Bellevue Asset Management AG
- Land: Schweiz
Nachricht vom 03.06.2021 | 13:00
Bellevue announces first successful closing for BB Entrepreneur Private strategy
EQS Group-News: Bellevue Asset Management AG
/ Key word(s): Private Equity
Media Release, June 3 2021
The BB Entrepreneur Private strategy from Bellevue Asset Management, which is focused on growth financing for unlisted small and mid-sized Swiss companies, recorded its first successful closing at CHF 40 mn. The private equity fund now moves on to the next phase and remains open to investors.
Furthermore, an initial capital increase is now in the pipeline for a producer of optical components in the consumer electronics sector. The order volume and strong growth in demand are actually in excess of the projections contained in its ambitious business plan; consequently, additional production capacity needs to be built.
The investment team at the BB Entrepreneur Private Fund identifies and screens further investment opportunities on a continuous basis. A second closing is planned for early in Q3.
The theme of "investing in owner-managed companies" has been a firm component of Bellevue's investment strategy for many years. The BB Entrepreneur Switzerland Fund was launched 15 years ago and since then has focused chiefly on listed companies. The successive expansion of the private equity business within the Bellevue Group enables the BB Entrepreneur Private Fund to pursue a more advanced approach aimed at explicitly identifying opportunities beyond the public stock exchanges.
Through this modified approach, the long-standing experience of Bellevue Asset Management is complemented by the private equity expertise of adbodmer AG - the boutique firm that became part of the Bellevue Group in mid-2019 - to the great advantage of investors.
The investment focus of the BB Entrepreneur Private Fund is on sound SMEs with a clear business case that are in the midst of their growth phase. Via a strategic partnership, SMEs are supported to enable them to continue their existing success and achieve further growth. The equity-based approach therefore sets it apart from traditional buyout or venture strategies. Moreover, potential target firms are selected and analysed using a distinctly bottom-up approach. The investment universe therefore consists of hidden champions that are profitable and mostly debt-free as well as having a sustainable competitive advantage.
"With BB Entrepreneur Private we're closing a gap in the market," says Benjamin Böhner, Business Development, Bellevue Private Markets. "Thanks to adbodmer we have an experienced private equity team at our disposal. Together with Bellevue Asset Management's vast expertise in entrepreneur strategies, we have combined the best of both worlds and created an investment vehicle for qualified investors that was lacking until now."
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