Entrepreneurial Partner for Direct Investments
Klein & Partners AG is a Zug-based Single Family Office and investment boutique focused on direct private market investments. We provide flexible capital across private equity and credit, with a particular focus on situations where speed, discretion and entrepreneurial judgment matter. Our typical initial investment ranges from EUR 0.5 million to EUR 5 million, with the flexibility to support larger opportunities alongside trusted partners.
We support entrepreneurs through bridge loans, warehousing facilities and other alternative credit solutions, while also investing directly into private companies as a long-term equity partner. Across both strategies, we look for special situations where we can contribute capital, experience and network to create value and provide liquidity where it is scarce.
Investment Approach
We invest directly in private market opportunities where flexible capital, entrepreneurial judgment and speed of execution can make a difference. Our focus is on equity and credit situations where we can partner closely with entrepreneurs, shareholders and trusted co-investors to create long-term value and provide liquidity where it is scarce.
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DIRECT INVESTMENTS
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Private equity and credit opportunities
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Typical initial ticket of EUR 0.5-5 million
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No fund commitments or blind-pool allocations
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Direct exposure to companies or specific assets
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Flexible structures across equity, shareholder loans and secured credit
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FLEXIBLE CAPITAL SOLUTIONS
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Bridge loans and short-term financing
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Warehousing facilities
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Shareholder liquidity and secondary transactions
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Acquisition and growth financing
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Special situations requiring speed and discretion
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ENTREPRENEURIAL PARTNERSHIP
We partner with entrepreneurs and owners who value speed, discretion and aligned capital. Beyond capital, we contribute transaction experience, strategic perspective and a network built across private equity, credit and long-term direct investing.
How we partner
Flexible Capital
We invest across equity and credit, with the flexibility to structure around the specific needs of each situation. Our capital can support growth, acquisitions, shareholder liquidity, bridge financing or special opportunities requiring speed and discretion. view each investment as an enduring partnership that persists across generations. Our visions are meticulously shaped together, ensuring that our core values are shared and deeply aligned.
DIRECT AND DISCREET
We invest our own capital and engage directly with entrepreneurs, owners and trusted partners. Our process is personal, discreet and pragmatic, with short decision paths and a focus on execution certainty.
LONG-TERM ALIGNMENT
We value relationships built on trust, transparency and aligned incentives. Beyond capital, we contribute entrepreneurial experience, transaction judgment and a network developed through years of direct investing.
Enduring partnerships in private markets
We invest directly alongside entrepreneurs and owners, providing flexible capital with discretion, speed and long-term alignment.