FORUM Family Office

FORUM Family Office is a Munich-based investment firm that has been managing the assets of a single family since 1997. The firm operates with a 100% focus on equity investments, distinguishing itself through a long-term, permanent capital approach. Unlike traditional private equity funds or corporations that often seek quick returns, FORUM Family Office invests for decades, aligning with the generational perspective of family offices. Their investment philosophy is rooted in identifying and nurturing companies with unique business models and competitive advantages, aiming to strengthen them sustainably and secure their succession over generations.

The firm's investment strategy is bifurcated into two core competencies: Family Equity and Value Investing. Through Family Equity, FORUM Family Office acquires majority stakes, often 100%, in small and medium-sized privately owned companies, particularly those with recurring revenue models such as subscription businesses. They focus on sectors like software, water & fluid management, and healthcare, with a transaction value typically ranging from €5-50 million. In parallel, their Value Investing arm focuses on listed medium-sized companies in Europe that are market leaders in their respective niches. The insights gained from these public market investments inform and enhance their strategies for Family Equity holdings.

FORUM Family Office has a portfolio of 45 companies, employing over 1,700 individuals across six countries. Notable acquisitions include FBS Informatik Holding AG, Siint S.r.l. (through their group company Mecmatica S.r.l.), B+B International S.r.l., and ab-data GmbH & Co KG. The firm prides itself on a decentralized and entrepreneurial approach, fostering trust and aiming for growth that outpaces the market by at least 5% within its holdings.

The team at FORUM Family Office comprises professionals across various functions, including analysts, recruiting specialists, and digital marketers, all working towards achieving long-term value for their portfolio companies. The firm has been recognized as a 'Top Company 2025' for its outstanding employee reviews, highlighting its commitment to a valued work environment and team spirit.