PORTFOLIO
CASE STUDY
BPM
Best Plastic Management (BPM) is a specialized plastic recycling company in Germany, addressing the growing need for high quality polystyrene (PS) and polypropylene (PP) regranulates to replace high-carbon virgin plastics
Investment Hypotheses
Strong market tailwinds due to consumer preferences and regulatory requirements
Tangible organic and inorganic growth opportunities in a fragmented industry
Aim to position BPM as a leading plastic recycling company in the DACH region through tripling of capacity and selected add-on acquisitions
Impact
Plastic recycling capacity constituting a bottleneck in the market for years to come. BPM’s processing volume making a significant contribution to replacing emission-intensive primary plastic
BPM performing high on the Vidia climate impact matrix - anticipated avoidance of over 3,000 tons of CO2 emissions p.a., per million Euro invested. Further potential following a full ramp-up of capacity
Transaction profile
Investment Date / Type - August 2023 / Majority
HQ - Near Bremen, Germany
Opportunity - Succession situation / Operational scale-up
Website - www.best-plastic.de/en
CASE STUDY
Wierig
Wierig Group is a flat roof specialist offering energetic refurbishment, installation of PV-systems a. alternative heating/cooling systems for commercial clients.
Investment Hypotheses
Established market position in the industrial flat roof refurbishment and solar installation market combined with a strong blue-chip client base
Strong regulatory tailwinds and significant government funding plans are driving the energetic modernization of industrial and commercial buildings in Germany
Vidia opportunity to professionalize and operationally support the business in its organic and inorganic growth, with a focus on scaling the PV-installation
business.
Impact
Combination of the growing rooftop PV-installation business and energetic refurbishment business. Adjacent areas such as alternative energy systems represent additional impact upside potential.
Transaction profile
Investment Date / Type -December 2023 / Majority
HQ - Siegburg, Germany
Opportunity -Succession situation / Operational scale-up
Website - www.wierig.de
CASE STUDY
Ven-to
Ven-to ApS (Ven-to) is a leading provider of installation, maintenance, and production services for on- and offshore wind power.
Investment Hypotheses
Strong market tailwinds due to consumer preferences and regulatory requirements
Tangible organic and inorganic growth opportunities in a fragmented industry
Aim to position BPM as a leading plastic recycling company in the DACH region through tripling of capacity and selected add-on acquisitions
Impact
Plastic recycling capacity constituting a bottleneck in the market for years to come. BPM’s processing volume making a significant contribution to replacing emission-intensive primary plastic
BPM performing high on the Vidia climate impact matrix - anticipated avoidance of over 3,000 tons of CO2 emissions p.a., per million Euro invested. Further potential following a full ramp-up of capacity
Transaction profile
Investment Date / Type - August 2023 / Majority
HQ - Near Bremen, Germany
Opportunity - Succession situation / Operational scale-up
Website - www.best-plastic.de/en