Corporate Governance


We operate from a place of strong corporate governance, ownership and transparency. We strive to maintain a clear alignment of interests among USM, our portfolio companies and our investors.

We believe we have a clear and effective framework that enables us to uphold the highest ethical and business standards across the firm. Maintaining USM’s good name and the good names of our investors is paramount. From the earliest years of the firm, we have invested heavily in our systems and controls.
We perform most ongoing activities in-house, including investor relations, corporate communications, financial reporting and accounting oversight.

sourece : http://www.unionstockholm.org

Union Stockholm Management Group

The Union Stockholm Management Group is a private Sweden-based global investment firm that originates, structures and acts as lead equity investor in management-led buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings.

The USM Group is a Sweden-based global alternative asset manager with funds across three investment disciplines (corporate private equity, real assets and global market strategies). USM combines global vision with local insight, relying on a top-flight team of investment professionals operating out of offices in countries to uncover superior opportunities in North America, Europe, Asia, Australia, the Middle East/North Africa and Latin America.

While open to opportunities wherever they can be found, USM focuses on sectors in which it has demonstrated expertise: aerospace & defense, consumer & retail, energy & power, financial services, healthcare, industrial, infrastructure, real estate, technology & business services, telecommunications & media and transportation.

In a world awash with information, insight is often in short supply. USM's edge is its ability to leverage the local insight of its investment professionals, collaborating across the firms' investment disciplines from deal sourcing and due diligence through portfolio company development. The result: a broader view of potential investment opportunities and deeper level of expertise, creating value for USM portfolio companies.

More than thousands of investors from global countries entrust USM with their capital and their reputations. As one means of aligning its own interests with those of its investors, USM has committed more than $4 billion of its own capital to its funds.

" USM professionals collaborating seamlessly and selflessly across funds, industries and geographies to deliver the wisdom, knowledge and resources required to invest wisely and create value for our investors. "
sourece : http://www.unionstockholm.org

Investment Intelligence for Fund Profesionals

Union Stockholm will deliver you the very best in fund analysis, investment opinions and data for fund professionals across Europe. Bringing you cutting-edge and incisive analysis of the latest issues affecting European fund selectors.

With Union Stockholm, you can rest assured that you are investing with one of the best. With our wide array of investment funds, we ensure that we can cater for the needs of many different types of investors – those seeking low risk investments to those looking for greater return - and are confident we can help you find the right investment for you, today and tomorrow. Click on the links below to find out more.

source : http://www.unionstockholm.org

The Union Stockholm Management Approach

  • Union Stockholm Management has proficient investment professionals working in global offices, collaborating across geography, sharing industry knowledge and insight to source, research and consummate investments in USM's focus industries.
    We offer a range of innovative multi asset investment solutions giving investors access to the full scope of today’s investment world.
  • Fund

    • Buyout: USM has buyout funds focused on investment opportunities in worldwide and the global energy and power industry.
    • Global Credit Alternatives: USM Global Credit Alternatives is a diversified business investing in loan, bond, mezzanine and synthetic products. The team manages funds with approximately $15 billion.
    • Growth Capital: USM has more than 10 growth capital funds that focus on investment opportunities in Asia, Europe and North America.
    • Real Estate: USM has more than 11 real estate funds focused on investment opportunities in Asia, Europe and North America.
  • Industry Edge

    • Consumer & Retail: By partnering with seasoned industry executives and tapping into our global network, USM is well positioned to capture quality deals in our target areas.
    • Energy and Power: USM team provides private equity capital for management buyouts, leveraged build ups, growth capital opportunities and strategic joint ventures in the energy and power industry.
    • Financial Services: The financial services team has years of experience across all sectors of the financial services industry, providing deep expertise to guide our investment choices.
    • Healthcare: USM ’s global network of healthcare investment professionals spans both venture and buyout opportunities on three continents.
    • Industrial: USM investment professionals around the globe work closely together on buyout deals in the industrial sector.
    • Infrastructure: USM's infrastructure team invests in both public and private infrastructure projects and businesses primarily in Sweden. and Europe.
    • Real Estate: USM's global network of real estate investment professionals pursues opportunities on three continents.
    • Tech & Business Svs: USM’s global network of technology and business services investment professionals pursues both buyout and venture opportunities across three continents. 

    source : http://www.unionstockholm.org