Ufenau Capital Partners AG
PE
1992
$2 100 M
Freienbach, Schwyz, Switzerland
Investment Ticket
Investment Horizon
Investment Stage
Exit Strategy
Profile
Ufenau Capital Partners AG is a Swiss investment group based in Pfäffikon Schwyz, specializing in private equity investments. Founded in 2011, the firm focuses on service companies across German-speaking Europe, Iberia, Poland, the Benelux region, and the UK. Ufenau manages approximately EUR 5.0 billion in assets and employs a team of 51-200 professionals. Their investment strategy emphasizes majority participations and a Buy-&-Build approach, targeting profitable small and medium-sized enterprises, particularly family-owned businesses.
The firm offers various services for business owners, management teams, and growth-focused companies. They provide solutions for company sales, succession planning, and equity participation partnerships. Ufenau also supports companies with capital provision, strategic growth advice, and expertise in mergers and acquisitions. Since its inception, Ufenau has invested in over 430 service companies, demonstrating strong performance and growth in their portfolio. The firm is committed to responsible investment practices and became a signatory to the United Nations Principles for Responsible Investment in 2019.
Industry
Region of investment
Ufenau Capital Partners AG Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Ufenau VI
|
Private Equity (PE)
|
Financial Services
Fintech
Food and Beverage
Foodtech
Healthcare Services
Marketing and Advertising
Software
HealthTech
|
Series B
|
Europe
|
$5-10 m
|
$570 M
|
March 2019
|
|
Ufenau VII
|
Private Equity (PE)
|
Financial Services
Fintech
Food and Beverage
Foodtech
Healthcare Services
Marketing and Advertising
SaaS
Software
HealthTech
|
Series B
Late Stage (Series C+)
|
Europe
|
$5-10 m
|
$1000 M
|
March 2022
|
