Philipp Schmidt

Consumer

Background

IK Partners has a significant history of successful investments in the Consumer sector. Our investment strategy focuses on defined subsectors, selected based on a combination of strong growth and fundamentals, as well as market resilience. Within these subsectors, we look for companies that are: operating in fast-growing and fragmented markets; experiencing increasing consumerisation and a greater emphasis on quality as well as experiences; and are driven by digital innovation trends.

Why We Invest

Companies operating in fast-growing and fragmented markets offer the opportunity  to drive consolidation through the facilitation of strategic add-ons. These markets also show a great amount of resilience. Where companies are driven by digital innovation trends, there is potential to adapt their go-to-market strategy and automate processes to increase personalisation. This also helps to improve the quality of the offering, especially where education is concerned.

Where consumerisation is increasing, there is opportunity to significantly improve productivity through production, logistics and procurement optimisation. In doing so, we can work alongside organisations, mainly in the private label food market, to achieve greater synergy and production efficiency.

How We Add Value

We work alongside management teams within this sector to add value in the areas of:

• Digital Transformation
• Go-to-Market Strategy
• Production Efficiency
• Research and Development

Our Track Record

We have a well-established track record of investing in successful companies within the Consumer sector. To date, we have invested in 45 companies and deployed €2.6 billion of capital.