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Investments Specialist, Forum (Forum Family Office Gmbh)

Family Office in Munich, Germany

Interests: Recurring revenue; niche; moat in software, healthcare, water & fluid management, industry & services.
Background: We have been managing the assets of a Munich family since 1990. Our mission is to invest these assets in companies that combine a unique business model with strong competitive advantages into a business "franchise". We hold such investments permanently, preferably for the next generation of the family. Currently, we have made investments in 26 companies, their turnover ranges from 2 - 28 million euros per year. Our group employs more than a thousand people, including about fifty trainees, and is growing at an excellent double-digit rate. Of the 26 companies, twelve are number one or two in their industry in terms of profitability. Our focus industries are: software - water & fluid management - health - industry & services. We prefer to invest in subscription businesses, i. e. businesses with recurring revenues. Such revenues can come 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 high customer loyalty. This gives subscription businesses very high visibility for revenues and earnings in the long time frames in which we think. In addition, subscription businesses are usually very profitable.
7.2 / 10
Locations
Austria + 6 more
Industries
IT Services + 2 more
Investment Size
USD 4.4 Mn - 82 Mn
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Investment Portfolio Manager

Family Office in Dubai, UAE

Interests: We are looking to invest up to USD 5 million in established businesses with a minimum revenue of USD 1.5 million. We are open to acquiring businesses in various industries, with a focus on the UAE, Italy, the South of France, and Switzerland, as we look to expand our portfolio. We do not have any specific sectors to avoid. We look for the following factors before we invest, acquire or advise on a business: 1. Profitable, transparent business model with a clear track record of positive EBITDA and cash flow, rather than purely story-driven or speculative growth. 2. Recurring or highly predictable revenues (For example, long-term customer relationships, repeat orders, contracts), instead of one-off project business. 3. Sensible leverage and solid balance sheet, so that the company can comfortably service its debt even in weaker years. 4. Capable and trustworthy management team, with realistic planning and a conservative approach to risk.
Background: We are an investment firm based in St. Gallen, Switzerland. We focus on managing investment portfolios. Our expertise is in investment management, and we aim to make strategic decisions that maximise returns for our clients.
8.1 / 10
Locations
France + 3 more
Industries
Application Software + 3 more
Investment Size
USD 500 K - 5 Mn
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CEO, BIG (BroadPeak Investment Group)

Family Office in Atlanta, USA

Interests: Key factors we look for: - Defensible IP & Infrastructure, including proprietary software codebases, unique digital assets, or fully built commercial facility infrastructure such as high utility power, refrigeration, and HACCP/municipality-compliant layouts. - Scalability & automation potential with B2B SaaS platforms providing mission-critical enterprise utility, low customer churn, and recurring revenue (ARR/MRR). - For food/artisan ventures, we look for B2B/digital distribution models adaptable to tech automation. - Clean operations & governance with clear title, transparent financial accounting, strong core unit economics, and clean corporate structures (Free Zone or Onshore LLC). Businesses we like: - Enterprise B2B SaaS, AI & software engineering platforms solving enterprise workflow pain points, lead validation, hospitality/agentic automation, or multi-unit franchise management. Commercial artisan bakery & food infrastructure including commercial kitchens, B2B bakery production, luxury artisan food brands, and tech-enabled gifting/e-commerce platforms. Turnkey managed IT & infrastructure services with established enterprise clients and strong recurring revenue. Businesses We Dislike: Unscalable brick-and-mortar operations with heavy single-location reliance, outdated legacy setups lacking IP, un-hedged labor models, or businesses with heavy customer concentration and non-recurring revenue models. - We are looking for businesses in the UAE and Pakistan, as we want to grow our portfolio in these locations.
Background: We are an operator-led private equity and family office investment firm partnering with exceptional founder-led and family-owned businesses globally. Founded by a serial entrepreneur, our leadership team brings decades of experience building, scaling, and operating multi-unit, multi-national enterprises. Our expertise spans enterprise technology & AI platforms, franchise & multi-unit retail networks, B2B supply chain, real estate, and commercial food production. Having built global systems from a single storefront to nearly 800 locations across 12+ countries, our team possesses deep, hands-on operational know-how in scaling digital backends, proprietary SaaS platforms, and global distribution logistics. Our portfolio and track record include global consumer and infrastructure platforms alongside extensive commercial real estate holdings. Beyond providing flexible growth capital (controlling or minority equity), we actively support portfolio companies through operator-grade value creation. We help founders automate operations, modernize enterprise software and AI workflows, expand cross-border distribution across North America and the GCC, optimize unit economics, and build defensible, long-term market positions without the pressure of fixed fund exit timelines.
9.5 / 10
Locations
Pakistan + 2 more
Industries
Application Software + 8 more
Investment Size
Upto USD 8.2 Mn
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CEO, BIG (BroadPeak Investment Group)

Family Office in Atlanta, USA

Interests: Key factors we look for: - Defensible IP & Infrastructure, including proprietary software codebases, unique digital assets, or fully built commercial facility infrastructure such as high utility power, refrigeration, and HACCP/municipality-compliant layouts. - Scalability & automation potential with B2B SaaS platforms providing mission-critical enterprise utility, low customer churn, and recurring revenue (ARR/MRR). - For food/artisan ventures, we look for B2B/digital distribution models adaptable to tech automation. - Clean operations & governance with clear title, transparent financial accounting, strong core unit economics, and clean corporate structures (Free Zone or Onshore LLC). Businesses we like: - Enterprise B2B SaaS, AI & software engineering platforms solving enterprise workflow pain points, lead validation, hospitality/agentic automation, or multi-unit franchise management. Commercial artisan bakery & food infrastructure including commercial kitchens, B2B bakery production, luxury artisan food brands, and tech-enabled gifting/e-commerce platforms. Turnkey managed IT & infrastructure services with established enterprise clients and strong recurring revenue. Businesses We Dislike: Unscalable brick-and-mortar operations with heavy single-location reliance, outdated legacy setups lacking IP, un-hedged labor models, or businesses with heavy customer concentration and non-recurring revenue models. - We are looking for businesses in the UAE and Pakistan, as we want to grow our portfolio in these locations.
Background: We are an operator-led private equity and family office investment firm partnering with exceptional founder-led and family-owned businesses globally. Founded by a serial entrepreneur, our leadership team brings decades of experience building, scaling, and operating multi-unit, multi-national enterprises. Our expertise spans enterprise technology & AI platforms, franchise & multi-unit retail networks, B2B supply chain, real estate, and commercial food production. Having built global systems from a single storefront to nearly 800 locations across 12+ countries, our team possesses deep, hands-on operational know-how in scaling digital backends, proprietary SaaS platforms, and global distribution logistics. Our portfolio and track record include global consumer and infrastructure platforms alongside extensive commercial real estate holdings. Beyond providing flexible growth capital (controlling or minority equity), we actively support portfolio companies through operator-grade value creation. We help founders automate operations, modernize enterprise software and AI workflows, expand cross-border distribution across North America and the GCC, optimize unit economics, and build defensible, long-term market positions without the pressure of fixed fund exit timelines.
9.5 / 10
Atlanta
Locations
Pakistan + 2 more
Industries
Application Software + 8 more
Investment Size
Upto USD 8.2 Mn
Send Proposal
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