Target Information

The Schubert Group is a well-established, family-owned business headquartered in Saxony-Anhalt, Germany. With approximately 138 employees, the Schubert Group has been organizing high-quality bus, flight, and cruise trips for the senior demographic in Saxony-Anhalt, Thuringia, and Lower Saxony for decades. The company offers a wide array of over 500 travel destinations across Europe and selected worldwide locations, distinguishing itself through personalized service, strong regional ties, and a robust brand identity.

Mike Schubert, Managing Director of the Schubert Group, states: “With AG Capital, we have an experienced partner who shares our values and will support us in embarking on our next growth phase. Together, we aim to provide our guests with a broader travel range and improved service.”

Industry Overview

The organized travel sector in Germany is experiencing steady growth, driven by an increasing number of older adults seeking quality travel experiences. As the population ages, there is a growing trend for tourism services that cater specifically to senior travelers, characterized by comfort, reliability, and personalized attention. This demographic shift is expected to sustain demand for tailored travel products and services over the coming years.

Germany remains one of the leading travel markets in Europe, encompassing various segments including leisure, business, and cultural tourism. The importance of group travel is significantly reflected in the operations of companies like the Schubert Group, which offer tailored packages designed to meet the needs of their customers. As competition intensifies, companies that emphasize quality, customer service, and unique experiences will likely thrive.

Additionally, the COVID-19 pandemic has transformed travel dynamics, prompting increased interest in safe and organized group travel experiences. Companies that can adapt to this demand by implementing robust health and safety protocols and offering flexible booking options are positioned for success in the post-pandemic tourism landscape.

Overall, the outlook for the organized travel industry in Germany remains positive, particularly for those firms that innovate and expand their service offerings to align with changing customer preferences.

Rationale Behind the Deal

The acquisition of the Schubert Group by AG Capital is strategically poised to enhance the growth trajectory of the business. By leveraging AG Capital's resources and expertise, the Schubert Group aims to broaden its travel offerings and improve service quality, thus attracting more customers in the evolving travel market. This partnership presents a unique opportunity for expansion, as AG Capital recognizes the longstanding reputation and reliability of the Schubert Group in the travel industry.

Furthermore, this deal aligns with AG Capital's investment strategy of partnering with mid-sized companies and providing them with capital for sustainable and profitable growth. They see significant potential in the Schubert Group’s established brand and market position, which can be further developed through new offerings and an increased market presence.

Investor Information

AG Capital is an independent investment firm based in Vienna, specializing in providing buy-out and growth capital to SMEs. Founded in 2021, AG Capital is managed by the experienced team of Karl Lankmayr and Daniel Jennewein, along with the C-Quadrat Investment AG. The firm focuses on sustainable investments that not only generate profit but also foster long-term growth for its portfolio companies.

This acquisition reflects AG Capital's strategy to identify companies with strong potential in the mid-sized market, ensuring they receive the necessary support to evolve and thrive. Their commitment to operational excellence and partnership with management teams creates a solid foundation for successful investment outcomes.

View of Dealert

In analyzing the acquisition of the Schubert Group by AG Capital, it can be assessed as a potentially promising investment. The aging population in Germany represents a growing market segment that seeks reliable travel experiences, and the Schubert Group is well-positioned to cater to this demographic.

The partnership with AG Capital brings not only financial backing but also strategic expertise that can propel the Schubert Group into its next growth phase. By enhancing service offerings and expanding market reach, this collaboration could significantly amplify the company's growth prospects.

Moreover, the trend toward personalized and organized group travel continues to gain traction, especially in a post-pandemic world where safety and reliability are paramount. Companies that can adapt to these changes and offer customized experiences are likely to thrive, making this investment timely and strategic.

However, careful execution of growth plans and maintaining the high service quality that Schubert Group is known for will be pivotal in realizing the investment's full potential. Overall, this acquisition has the makings of a sound investment opportunity if approached with the right strategies and objectives.

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