Partners Group’s private equity business has an established transformational investing approach that builds businesses differently.
Our deep thematic research enables us to identify high conviction sub-sectors supported by resilient long-term global trends across four industry verticals: Technology, Health & Life, Goods & Products, and Services.
Through our entrepreneurial governance approach, we partner with management teams to build a value creation plan around clearly defined strategic pillars.
Founded in 2012 and headquartered in the UK, Forterro has a portfolio of Enterprise Resource Planning (ERP) software brands, serving over 13,000 customers in the industrial mid-market. Forterro's software products offer tailored functionalities to serve companies across various manufacturing sub-sectors and these differentiated solutions have fostered a loyal customer base.
Thematic conviction
The small- and mid-sized business ERP software market benefits from structural tailwinds driven by long-term digitization trends and is expected to experience attractive growth in the coming years. Forterro's unique portfolio of brands and geographic reach position it well to capitalize on this growth.
Business building
Partners Group is working with management to realize Forterro's value creation potential and further build its platform across Europe. Key initiatives include accelerating Forterro's organic growth via various go-to-market initiatives, making strategic acquisitions in sub-verticals, and improving operational efficiency.
Website: www.forterro.com
Co-headquartered in Chicago, Illinois and Vancouver, British Columbia, SureWerx owns a portfolio of well-established safety brands across multiple product categories, including welding safety, fall protection, head protection, safety footwear and traction aids, arc flash apparel, and detectable warning equipment. SureWerx offers access to its brands through an extensive partner distributor network across North America.
Thematic conviction
SureWerx is set to benefit from secular tailwinds in the industrial safety market, such as enhanced regulatory requirements on worker safety, a proliferating culture of safety across industries and geographies, and increasing safety PPE content per individual as product use cases expand. The company also serves customers in industries, such as infrastructure and utilities, manufacturing, transportation and logistics, and warehousing, which typically purchase products across multiple categories and regularly replenish stock.
Business building
Partners Group is working with SureWerx management to build on its leading position in the North American safety market. Key value creation initiatives include new product innovation, expanding the company's e-commerce and digital capabilities, transforming sales and customer engagement programs, growing its manufacturing and distribution operations, and strategic acquisitions.
Website: surewerx.com
Pharmathen has best-in-class R&D capabilities, resulting in an extensive pipeline of around 40 products across five technology platforms: complex oral solids, ophthalmics, injectables, long-acting injectables, and peptides. Pharmathen has a differentiated B2B model and serves over 250 customers from its US- and EU-approved manufacturing facilities. The company’s products are accessed by patients in more than 90 countries.
Thematic conviction
Pharmathen is benefiting from growing outsourcing trends amongst major pharmaceutical companies. Demand for drug delivery specialists is set to remain robust as pharmaceutical companies seek to manage costs, risks, and internal capacity and capabilities constraints whilst offering increasingly complex products.
Business building
Partners Group is working closely with Pharmathen's management team to scale the business. Key value creation initiatives include building and converting on the company's strong pipeline of products, accelerating expansion in the US, and completing strategic acquisitions to add new technologies and scale the core.
Website: www.pharmathen.com
In 2018, AMMEGA was formed through the combination of the leaders in conveyor belting, Ammeraal Beltech, and in power transmission belting, Megadyne. Both companies were complementary businesses in terms of products and product leadership, growing and resilient end-markets, footprint, and customer relationship management, as well as cross-selling capabilities. Today, AMMEGA is present in over 50 countries and sells to more than 50 resilient and growing end-markets including food, pharma, and logistics/e-commerce, with around 50,000 global customers. AMMEGA has 25 manufacturing facilities and 170 customer solutions centers around the world.
Thematic conviction
AMMEGA is well-positioned to benefit from the global megatrend of increasing automation levels in industrial processes. The company's business model combines highly recurring sales of mission-critical, small ticket consumables to a large installed base. AMMEGA has a leading position in large addressable end-markets and in attractive segments, which are experiencing secular growth tailwinds.
Business building
AMMEGA aspires to be the local partner of choice for sustainable belting solutions around the globe. To achieve this vision, Partners Group alongside the management team is focusing on product quality and local service excellence; fully enabling the most dedicated, knowledgeable, and creative team in the industry to continue differentiating through innovation and services; and driving digital as a business creator.
Website: www.ammega.com
Founded in 1926 and headquartered in Portugal, Rovensa is one of the largest independent biosolutions providers, with a portfolio of bionutrition, biostimulant, biocontrol, and biorational products that help guarantee crop yield and performance, whilst promoting sustainable agriculture practices. Rovensa’s products are sold in more than 30 countries worldwide.
Thematic conviction
Rovensa is ideally positioned to capitalize on the growing trend towards using sustainable agricultural products, as awareness of the damage caused by natural resource degradation and biodiversity loss rises globally. The company's pioneering solutions can also help combat agriculture's wider contribution to climate change.
Business building
Partners Group is working closely with Rovensa's management team on several key strategic initiatives, including the accelerated development of the company's leading biological solutions portfolio, the continued internationalization of the company, and select further acquisitions to continue to build its capabilities. Partners Group also plans to continue to support the company's strong research and development culture.
Website: www.rovensa.com