Approach

Entrepreneurs
with passion

Family Trust is an investment company with a genuine entrepreneurial mentality. In contrast to traditional investment funds, we not only offer capital, but also comprehensive operational expertise. We provide targeted support for succession solutions, digitalisation, the establishment of corporate groups, internationalisation and strengthen companies on their path to a future-proof and resilient business model.


Investment approach

We invest in companies whose future we firmly believe in. We shape them with dedication, responsibility, transparent actions, and a clear strategy. Our approach is defined by personal closeness and a family-like sense of togetherness. In every respect—when necessary, we act as robustly as a family would, but always constructively and in the best interests of the company. That’s what Family Trust stands for. That’s what matters.

Investment Opportunities

and Value Creation Approach

We invest in small and medium-sized enterprises from the DACH region and transform them into true mid-market champions. Our focus is on industrial products, business services, and specific consumer niches. We only invest in areas where we have deep expertise and can actively contribute to creating positive value.

  • Business Succession

    Preserving what has been achieved and guiding it into the future: Companies in succession situations present complex challenges. We master them with experience, sensitivity, and decisiveness.

  • Group building

    Bundling strengths and creating synergies: Building corporate groups requires strategy, vision, and negotiation skills. We accompany you with foresight and a clear approach.

  • Digitization and operations

    Optimizing processes and shaping the future: Digitalization and other transformation projects require precision, innovation, and adaptability. We develop tailored solutions with sensitivity and technological expertise.

  • Internationalization

    Opening new horizons and seizing opportunities: Internationalization requires focus, cultural understanding, and entrepreneurial courage. With clear analysis and a global perspective, we pave the way.

  • ESG-Transformation

    Living sustainability and creating value: ESG transformation requires responsibility, innovation, and clear objectives. We support with thoughtful strategies and a focus on long-term impact.

Operational Expertise

We bring operational ambition and expertise, act entrepreneurially, communicate honestly, and engage directly. This is what makes us investors who truly make a difference.

  • Adrenaline Sports Holding From 3 to 18 in 36 months

    Adrenaline Sports Holding, in collaboration with Family Trust, has rapidly risen to become the national market leader. At the end of 2020, Family Trust acquired a stake in three bouldering gyms in northern Germany through a capital increase and initiated a growth strategy. As a result, the group expanded to nine gyms within twelve months, establishing itself as the largest private operator of bouldering gyms in Germany.

    Case Study
  • Pertler Gruppe New Platform for Succession in Skilled Trades

    The Pertler Group was founded when Stefan Pertler took over the entrepreneurial succession of the family-owned SHK (Sanitary, Heating, Climate) business. Family Trust also joined during this restructuring process. Since then, the Pertler Group has established itself in Munich as a platform for business succession in skilled trades and has grown both organically and inorganically: from a total performance of €10 million in 2017 to approximately €30 million in 2023.

    Case Study
  • Hobe Micro Tools 60 % Revenue Increase in Seven Years

    Hobe manufactures precision tools. Family Trust acquired the company in 2016 following a succession restructuring, brought the CEO on board as an entrepreneurial successor, and built a new management team. Investments were subsequently made in production automation and sales. As a result, Hobe increased its revenue by more than 60% and doubled its operating profit.

    Case Study
Beteiligungen

Investment process

  • I
    Review and Analysis

    We are actively seeking companies with sustainable business models that are poised for long-term success and growth. Our focus is on profitable mid-sized companies with operating earnings between €2 million and €10 million.

  • II
    Indicative offer and first Meeting

    After the initial analysis, we present a well-founded, indicative offer. Our principle is simple: we only promise what we can deliver. Equally important as the numbers and facts is getting to know each other personally. The chemistry between all parties must be right – only then can we build a strong partnership.

  • III
    Due Diligence-Phase

    During the due diligence phase, we take the time to thoroughly understand the company, the market, and the business model in detail. This process is not just about analysis but primarily about preparing for a successful shared future. Our focus is on identifying potential and collaboratively building a strong foundation for the next phase of growth.

  • IV
    Closing and Start of a Shared Future

    With the acquisition, a new journey together begins. We are committed to a trusting collaboration to strategically advance the company. Our goal: a sustainable and successful future for all stakeholders.

Keyfacts

  • Focus areas
    • Business Services in fragmented markets with scalable business models
    • Industrial products & Tech with unique USPs and strong market positions
    • Platform consumer niches, that scale and grow sustainably, independent of trends
  • Target companies
    • DACH-Area as Focus for platform companies
    • EBITDA between 2 and 10 Mio. EUR
    • Add-On-Acquisitions in all of Europe, also for companies with less than 2 million EUR EBITDA
  • Value creation concept
    • Tailored strategies for each portfolio company
    • Focus on strategic and operational growth potential
    • Dedicated value enhancement team directly at the company level

What would you like to discuss? We will get back to you promptly.

Kontakt