Apheon closes AMB VI at the hard cap of €1.25bn

  • AMB VI was significantly oversubscribed and fully allocated within eight months
  • Apheon has significantly diversified its investor base, adding ~40 new institutional LPs
  • Apheon benefits from a truly global investor base spanning Europe, North and South America, Asia and the Middle East

 

Apheon Management S.A. (“Apheon”) is pleased to announce that it has reached the €1.25 billion hard cap for its sixth flagship fund vintage, Apheon MidCap Buyout VI SCSp (“AMB VI”). In addition, €50 million will be invested by the Apheon team and related families, bringing the total fund size to €1.3 billion. As with Apheon’s prior fundraises, AMB VI was oversubscribed with demand significantly exceeding the hard cap.

AMB VI secured strong support from Apheon’s existing investor base which has followed the firm over multiple funds and vintages. The firm also attracted meaningful new capital from its mainstay European countries, as well as from new geographies including the Nordics, North and South America, Asia and the Middle East. Furthermore, Apheon has also diversified its investor base by type – welcoming pension funds, insurance companies, foundations and endowments, asset managers, fund of funds, family offices and entrepreneurs globally.

With this milestone achievement, Apheon’s total assets under management have reached €4.5 billion. AMB VI will be a continuation of the successful strategy employed by Apheon over the past 20 years – majority buyout investments in primary situations in the lower-mid market, primarily partnering with families, founders and entrepreneurs. Investments will be made in €10-25 million EBITDA businesses across Core Europe (defined as Benelux, France, Germany, Italy and Spain), in the healthcare, services, consumer and niche industrials sectors. The new fund begins deployment with a robust pipeline of investments.

Wolfgang de Limburg, Managing Partner of Apheon, commented: "We are grateful for the confidence our investors have placed in us. Raising an oversubscribed fund in less than a year in today’s environment speaks to the resilience of our investment approach, the strength of our team, and the alignment we share with our global partners. AMB VI positions us well to continue delivering value by backing exceptional companies and management teams.“

Natalia Yek, Head of Investor Relations at Apheon, added: “The breadth and quality of commitments – from both long-standing partners and new institutions around the world – underscore the market’s confidence in our strategy and our ability to execute. We look forward to continuing to build enduring relationships across our blue-chip investor base.”

Apheon was advised by Evercore Private Funds Group as the global placement agent, Houlihan Lokey Capital Solutions Group, Paul, Weiss, Rifkind, Wharton & Garrison LLP and Arendt & Medernach on the fundraising.

About Apheon

Apheon is a pan-European mid-market private equity investment company managing ~€4.5 billion of assets from select global institutional investors and families. Apheon is characterized by its partnership approach, providing “patient and friendly capital” and industrial know-how to entrepreneurs and management teams, preparing their companies for the future. Through its pan-European footprint, the firm acts as a gateway into Europe for companies in the mid-market. Since its founding in 2005, Apheon has raised ~€5.0 billion in capital, invested in more than 40 companies across Europe and completed more than 200 add-on acquisitions for a total aggregate transaction value in excess of €7 billion. Apheon’s current portfolio consists of 23 companies across its target sectors, representing ~€3.5 billion sales and more than 20,000 employees. Apheon is advised by Apheon Advisors, which has offices in Brussels, Paris, Munich, Milan, Madrid and Amsterdam.

For more information, please visit www.apheon.com.

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For more information, please contact:

John Mansvelt, COO, Apheon
jm@apheon.com
T: +32 2 213 60 90

Natalia Yek, Head of Investor Relations, Apheon
ny@apheon.com
T: +32 2 213 60 99

Our manifesto: contributing to the development of sustainable finance

Sustainability generates long-term and higher value

Apheon’s ambition is to contribute to the development of sustainable finance by placing sustainability at the core of its strategy and demonstrating by example that it delivers higher and better value for portfolio companies and investors.
 
We are convinced that businesses that respect the planet, that look after their employees and that support their communities will in turn attract the best talent, differentiate themselves from their competition and ultimately emerge as the strongest in the future.

A holistic and collective approach

To succeed with this strategy, Apheon believes a holistic and collective approach is fundamental.

Holistic: it is essential that all aspects of ESG are equally and continuously supported. This is why we are active at every stage of the investment cycle by applying proprietarily developed methodologies and initiatives which are built on 5 priorities covering the broad ESG spectrum:

  • Sustainable revenues (strategy): increasing, when applicable, the share of revenues which directly benefit the environment and/or society

  • Carbon (environment): reducing emissions

  • Talent (social): creating a positive working environment which will attract, develop and retain the best talent

  • Youth, diversity and inclusion (societal): fostering a more inclusive society

  • Transparency (governance): reporting on metrics transparently, and being transparent on potential obstacles
Collective: we believe that it is only through collective action that we can create significant impact. This is why it is our intention to pull together Apheon’s entire ecosystem to undertake our ESG initiatives. This includes mobilizing our employees, portfolio companies, investors, external experts, charitable organizations, public institutions and peers. At this time of global transition, we believe that sustainable finance plays a key role in advancing towards a sustainable planet and society. Financial players, in particular private equity firms such as Apheon, are in a position to drive forward action by leveraging their business model of transforming companies. Apheon is keen to play such role and to move forward every day with humility but also conviction.