WMS Wachstumsfonds Mittelstand Sachsen

Overview

WMS Wachstumsfonds Mittelstand Sachsen is a private equity fund dedicated to fostering the growth of medium-sized enterprises in Saxony, Germany. Established in 2005, the fund has been a key partner for local businesses, providing both capital and management support to facilitate shareholder transitions, company successions, and various growth strategies. In 2020, the fund entered its third generation, with an increased volume of €85 million allocated for investments in the region's Mittelstand. The fund's investment approach is versatile, offering both direct and silent equity participations, as well as mezzanine financing instruments such as silent partnerships, profit participation rights, and convertible bonds. These investments typically range from €1 million to €10 million, with a standard duration of 5 to 8 years. The WMS focuses on companies with a minimum annual revenue of €5 million, aiming to support growth, succession planning, acquisitions, and internationalization efforts. Over the years, the WMS has successfully partnered with numerous companies, contributing to their development and success. Notable examples include the TL Concept GmbH, which, with the WMS's support, transitioned from an international corporation to a leading provider in its sector, achieving over €50 million in revenue. Another example is the Goldeck Süßwaren GmbH, where the WMS facilitated the integration of the traditional brand 'Zetti' into the market, ensuring a successful generational change in management. These instances highlight the fund's commitment to fostering innovation, growth, and sustainability within the Saxon Mittelstand.

Investment Focus

• Established company with a minimum annual revenue of €5 million
• Growth potential
• Experienced management team
• Established market position
• Innovative and technology-oriented products or services

Portfolio Companies