Our investment focus

Buyout transactions and growth capital

We typically get involved in buyout transactions or provide growth capital. Our sweet spot for equity investments ranges between EUR 5m and 40m. We support management teams in their ambition to bring their company to a higher level.

For these purposes, Fortis Private Equity can use several instruments including common and preferred equity and mezzanine finance. We focus on companies and transactions with the following characteristics:

• Experienced and committed management teams
• Clear focus, strong market position and growth potential
• Influential minority and majority stakes
• Growth capital and buyouts
• Companies with succession issues
• Lead-investor or co-investor

Selected geographies

In selected geographies, we also focus on other investment types:

Arkimedes

Fortis Private Equity is a partner of ARKimedes, an initiative of the Flemish government. Fortis Private Equity Arkimedes, the so-called Arkiv, is a closed-end fund established in January 2006.

The fund invests in profitable SMEs with a sustainable growth potential. Next to our own criteria, Arkimedes also imposes some restrictions on our investments:

• The companies ought to have an operating company in Flanders;
• Their annual sales cannot exceed EUR 50m;
• Their maximum number of employees is 250;
• Their total assets should not exceed EUR 43m; and
• The fund can only take minority stakes.

In the framework of Arkimedes, the investment amount per SME is limited to EUR 2m.

See the Arkimedes website for more information.

Special Situations

In the Netherlands our Special Partnership Fund focuses on turnaround situations. This team invests in companies that have a sound business base and that are facing strategic or operational challenges.

Together with dedicated and experienced partners, we try to create a substantial increase in value through active hands-on management support combined with financial support. 

Co-investments

Our investment professionals in Asia act as co-investors alongside local private equity players. This team makes investments of up to EUR 2m.