www.synchrotech.eu
Melecs EWS GmbH 2024-05-04 - Growth Capital
Siegendorf, Austria · www.melecs.com
philoro EDELMETALLE GmbH 2024-03-01 - Buyout (LBO, MBO, MBI)
Vienna, Austria · www.philoro.at
MWS Industrieholding GmbH 2024-01-11 - Buyout (LBO, MBO, MBI)
Kufstein, Austria · www.mws.eu
Aviloo GmbH 2023-12-04 - Growth Capital
Wiener Neudorf, Austria · www.aviloo.com
Lithos Crop Protect GmbH 2023-10-10 - Growth Capital
Ennsdorf, Germany · www.lithosprotect.at
Sokratel GmbH 2023-08-01 - Buyout (LBO, MBO, MBI)
Augsburg, Germany · www.sokratel.de
DIGIT4U BS ​​​​GmbH 2023-07-04 - Stake Purchase
Munich, Germany · www.digit4u-bs.de
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Ring International Holding AG 2011-09-23 Maricann, Inc. 2020-04-15 2
Wien, Austria · www.ringholding.com Burlington, Ontario · www.maricann.com

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 5 (11%) - 7 (13%) -
Distribution 3 (7%) - 5 (10%) -
Machinery 4 (9%) - 4 (8%) -
Manufacturing 3 (7%) - 4 (8%) -
Automotive 3 (7%) - 3 (6%) -
Business Services 3 (7%) - 3 (6%) -
Marketing 3 (7%) - 3 (6%) -
Plastics 3 (7%) - 3 (6%) -
Software 3 (7%) - 3 (6%) -
Building Materials 2 (5%) - 2 (4%) -
Engineering 2 (5%) - 2 (4%) -
Metals/Mining 1 (2%) - 2 (4%) -
Renewable Energy 2 (5%) - 2 (4%) -
Chemicals 1 (2%) - 1 (2%) -
Construction 1 (2%) - 1 (2%) -
Consumer Services 1 (2%) - 1 (2%) -
Electrical Equipment 1 (2%) - 1 (2%) -
Electronics 1 (2%) - 1 (2%) -
Healthcare Services 1 (2%) - 1 (2%) -
Infrastructure - - 1 (2%) -
Real Estate 1 (2%) - 1 (2%) -
Staffing - - 1 (2%) -
Total 44 - 52 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
Austria 32 (73%) - 38 (73%) -
Germany 11 (25%) - 13 (25%) -
Switzerland 1 (2%) - 1 (2%) -
Total 44 - 52 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 19 (43%) - 22 (42%) -
Stake Purchase 13 (30%) - 15 (29%) -
Growth Capital 9 (20%) - 12 (23%) -
Divestiture 3 (7%) - 3 (6%) -
Total 44 - 52 -

Exits by Deal Type

Type Total # Value
Unknown 3 (27%) -
Stake Sale 2 (18%) -
Trade Sale 2 (18%) -
Merger 1 (9%) -
Secondary Sale 1 (9%) -
Sold to Existing Investors 1 (9%) -
Trade Sale - Public Company 1 (9%) -
Total 11 -

Top M&A Advisors

Financial Deals
CARL Finance
 1

M&A Connections

Deals
Acquired from
Strategic(s)
8%
4 (8%)
Exited to
Investor(s)
9%
1 (9%)
Strategic(s)
55%
6 (55%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

200M EUR

Established

1994

Specialist/Generalist

Generalist

Leadership

Dr. Andreas Szigmund

Managing Director & CEO

Christoph Hikes

Managing Director

Gernot Hofer

Managing Director

Elisabeth Burger

Investment Manager

Herbert Reiter

Investment Manager

FAQ

When was Invest founded?

Invest was founded in 1994.

What type of investor is Invest?

Invest is a private equity firm.

Where is Invest headquartered?

Invest is headquartered in Linz, Austria.

How much capital does Invest have under management?

Invest has 200M EUR under management.

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