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Forum Family Equity prefers to invest in subscription businesses, i.e. businesses with recurring revenues - the waterfall represents this. Such revenues can arise from maintenance/spare parts/consumables for physical products, maintenance contracts/SaaS revenues for software, and generally high criticality/high switching risk of the service provided - in any case, they create a high level of customer loyalty. This gives subscription businesses a very high visibility for sales and earnings in the long timeframes in which we think. In addition, subscription businesses are usually very profitable and of great value for succession planning in family businesses.
Sectors: Preferably software, water & fluid management, healthcare. We are also always open to other niche businesses with a high proportion of recurring sales
Type of investment: only equity capital
Equity stake: only majorities, mostly 100%
Company size: for so-called platform deals - which report directly to FORUM - turnover at least € 5 million or EBIT at least € 1 million No minimum thresholds for so-called "add-ons" for our holdings
Transaction value: € 5-50 million
Within the scope of the search profile shown above, FORUM is flexible with regard to the shareholder and succession situation. Below we have presented typical case constellations together with possible solutions.
"Satisfied customers are a start, in the end we have to turn customers into fans."