Novum Capital Partners

Novum Capital specializes in equity investments and strategic development for small and medium-sized companies. It operates as an engaged, value-adding shareholder, promoting growth, optimizing resource use, and implementing sustainable strategies. This methodology integrates environmental, social, and governance (ESG) factors, recognized as crucial for enduring value creation.

The firm was established in 2006 by co-founders Dr. Udo von Klot-Heydenfeldt and Felix Hölzer. Dr. von Klot-Heydenfeldt brought extensive leadership experience from Metzler Bank and the Stinnes Group. Felix Hölzer contributed over two decades in investment, including roles at Intermediate Capital Group, shaping the firm's focused approach.

Novum Capital serves entrepreneurs seeking responsible development, managers pursuing buy-outs, and consultants. Its investment vehicles attract institutional investors like pension funds and private pension schemes, aiming for significant, sustainable value growth. The company envisions uniting promising enterprises with adept leadership to foster long-term success through active, responsible stewardship.

Novum Capital Partners and Novum Capital are distinct entities with different focuses. Novum Capital Partners (now rebranded as Novum Partners) is a Swiss multi-family office founded in 2018 that provides independent, holistic wealth management and tailored financial advice primarily to ultra-high-net-worth families. It emphasizes an open architecture model with client advisors holding stakes in the firm, promoting entrepreneurial freedom and independence. The firm manages over CHF 5.5 billion in assets and aims to simplify clients' financial lives while achieving long-term goals[1][3][5].

Novum Capital, based in Frankfurt and founded in 2006, is an investment firm specializing in buyout and debt strategies for small and medium-sized companies with revenues up to €200 million. It invests on behalf of German and international pension funds, focusing on preserving company independence, supporting management buy-outs and buy-ins, and promoting sustainable growth through active ownership and ESG principles[2][6].

Origin Story

Novum Partners was established in 2018 in Zurich as a conflict-free multi-family office to serve a select group of ultra-high-net-worth families. It evolved to emphasize a partnership model where client advisors share in the firm's success, differentiating it from traditional wealth managers. The recent rebranding from Novum Capital Partners to Novum Partners in 2025 sharpened its market positioning and reflected its broader wealth management focus beyond capital investment[3][5].

Novum Capital was founded in 2006 in Frankfurt, Germany, by partners including Beatrice Dreyfus and Felix Homann. It has evolved to focus on buyout and debt investments in mid-sized companies, supporting entrepreneurs and management teams in maintaining company independence and fostering sustainable value creation through active, hands-on ownership[2][6].

Core Differentiators

*Novum Partners (Swiss Multi-Family Office)*
- Open architecture investment model with client advisors as stakeholders
- Focus on ultra-high-net-worth families with tailored, holistic advice
- Fixed management fee structure, avoiding conflicts of interest
- Strong emphasis on independence and entrepreneurial freedom for advisors
- Award-winning reputation in Swiss wealth management[1][5]

*Novum Capital (German Investment Firm)*
- Specializes in buyouts and debt financing for SMEs with revenues up to €200 million
- Supports management buy-outs/buy-ins and shareholder dispute resolution
- Active, value-adding ownership with ESG integration for sustainable growth
- Focus on preserving company independence and entrepreneurial legacy
- Experienced in legal and tax structuring of transactions[2]

Role in the Broader Tech and Investment Landscape

Novum Partners rides the trend of personalized, independent wealth management for UHNW families, responding to increasing demand for conflict-free advisory services and entrepreneurial advisor models. Its timing aligns with growing complexity in wealth management and client desire for transparency and alignment of interests. By fostering advisor ownership and client-centric strategies, it influences the Swiss wealth ecosystem toward more partnership-driven models[1][5].

Novum Capital operates within the mid-market private equity space in Germany and Europe, where demand for sustainable, responsible investment and management continuity is rising. Its focus on ESG and hands-on value creation aligns with broader market forces emphasizing long-term, responsible investment. It supports the ecosystem by enabling SME growth and stability, crucial for economic resilience[2][6].

Quick Take & Future Outlook

Novum Partners aims to expand organically, growing its advisor team and client base while maintaining its partnership ethos and independence. Future trends shaping its journey include increasing client demand for transparency, sustainability in wealth management, and digital innovation in advisory services. Its influence may grow as a model for multi-family offices balancing entrepreneurial freedom with client alignment[5].

Novum Capital is likely to continue focusing on sustainable buyouts and growth investments in SMEs, leveraging ESG frameworks and active ownership to enhance value. Trends such as increased regulatory focus on sustainability and the need for succession solutions in family businesses will shape its trajectory. Its role as a responsible capital partner positions it well for long-term impact in the European mid-market[2][6].