Responsible investing

Verium is a family office with a long-term view and consistently develops private equity opportunities in SMEs for its investors, thereby creating entrepreneurial value.

Investment philosophy

We represent families and investors with a business background and pursue a long-term, sustainable investment strategy with the objective to provide ongoing support to growing companies. We are aware of the responsibility we have to all stakeholders and strive for a collaboration that is based on mutual trust.

We are focusing on companies with sustained development and growth potential as well as positive cash flow in the German-speaking region. Our investors are not investing in a fund. They are directly investing in businesses and they determine the investment focus according to their preferences. Because of our investor basis we have no predefined investment horizon and therefore we are under no pressure to sell the companies.

The Verium team not only invests its professional know-how and passion in every transaction. We also invest our own capital and as a result, we pursue the same goals as the investors.

Criterias

  Market

  • SMEs headquartered in Switzerland, Germany or Austria
  • Attractive industries with growth potential and limited substitution risk
  • Limited technological and regulatory dependencies

  Industry

  • Opportunistic industry approach
  • Exclusion of specific industries, such as biotechnology, financial services, etc.

  Businesses

  • Profitable companies (EBITDA between CHF 1.5 and CHF 6.0 million) with a clear growth strategy
  • Comprehensive and established business model with a competitive edge
  • No start-ups, no financial reorganisations
  • Committed and experienced management

  Investment Focus

  • Majority and significant minority holdings with board representation
  • Succession planning (MBO or MBI), split-offs, growth financing, shareholder reallocation
  • Investment size starting with equity of CHF 8 million

Highlights

The sustained positive development of the companies we are backing is our priority. With this approach we are a reliable partner for business owners, managers, staff and the public. In addition, we enable our investors to make stable and attractive private equity investments in the long term. Our team has years of successful transaction experience (e.g. swiss smile, Home Instead, basefit.ch, Christ & Heiri, Toradex, avocis, SCHILD, CU Chemie Uetikon, ORS, Trüb, Medbase), a wide-ranging international network, experience on supervisory boards and boards of directors and ensures that the jointly defined goals are achieved.

Added value

  • Professional analysis of investment opportunities
  • Structuring of complex transactions with attractive earnings prospects
  • Support and guidance of the companies, close cooperation with the management
  • Experienced team with successful track record
  • No funds, investments are based on investor preferences
  • Investors with a business background who identify with the companies
  • Sustainability before short-term earnings optimisation
  • Innovative, attractive fee agreement for investors (management fees on invested capital only)

Value creation

We actively assist the companies and take a seat on their board of directors or supervisory board. In addition to supporting operational activities, we concentrate on strategic measures, the improvement of corporate governance and the company's financial optimisation. Verium believes that the key to success lies in the measures that have a sustained positive effect on the company’s development.