Entrepreneurial. Responsible. Down-to-earth.
We are an interdisciplinary team of entrepreneurs with many years of experience in the investment industry as well as operational experience as founders and CEOs of companies.
As a value-creating partner to entrepreneurs and management teams of medium-sized companies, Sophora provides strategic and operational know-how as well as a comprehensive network of experts and flexible capital in order to jointly discover and unlock potential. Sophora is a signatory of the UN Principles for Responsible Investment (“PRI”) and the Women’s Empowerment Principles (“WEPs”).
Thematic investing offers opportunities that arise across sectors as a result of long-term megatrends, and Sophora Unternehmerkapital systematically supports its companies in discovering and unlocking this potential.
ENERGY TRANSITION & RESOURCE AVAILABILITY
A growing world population, ongoing urbanization and increasing prosperity are driving demand for energy, food and water. However, the amount of natural resources that can be used to meet this demand is finite on earth. We invest in companies that are able to use this challenge as an opportunity and, above all, as a growth driver. Renewable Energies, Circular Economy or Future Mobility represent some of our investment focus areas.
B-E-S-T stands for Breakthrough, Enabling, Scalable and Transformative. Technological advancement will be the critical factor to ensure that despite our planet’s limited resources, our way of living and quality of life can be supported and further improved. We invest in companies that set new technological standards with their products, production processes or services and convince through quality. Areas of focus include Cybersecurity, Artificial Intelligence, Advanced Materials, Agritech and Robotics.
Buy-and-build is part of our DNA . We leverage our industry-leading expertise in this area when it comes to identifying attractive buy-and-build platforms, supporting management teams in the successful execution of an add-on acquisition as well as its integration with know-how and capital, and discovering and jointly unlocking acquired growth potential and synergies. We consider the following key factors to be decisive for the success of a buy-and-build strategy: an excellent management team, a well-positioned platform company, and the availability of target companies that can benefit exceptionally from the platform’s infrastructure.
We invest in medium-sized companies with headquarters in Germany, Austria or Switzerland and have the potential to develop their business further.
Established and successful mid-sized companies (no start-ups or restructuring situations)
Growth potential for the long term (organic and via buy-and-build)
Sales between €5-50m and a positive operating cash flow
Majority or significant minority investments
Headquarters in the DACH region
We bring solutions to a variety of situations where we can contribute to the sustainable development of companies as a value-creating partner. We participate in the following situations:
Successfully managing succession
Accelerated growth via acquisitions
Unlock the full potential
Develop group divisions independently
From manager to entrepreneur
Preferred partner for female entrepreneurs
Our joint success model – your solution
To achieve this, we bring our growth-oriented “best-in-class approach” to value enhancement: Based on the individual profile of the company and taking into account the company-specific characteristics, we develop the Sophora Value Creation Plan (“SVCP”) together with the management.
+ Value-add through access to network, flexible capital, and best practice methods
We contribute as a constructive, strategic sparring partner to management teams, share best practices, provide access to our extensive network, and flexibly provide capital as needed.
In developing, implementing, and adapting the Sophora Value Creation Plan, we always strive to leverage the diverse perspectives, experiences, and expertise of all individuals. Value creation – which we refer to as “our shared most important routine work” – thus becomes a continuous team effort that we accomplish together.
Sophora Unternehmer-Fonds I
As an independent equity investment firm, we pursue an established and value-creating investment approach in the small-cap market and have launched our own fund for this purpose, Sophora Unternehmer-Fonds I.
Our investor network consists of a broad range of entrepreneurs, family offices and high profile individuals from the corporate finance community. This diversity ensures our independence and at the same time allows us to draw on an extensive network of investors with valuable experience. In addition, we have long-standing personal relationships with renowned institutional investors. We are particularly proud that about one fifth of our investors are female. This number is above the industry average and illustrates our commitment to strengthening female entrepreneurship in our industry as well as in our portfolio companies.
In some situations, such as larger transactions or extensive buy-and-build concepts, we also offer our investors the option of direct investment in the form of co-investments. This gives you the opportunity to participate directly in the acquired company with your own capital.
If you are interested in becoming part of the Sophora investor network, please contact us for further information.