Novastone Partners AG

Private Equity Zug, Switzerland ·Founded 2024

Overview

Novastone Partners AG is a private equity firm specializing in operator-led buyouts of small and medium-sized enterprises (SMEs) facing succession challenges. As the investment arm of Novastone Capital Advisors, the firm focuses on acquiring profitable SMEs where leadership transition creates opportunities to maximize value. Their unique approach begins by identifying exceptional operators who lead searches for companies that align with their specific industry expertise and are poised for growth with a new CEO at the helm. This strategy provides an optimal succession solution for retiring owners of successful businesses, ensuring the continuity and growth of their legacy. The firm's investment strategy involves a rigorous selection process for experienced mid-career operators who identify acquisition targets that align with their industry expertise. Once the target company is acquired, Novastone Partners emphasizes leadership transition and operational excellence to drive value creation early in the ownership period. With an experienced management team in place and proven sustainable growth, their portfolio companies become prime acquisition targets. This approach has led to the acquisition of 23 companies across North America and Europe in the past three years, with a holding period of only 3-5 years and a first exit in 2024 achieving a 44% net internal rate of return (IRR). Novastone Partners' investment philosophy centers on empowering CEOs and portfolio companies to succeed by providing them with the necessary resources and support. Their team of over 40 professionals brings deep expertise across multiple disciplines, all aligned with a singular focus: empowering their CEOs and portfolio companies to succeed. This collaborative approach has resulted in a strong track record of successful exits and sustainable growth for their portfolio companies, demonstrating the effectiveness of their operator-led buyout model in addressing the succession gap in SMEs.

Investment Focus

  • Profitable SMEs facing succession challenges
  • Experienced mid-career operators seeking leadership opportunities
  • Companies with high growth potential and operational excellence

Portfolio Companies

IAR GroupGarner OsborneSTLWater RunnerInzoStewards of RecoveryKeyStoneExtended PowerStocktonUmeccCH1 Chapter One

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Frequently asked questions about Novastone Partners AG

What sectors does Novastone Partners AG invest in?

Novastone Partners AG invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Zug, Switzerland. Novastone Partners AG is listed as a private equity in the ConnectSafely investor database.

What stage does Novastone Partners AG invest at?

Novastone Partners AG backs companies at Buyout, writing cheques of 3M - 8M.

Which regions does Novastone Partners AG invest in?

Novastone Partners AG invests across United States, United Kingdom, Canada, Germany, Italy and Switzerland.

What companies has Novastone Partners AG invested in?

Novastone Partners AG's portfolio includes IAR Group, Garner Osborne, STL, Water Runner, Inzo, Stewards of Recovery, KeyStone and Extended Power.

Last updated · Source: ConnectSafely investor database