BEAUFORT Capital

Beaufort Capital

Investment Approach

Investment Strategy

Beaufort Capital conducts its main business in the Technology, Healthcare, and Telecommunications markets of Germany, Austria, and Switzerland.

In these markets, the most attractive investments for Beaufort are small and medium sized companies that have already stabilized their businesses. We seek to provide growth and/or replacement capital to companies, which have proven to be successful in the past and still have a strong growth potential.

Our typical transaction size is between 2 and 12 million euro and we look for companies with proven and growing revenues between 5 and 50 million euro.

Investment Process

Beaufort Capital takes its investments serious. Reliable and fast decisions are important within the SME sector. Therefore, our process involves close cooperation with the stakeholders and the company,- and is an opportunity to build the base for a lasting relationship.

The period between first contact and closing normally takes no more than three months.

After a first contact with the company, company data submitted to us will be analysed and if approved, a first meeting will be scheduled to meet with management.

In the next step a short pre- due diligence will be carried out by the Partners of Beaufort Capital, followed by a Letter of Intent (LOI) which is submitted to secure the first common understanding of the investment concept and pricing.

After the signing of the LOI, the due diligence phase starts: a detailed audit of the company by Beaufort Capital including advisers. Contractual negotations will take place in parallel. After Signing and Closing the investment is made within a short period of time.