TRACK RECORD INDUSTRY & MIDSIZE COMPANIES
Global Equity Partners has assets under management of EUR 300 m in Industry & mid-size companies. Since 1990 30 investments have been made and/or realized in this area by the investment teams under Michael Tojner, Kurt Stiassny and Herbert Roth for Global Equity Partners and Unternehmens Invest AG (UIAG). The transaction volume was more than EUR 900 m, producing average returns of over 25% p.a. for investors.
The Track Record shows direct investments in chronological order, divided by Global Equity Partners and UIAG.31 TRANSACTIONS
Returns > 25% p.a.
Company
Industry
Country
Investment team led by
Entry year
Exit
GLOBAL EQUITY PARTNERS GROUP
Cofinec N.V.
Packaging
Eastern Europe
Tojner(GEP)
2000
Trade sale
Microdyn-Nadir
GmbH
Microfiltration
A
Tojner(GEP)
2002
Trade sale
Alu Menziken Holding AG*
Aerospace/Industry
CH, Global
Sernetz(MTC)
2006
Duktus S.A. (former Tiroler Röhren- und Metallwerke
AG/
Buderus Giesserei
Wetzlar GmbH)
Cast-iron pipes
A, GER,
Eastern Europe
Stiassny(BOCE II)
2007
UNTERNEHMENS INVEST AG
Biopac GmbH
Packaging
A
Stiassny(UIAG)
1990
Co-investor
NGI NORMA GOERZ GmbH
Electronics
A
Stiassny(UIAG)
1990
Trade sale
Wolford AG
Textiles
A, Global
Stiassny(UIAG)
1990
IPO
Schrack Telekom AG
Telecommunications
A
Stiassny(UIAG)
1991
Trade sale
Binder & Co AG
Machine manufacturing
A, Global
Stiassny(UIAG)
1991
IPO
LeDuigou GmbH
Perfumery
F
Stiassny(UIAG)
1994
Co-investor
Schrack Seconet
GmbH
Security engineering
A
Stiassny(UIAG)
1994
Trade sale
JCK Holding GmbH
Textil KG
Textiles
GER
Stiassny(UIAG)
1994
HWS Energy
Corporation
Energy production
A
Stiassny(UIAG)
1995
Trade sale
Palfinger AG
Machine manufacturing
A, Global
Stiassny(UIAG)
1996
IPO
Agra Tagger AG
Foodstuffs
A
Stiassny(UIAG)
1996
Co-investor
Libro AG
Office supplies
A
Stiassny(UIAG)
1997
Trade sale
Niedermeyer AG
Entertainment electronics
A
Stiassny(UIAG)
1997
Trade sale
Coming Home GmbH
Home furnishings
A
Stiassny(UIAG)
1998
Value adjustment
Wiener Börse AG
Financial services
A
Stiassny(UIAG)
1999
Co-investor
Andritz AG
Plant engineering & construction
A, Global
Stiassny(UIAG)
1999
IPO/SPO
ET Multimedia AG
Publishing/Media
A
Stiassny(UIAG)
2000
Trade sale
Preh GmbH
Automotive
GER
Stiassny(UIAG)
2004
Co-investor
Austria Email AG
Warm water storage
A
Stiassny(UIAG)
2006
(UIAG) Unternehmens Invest AG (UIAG) investment made and/or realized, (GEP) Global Equity Partners Beteiligungs-Management GmbH (GEP) investment made and/or realized, (UIAG/GEP) Global Equity Partners and Unternehmens Invest AG investment made and/or realized, (MTC) Montana Tech Components investment made and/or realized, * holdings of Montana Tech Components AG, ** MTC = Montana Tech Components AG