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Overview for DEUTSCHE BETEILIGUNGS

All Data per March 2, 2023

Industry:

Asset Management

Last Close:

30.55 EUR

Expected Dividend:

2.62 %

Payoffs per Year:

1.0
Business Summary

Deutsche Beteiligungs AG is a private equity firm specializing in direct and fund of fund investments. Within direct investments the firm specializes in expansion capital, management buyout, middle market, growth capital, add-on acquisitions, bridge financing, management buy-ins for experienced executives, corporate spin-offs, succession arrangements and generational transition in a family-owned business, small and medium-sized companies and pre-IPO stage investments. Within fund of fund investments the firm invests in private equity funds. It does not invest in start-up and early stage companies. The firm prefers to invest in automotive suppliers, industrial, mechanical and plant engineering, businesses develop, building supplier, measurement and automation technology, specialty chemical, support service providers, printing, media, broadband/telecommunication, IT services/software, healthcare and packaging sectors. It also prefer to invest in manufacture industrial components for very different customer sectors, produced machines and plants for various customer sectors, industrial support services, and logistics. It have accessed business models and invested very successfully in other sectors as well. The firm primarily seeks to invest in companies headquartered or having significant business relationships in Germany Mittelstand, DACH (Austria, Switzerland and Germany) France, Netherlands, United States of America, European neighboring countries, and in German speaking European countries. Within European Emerging Markets, it prefers to invest in Czech Republic, Hungary, Poland, and Slovakia. The firm typically invests between €10 million ($11.07 million) and €75 million ($105.61 million) in companies with revenues between €30 million ($55.33 million) and €500 million ($704.12 million) and enterprise value between €35 million ($35.26 million) and €300 million ($422.47 million), but may also consider investments in smaller companies or participating in larger transactions. In individual instances, it also prefers structure transactions, in which the enterprise value exceeds this range and which require equity capital investments of up to €200 million ($235.19 million). It can also co-invest with other firms. The firm seeks to take majority or minority stakes in its portfolio companies. It prefers to invest in split-offs of peripheral activities from large corporations, a sale from the portfolio of another financial investor, and a capital requirement to fund a company's growth. The firm seeks to take seats on the portfolio companies' advisory councils or supervisory boards. It typically holds its investment for a period of eight years. Deutsche Beteiligungs AG was founded in 1965 and is based in Frankfurt am Main, Germany.


Competitors View

Ordering

T. ROWE PRICE

USA
0.99 2.9%
4.23%
9.62% 4.1% 1.0 3.08
-16.74%
81.91 19.54% 72.13 1.0

INTERMEDIATE CAPITAL GROUP

GBR
1.03 3.0%
5.93%
16.83% 5.96% 0.5 4.86
-18.41%
-38.53 153.23% 21.67 2.0

PARTNERS GROUP

CHE
0.97 2.77%
0.0%
14.62% 4.95% 1.0 11.01
-10.78%
90.29 10.15% 59.98 3.0

CAPITAL SOUTHWEST CORPORATION

USA
0.98 8.61%
10.63%
21.07% nan% 0.5 0.08
-63.39%
-39.46 4.92% 45.71 4.0

DWS GROUP

GER
1.1 6.28%
6.54%
10.71% 9.33% 1.0 -inf
0.0%
57.24 -2.78% 63.91 5.0

GLADSTONE INVESTMENT

USA
0.98 9.02%
6.56%
3.48% 9.63% 1.0 1.66
-23.85%
-18.27 -19.61% 59.4 6.0

3I GROUP

GBR
1.19 3.44%
3.12%
11.11% 5.21% 0.5 5.81
-15.43%
68.63 -52.42% 88.68 7.0

BLACKROCK

USA
1.08 2.62%
2.81%
4.04% 2.87% 1.0 2.71
-23.53%
58.13 5.37% 24.69 8.0

SCHRODERS

GBR
1.04 3.09%
4.29%
4.89% 3.52% 0.5 0.63
-30.52%
40.16 13.1% 17.61 9.0

EAGLE POINT CREDIT COMPANY INC.

USA
0.95 14.01%
14.53%
7.55% 17.99% -0.5 -0.19
-49.8%
844.6 -20.26% 65.4 10.0

AMERIPRISE FINANCIAL

USA
1.15 2.24%
1.42%
4.68% 2.52% 1.0 1.66
-38.41%
19.87 16.93% 3.23 11.0

HARGREAVES LANSDOWN

GBR
1.04 1.51%
4.83%
3.55% 1.62% 1.0 0.67
-29.97%
58.66 7.77% 42.88 12.0

OXFORD LANE CAPITAL CORP.

USA
0.98 16.33%
15.46%
0.0% 14.96% -0.5 -0.29
-68.8%
-275.04 2.26% 63.78 13.0

NORTHERN TRUST

USA
1.0 2.12%
3.06%
4.1% 2.33% 1.0 1.84
-16.32%
30.15 -4.42% 6.05 14.0

DEUTSCHE BETEILIGUNGS

GER
1.09 3.21%
2.62%
8.09% 4.23% 0.5 0.76
-33.78%
-114.58 -61.39% 95.08 15.0

SEI INVESTMENTS COMPANY

USA
1.08 1.17%
0.0%
2.52% 1.2% 1.0 0.85
-35.71%
18.11 1.23% 79.02 16.0

BANK OF NEW YORK MELLON

USA
1.11 1.82%
2.77%
4.87% 2.07% 1.0 1.04
-21.2%
291.69 -16.26% 8.59 17.0

FRANKLIN RESOURCES

USA
1.13 2.46%
0.0%
9.55% 3.46% 1.0 -0.21
-56.71%
83.1 -7.94% 46.44 18.0

INVESCO

USA
1.07 3.43%
4.19%
2.56% 3.52% 0.0 -0.19
-57.64%
51.44 2.25% 35.14 19.0

FS KKR CAPITAL CORP

USA
0.96 11.23%
12.24%
1.58% 11.02% -0.5 -0.32
-59.81%
-23.9 -28.58% 44.87 20.0

SEAGATE

USA
1.17 1.96%
2.79%
3.85% 2.13% 1.0 0.44
-35.39%
9.56 -50.59% 8.07 21.0

AFFILIATED MANAGERS GROUP

USA
1.18 0.11%
0.02%
0.0% 0.1% 1.0 0.03
-60.93%
3.66 0.37% 31.39 22.0


Information for DEUTSCHE BETEILIGUNGS

Yield Triangle

Dividend & Close

Close Dividend Return (%)
Year
2012 19.50 0.38 1.95
2013 20.75 0.75 3.61
2014 25.41 0.75 2.95
2015 29.76 1.51 5.07
2016 30.75 0.47 1.53
2017 47.04 1.13 2.40
2018 33.55 1.32 3.93
2019 39.45 1.36 3.45
2020 31.15 1.41 4.53
2021 39.85 0.75 1.88
2023 30.55 0.80 2.62

Fundamentals

Chart