About
At VALU we put the individuals that form the stakeholder circle of our portfolio companies at the center of everything we do. Our value creation initiatives center around strategic growth and topline development bringing organizations and their people to the next level, positioning them to become market leaders.
Investment Focus
Enterprise Value
We focus on companies with EVs between CHF 5 - 50 million
Geography
We invest across the German-speaking region with a clear focus on our home market Switzerland
Operational potential
We look for platform companies that we can grow to become market leaders
Profitability
We seek a minimum EBIT margin of 10% and an EBIT of at least CHF 1'000'000
Industry
Oportunistic with focus on resilient industries around business services with asset-light operations
Strategy
We are acquiring majority stakes in profitable SMEs (no start-ups, no restructurings)
VALU Creation
1. Alignment of interests
2. Topline building
3. Operational excellence
Team
The VALU team consists of over 10 professionals and has many years of experience in the investment business, which ensures transaction certainty and a successful continuation of the company after acquisition.
Portfolio
KPIs of our Portfolio Companies
CHF 100 bn+
in share capital serviced
50‘000+
Customers
Trusted providers
for the most renowned companies in Switzerland
Selected Customers of our portfolio companies
Why Do We Get Chosen?
Local Entrepreneurs
As an independent, local team of entrepreneurs in Switzerland, we possess an intimate understanding of the regional business landscape. Our proximity allows us to forge deep connections with our portfolio companies.
Hands-On Approach
We take pride in being more than just financial investors. We actively engage with our portfolio companies, providing hands-on operational capacity, strategic guidance and implementation of business development initiatives, complemented by access to our extensive network of industry professionals.
Speed
We strive to provide swift and reliable investment decisions, offering clarity and certainty to entrepreneurs and businesses. Our commitment to promptness ensures that our partners can focus on what matters most – building successful enterprises. With many years of transaction experience and invested equity capital of over one billion Swiss francs through the VALU network, we are a reliable partner who can efficiently design the acquisition process and act in a target-oriented manner to guarantee a successful transaction within the shortest possible time.
Continuity
We recognize the success of the previous management and are interested in continuing the company in the existing setup, acting as a sparring partner and contributing ideas and human resources for business development. Through our focus on well-managed platform companies that have the potential to become (niche) market leaders we can provide continuity and nurture growth without having to reinvent the wheel.
Investment Process
Get to know each other
Thorough assessment
Tailored Offer
Mutual Success
Submit Deal & Unlock Carry
Do you own or have you identified an attractive business in Switzerland with an EBITDA ranging from CHF 1 – 10 million, ripe for a buyout or succession solution?
Submit the details of your opportunity today and unlock the potential to exit your business on an attractive valuation or to earn a significant share of VALU Carry (Performance Fee). By partnering with us, you could also become a relevant shareholder in our portfolio companies, fostering mutually beneficial relationships.
Submit your deal proposal below and take the first step towards realizing the VALU of your find.
