What we do

Ferd Capital is a long-term, flexible and value-adding partner for Nordic companies.

We have three investment mandates: private companies, listed companies and special investments, which gives large flexibility in terms of what investments we can make. However, we focus on companies with proven business models that are beyond the early phase stage, and therefore do not engage in venture investments.

What we invest in

Private companies

With regards to private companies, we seek to invest between NOK 500 million and NOK 3 billion in equity, and our primary focus is Nordic companies.

We may initially invest a smaller amount if there is potential to subsequently deploy more capital.

We do not have a specific requirement in respect to percentage of ownership, but our investment must give us the ability to execute active ownership and influence, either independently or through a partnership; hence our ownership interest will usually vary between 34% and 100%.

We also actively look for add-on investments for our portfolio companies.

Listed companies

With regards to listed companies, we seek to invest around NOK 500 million to NOK 3 billion in equity, and our primary focus is Nordic companies.

We typically aim to acquire between 10-25% ownership interest over time, and in most cases we seek board representation.

Read more about our ownership principles for listed companies where we have board representation here.

Special Investments

Special Investments is Ferd’s most flexible investment mandate and enables us to invest in all types of financial instruments and across the corporate capital structure

With regards to private companies, we seek to invest between NOK 500 million and NOK 3 billion in equity, and our primary focus is Nordic companies.

We may initially invest a smaller amount if there is potential to subsequently deploy more capital.

We do not have a specific requirement in respect to percentage of ownership, but our investment must give us the ability to execute active ownership and influence, either independently or through a partnership; hence our ownership interest will usually vary between 34% and 100%.

We also actively look for add-on investments for our portfolio companies.

With regards to listed companies, we seek to invest around NOK 500 million to NOK 3 billion in equity, and our primary focus is Nordic companies.

We typically aim to acquire between 10-25% ownership interest over time, and in most cases we seek board representation.

Read more about our ownership principles for listed companies where we have board representation here.

Special Investments is Ferd’s most flexible investment mandate and enables us to invest in all types of financial instruments and across the corporate capital structure

What we look for

As a family-owned investment company, we look for companies that can help us to achieve our vision of creating enduring value and leaving clear footprints. Ferd Capital typically seeks to invest in:

  • Organisations whose values overlap with our values
  • Organisations whose positioning and competitive advantages are likely to deliver growth and to produce an attractive return on capital over time.
  • Companies to which Ferd can contribute as a value-adding partner for its management and co-owners.
  • We seek to use our role as an active owner to make a difference and to contribute to the achievement of sustainable change, and thereby to develop future-oriented companies.
Fürst Medisinsk Laboratorium is Norway’s largest privately owned medical laboratory. Fürst analyses tests from more than 10,000 patients each day. Photo: Bård Gudim

Our approach to active ownership

Through its ownership, Ferd Capital seeks to combine the best methodologies from private equity with the advantages associated with being a family-owned investment company with a long-term perspective.

We are a long-term owner: Ferd seeks to realise the long-term value creation potential of the companies that we own. This does not necessarily require us to own a company for a long period. We will own a company for as long as we think we are the best owner.

We are an impatient owner: Despite our long-term perspective, Ferd is an impatient owner and requires that strategic development, growth initiatives and profitability improvements are implemented at a rapid pace.

We are an active owner: We support our companies in developing and achieving their goals. This can involve active involvement in strategic, operational and financial initiatives.

We are a value-adding partner for companies and co-owners: We contribute where we have our strengths and do not interfere with managements handling of day-to-day operations.

Interwell takes on well challenges to ensure enhanced recovery throughout the well lifecycle. Photo: Bitmap

ESG

Future value creation will require organisations to understand and manage their risk and opportunities from an ESG perspective in a systematic and integrated way. It is crucial for companies to be able to adapt and innovate in today’s continually changing world if they are to build lasting competitive advantages and a sustainable business model. We help to ensure that our companies take long-term and sustainable decisions.

Our role as an active owner gives us a responsibility to exercise our influence and ensure that our companies act responsibly and help create sustainable change by strengthening their positive contribution and minimising their negative impacts. In practice, we do this by integrating environmental, social and governance (ESG) considerations into our investment analysis and decision-making processes, as well as into how we exercise our ownership and report on our activities.

Woman holding a Elopak carton with great view
Elopak provides sustainable packaging. Photo: Elopak