About

We focus on the industrial and industrial technology sector, combining capital, expertise, and operational insight to drive transformation. Our flexible model tailors strategies to each company’s needs and lifecycle stage, creating diverse opportunities. Leveraging our network and industry relationships, we invest to unlock value and deliver lasting results

Our Story

The Fernweh Group, co-founded by former McKinsey partners, brings over a decade of combined experience in driving industrial and industrial technology transformations.

We specialize in leveraging our deep expertise to reshape and innovate within the industrial space. Together, we are committed to delivering impactful, transformative solutions for today's complex challenges.

Industrials

Focused on a key area, allows us to be intentional and impactful in our investments. Some key areas we focus on include:

Semiconductors

Automotive

Aerospace & Defense

Energy

Building Products

Industrial Tech

& Other Diversified Industrials

At Fernweh, we invest in industrial companies that are key players in the "Titanium Economy" — a concept coined in the 2022 Wall Street best-selling book co-authored by our CEO, Nick Santhanam. These essential, often overlooked businesses deliver world-class products and strong financial returns, yet remain undervalued. We target companies with competitive advantages and strong growth potential. For more information, please explore our portfolio, which highlights our investments in these critical sectors.

Visit The Titanium Economy Website

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Our Approach

Performance Transformation

Target competitive industry leading margin and cash generation within 24 months.

Use technology and capability building to ensure sustainability.

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Valuation

Improve "quality of revenue” (leading customers, fast-growing end-market micro-verticals, recurring/re-occurring)

Create transparency into further growth potential and operating leverage Strong correlation between oversight and valuation.

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M&A Platform

Explore M&A opportunities in the micro-vertical for roll-up or synergy potential.

Deploy transformation playbook to drive synergies.

Investment Criteria

1.

2.

Stage

Open to various stages, including full ownership, with flexibility for continued involvement

Owners or public companies interested in maintaining 15-40% ownership while collaborating to grow value

3.

Size

Platform acquisitions: $10-50M in EBITDA with >25% gross margin

Bolt-on acquisitions

4.

Approach

Willingness to work with an engaged investor-operator to help further optimize the business, implement industry-leading best practices and build a scalable platform to drive growth.

Want to Learn More?

Get in Touch