At Unigestion, we are convinced that the most attractive private equity returns can be achieved by investing in those private companies that demonstrate potential for robust growth and real operational improvement.

Our focus is on businesses where we see prospects for significant value creation, including the roll-out of new products or technologies, market consolidation and international expansion.

In our experience, this opportunity is often best found in mid-sized companies where, in the private equity market, both entry valuations and leverage are low and value creation potential is significant.

We target innovative, hard-to-access companies whose growth is underpinned by our investment themes. We source opportunities through our broad network of relationships, including specialist fund managers, fundless sponsors, venture capital managers, industry experts, as well as directly from entrepreneurs. We take either majority or minority stakes.

Unigestion’s Direct funds

  • Global mid-market exposure. We build global portfolios with a target of 40% of the capital invested in North America, 40% invested in Europe and 20% invested in Asia Pacific. We apply our local regional knowledge to prioritise which investment themes are most relevant for each region and therefore will ultimately lead to the most compelling opportunities.
  • Exciting hard-to-access companies. Utilising our network of over 700 investment partners, we are able to source innovative, founder-led companies which play attractive trends linked to our investment themes.
  • Swift capital deployment. By leveraging our relationships, we source 450 to 500 deal opportunities per year of which we execute 10 to 15. This means that we are able to rapidly deploy our funds over two to three years.
  • Cost efficient and aligned with our investors. Our management fees and carried interest are lower than a standard buyout fund which leads to higher net returns for our investors.

Our investment criteria

Companies with an enterprise value of up to €1 billion based in Europe, North America or Asia Pacific

€10 – 75 million equity investment per deal, with the ability to invest across the capital structure to fit the risk profile and needs of the company

Ability to work with a range of partners including founders, entrepreneurs and sponsors

Flexible between majority and minority transactions

Investment Team

Francesco Aldorisio

Francesco Aldorisio

Partner

(Zurich)

Pieter-Jan Frederix

Pieter-Jan Frederix

Partner

(London)

Phillip Scheier

Philipp Scheier

Partner

(Zurich)

Michael Toedtli

Michael Toedtli

Principal

(Jersey City)

Steven Li

Steven Li

Sr. Vice President

(Singapore)

Our sector focus