SwanCap
PE
2013
$5 000 M
München, Bavaria, Germany
Investment Ticket
Investment Horizon
Investment Stage
Exit Strategy
Profile
Through a variety of products the SwanCap team works to meet the dynamic needs of its sophisticated investor base. The product range includes both Closed End Funds (e.g. SWAN I – IV) as well as customized Managed Accounts.
Investment Approach:
Our investment approach includes three investment strategies (“integrated investment strategy”):
Primary Private Equity Fund Investments (focus on Europe and North America)
Direct Private Equity Secondary Investments
Direct Private Equity Co-Investments
Distinct access to attractive and mostly restricted investment opportunities in the buyout segment as well as deep and institutionalized due dilligence process are pivotal to SwanCap's investment approach.
We believe to be one of the most experienced private equity investors in Germany and Europe today with a successful investment history, having demonstrated its ability to source and select top-tier investment opportunities across various economic cycles. With SwanCap´s comprehensive team experience, deep understanding of the market, deeply entrenched networks and truly embedded risk culture, the team has developed a competitive advantage which is difficult to replicate and offers a strong value proposition for our clients.
Investment Philosophy:
Our investment philosophy is based on capital preservation and protection as well as a value-oriented investor mindset and “asset conviction”. We focus on high quality assets and proactively source our investment opportunities and apply a rigorous and institutionalised due diligence and selection process.
SwanCap integrates environmental, social and governance (ESG) criteria into the whole investment process, from due diligence to investment decision, through holding period and exit and is a signatory to UNPRI.
Industry
Region of investment
SwanCap Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Private Equity Opportunities Fund III
|
Private Equity (PE)
|
Consumer Products
Consumer Services (B2C)
Financial Services
Fintech
Healthcare Services
Industrial
Technology
Energy
|
Series B
Late Stage (Series C+)
|
Europe
|
$5-10 m
|
$492 M
|
February 2018
|
|
SwanCap Fund IV
|
Private Equity (PE)
|
Consumer Products
Consumer Services (B2C)
Financial Services
Fintech
Healthcare Services
Industrial
Technology
|
Series B
Late Stage (Series C+)
|
Europe
|
$5-10 m
|
$340 M
|
September 2020
|
|
SwanCap V
|
Private Equity (PE)
|
Consumer Products
Consumer Services (B2C)
Healthcare Services
Industrial
Technology
|
Series B
Late Stage (Series C+)
|
Europe
|
$5-10 m
|
$454 M
|
March 2022
|
|
SwanCap Opportunities Fund SCS-SIF
|
Fund of funds
|
Business Services (B2B)
Consumer Products
Consumer Services (B2C)
Financial Services
Fintech
Healthcare Services
Retail
Technology
|
Seed
Series A
Series B
|
North America
Europe
|
$5-10 m
|
$1200 M
|
January 2014
|
