Direct participations

adbodmer AG and Realwerk AG, the two operating units grouped under Bellevue Private Markets, are specialists for developing, brokering and managing direct equity investments in small and mid-sized enterprises across German-speaking Europe (the DACH region). We act as a bridge-builder, connecting companies with promising growth prospects with an exclusive group of investors comprising UNHWI, families, family offices and asset managers. We are firmly positioned at the interface between the companies and the investors. Thanks to our focus on quality, sustainability, growth and value accretion, the solutions we develop are compelling and viable.

The key criteria for an investment case are:

  • A profitable business with a multi-year record of success
  • Annual sales of CHF 10 to 50 mn
  • Company headquarters and regional operational focus in the DACH region
  • Minority interest
  • An investment volume of at least CHF 4 mn

On request, we will also play an active role after the close of an investment transaction and manage the investment by taking a seat on the target company’s Board of Directors. Our investors are kept up to date with regular reviews and reports, operating performance snapshots and news bulletins.

At adbodmer we cover the entire process chain for private market investments:

  • Identification and analysis of investment candidates
  • Presentation of exclusive investment opportunities at investor group meetings
  • Active management of the transaction process
  • Active management of shareholdings
  • Investment monitoring and regular reporting
  • Exit