Aurelius Equity Opportunities SE & Co. KGaA (0W1D)

Overview

AURELIUS Equity Opportunities SE & Co. KGaA operates as a private equity firm, founded on March 20, 2006, with a specialized focus on acquisitions, growth facilitation, and the management of complex transaction structures, including corporate carve-outs and management buyouts. The firm is characterized by its strategic approach to investing in lower-middle-market companies facing special situations, such as corporate spin-offs, unresolved succession issues, and operational or financial challenges. With a geographical focus on Europe, particularly the Developed Markets & Nordic region, AURELIUS aims to acquire, restructure, and subsequently divest companies, leveraging its expertise to unlock their potential. The firm's investment strategy encompasses a broad spectrum of industries including industrials, chemicals, information technology, business services, consumer goods, food and beverage, and telecoms, media, and technology (TMT). Headquartered in Grünwald, Germany, AURELIUS has expanded its presence with additional offices across Europe and in New York, United States, facilitating a global reach in its operations and investment activities.

Products and Services

• Acquisitions and Growth Funding

AURELIUS specializes in financing acquisitions and facilitating organic growth in lower-middle-market companies. By providing capital and expertise, the firm supports companies in navigating complex transaction structures, enabling them to achieve their growth objectives.

• Complex Transaction Structures and Carve-Outs

The firm has a niche in managing complex transactions, including corporate spin-offs and carve-outs. This involves separating a business unit or division from its parent company to establish it as a standalone entity, a process where AURELIUS’ strategic and operational expertise is crucial.

• Management Buyouts (MBO) & Buy-Ins (MBI)

AURELIUS invests in opportunities where existing management teams seek to acquire a significant stake in the business they manage (MBO) or where an external manager/team buys into the company (MBI), providing not only capital but also strategic support to ensure successful transitions.

• Operational Restructuring

Targeting companies with operational issues or significant debt levels, AURELIUS leverages its restructuring expertise to turn around underperforming businesses, improving their operational efficiency and positioning them for future success.

• Strategic Acquisitions

The firm engages in strategic acquisitions to bolster the competitive positioning of its portfolio companies. By investing in complementary businesses or technologies, AURELIUS seeks to create synergies and drive industry consolidation for enhanced value creation.

• Public to Private Transactions (P2P)

AURELIUS participates in P2P transactions, facilitating the transition of publicly traded companies to private ownership. This allows for more flexible, long-term strategic planning and operational improvements away from the public markets’ pressures.

• Exit Strategies

With a strategic approach to investment exit, AURELIUS aims to maximize returns by selling restructured and revitalized companies to private, institutional, or industrial investors, or by navigating them through an initial public offering (IPO).