INVEST AG Mergers and Acquisitions Summary

Private Equity Firm Profile

INVEST AG’s most common sectors for investment aremachinery (19%) and construction (10%) . The Firm’s most common investment types include growth capital (46%) and stake purchase (19%). In total, INVEST AG has invested in 2 different countries.

The Firm’s most common exit type is trade sale (25%).

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M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity11
    • M&A Sell Activity4
  • Total Sectors Invested 10
  • 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) # 11 - - - - - 11
Sell (0.0/yr) # 4 - - - - - 4
  15

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 (20%) - 2 (18%) -
Construction 1 (10%) - 1 (9%) -
Consumer Services 1 (10%) - 1 (9%) -
Distribution 1 (10%) - 1 (9%) -
Electrical Equipment 1 (10%) - 1 (9%) -
Engineering 1 (10%) - 1 (9%) -
Information Technology 1 (10%) - 1 (9%) -
Metals/Mining 1 (10%) - 1 (9%) -
Plastics - - 1 (9%) -
Staffing 1 (10%) - 1 (9%) -
Total 10 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
Austria 7 (70%) - 8 (73%) -
Germany 3 (30%) - 3 (27%) -
Total 10 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 5 (50%) - 5 (45%) -
Buyout (LBO, MBO, MBI) 2 (20%) - 2 (18%) -
Stake Purchase 1 (10%) - 2 (18%) -
Divestiture 1 (10%) - 1 (9%) -
Secondary Buyout 1 (10%) - 1 (9%) -
Total 10 - 11 -

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)
9%
1 (9%)
Exited to
Investor(s)
25%
1 (25%)
Strategic(s)
50%
2 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

180M 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 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.

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