BUSINESS MODEL
AND STRATEGY
Today, many SMEs need capital and structured expertise to allow them to develop successfully. Some of them need to fundamentally rethink their set-up and orientation, while others need a succession plan or support to take the next step in their growth journey. Blue Cap acquires these companies and actively supports them through the next phase in their development.
BLUE CAP’S
APPROACH – BUY,
TRANSFORM & SELL
As an experienced investment company, we acquire and support SMEs that have clear potential for improving their earnings and strong growth prospects. We harness this potential by actively supporting these companies. Our investment in the portfolio companies does not assume a fixed holding period, but we generally step in as a temporary owner.
Our companies secure Blue Cap’s further growth with strong earnings, and remain in the Group until it makes more sense for them to pursue successful performance with a new ownership structure.
BUY
- Selection according to defined investment criteria
- Due diligence process
- Contract negotiations & closing
focus on intact core business and potential for transformation growth
comprising several stages
TRANSFORM
- Development & implementation of individual strategies under independent management
- Flexible holding period
_ Strengthen growth
_ Kick off initiatives
_ Drive digitalisation forward
_ Boost sustainability
_ Reduce portfolio risks
_ Relieve financial pressure
The company is part of the portfolio as long as there is potential for transformation and value growth
SELL
- Active sale process
- Passive sales process
- Proceeds realised
Based on the best-owner approach, we actively look for the next owner once we have done all we can to help the company grow
Approach by strategists
from exits are reinvested in new and existing companies
Blue Cap AG operates
in the following
segments today
- Adhesives & Coatings
- Plastics
- Business Services
- Medical
- Others
Investment philosophy
