Investment Focus
Pursuing sustainable direct investments in Switzerland
Our focus is simple to articulate: We look to invest in outstanding Swiss SMEs that are directly contributing to the advancement of Switzerland and its population. Our aim is to support those companies and give them better access to long-term growth opportunities.
We actively seek out companies that:
Are helping to make substantial improvements to industrial efficiency, making Switzerland more globally competitive
Contribute to innovation
Help bring better health outcomes to Swiss citizens
Deliver improved choices for consumers, both at home and abroad
Our Approach and Strategy
We are focused on acquiring companies that are profitable and with stable cash flows. Our ideal investment is a market leader in one of our four core industry sectors:
Healthcare and Social Infrastructure
High-Value Engineering
Technology-Enabled Services
Essential Consumer Goods and Services
In particular, we are interested in acquiring companies with the following characteristics:
A strong position in their industry, with no structural risks
A proven and sustainable business model
Long-term, well-established supplier and customer relationships
A sustainable operating profit of over CHF 2 million
A management team that is driven and ambitious, looking for long-term capital to execute their strategy
Our objective is to build a diversified portfolio across a defined set of investment themes
For Helveon to be able to take advantage of our strengths and accurately assess the value we can bring to an opportunity, we have laid out essential criteria that we look for across all our investment activities. These criteria include:
Swiss family or privately owned companies with an EBITDA in the range of CHF 2-5 million
Situations around the need for succession solutions or growth capital financing
Possibility of either a majority stake or a significant minority participation with a defined path to control
Investment size starting from CHF 8 million equity ticket
No start-ups, high-risk ventures, or turnaround/distressed situations
Value Creation
One of the key ways in which we create value for our investors is through our focus: we invest only around a pre-defined set of factors and requirements, for which we are able to leverage the strengths of our team, our partners, and our broader network.
In addition, we always look to add value through complementary operations. Where possible, we find opportunities that share characteristics with another investment in order to capitalise on intrinsic synergies.
As business owner, we offer financial security alongside the ability to access new opportunities in terms of additional investments, integration, and acquisitions.
