EGS Beteiligungen

What EGS Beteiligungen does

EGS Beteiligungen AG (EGSB) is a Zürich-based private investment company and wholly-owned subsidiary of the Ernst Göhner Foundation, established in 2009 to deploy the foundation's capital into Swiss companies on a long-term, entrepreneurial basis. Founded as the dedicated investment vehicle of the Ernst Göhner Foundation (itself established in 1957 by Zurich entrepreneur Ernst Göhner), EGSB operates two complementary investment programs: a buyout track targeting established Swiss companies with at least CHF 50 million in annual turnover across industrial, IT, and medical technology sectors, and a growth track backing late-stage Swiss start-ups with minimum CHF 4 million turnover and >20% growth rates in Industrial Tech, Enterprise Tech, Consumer Tech, Health Tech, and Deep Tech.

EGSB invests its own balance sheet capital rather than raising external fund vehicles, which enables a patient investment horizon free of traditional fund-life constraints. The company takes both minority and majority positions, with investment ticket sizes typically in the CHF 5-15M range for growth deals and significantly larger for buyouts (e.g., the 2024 acquisition of SERTO Group). Active ownership is central to the model: EGSB typically seeks board participation, supports management through co-ownership incentives, and provides strategic and network support across the portfolio. The portfolio spans 13+ holdings including Sensirion, Siegfried, Huber+Suhner, Interroll, Comet, Bauwerk, B+G Schweiz, Roth Gerüste, Argus Data Insights, Seaking, DV Bern, Futurae, Bcomp, SERTO, Delvitech, SWISSto12, Spineart, Oviva, and the merged Beekeeper-LumApps platform, collectively employing over 12,600 people.

EGSB generates returns through dividends, capital gains, and value appreciation across its portfolio; a portion of returns supports philanthropic activities by the Ernst Göhner Foundation. Distribution and sourcing occur entirely through direct investment networks, board relationships, and the Swiss business ecosystem rather than traditional marketing channels. The internal team comprises approximately 15 professionals including the Managing Director, CFO, Investment Directors, Investment Managers, Investment Associates, and Corporate Controlling staff, with notable recent additions during 2024 and 2025 from BCG, Credit Suisse, UBS, EY, and INSEAD backgrounds.

Name

EGS Beteiligungen

Legal name

EGS Beteiligungen AG

Website

https://egs-beteiligungen.ch

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

EGS Beteiligungen AG is the Zürich-based investment vehicle of the Ernst Göhner Foundation, investing patient capital in established Swiss companies and late-stage Swiss start-ups across industrial, IT, and medtech sectors with active board participation.

Ownership category

akta.pro rank

Product category

Private Equity / Long-term Equity Investment

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

ESG Integration / Responsible Investment Funds (Broad ESG) (FSANAJAL)

Keywords

• Private equity investments
• Growth capital financing
• Portfolio company management
• Long-term equity holdings
• Foundation-backed investing

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others

Revenue model

1. Investment Returns: EGSB generates returns through dividends, capital gains, and value appreciation from portfolio company investments. As a wholly-owned subsidiary of the Ernst Göhner Foundation, returns support both foundation commitments and philanthropic activities.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

EGS Beteiligungen AG (EGSB) is the investment vehicle of the Ernst Göhner Foundation, deploying foundation capital into Swiss companies. It takes minority and majority equity stakes in established Swiss companies with annual turnover of at least 50 million CHF across industrial, IT and medical technology sectors, and provides growth financing (5–15 million CHF tickets) to late-stage Swiss technology start-ups with minimum 4 million CHF turnover and growth rates above 20%. EGSB supports its investments through active board participation, strategic guidance and network access.

Differentiator

Problem solved

Functional benefit

Products and services

• Established Company Equity Investments

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• PwC SwitzerlandminorImplementation/ SI/ Consulting Partner · 14 February 2024Professional services firm that supported EGSB's acquisition of the majority stake in SERTO Group.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Capvis Equity Partners: Swiss-headquartered private equity firm focused on mid-market industrial, technology, and consumer companies in the DACH region. Closely comparable to EGSB in target geography (Switzerland/Europe), deal size range, and sector exposure (industrial, IT, medtech). Both firms share a long-hold orientation with active board-level value creation in portfolio companies.
• Schroders Capital (formerly Adveq): Swiss-origin private equity and venture investment business now integrated into Schroders, with deep ties to Zurich-based institutional investing in mid-market and growth companies across Europe. Comparable to EGSB in Swiss roots, PE/VC dual strategy, and emphasis on long-term capital partnership with portfolio management teams.
• Bregal Investments: European private equity firm with Swiss/German roots backing mid-market industrial, technology, and consumer companies using long-duration capital from a founding-family balance sheet. Directly comparable to EGSB in evergreen patient-capital model, mid-market deal size, DACH geographic focus, and active-investor approach with portfolio company support.
• HQ Capital: European private equity and infrastructure investor managing long-term capital pools from family-office and foundation clients, with significant activity in mid-market industrial and technology buyouts. Comparable to EGSB in foundation/family-office capital stewardship, evergreen holding structures, and direct investment approach over fund-of-funds.

Broad incumbents

• Partners Group: Listed Swiss-headquartered private markets firm with global reach across private equity, private debt, infrastructure, and real estate. Comparable to EGSB in Swiss domicile, PE/growth-equity orientation, and active ownership philosophy, but materially larger and diversified across asset classes and geographies.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks4 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/egs-b

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments6 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EGS Beteiligungen