Investment Criteria
UFG Private Equity seeks potential targets that comply with the following criteria:
Management
We back exceptional management teams in businesses where there is a major opportunity to create strategic value for shareholders.
In all transactions UFG Private Equity seeks partnerships with people who have a successful previous track record in managing their companies and proved themselves as competent and honest managers committed to improving their businesses and creating value.
UFG Private Equity aims to achieve a situation where existing owners and managers retain a significant ongoing stake in the business.
Industry focus
Our focus is not limited to specific industry sectors. Historically we have invested in Media, IT, Telecoms, Consumer Staples, Retail and Infrastructure related businesses. We have extensive experience of profitably investing in each of these sectors.
Geographic Preference
UFG Private Equity invests in companies across Russia and the CIS. Our particular focus is on Russia.
Annual Revenue
UFG Private Equity target investment universe is mid-sized businesses with revenues generally between $20 and $400 million.
Transaction Value
Expected equity investment per transaction is $15 to $50 million.
Target Ownership
UFG Private Equity will typically either acquire a sufficient level of ownership in portfolio companies, whether on its own or with other investors, or ensure there are legal mechanisms in place to enable it to exert significant influence on strategic matters and key operating decisions so as to generate significant post-investment value.
We will also consider minority stakes provided that we are comfortable with the ownership structure of the company and the shareholder protection mechanism.
Investment Stage
We will generally not consider early stage companies.
Holding Period
We have no set holding period as the specific timing is often influenced by external factors. As a rule of thumb, we expect the average investment period for our deals to be three to five years. However, significantly longer or shorter periods are possible, depending on specific circumstances.
In order to maximize economic returns to our limited partners when making the decision to exit an investment, we carefully consider the current value of the portfolio company, the price that can be realized upon exit, as well as the future potential of the investment.
Management
We back exceptional management teams in businesses where there is a major opportunity to create strategic value for shareholders.
In all transactions UFG Private Equity seeks partnerships with people who have a successful previous track record in managing their companies and proved themselves as competent and honest managers committed to improving their businesses and creating value.
UFG Private Equity aims to achieve a situation where existing owners and managers retain a significant ongoing stake in the business.
Industry focus
Our focus is not limited to specific industry sectors. Historically we have invested in Media, IT, Telecoms, Consumer Staples, Retail and Infrastructure related businesses. We have extensive experience of profitably investing in each of these sectors.
Geographic Preference
UFG Private Equity invests in companies across Russia and the CIS. Our particular focus is on Russia.
Annual Revenue
UFG Private Equity target investment universe is mid-sized businesses with revenues generally between $20 and $400 million.
Transaction Value
Expected equity investment per transaction is $15 to $50 million.
Target Ownership
UFG Private Equity will typically either acquire a sufficient level of ownership in portfolio companies, whether on its own or with other investors, or ensure there are legal mechanisms in place to enable it to exert significant influence on strategic matters and key operating decisions so as to generate significant post-investment value.
We will also consider minority stakes provided that we are comfortable with the ownership structure of the company and the shareholder protection mechanism.
Investment Stage
We will generally not consider early stage companies.
Holding Period
We have no set holding period as the specific timing is often influenced by external factors. As a rule of thumb, we expect the average investment period for our deals to be three to five years. However, significantly longer or shorter periods are possible, depending on specific circumstances.
In order to maximize economic returns to our limited partners when making the decision to exit an investment, we carefully consider the current value of the portfolio company, the price that can be realized upon exit, as well as the future potential of the investment.
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BLOOMBERG # 1
UFG Russia Select Fund ranked in Bloomberg Emerging Markets Top-10 »
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UFG`S INVESTOR TRIP TO RUSSIA
UFG Asset Management hosted its 3nd annual Investor Trip to Russia, April 24-26, 2012 »
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UFG`S INVESTOR CONFERENCE CALL
UFG AM held investor conference call on April 4 to share market insights and detail recent portfolio moves with regard to the unfolding global debt crisis. »
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UFG AM & DEUTSCHE BANK
Deutsche Bank to increase stake in Deutsche UFG Capital Management to 100 per cent »
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UFG AM RATINGS FOR YEAR 2011
