RATO-B 📈 Ratos AB (publ) - Overview

Ratos AB (publ) operates as a private equity firm, focusing on strategic investments in medium-sized companies, primarily in the Nordic region. The firm's investment strategy involves buyouts, turnarounds, and add-on acquisitions, with a particular emphasis on middle market transactions. By concentrating on unlisted companies, Ratos AB (publ) aims to create value through active ownership and strategic guidance. The firm's investment portfolio spans various sectors, including industry, construction, services, consumer, and technology, allowing for a diversified approach to investment.

In terms of specific investment criteria, Ratos AB (publ) seeks out companies with significant growth potential, typically characterized by equity investments ranging from SEK250 million to SEK5000 million, sales values between SEK300 million and SEK5000 million, and an EBITDA exceeding SEK50 million. The firm's geographic focus is predominantly on the Nordic countries, with a strong emphasis on Sweden, Finland, Denmark, and Norway. By taking both minority and majority stakes, Ratos AB (publ) is able to tailor its investment approach to the unique needs of each company, with a preference for being the principal owner and holding a minimum of 20 percent of the company's shares.

As a long-term investor, Ratos AB (publ) typically holds its investments for a period of five to ten years, allowing for a sustained and active approach to ownership. This enables the firm to work closely with the companies in its portfolio, providing strategic guidance and support to drive growth and improvement. With a history dating back to 1934, Ratos AB (publ) has established itself as a reputable and experienced private equity firm, with a strong track record of investments in the Nordic region. The firm's commitment to responsible investment practices is reflected in its avoidance of investments in companies that operate in the arms industry, pornography, or are detrimental to the environment.

Ratos AB (publ) is headquartered in Stockholm, Sweden, and is listed on the Stockholm Stock Exchange. The firm's website, https://www.ratos.com/en/, provides further information on its investment approach, portfolio companies, and corporate governance. With an ISIN of SE0000111940 and classified as a common stock under the GICS Sub Industry of Environmental & Facilities Services, Ratos AB (publ) offers investors a unique opportunity to participate in the growth and development of medium-sized companies in the Nordic region.