CSR/ESG Consulting and Communications Agency for the Social Housing Sector

The company positions itself as a specialized marketing and sales expert and focuses on the FMCG sector (food and non-food) in the DACH region. It offers a comprehensive range of services, including marketing, sales, and consulting, and primarily serves medium-sized, owner-managed consumer goods manufacturers. With its deep industry understanding, solid market knowledge, and a scalable, crisis-resistant business model, the company stands out for its resilience and sustained growth potential. An experienced and motivated team forms the foundation for the company’s continued success, which also ensures a structured transition to the new owner.

The company (“Projekt Kompass”) has been one of the leading web agencies in the Canton of Bern for over 10 years and has earned an excellent reputation through its outstanding expertise in web development and marketing automation. Thanks to strong customer loyalty, a broadly diversified client portfolio, and high demand in the field of marketing automation, the company offers attractive growth prospects. In 2023, the company generated revenue of TCHF 730 with an adjusted EBITDA margin of approximately 18%. According to the preliminary annual financial statements, revenue of TCHF 807 with an adjusted EBITDA margin of approximately 19% is expected for 2024, while revenue of around TCHF 800 is also targeted for 2025. A highly qualified, dedicated team drives the agency’s steady growth and is responsible for day-to-day operations. The owner is currently responsible for strategic management and ensuring the company’s long-term development. This clear division of roles provides stability and allows the new owner to focus on the strategic development of the company. The owner has decided to hand over the company to new leadership in order to pursue a new career path. A fully supported and seamless transition is guaranteed. This offers a new owner an excellent opportunity to build on the existing successful foundation, further scale the company, and drive its strategic development.

Overview: The company is a comprehensive provider of consulting and training services in the field of healthcare IT and has an extensive B2B network that connects hundreds of clinics with IT providers through events throughout the DACH region. Investment Highlights: Stable recurring revenue from membership fees paid by a large network of hospitals and IT providers. Long-term customer relationships without dependence on individual clients. A digital transformation incubator that optimizes the testing of new IT solutions in medical facilities. An annual competition where the best new digital solutions can be tested in hospitals throughout the DACH region. Startup events that bring together digital entrepreneurs and B2B clients in the healthcare sector. Growth Opportunities: Expansion of internal consulting and workshop capacities to reduce external service costs. Increased demand for IT services in the healthcare sector due to new guidelines on data security and AI. Targeted member acquisition for hospital IT and infrastructure services (requires additional staff). Strengthening relationships with existing U.S. partner hospitals to offer international networks. Continuous expansion of the range of certifications offered to meet industry requirements.

The company is a leading creative agency specializing in visual communications, distinguished by its tailored solutions in campaign development, branding, retail and interior design, as well as digital and print production. Through innovative approaches and high service quality, it has become one of the most respected partners in its industry.

Key Aspects Full-service event management in live, digital, and hybrid formats, from concept and design to production and on-site execution. Integrated planning expertise that ensures a coherent narrative flow, staging, and selection of media and venues for high-quality event experiences. Centralized project and stakeholder management that coordinates all vendors, logistics, and guest services through a single, dedicated team. Strong technical and digital expertise that combines production, live streaming, and video services with secure proprietary platforms. A network of trusted suppliers built up over more than 25 years, providing reliable partners for catering, accommodations, technical services, and branding. Proprietary platforms and innovations, including an active digital event platform, a robust attendee management system, and new mobile media solutions. Growth Opportunities Expansion into high-margin healthcare events through specialized, compliant formats and a dedicated industry team. Scaling recurring series formats across Europe to create predictable, cross-market revenue streams. Increased monetization of proprietary digital tools through modular service packages that improve efficiency, compliance, and margins. Stronger digital lead generation through improved search engine optimization and refined performance marketing, thereby enhancing digital visibility starting in 2026. Exclusive launch of a high-quality, large-format mobile LED roadshow solution that enables impactful outdoor brand experiences and scalable revenue generation for campaigns, product launches, and public event formats.