Patrimonium Private Equity Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Patrimonium Private Equity has acquired 3 companies.

Patrimonium Private Equity’s most common sectors for investment areinformation technology (29%) and business services (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (58%) and consolidation (15%). In total, Patrimonium Private Equity has invested in 3 different countries.

The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity9
    • M&A Buy Activity7
    • M&A Sell Activity2
  • Total Sectors Invested 6
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 5
  • M&A Advisors 1

Patrimonium Private Equity

Chemin des Lentillières 15,
Crissier, CH-1023
Switzerland
+41 58 787 00 00
www.patrimonium.ch/de/private-equity-5/private-equity-6.php
contact@patrimonium.ch

Patrimonium Private Equity is the direct private equity investment arm of Patrimonium Asset Management. Patrimonium PE looks to invest in and acquire small to mid-sized businesses in Switzerland, Germany, Austria, and Northern Italy generating €20 to €200 million in annual revenue. Areas of interest include service companies (B2B & B2C), industrial and consumer goods, building materials, and logistics. The Firm will consider majority or minority positions and generally looks for growth opportunities, either through buy-and build or digitalization. Patrimonium Private Equity was established in 2001 and is headquartered in Echandens, Switzerland.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Transportation

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

Geographic Preferences: Western Europe

Transaction Criteria Min Max
Target Revenue 20 200
Target EBITDA - -
Investment Size 10 80
Enterprise Value - -
values in millions of EUR

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.0/yr) # 2 2 - 2 1 - 7
Sell (0.2/yr) # 1 1 - - - - 2
  9

Most Recent M&A

Company Date Value Type
TestSolutions GmbH 2023-12-20 - Buyout (LBO, MBO, MBI)
Frankfurt, Germany · www.testsolutions.de
Netzlink Informationstechnik GmbH 2022-01-26 - Buyout (LBO, MBO, MBI)
Braunschweig, Germany · www.netzlink.com
Bächler + Güttinger AG 2022-01-14 - Buyout (LBO, MBO, MBI)
Kiesen, Switzerland · www.baechler-guettinger.ch
Sundwiger Brass Works GmbH 2020-11-12 - Divestiture
Hemer, Germany · www.sundwiger-mw.com
Roth Gruppe AG 2020-10-16 - Secondary Buyout
Gerlafingen , Switzerland · www.rothgruppe.ch
Fixatti NV 2020-07-20 - Trade Sale
Nazareth, Belgium · www.fixatti.com
C. Hübner GmbH 2018-12-17 - Buyout (LBO, MBO, MBI)
Marktoberdorf, Germany · www.huebnergmbh.de
CCS Customer Care & Solutions Holding AG 2018-11-01 - Trade Sale
Lachen, Switzerland · www.ccsedms.com
Fixatti NV 2018-11-01 - Consolidation
Nazareth, Belgium · www.fixatti.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 2 (33%) - 2 (29%) -
Business Services 1 (17%) - 1 (14%) -
Chemicals - - 1 (14%) -
Construction 1 (17%) - 1 (14%) -
Manufacturing 1 (17%) - 1 (14%) -
Metals/Mining 1 (17%) - 1 (14%) -
Total 6 - 7 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
Germany 4 (67%) - 4 (57%) -
Switzerland 2 (33%) - 2 (29%) -
Belgium - - 1 (14%) -
Total 6 - 7 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (67%) - 4 (57%) -
Consolidation - - 1 (14%) -
Divestiture 1 (17%) - 1 (14%) -
Secondary Buyout 1 (17%) - 1 (14%) -
Total 6 - 7 -

Exits by Deal Type

Type Total # Value
Trade Sale 1 (50%) -
Trade Sale - Public Company 1 (50%) -
Total 2 -

Top M&A Advisors

Legal Deals
Ashurst
 1

M&A Connections

Deals
Acquired from
Investor(s)
14%
1 (14%)
Strategic(s)
14%
1 (14%)
Exited to
Strategic(s)
100%
2 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2001

Specialist/Generalist

Generalist

Leadership

Ulrich Mogwitz

Managing Director & Co-Head of Private Equity

Reto Schwager

Managing Director Infrastructure &Head of Business Development

Christophe Morize

Managing Director Investor Relations

Werner Schnorf

Managing Director of Private Equity

Moritz Frerker

Managing Director Private Credit & Head of Direct Lending

FAQ

When was Patrimonium Private Equity founded?

Patrimonium Private Equity was founded in 2001.

What type of investor is Patrimonium Private Equity?

Patrimonium Private Equity is a private equity firm.

Where is Patrimonium Private Equity headquartered?

Patrimonium Private Equity is headquartered in Crissier, Switzerland.

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