AURELIUS Equity Opportunities SE & Co. KGaA — Cyborg Score 6/10

Solid
Private Equity & Alternative Asset Management

Strategic Profile

AURELIUS is a private equity firm specializing in acquisitions, growth, complex transaction structures/carve outs, add-on acquisitions, and strategic acquisitions in special target industries for lower middle market companies. The company operates globally, with five offices in Europe and subsidiaries in Europe, the United States, Asia, and Australia.

Cyborg Score Rationale

As of the previous close, AURELIUS had a market capitalization of €438.48m. The company demonstrates a contrarian profile with reasonable profitability but faces portfolio concentration risk typical of lower-middle market PE investors.

Top Insights

  • AURELIUS typically invests up to €250 million and between €5-80 million per deal in companies with €30-750 million in sales and EBITDA margins from negative to over 15%.
  • The company pays an attractive dividend yield of 2.8% with trailing annual dividend of €0.50 per share.
  • AURELIUS has grown significantly in recent years with more than 400 professionals across 9 offices in Europe and North America.
  • Exit strategy focuses on sale to private, institutional or industrial investors or through IPO.

Named Competitors

  • Mid-Market PE Services — European mid-market investor
  • Portfolio Restructuring — Lower mid-market acquisition specialist
  • Operational PE — Growth and buyout investor

Recent Developments

  • Multiple portfolio company integrations and operational optimizations ongoing across diversified holdings
  • Continued geographic expansion with presence across major European markets and North America
  • Portfolio-wide restructuring initiatives driving operational improvements

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