Coeli Private Equity

Diversified portfolio of Private Equity funds

Coeli Private Equity is a way of reaching an attractive market that is otherwise closed to most investors. Through our long-standing experience of Private Equity investments and our extensive network, we have managed to create an opportunity that gives investors a means of investing in a diversified portfolio of Private Equity funds within the Nordic Buy-out segment.

What is Private Equity

Private equity is investments in stocks not publicly traded on a stock exchange, in comparison with public equity. By investing in both capital and knowledge, the value of the companies increases.

The buyout segment means investments in more mature companies, often with a positive cash flow. Coeli Private Equity operates in this specific segment.

The buyout segment

The buyout segment within private equity was introduced in the Nordic countries during the 80s. Since then, private equity has grown to a highly developed industry. The Nordic private equity market is flourishing as many companies has liquid assets, are well managed and are low valued from an international perspective.

Contributes well in an investment portfolio

The asset private equity contributes well in a long term investment portfolio. This is due to the return on investment and risk, a small correlation to the stock market, and is robust in nature when the market slows down. The management company identifies and invests in non public companies, develop these through active ownership that creates value, and then divest the company.

Companies with potential

The aim with private equity is to buy companies with potential, actively contribute to the growth and development through providing capital and management expertise, and then sell with profit. Usually, private investors do not have access to the private equity market as the entry barriers are high with requirements on professional partners, large amount of investments and heavy administration. We wanted to change that. We wanted to give private investors the possibility as well.

Investment process

Through our wide network in the Nordics, we have access to the leading and most attractive venture capital companies. We make a thorough assessment of potential private equity firms and chose the funds with a clear profile and possibility to generate high return on investments.

In our evaluation process we search for areas that can contribute with positive effect:

  • Portfolio managers’ previous achievements
  • Portfolio managers’ competence and experience
  • Portfolio managers’ dedication and credibility
  • How consistent is portfolio managers’ investment strategy
  • How do portfolio managers perform as owners
  • The private equity funds’ commercial terms and conditions

Board and Management

The management has all together more than 25 years of experience from the private equity industry.

Henrik Arfvidsson: Henrik Arfvidsson has been with Coeli since 2007. During his first four years he established the depot administration function. The last year his focus was on leadership and system development. He has been involved inte the private equity products from the very beginning being responsible for the administration of the different Private Equity companies.Since 2011, Henrik has had the role as controller and portfolio manager of the Private Equity companies, and since 2016 he is CEO of the same.

Jan Sundqvist: Jan has more than 30 years of experience of leading positions in public and private equity. Previous positions includes Vice President, controller at Pharos AB (publ.), CFO and Senior Vice President Market at Nobel Biocare AB (publ.), Investment Manager at Sjätte AP-fonden, CEO and Managing Partner at Scandinavian Life Science Venture, and CEO at Canag Diagnostik. 2007 Jan came to Coeli as CEO of Coeli Private Equity Management AB. At 2016 he assumed the position as Board Chairman at Coeli Private Equity Management II AB. Currently Jan has the position of Senior advisor for the Private Equity companies.

Henrik Arfvidsson

CEO, Coeli Private Equity

Jan Sundqvist

Senior advisor, Coeli Private Equity

Board of Directors, Coeli Private Equity yearly companies

The board of directors has three board members, all with long experience from the financial industry. The management presents information regarding investments and the board of directors makes a recommendation for decision. The formal decision is taken by Coeli Asset Management AB after delegation from AIF manager.

Board Chairman in yearly companies
Johan Winnerblad

Layer, partner and board chairman at Vinge Law Firm
Johan is layer and partner in the law firm Vinge. He is activte in Stockholm and is specialized in biotechnology, medicine, food, financial services, IT, technology, telecom, and sports, media and entertainment.

Holding in company: None

Board Member Coeli Private Equity Management AB
Owner, Coeli
Mikael Larsson

Coeli Private Equtiy Management AB
Mikael is founder and owner in of parent company Coeli Holding AB. He has been active in the financial industry since 30 years and has over the years gained broad experience and competence in asset management and advisory services. He has been engaged in Coeli Private Equity strategies since start. Mikael deals with both strategic and operational matters within the whole Coeli Group.

Holdings in company: None

Board Member
Lukas Lindkvist

CEO Coeli Asset Management AB
Lukas has been active in the financial industry for more than 20 years, including different positions at SEB Group. Lukas came to Coeli 2001 and has held various leading positions within Coeli Group. Today Lukas is CEO for Coeli Asset Management AB.

Holding in company: None