BUSINESS
PRIVATE EQUITY
OVERVIEW
Our investments span a wide range of industries around the world in established and growth-oriented businesses alike. Playing a vital role in helping companies realize their growth potential, we uncover value by identifying great companies and enhancing their performance by providing patient capital and operating support to strong management teams. Our approach helps our portfolio companies grow core businesses, launch new initiatives, make transformative acquisitions and upgrade technologies and systems to support their long-term strategy.
We provide more than just capital. We seek to make the companies we invest in stronger through a bottoms-up strategy of transformation. Crucially, we bring the expertise of our Portfolio Operations Group to provide strategic guidance on a variety of operational improvements, including revenue growth, procurement, leadership development, lean process and IT optimization, energy sustainability, and employee health care.
DRIVING
Transformative Impact
We strive to create value by investing in great businesses where our capital, strategic insight, global relationships and operational support can drive transformation that unlocks the company’s potential. In addition to benefiting our investors, the improvements in growth and global competitiveness benefit workers, communities and other stakeholders.
We are patient investors who practice the art of the long view, and are committed to achieving the best long-term outcomes for our businesses and our investors.
DISCIPLINED
Due Diligence
Our investment approach is based on a disciplined due diligence process that measures risk while identifying the catalysts for increased value. We purposefully engage only in friendly transactions and work with talented management teams to achieve transformative results. Our specialized Portfolio Operations Group helps to maximize value by improving processes across varied elements of a business’s operations.
The returns that these investments earn for our investors – pension funds, academic and charitable institutions, governments and other institutions, as well as retail investors – help to secure and grow the assets needed to support retirees and fund essential programs.
$50 billion AUM
Zurich Fund is a global leader in private equity, with $50 billion in assets under management through our opportunistic and private equity segments.
More than
65 Portfolio Companies
Our portfolio of more than 65 companies with $56 billion in combined annual revenue employs nearly 25,000 people around the world.
Over 55 Private Equity
Professionals
Our team of over 55 private equity professionals around the world are based out of offices in the U.S., Europe and Asia.
All numbers are as of December 31, 2020.
OUR APPROACH
LEVERAGED BUYOUTS
We pursue control leveraged buyouts of both large and mid-cap companies globally.
Our large buyouts tend to be in companies of global scale with strong brands and high relative market shares, where we can still drive growth and operating improvements. Our mid-cap buyouts tend to be of companies that are differentiated vs. larger competitors and have protected market niches and multiple avenues of growth and operating improvements.
BUY & BUILD PLATFORMS
Smaller companies, scalable platforms, backable management teams.
In our “buy-and-build” transactions we tend to invest in smaller companies that have scalable platforms and backable management teams in large, fragmented industries, where we believe there are substantial revenue and margin benefits from sector consolidation.
GROWTH EQUITY
Control and non-control growth equity investments.
We make both control and non-control growth equity investments where our capital and operating expertise can act as catalysts for substantial revenue and enterprise value growth.
REVERSE MERGER
High-quality assets, combined a public shell company.
In our reverse merger, investors of the private company acquire a majority of the shares of a public shell company, which is then combined with the purchasing entity. The private company trades shares with the public shell in exchange for the shell's stock, transforming the acquirer into a public company.
PORTFOLIO
We are proud of Zurich Fund’s role as a positive economic catalyst for the companies in our Corporate Private Equity portfolio. We work to identify, invest in and enhance the value of great businesses.
Global in scope, our Corporate Private Equity group has offices in Zurich, New York, London, Sao Paulo, Hong Kong, and Beijing. As of December 31, 2020, our Corporate Private Equity funds held interests in more than 65 companies.
INVESTMENT TYPES