Invest Unternehmensbeteiligungs AG

About Invest Unternehmensbeteiligungs AG

Invest Unternehmensbeteiligungs AG, known as Invest AG and managed by IAG Invest Management AG, is the leading Austrian private equity firm, headquartered in Linz, Austria, and founded in 1994. The firm operates an evergreen investment structure with assets under management above €500 million across roughly 54 portfolio companies. It is anchored by limited partners from the Austrian Raiffeisen banking sector, including Raiffeisenlandesbank Oberosterreich. The evergreen structure means the firm invests on an ongoing basis without the fixed life of a closed-end fund, supporting long holding periods across the mid-market.

Investment thesis

Invest AG provides equity, quasi-equity and mezzanine capital to mid-market companies, with tickets ranging from approximately €0.3 million to €40 million. It backs growth and expansion financing, succession situations and management buy-outs and buy-ins, taking both majority and minority positions. Geographic focus is the DACH region of Germany, Austria and Switzerland, anchored in Austria through the firm's Linz base and Raiffeisen banking relationships. The sector approach is generalist across the mid-market. The limited partner base is concentrated in the Austrian Raiffeisen banking sector. The value-creation lever is patient evergreen capital combined with deep regional banking-network reach and partnership-oriented support for mid-market entrepreneurs.

Recent activity

Invest AG deploys equity, quasi-equity and mezzanine capital across a portfolio of roughly 54 mid-market companies in the DACH region, spanning growth, succession and buy-out situations. Specific recent named investments and exits are not consistently disclosed in primary sources, consistent with the firm's evergreen mid-market model. The platform continues to deploy across Austrian and broader DACH mid-market companies. Detailed buyer names and multiple data available on Pro at €29/month.