PREMIUM
MITTELSTAND FUNDS

PLATFORM

> FOR COMPANY INVESTMENTS

> FOR INVESTORS



STRONG DEALFLOW


PREMIUM has an extensive network in the German Mittelstand: it maintains close contacts with companies, M&A advisers, banks and auditors.


By 2016 PREMIUM financed the acquisition of three companies (ACTech, Antennentechnik and wekaHolzbau) on a case-by-case basis. Investors included Family Offices and private investors. With our investors, we maintain trusting connections. Four times a year, we report on the development of the portfolio companies.


In 2017, PREMIUM and Bankhaus Lampe launched two mid-cap funds in order to carry out joint corporate investments. PREMIUM has a strong deal flow for future transactions. The participation of investors, also private investors and family offices, takes place via a classically structured limited partnership based in Germany (GmbH & Co.KG). PREMIUM is registered as AiF1)-Kapitalverwaltungsgesellschaft (KVG) with the Federal Financial Supervisory Authority (BaFin).


The first joint investment (majority share in ic! berlin-group) was made in October 2017. In July 2018 both Mittelstand funds have made a majority investment in CLARUS Films group and acquired a majority stake in KAMA GmbH in August 2018. In March 2020, PREMIUM Mittelstand Fund II, which is advised by PREMIUM, acquired a majority stake in the LKE Group and added heinekingmedia to its portfolio in June 2021. PREMIUM currently manages 130 million Euros of assets under management.


1) Alternative Investment Fund



WHAT DOES PREMIUM OFFER ITS INVESTORS?


ACCESS TO SMALL CAPS IN THE DACH REGION


> Attractive economic environment with growth prospects

> Smaller niche players with a leading market position


MORE NON-TRANSPARENT MARKET, MORE ATTRACTIVE VALUATIONS


> Transactions outside of structured auction procedures

> Strong network of industry contacts, consultants, M&A and banks

> Average, more moderate entry prices


MORE SUCCESSFUL TRACK RECORD


> Over 90 years of investment experience

> More than 50 Mittelstand transactions

> Since 2011 as PREMIUM team // successful history in the mid-market


FOUNDED INVESTMENT DECISION // COMPETENT PORTFOLIO MANAGEMENT


> Linking transaction experience and industry expertise

> Conversion of value creation potentials


TARGETED EXIT


> Early identification of the buyer universe

> Above-average return