Creating long-term value through principled investments and positive societal impact
Investment Strategy
Whatever the reason – succession, growth capital, acquisitions or international expansion – we are ready to talk. We partner with established, cash-generative small and medium-sized enterprises, typically 50 to 500 million DKK in revenue, and invest with long-term family capital as a majority or significant owner. If your business is ready to grow with purpose, contact us.
Investment themes
Food & Ingredients
e.g., convenience, organic, clean label, alternative proteins
Healthcare
Healthcare, in its broadest sense, pharmaceuticals (Rx and OTC), to technologies designed to enhance patient diagnostics and treatment
Sustainability
Companies and solutions driving environmental sustainability
Technology
Technologies within and around the value chain, e.g., industrial automation, services and support products
Our investment lens is thematic. We focus on Food & Ingredients, Technology & Industrial Services, Healthcare and Sustainability – areas where our experience and network help good businesses scale.
Companies within and outside our investment focus
Bagger-Sørensen Equity has an evergreen investment focus and owners gain a partner to scale what already works. We focus on where our operating experience and network create enduring value.
Our investment focus
Companies with:
Revenue between DKK 50–500 million
Growth potential
Headquartered in Northern Europe
Documented results and an operating model that generates positive cash flow
A potential match with our investment themes takes priority over specific industries
We are not limited to specific sectors but invest based on selected themes
Companies not in scope
Following industries:
Heavy industry
Infrastructure
Tobacco industry
Startups
Bagger-Sørensen Equity as a partner
Founder mentality
With over 100 years of experience in building, developing, and operating businesses, our DNA is deeply rooted in customer focus, a strong sense of ownership, innovation, decisiveness, and an unwavering commitment to operational excellence.
Active ownership
We work closely with management, bringing board-level engagement and an operational discipline. Together we shape stronger teams, raise execution standards and sharpen commercial focus – helping companies perform with confidence and momentum.
Long-term investment power
We invest without a preset holding period. We stand ready with follow-on funding, international expansion support and disciplined M&A – so businesses can scale, adapt and consistently exceed expectations.
We invest in the future
– with a focus on people and growth
Why choose us
A century of operating B2B and B2C companies across the full value chain
Our experience in operating companies across the full-value chain has given us a broad, transferable understanding of how to build and grow businesses. We take a thematic approach to investing.
Over the years, we have built deep expertise in growth, innovation and global operations. We know the importance of creating customer value every day, while ensuring sustainable, long-term development through disciplined execution and effective innovation.
We take a long-term perspective, grounded in our industrial heritage and genuine interest in making companies stronger day by day. Respecting each company’s history and culture, we work with management to unlock ambition while delivering attractive, lasting returns on invested capital.
Why choose us
Empowering ambitious companies to scale through innovation and Operational Strength
Growth
Ambitious and clearly defined growth vectors
Internationalization
Developed and emerging markets
Long-term customer partnerships with global players
Joint ventures
B2B and brands
Innovation
Clear link between strategy, growth plans, and innovation
R&D processes in regulated and non-regulated environments
Clear identification of core know-how and technology
Effective patent strategies
Operations
Focus on customer service
Regulated and non-regulated industries
Advanced production and delivery systems
Global supply chain setups
Continuous improvement programs
Investment policy
Bagger-Sørensen Equity invests with both performance and responsibility in mind. As part of the Bagger-Sørensen Group, our policy covers direct investments in unlisted companies, real estate, and securities, with a clear commitment to ESG integration and long-term value creation.
We aim to deliver strong financial returns while making a positive contribution to society. This means reducing environmental impact, supporting inclusive workplaces, and upholding high standards of governance and ethics across all investments.
