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Invest AG
Invest AG is a private equity firm and the leading player in Austrian mid-market equity investments. It provides time-limited equity capital via an evergreen...
Invest AG
Invest AG is a private equity firm and the leading player in Austrian mid-market equity investments. It provides time-limited equity capital via an evergreen structure without exit pressure, typically taking minority stakes in profitable mid-sized companies in Austria, Germany and Switzerland. The firm was initiated by Raiffeisenlandesbank and acts as the private equity fund of the Austrian Raiffeisen banking group.
General information
Firm type
Private Equity
Year founded
1994
Location
Region
Europe
Country
Austria
City
Linz
Corporate office
Linz, Austria
Additional offices
Vienna, Austria · Munich, Germany
Principals
Dr. Gernot Hofer
CEO
Mag. Christoph Hikes, CFA
CFO
Philipp Schupfer, MSc MA
COO
Mag. Dr. Andreas Szigmund
Board Member
Sector focus
Frequently asked questions
Who runs investment decisions at Invest AG?
Dr. Gernot Hofer has led the firm as CEO since 2023 and has been with Invest AG since 2005. He sits alongside CFO Mag. Christoph Hikes, COO Philipp Schupfer, and board member Mag. Dr. Andreas Szigmund, who joined in 1997. Day-to-day deal work is distributed among a team of roughly eight investment directors and managers listed on the firm's website.
What investment stages does Invest AG target?
The firm covers the full lifecycle: early-stage (e.g., HeartBeat.bio, Aviloo), growth and expansion capital (Roadsurfer, Melecs), management buyouts and buy-ins (e-tec, IKA), succession solutions (Rolf Bayer, Scheinecker Gruppe), carve-outs (Pichler & Strobl, PUR Holding), and turnaround situations (BOA Group).
Which geographies does Invest AG cover?
The core market is the DACH region — Austria, Germany, and Switzerland. In January 2026 the firm expanded into northern Italy with the Systems GmbH investment. Its offices in Linz, Vienna, and Munich support local sourcing across the German-speaking European Mittelstand.
How is Invest AG related to the Raiffeisen banking group?
Invest AG was founded in 1994 by Raiffeisenlandesbank Oberösterreich and is jointly owned by several Raiffeisen entities — RLB OÖ, RLB Steiermark, Raiffeisenverband Salzburg, and Upper Austrian regional Raiffeisen banks. The ownership provides permanent capital and allows the firm to operate without fund-life constraints, but Raiffeisen's retail and corporate banking operations are separate from Invest AG's investment decisions.
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