BUSINESS MODEL
AND STRATEGY
Blue Cap's approach - Buy, Transform & Sell
As an investment company, Blue Cap AG acquires and backs SMEs from the B2B sector that have clear potential for improving their earnings and growth prospects. Drawing on our cross-sector-expertise, we support our portfolio companies in their strategic and operational development to actively increase their value.
Blue Cap is a temporary owner. The optimal holding period is between three and seven years. However, value enhancement strategies that are designed for a longer period of time can be considered in equal measure.
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
The focus is on an intact core business and growth potential
with the development of an investment hypothesis and consideration for our transformation expertise
TRANSFORM
- Active management within the dimensions
- Realisation of additive value levers together with a strong network
- Optimal holding period:
_ People & Culture
_ Balance Sheet
_ Margin
_ Growth
_ ESG
_ Technology
_ Business Model
We measure our success in creating value against annual NAV growth. Should our commitment no longer facilitate a disproportionately high return on the equity invested, we review the options for an exit.
SELL
- Active sales process according to best-owner principle
- Passive sales process
- Proceeds realised
When our potential is exhausted, we actively search for the next owner.
Approach by strategists
are reinvested in new and existing companies for the purpose of further growth.
Blue Cap AG operates
in the following
segments today
- Adhesives & Coatings
- Plastics
- Business Services
- Medical
- Others
Investment philosophy
