INVESTMENT
CRITERIA

In the past three years, the investment focus has been on companies with healthy business models and adjusted EBITDA margins of 7-10%. Since the end of 2023, we have increasingly shifted our focus to companies in special situations, where acquisition involves higher restructuring efforts. These companies typically generate adjusted EBITDA margins between 0-5%. Blue Cap's investment focus is on the B2B sector, with a focus on industrial goods and services, without limiting itself to specific industries. With this strategically adjusted approach, our goal is to significantly increase the value of a company during the holding period and achieve an attractive return on investment.

The situations of potential investments can vary, and can sometimes be very complex. We use our broad experience to find individual ways of responding to the different tasks at hand:

Crisis situations and change, with the aim of making the company fit for the future in economic and strategic terms

Succession planning, the aim being to successfully keep the company on track with a new shareholder and upgraded operations, while maintaining its core at the same time

Group spin-offs, with the aim of establishing the company as an independent entity on the market with a clear positioning and independent structure