INSTITUTIONAL SCALE PROGRAM

Focused on large-scale private equity and multi-sector investments, including strategic investments, acquisitions, advanced capital structuring solutions, and selectively executed strategic transactions at an institutional level.

The Institutional Scale Program represents the advanced stage of the capital allocation strategy of Immobilios Group. It is designed to scale investments at an institutional level, strengthen established structures, and execute repeatable investment processes across larger and more complex transactions.

$80 Mio+

AVERAGE INVESTMENT VOLUME.

2010

BORN IN THE HEART OF AUSTRIA

5-7 Years

TARGET INVESTMENT HORIZON

Our leadership

The Immobilios Group is led by seasoned investment professionals focused on private equity and strategic transactions.

Bernhard Schartner

CEO & SENIOR FINANZCOACH

IM-MOBILIOS MANAGEMENT

Laurenz-Bernardo Marcello Schartner

OWNER & CHAIRMAN
IMMOBILIOS GROUP

Identifying Strategic Opportunities

We focus on identifying forward-looking investment opportunities grounded in disciplined analysis and long-term conviction.

Drawing on our entrepreneurial mindset and extensive investment experience, Immobilios continuously seeks businesses positioned at the forefront of structural change, investing in companies, management teams, and platforms with the potential to create sustainable value and shape their respective industries.

Aligned for LongTerm Value

Immobilios Group builds enduring partnerships based on trust, alignment, and long-term performance. From our team and investment activities to our founding principles and broader responsibilities, everything we do is guided by shared values and a consistent commitment to excellence. We approach each situation with precision, developing tailored solutions and addressing complex challenges with a clear focus on sustainable outcomes.

Scaling with Discipline

Our platform is designed to build resilient, long-term businesses with the potential for lasting impact. Through a disciplined investment framework, deep sector expertise, and a strong operational foundation, Immobilios supports its portfolio companies with targeted, hands-on capabilities to scale their strategies, operations, and long-term value.

Expertise and Investment Capabilities

Objective of the Programs

Access the full breadth of Immobilios Group’s investment expertise and execution capabilities, designed to support you across every stage of the investment lifecycle.

Direct private equity investments: Structured investments in non-listed companies with a clear value creation strategy, active ownership approach, and long-term perspective.

Disciplined execution & oversight: Rigorous due diligence, active portfolio management, and transparent governance, supported by experienced investment professionals and trusted external advisors where appropriate.

Co-Investments

Immobilios invests as the sole investor through co-investment structures that allow us to execute targeted individual transactions or equity positions. This approach enables focused capital deployment, precise structuring, and full control over decision-making, governance, and value creation.

Co-investments are pursued exclusively where a clear investment thesis, defined operational influence, and a structured path to sustainable value development are in place.

Capital Structuring

Immobilios designs and implements tailored capital structures for each investment, with the objective of deploying capital efficiently, managing risk in a controlled manner, and maximizing long-term value creation. Our approach takes into account company-specific requirements, market conditions, and the respective stage of the investment. Capital structuring is an integral part of our investment process and includes the optimal alignment of equity and debt, liquidity planning, and flexibility to support future growth initiatives.

Value Creation

Value creation is a core element of Immobilios’ investment philosophy. We pursue an active approach, working closely with portfolio companies to enhance strategic positioning, develop operational structures, and unlock targeted growth opportunities.

Our focus is on sustainable performance improvement, disciplined execution, and the long-term increase of enterprise value. Decisions are data-driven and implemented consistently along clearly defined value drivers.

Committed Partners

Building on our established investment platform, Immobilios Group works closely with its investment partners to deliver tailored solutions, provide in-depth market insight and portfolio analysis, structure selected investment opportunities, and oversee capital allocation and execution activities with discipline and clarity.

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