Private EquityRIA · CRD 281366SEC-Registered

Updated:

EquiVest

Munich-based EquiVest structures management buyouts and spin-offs for DACH mid-market companies via CBR Management GmbH.

EquiVest logo

EquiVest

A Multi-Regulated Financial Institution providing trusted, seamless liquidity and tailored solutions. | A multi-regulated financial institution, specialising in delivering comprehensive financial services and liquidity solutions to financial firms across the globe. With a robust regulatory framework and a deep understanding of market dynamics, we provide our clients with the tools they need to navigate complex financial landscapes with confidence. Our suite of offerings includes flexible liquidity solutions, risk management tools, and tailored services designed to meet the unique needs of each client.

General information

Firm type

Private Equity

Year founded

AUM

Undisclosed

Location

Region

Europe

Country

Germany

City

Munich

Corporate office

Munich, Germany

Frequently asked questions

How does EquiVest structure its transactions?

EquiVest focuses on control-oriented transactions including management buyouts, management buy-ins, corporate spin-offs, and succession situations. The firm targets DACH-region middle-market companies undergoing ownership transitions or corporate carve-outs. Its mandate emphasizes operational restructuring rather than minority growth capital.

Is EquiVest a fund manager or an independent sponsor?

EquiVest operates as a private equity asset manager represented by CBR Management GmbH. Public sources do not confirm whether it deploys committed fund capital, operates on a deal-by-deal independent sponsor model, or maintains a permanent capital vehicle. No regulatory filings or LP disclosures illuminate the funding structure.

Who makes investment decisions at EquiVest?

The firm's website identifies CBR Management GmbH as its legal representative but does not name any individual investment professionals, managing partners, or investment committee members. No press releases, regulatory authorizations, or professional profiles currently link named individuals to EquiVest's investment decision-making process.

In which markets does EquiVest invest?

EquiVest concentrates on the DACH region, comprising Germany, Austria, and Switzerland. Its Munich headquarters and strategy targeting management buy-ins, spin-offs, and succession situations align with the German-speaking Mittelstand, where founder and family transitions drive deal flow.

Does EquiVest maintain a public track record?

Beyond a general strategy description, no portfolio company names, exit dates, fund vintages, or return metrics are publicly disclosed. Allocators conducting due diligence must rely on direct dialogue with CBR Management GmbH, as no third-party data service profiles the firm.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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