Our Approach

By leveraging a deep network of relationships, we foster proprietary investment opportunities predicated on innovative and disruptive business models and companies with the potential for accelerated market growth.

Investment Strategy

Investment Strategy

Investment Strategy

Investment Strategy

We invest in businesses that provide essential services, have high barriers to entry and offer significant opportunity to be market leaders.

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Investment Strategy

We are committed to investing in high-quality businesses that may not suit a traditional private equity mandate. Our strategy has its core focus on investments with a lower risk profile, primarily in North America. Our Buy and Build approach is rooted in making platform and add-on acquisitions that allow us to expand into new markets maximize the value of our companies over time.

Disciplined Due Diligence

Our investment approach is predicated on a disciplined due diligence process that measures risk, identifies the key drivers of growth, ensures that we’re adhering to our determined guidelines and objectives and assesses opportunities to determine the target’s full internal capabilities and external market potential.

Generative Impact

At the core of our business model is value creation by investing in great businesses where our strategic insight, capital, relationships and operational expertise can drive generative and sustainable growth.

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Investment
Criteria

$10-$200M

Enterprise Value

$5-$250M

Annual Revenue

$2-$20M

EBITDA

116

countries,
4 continents,
target geography

Our Contribution To Value Creation

Filion Capital Partners supports
Companies in sustainable growth.

We understand the challenges small businesses face vis-à-vis growth strategies. There is no blueprint-our approach is always as unique as the company itself. We see ourselves as committed operators and entrepreneurs who support our companies in achieving their goals. We are not in the custom of acquiring then tearing apart operations via financial re-engineering. We invest in companies for one simple reason: to help them grow and expand.
Sustainable organizations
Accelerated growth

Attract important talents.

For us, the management teams and key executives of the portfolio companies are the most important element for the sustainable and positive development of the company. In the context of succession situations or the implementation of growth strategies, we support companies and organizations in finding the right successor or in building up a second management level. Our many years of experience in comparable situations and our internal HR team, which professionally supports the relevant searches, help us here.

With our participation Zeit für Brot , we started to build up the second management level immediately after our entry and in close cooperation with the managing partner, so that he can concentrate more on the planned expansion of the business.

  • Organizational Structure
  • Recruiting key people
  • Operational improvements
  • Development of new business areas
  • International expansion
  • Add-on Acquisitions

Create the basis for continuing the success story

We are deliberate and thoughtful about rethinking & optimizing a sustainable organizational structure as the basis for continuing the success story. We diligently examine the key drivers that influence organizational structure and explore how our companies need to be internally organized to be externally successful.

100%

of our investments are made with organizational structure in mind.

Attracting world-class talent.

For us, the management teams and key employees of the companies we invest in are the most important element for the sustainable development of the company. In the context of the implementation of growth strategies, we support our companies in finding the right people.

100%

of the time we will seek to add world-class talent to fill in gaps

Identify and address barriers to growth.

Successfully implementing growth strategies also means ensuring and expanding operational performance. At the beginning of our engagement, we identify structural growth hurdles that need to be addressed and, if necessary, remove them.

100%

of the time we will seek to increase production output without significant additional CAPEX.

Combine internal skills and external potential.

We invest in companies with unique capabilities in their industries. We see it as essential to support management to develop a strategy that consistently unites the company’s internal capabilities and external market potential which, in our estimation, often results in the expansion of new business areas.

100%

of the time we will seek sales growth in line with our strategy.

Growing beyond borders.

International expansion is a fundamental to our growth strategy. We contribute to the development of the expansion of existing and the development of new geographical growth markets through organic measures and selective acquisitions of international competitors.

100%

of the of our effort will be to expand sales outside original region of operations

Leveraging our M&A expertise.

Add-on acquisitions are a valuable option within our strategy. Our more than 20 years of activity gives us access to an extensive network in the lower middle market M&A market and experience in completing successful transactions.

100%

of the time Add-on acquisitions will be made to enhance synergies around the platform acquisition

By fostering sustainability, inspiring our people, and exercising good governance, we are able to improve our companies’ impact on our communities.

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Our
Insights

Our most recent thoughts on the issues that matter most in business and management. You can view our strategic insights; short provocative pieces that we write as food for thought for our clients.

Perspective
Coronavirus: Prospering through the Crisis: How organizations can respond.
November 11, 2020
In 2018, private equity funds managed by Blackstone – together with Canada Pension Plan Investment Board and GIC – acquired a majority stake in Thomson Reuters’ Financial & Risk business, now known as Refinitiv. Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, providing leading data and insights, trading platforms and open data and technology platforms that connect communities of trading, investment, financial and corporate professionals.
Perspective
To sell or not to sell: Selling your Business in the COVID era.
August 28, 2020
In 2018, private equity funds managed by Blackstone – together with Canada Pension Plan Investment Board and GIC – acquired a majority stake in Thomson Reuters’ Financial & Risk business, now known as Refinitiv. Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, providing leading data and insights, trading platforms and open data and technology platforms that connect communities of trading, investment, financial and corporate professionals.
Perspective
Organizational Structure: Rethinking and Rebuilding yours.
October 11, 2020
In 2018, private equity funds managed by Blackstone – together with Canada Pension Plan Investment Board and GIC – acquired a majority stake in Thomson Reuters’ Financial & Risk business, now known as Refinitiv. Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, providing leading data and insights, trading platforms and open data and technology platforms that connect communities of trading, investment, financial and corporate professionals.
Industry Insights
Emerging tech trends shaping The future of business
September 05, 2020
In 2018, private equity funds managed by Blackstone – together with Canada Pension Plan Investment Board and GIC – acquired a majority stake in Thomson Reuters’ Financial & Risk business, now known as Refinitiv. Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, providing leading data and insights, trading platforms and open data and technology platforms that connect communities of trading, investment, financial and corporate professionals.
Industry Insights
Business Process Automation: Trends 2021
October 30, 2020
In 2018, private equity funds managed by Blackstone – together with Canada Pension Plan Investment Board and GIC – acquired a majority stake in Thomson Reuters’ Financial & Risk business, now known as Refinitiv. Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, providing leading data and insights, trading platforms and open data and technology platforms that connect communities of trading, investment, financial and corporate professionals.
Industry Insights
Technology: Major global challenges Technology can solve
October 30, 2020
In 2018, private equity funds managed by Blackstone – together with Canada Pension Plan Investment Board and GIC – acquired a majority stake in Thomson Reuters’ Financial & Risk business, now known as Refinitiv. Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, providing leading data and insights, trading platforms and open data and technology platforms that connect communities of trading, investment, financial and corporate professionals.