– AURELIUS, a global private equity investor operating in Europe and North America, successfully closed AURELIUS Opportunities V (“Fund V”) after a highly oversubscribed five-month fundraising process.
– Fund V was capped at EUR 830 million to maintain investment discipline and uphold AURELIUS’ strong 20-year performance track record.
– It follows the success of the EUR 540 million 2021 co-investment structure: AURELIUS European Opportunities Fund IV (“Fund IV”) and AUR Portfolio III.
– Fund V focuses on mid-market investments, targeting:
▪️Corporate carve-outs
▪️Platform build-ups
▪️Complex buy-out situations
– Target companies will have at least EUR 100 million in annual revenues; equity investments may reach up to EUR 150 million.
– The fund seeks opportunities for operational improvement in Europe and North America.
– Portfolio companies will be supported by AURELIUS WaterRise, the firm’s operational advisory team comprising over 180 global specialists.
– The same proven value-creation strategy will be applied: hands-on operational support and bespoke advice.
– Over 90% of capital was raised from existing investors, with the addition of new blue-chip LPs.
– LPs include top-tier institutional investors: US and European university endowments, pension funds, insurers, family offices, and foundations.
– Fund IV is ranked in the top 5% across all industry benchmarks.
– AURELIUS Managing Director Fabian Steger highlighted investor confidence despite global challenges and affirmed the firm’s commitment to replicating past success.
– Co-founder Dirk Markus emphasized the firm’s continued focus on operational excellence, avoiding reliance on leverage or multiple expansion.
– AURELIUS Investment Advisory Limited is an Appointed Representative of Langham Hall Fund Management LLP, regulated by the UK FCA.
– Asante Capital Group served as the exclusive global placement agent for Fund V.
