What Finatem does

Finatem is an independent, partner-managed private equity firm headquartered in Bad Homburg vor der Höhe, Germany, that has invested in smaller German Mittelstand companies since 2000. The firm targets majority buyouts of companies with annual sales between €10M and €50M or EBITDA between €2M and €6M, with business activities or know-how in German-speaking Europe (Germany, Austria, and Switzerland). Typical deal situations include company successions, corporate group spin-offs, and growth-related follow-on investments. The firm's core service is providing equity capital and partnership support to portfolio company management during ownership transitions and growth phases.

Finatem operates through multiple fund vehicles — currently Finatem IV GmbH & Co. KG, with prior funds Finatem II and III wound down. As of late 2024, the firm holds four active portfolio companies: Food & Service Group (delivery wholesale for snack bars), GFT Gothaer Fahrzeugtechnik (lattice boom systems and crane components), HKM Sports Equipment (equestrian products), and hGears (high-precision gears for e-mobility, e-bikes, and power tools). The firm monetizes through standard private equity mechanics — management fees on committed/invested capital and carried interest upon successful exits — rather than through a technology product or consumer-facing offering.

The investment team is intentionally small (four named core members plus project-based industry experts), and deal flow is sourced through direct, relationship-driven outreach and intermediary referrals rather than mass marketing. The firm has no proprietary technology platform and does not publicly disclose revenue, fund size, or pricing terms. Notable past holdings include Schwinn Group, Mecanindus Vogelsang, J&S Automotive Technology, WST precision technology, Lichtbasis, dataWerks, Schollenberger Kampfmittelbergung Group, and Mungo (exited October 2024). Finatem also maintains SFDR Article 3, 4, and 5 ESG disclosures for its current fund.

Name

Finatem

Legal name

Finatem Fonds Management Verwaltungs GmbH

Website

https://finatem.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

Finatem is an independent, partner-managed private equity firm based in Bad Homburg, Germany, that invests via majority buyouts in smaller Mittelstand companies with €10–50M in annual revenue across the DACH region.

Ownership category

akta.pro rank

Product category

Private Equity Investment

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Other Investment Pools and Funds (5259)

SIC

Finance Services (6199)

akta.pro primary industry

Management Buyouts (MBO/MBI) & Sponsor-Led Transactions Advisory (FSAEAGAI)

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Debt Advisory & Financing Advisory (FSAEAGAD)

Keywords

• Private equity investments
• Mittelstand buyouts
• Majority equity stakes
• Company succession financing
• Growth capital

Headquarters

HQ city

Frankfurt

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others

Revenue model

1. Private Equity Investment Returns: Finatem generates returns through ownership stakes (majority buy-outs) in portfolio companies. Returns are realized through portfolio company value creation, eventual exit or sale of holdings, and dividend distributions from portfolio companies. The firm manages multiple funds (Finatem II, III, IV) and collects management fees and carried interest.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Finatem is an independent partner-managed private equity firm that provides majority equity investments to smaller Mittelstand companies in German-speaking Europe (Germany, Austria, Switzerland). Typical deal situations include company successions, group spin-offs, and growth-related follow-up investments, targeting companies with annual sales of €10-50 million or EBITDA of €2-6 million. The firm manages multiple investment funds (currently Finatem IV) and partners with management teams to support portfolio companies through ownership transitions and growth phases.

Product overview

Finatem is an independent partner-managed private equity firm offering equity capital investment services to medium-sized companies in German-speaking Europe (Germany, Austria, Switzerland). The firm manages multiple investment funds (currently Finatem IV, with Finatem II and III having been wound down) and takes majority stakes in companies with annual sales of €10-50 million or EBITDA of €2-6 million. The investment products focus on succession planning, corporate spin-offs, and growth financing. The firm currently holds four portfolio companies and has previously exited multiple investments across various industrial and service sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Finatem IV GmbH & Co. KG The current active investment fund managed by Finatem, focusing on majority buyouts of medium-sized companies in German-speaking Europe with sales between €10-50 million or EBITDA between €2-6 million.
• Equity Investment Services Majority equity stake investments in smaller midsized companies for succession planning, group spin-offs, and growth-related follow-up investments, providing stability, growth, and partnership support to portfolio companies.

Quantifiable outcome

• Over 20 years of continuous investment activity since 2000 across multiple funds (Finatem II, III, IV)

Named customers4 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Expansion highlights4 records

Direct peers

• Deutsche Beteiligungs AG: Publicly listed German mid-market private equity firm investing in Mittelstand companies via buyouts and growth capital — directly comparable to Finatem in geography, ticket size, and target segment.
• ECM Equity Capital Management: Frankfurt-based mid-market PE firm investing in German Mittelstand succession and growth situations — overlapping geographic and segment focus with Finatem.
• Paragon Partners: Independent German mid-market PE firm specialising in buyouts of Mittelstand companies, with comparable ticket sizes and DACH focus.
• IK Investment Partners: European mid-market PE firm with DACH presence investing in succession, spin-off, and growth buyouts comparable to Finatem's deal situations.
• Afinum Management: Munich-based mid-market PE firm investing in DACH Mittelstand buyouts and succession situations — directly comparable in geography and target profile.
• Odewald & Compagnie: Berlin-based independent German PE firm focused on majority stakes in established Mittelstand companies — directly comparable in strategy and target profile.
• capiton AG: Independent German mid-market PE firm investing in succession and growth capital situations across the DACH Mittelstand — comparable deal type and target size.
• Auctus Capital Partners: Munich-based PE firm focused on majority buyouts of profitable German Mittelstand companies — overlapping target segment and ticket size.
• HANNOVER Finanz: Privately owned German PE investor focused on majority stakes in established Mittelstand companies, often via succession situations — closely mirrors Finatem's strategy and target company profile.

Broad incumbents

• VR Equitypartner: German PE subsidiary of the cooperative banking group, providing equity capital to Mittelstand companies including successions and growth financing — operates at the same segment but as part of a broader banking group.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

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

M&A11 records

Investments

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

Frequently asked questions about Finatem