ESG Elektroniksystem- und Logistik-GmbH

ESG Elektroniksystem- und Logistik-GmbH is a provider of development, testing and maintenance services for complex electronic and IT systems, primarily for the public sector and public authorities in the areas of security and defence.

More information
27.6%

Ownership

2015

Investment year

Registered office
Munich, Germany
Business Sector
Industrials

“One of the leading German process and technology companies for the design, integration and operation of complex, security-related electronic and IT systems.”

Investment thesis

Our investment thesis is built on several attractive attributes:

  • Excellent positioning in future-oriented areas and major projects already launched
  • High barriers of entry due to necessary certifications (e.g. in the aviation sector)
  • Historically grown customer relationships and diversified, long-term oriented blue-chip customer structure in both the public sector and industrial sectors
  • Rising spending in all end markets driven by technological megatrends as a basis for organic growth
  • The ongoing consolidation trends in Europe on both the demand and the supply side

Achievements

  • Strategic review finalised in 2021 with definition of 6 core pillars for future growth
  • Focusing of the business through sale of Radar Services and Quantum Systems in 2022
  • Investment in digitalisation / cyber security and internal controlling / reporting systems
close
close