Heliad Equity Partners GmbH & Co. KGaA

About The Fund

Heliad Equity Partners GmbH & Co. KGaA is a private equity fund based in Frankfurt, Germany, which focuses on investment opportunities primarily within their home market. They leverage a strong network and exceptional deal flow in Germany's robust economy, characterized by a thriving landscape of small and medium-sized enterprises (SMEs) as well as a growing start-up scene. Heliad exhibits preference for long-term investments in four main sectors: Internet & Tech, e-commerce, Life Sciences, and Media & Entertainment. Catering to both listed and unlisted companies, Heliad provides equity, loans, or mezzanine financing depending on the need of the situation. They specialize in Special Situations which require distinctive know-how and an active management approach, steering clear of standard deals that typically come with high valuations and lower returns. Restructurings, disruptive business models, and industry consolidations are among the scenarios they find appealing for investment. Heliad's operational strategy rests on the premise that a strong management team is critical for success; hence they work closely with company leadership to address issues and maximize company value. Active value creation is an essential part of their investment philosophy, which includes careful consideration of the investment's potential catalysts, ranging from management changes to achieving critical mass that makes a company attractive to follow-on investors or strategic buyers. Due to the firm's structure as an evergreen vehicle, Heliad enjoys the perk of permanent equity without the pressure of term financing, enabling them to make flexible investment and divestment choices. Their listing on the stock market provides liquidity to shareholders and additional flexibility in capital management. Heliad's investment undertakings span from a minimum of 1 million to a maximum of 13 million euros, and their expertise includes management buyouts/leveraged buyouts (MBO/LBO), restructuring, consolidation, special situations, early-stage investments, mergers and acquisitions (M&A), and acquisitions.