EGERIA

Thesis

Egeria is an independent investment company founded in 1997, headquartered in Amsterdam, Netherlands, with a significant presence in the Benelux, DACH region, and North America. The firm focuses on long-term value growth through entrepreneurial partnerships, investing in healthy businesses with significant growth potential. Egeria operates across several practices: Private Equity, Evergreen, Egeria Do (impact investments), Egeria Real Estate Development, and Egeria Real Estate Investments. Their investment strategy centers on active partnership with management teams to accelerate growth, both organically and through acquisitions. They target healthy businesses with strong growth potential in markets with attractive prospects, preferring majority investments and operating with a co-owning management principle. Egeria is sector-agnostic but avoids biotech, software, and non-ethical sectors, with a portfolio spanning aerospace, agriculture, food, environment, hotels, commercial products, and real estate services. Their Private Equity funds focus on majority investments with a holding period of five to seven years, while the Evergreen practice targets platform companies with an extended investment horizon of 10+ years. Egeria's primary geographic focus is on the Benelux and DACH regions, with a growing presence in North America and other parts of Western Europe. As of April 2025, Egeria has approximately €3.5 billion in Assets Under Management (AUM). The firm recently launched its sixth private equity fund, Egeria Private Equity Fund VI (EPEF VI), with a hard cap of €1.25 billion. Egeria Private Equity Fund V, a 2017 vintage fund, had a size of $945 million, and Egeria Private Equity Fund VI has a size of $1.38 billion. Th