# BU BREGAL Unternehmerkapital

BU BREGAL Unternehmerkapital is an Asset Manager based in Munich, Germany.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Munich, Germany
- **Region:** Europe
- **Address:** Munich, Germany
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** bu-bregal.de

## Regulatory record

- **CRD number:** 336360
- **SEC file number:** 802-133816
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336360

## About

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.

## Sectors

- Private Equity
- Venture Capital
- Real Estate
- Infrastructure

## People

- 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

## 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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Last updated: 2026-08-11T15:06:20.694Z

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