Atica Partners is an investment and advisory firm organized with a partnership approach. Our senior partners combine extensive and broad experience in international investment organizations, the development of various companies and real estate projects. We bring in-depth sector, company / project valuation, structured financing and investment exit track record to the table.
We focus on direct investments in medium-sized businesses and real estate (revenues / asset value of between EUR 25 and 300 million). Typical transactions comprise owner-managed companies in transition or with succession issue as well as corporate carve-outs.
Our expertise in financial and strategic matters of transactions as well as in the establishing, the expansion and the restructuring of small and medium-sized businesses enables a tailored and value-added support to our companies and projects under supervision.
Deep knowledge of the target business and its competitive environment are key to all our transaction considerations. Involvement and commitment of significant senior team resources enable us to provide competitive company and project valuations. Together with company shareholders and management, we develop sustainable strategies and assist in their implementation. Our sector focus and track record comprises:
- General industrials
- Technology (software, online, EMS / hardware)
- Media and business services
- Environmental services & technology (water, waste) and renewable energy
- Healthcare, medtech and ehealth
- Financial services and fintech
- Real estate and hospitality
Innovative transaction structures allow us to offer competitive solutions for carve-outs from international corporations and disposals of owner-managed businesses (“Managed Exits”). Our lean decision-making process ensures thereby a discreet and rapid transaction execution. With our team of financial and operative experts we are able to offer an autonomous or a fiduciary sale process (eigenverantwortlicher oder treuhändischer Verkaufsprozess). Previous owners will be relieved operationally, but retain the potential of optimized sale proceeds over time, without having to accept discounts applicable in alternative fast track portfolio sale processes.
Emerged from a family office set up we act as an independent investment office. While our focus is on direct investments or “illiquid alternatives” we have a family office mindset with regards to broader asset allocation, investment horizon, market timing, sector rotation and economic cycles. We seek to identify regional and price anomalies referenced to risk-adjusted benchmark returns as well as value and disruptive growth potential to be unleashed.
Due to return premiums of illiquid assets, i.e. direct investments in companies and real estate, we believe a significant portion of long-term investors’ asset allocation shall be directed towards such assets. During times of volatile or overvalued liquid markets “illiquids” also offer great value protection.