INVENSITY advises MM Mittelstandsbeteiligungen GmbH and Invest Unternehmensbeteiligungs AG with a commercial due diligence for the investment in Sokratel Kommunikations- und Datensysteme GmbH

September 5, 2023 – Reading time: 4 minutes

• Investors advised by MM Mittelstandsbeteiligungen GmbH („MM“) and Invest Unternehmensbeteiligungs AG („Invest AG“) have invested in Sokratel Kommunikations- und Datensysteme GmbH („Sokratel“)
• As an engineering service provider Sokratel develops complex and sophisticated solutions for flagship customers from the industrial automation and automotive industries
• Deep technological competence is proved by Sokratel’s self-developed tools and software products

Munich, August 30^th, 2023. The technology and management consultancy INVENSITY advises MM and Invest AG with a commercial due diligence for the investment in Sokratel.

More than 130 employees work at Sokratel’s headquarters in Augsburg and at four other locations in Germany. Together with the two company founders Thomas Frei and Hermann Frei, who will remain shareholders in Sokratel and Managing Directors, the investors will continue the growth course they have embarked upon.

In recent years INVENSITY has been a constant reference for technical and/or commercial due diligence in the field of IT and engineering technology. The INVENSITY team used its profound market and technology know-how from their long-term experience in this industry.

MM invests capital provided by entrepreneurs, family offices and private individuals as well as its own money in successful German small- and mid-sized companies. The goal, in cooperation with the companies’ management teams, is to achieve sustainable and profitable sales growth.

MM acquires majority stakes in profitable and cash flow generating businesses in Germany, Austria, and Switzerland with further organic sales growth potential.

MM focuses mainly on industrial businesses and companies from the sectors medical technology, services, and consumer goods. In most cases MM invest capital to support succession solutions or spin-offs of non-core activities.

Invest AG operates as an independent private equity fund specializing in providing equity, quasi-equity, and mezzanine capital to companies of various sizes. As the leading private equity fund in Austria with strong presence in the Southern German market, they provide both financial and strategic support with many years of industry expertise.

As a long-term financial partner, Invest AG is a financially strong and stable sparring partner in all entrepreneurial situations that strengthens companies in the D-A-CH region and creates and maintain entrepreneurial freedom. INVEST AG guarantees stability through their evergreen structure without exit pressure and try to achieve joint success with their co-entrepreneurs in the long run.

INVEST AG’s investment focus is on companies with revenues >€10 million and EBITDA >€2 million, with equity tickets per transaction starting from €2.5 million in Germany. They acquire majority and minority stakes in a transaction. In terms of industries focus, they are rather flexible with preference on consumer and retail, technology, software, media and telecommunications, food, pharma & life science, and medical technology.

As an engineering service provider, Sokratel develops complex and sophisticated solutions for flagship customers from the industrial automation and automotive industries, Sokratel looks back at a history of more than 25 years of solving the challenges of tomorrow’s world.

The creation of customer-specific product solutions in the broad field of automation, control technology and automated testing, from turnkey special test benches to the modeling of complex, dynamic and feedback systems, always benefits from the latest technologies of Sokratel’s research cooperations and innovation management.

With a focus on process optimization, integration, testing and safeguarding of highly networked and safety-relevant integration platforms, Sokratel is the link between specifications and series production readiness.

Deep technological competence is proved by Sokratel’s self-developed tools and software products.

INVENSITY is a technology and management consultancy with an international scope. It runs offices in Hamburg, Düsseldorf, Wiesbaden, Stuttgart, Munich, Detroit (USA), Barcelona (Spain) and Manila (Philippines). INVENSITY Investor Support advises buyers and sellers on national and international M&A activities of companies with key competencies in technology solutions. The focus is on commercial, operational, technical and IT due diligence for the following industries:

• Automation Technologies & Robotics
• IT & Engineering Services
• Internet of Things
• Cleantech
• AI & Data
• Digital Business

The Commercial Due Diligence with focus on the evaluation of the competitive position as well as the technical analysis of the products was conducted by:

• Matthias Welge (Head of Investor Support)
• Christopher Seinecke (Managing Director, Commercial)
• Kai Hardy (Principal Consultant, Technical)
• Stefan Schäfer (Consultant, Commercial)

Authors

Resources