Invest Unternehmensbeteiligungs AG

What is Invest Unternehmensbeteiligungs AG?

Invest Unternehmensbeteiligungs AG, also known as Invest AG, is a private equity firm headquartered at Europaplatz 5a, Linz, AT-4020, Austria. With 30 years of experience in the private equity sector and a strong focus on middle-market companies, they have become a prominent player in the Austrian investment landscape.

Their specialty lies in providing equity for startups, early-stage ventures, expansion phases, later stages, MBO/LBO, acquisitions, and spinouts, with a flexibility to operate without exit pressure due to their evergreen fund structure. This approach allows them to target the ideal timing for exit in collaboration with their partner firms, fostering a pragmatic and reliable partnership.

Invest AG mainly invests in profitable enterprises across assorted industries, preferring minority stakes, although capable of structuring majority interests as needed. Their investment criteria specifically cater to mid-sized businesses in German-speaking countries, with typical equity investments ranging from €300,000 to €40 million.

Furthermore, with their strong co-investor network, they can support significantly larger transactions. They pride themselves on personalized solutions, tailored to entrepreneurs' business and personal goals, drawing from an experienced team attentive to partners' needs throughout the duration of the investment.

Their investor base is rooted in the Austrian Raiffeisen sector, ensuring a sustainable, long-term investment approach, contributing to the value of an evergreen fund structure. With more than €500 million financial strength by the end of 2024, over 200 investments since inception, and a current portfolio of 51 investments, Invest AG stands as the unequivocal leader in Austrian private equity, with a substantial presence in Vienna and Munich as well.

Beyond investment, their Equity Lounge connects network participants to critical industry decision-makers, enhancing the value for all involved. Their stance on ESG reflects a commitment to environmental, social, and governance factors, influencing their investment decisions towards a sustainable future.

Invest AG was initiated and founded by Raiffeisenlandesbank in 1994 and has since successfully operated with their consortium of regional Raiffeisen banks.