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BU BREGAL Unternehmerkapital
BU is a long-term growth partner for established Mittelstand companies and Hidden Champions. Since 2015 it has supported firms in Industrial Technology,...
BU BREGAL Unternehmerkapital
BU is a long-term growth partner for established Mittelstand companies and Hidden Champions. Since 2015 it has supported firms in Industrial Technology, Software, Business Services and Healthcare with capital, know-how and a broad expert network. Its funds focus on mid-market leaders in the DACH region and adjacent markets, typically investing between 100 and 500 million euros of equity in minority and majority stakes, often in succession situations.
General information
Firm type
Asset Manager
Year founded
2009
Location
Region
Europe
Country
Germany
City
Munich
Corporate office
Munich, Germany
Principals
Florian Schick — Managing Partner & Gründer
Jan-Daniel Neumann — Partner & Gründer
Nicola Ferraris — Partner
Dr. Stephan Schmid — Partner
Christian Weigend — Partner
Niklas Steffen — Partner
Philipp Struth — Partner
Tequila Bone — Partner
Caroline Schimmelbusch — Partner
Simon Lussi — Partner
Laurent Müller — Partner & Chief Operating Officer
Felix Werdin — Partner
Willem van der Veer — Partner
Norbert Heller — Partner
Kasper Sørensen — Partner
Zuzana Klimackova — Chief Financial Officer
Andreas Feith — General Counsel
Karolin Plechinger — Head of Human Capital
Sandra Schäfer — Head of Marketing & Communications
Lars Meier — Head of Business Development
Liliya Schraeder — Head of Corporate Finance
Patrick Schüle — Head of Investment Controlling
Jonathan Pugh-Smith — General Fund Counsel
Helga Keilhammer — Senior Executive Assistant & Head of Office Management Munich
Ludovica Giovannini — Head of Office Management Milan
Sector focus
Frequently asked questions
Who makes investment decisions at BU BREGAL Unternehmerkapital?
BU BREGAL is led by a management team that includes founding partners with backgrounds in private equity and real estate. Investment decisions are made by the firm's investment committee, which reviews each deal through a multi-stage approval process. The committee includes representatives from the founding pool of families, ensuring alignment with investor interests (per the firm's official communications). Day-to-day portfolio management is handled by sector-specific teams.
How does BU BREGAL source deal flow?
The firm leverages its network of German family offices and entrepreneurs to source proprietary deal opportunities. Many of its investors are active business owners who refer direct investment opportunities in their own networks. BU BREGAL also maintains relationships with mid-tier banks, law firms, and regional advisors who provide deal leads (public record). The firm complements this with a fund-of-funds strategy that allocates to third-party managers, giving it exposure to broader market deal flow.
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