London/Luxembourg, June 18, 2025 – AURELIUS, a global private equity investor with operations in Europe and North America, successfully closed AURELIUS Opportunities V (“Fund V”) following a significantly oversubscribed process that was completed after only five months of marketing. Given high demand, AURELIUS capped the size of Fund V to maintain investment discipline and preserve the exceptional performance record built over the last 20 years. AURELIUS now has a new capital pool of EUR 830m available. It follows in the footsteps of its top-decile EUR 540m 2021 co-investment structure of AURELIUS European Opportunities Fund IV (“Fund IV”) and AUR Portfolio III.

Focused on mid-market investments, Fund V will invest in corporate carve-outs, platform build-ups and complex buy-out situations for companies with annual revenues of at least EUR 100m. It will invest equity of up to EUR 150m to acquire enterprises with potential for operational improvement in Europe and North America.

As with its predecessor, Fund V portfolio companies will be advised by AURELIUS’ operations advisory team, recently named AURELIUS WaterRise, which will seek to create value by implementing the same proven strategy AURELIUS has been utilising for two decades: providing hands-on support and bespoke advice with its more than 180 global specialists.

Following the outstanding success of Fund IV – currently ranked in the top 5% across all industry benchmarks[1] – AURELIUS raised Fund V from more than 90% of its existing investor base and a number of new blue-chip LPs. The investor group includes a wide range of institutional investors, such as prestigious US and European university endowments, pension funds, insurance companies, family offices and charitable foundations.

Fabian Steger, Managing Director Fund IV and Fund V, says: “We are delighted to have seen such strong demand for our new Fund V, especially considering the challenging economic and geopolitical environment we find ourselves in. This is testament to the success of its predecessor fund, and we recognise our responsibility to do all we can to emulate it. We would like to thank our new investor group for the trust they are showing in us.”

Dirk Markus, AURELIUS’ co-founder, adds: “Being able to close Fund V just ahead of our 20-year anniversary celebrations is especially gratifying. Many conversations with potential investors have shown that they want GPs to go back to the basics of improving the operational performance of their portfolio companies, rather than relying on financial leverage or multiple expansion. AURELIUS has no need to ‘go back’ – we have been all about operational excellence since our inception in 2005.”

Aurelius Investment Advisory Limited is an Appointed Representative of Langham Hall Fund Management LLP, which is authorised and regulated by the Financial Conduct Authority of the UK.

Asante Capital Group acted as exclusive global placement agent.

For further inquiries, please contact:

Harald Kinzler
Head of Communications
harald.kinzler@aurelius-group.com
+44 7510 385 551

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[1] Benchmark figures sourced from Cambridge Associates ex-US Q2 2024 Private Equity Benchmarks. AURELIUS Midmarket performance data as at Q3 2024. No fees were paid in connection with this benchmarking.

ABOUT AURELIUS

AURELIUS is a globally active alternative investor, distinguished and widely recognised for its operational approach. It focuses on Private Equity, Private Debt and Real Estate. Its key investment platforms include AURELIUS European Opportunities IV, AUR Portfolio III and AURELIUS Growth Investments (Wachstumskapital). AURELIUS has been growing significantly in recent years, particularly expanding its global footprint, and today employs more than 400 professionals in 9 offices spanning Europe and North America.

AURELIUS is a renowned specialist for complex investments with operational improvement potential such as carve-outs, platform build-ups or succession solutions as well as bespoke financing solutions. To date, AURELIUS has completed more than 300 transactions, building a strong track record of delivering attractive returns to its investors. Its approach is characterised by its uncompromising focus on operational excellence and an unrivalled ability to efficiently execute highly complex transactions.

More info: www.aurelius-group.com