Investment industries

Four industries.
Defined opportunity sets.

We focus on sectors where specialist knowledge, identifiable operating levers and long-term relevance allow us to form an independent view.

01 · Focused by design

Broad perspective.
Precise targets.

Our four industries are deliberately defined at the sub-sector level.

We invest for our own account and can assess both public and private opportunities. Our focus is not thematic exposure for its own sake: we look for businesses with understandable economics, differentiated capabilities and a credible route from specialist position to durable value.

02 · Opportunity map

Specific markets.
Specific reasons.

Each industry is anchored in a distinct ownership or operating thesis rather than a broad sector label.

01

Financials

AIFMs, GP stakes and specialist investment firms.

We seek ownership positions in specialised asset managers, alternative investment fund managers and GP or management-company economics. Attractive businesses combine differentiated investment capabilities with durable client relationships, sound governance and operating platforms that can scale without diluting accountability.

  • AIFMs
  • GP and management-company stakes
  • Specialist asset managers
  • Fund infrastructure
02

Technology

Cybersecurity and financial technology.

Our technology focus is concentrated on cybersecurity and fintech businesses solving mission-critical problems. We favour products embedded in essential workflows, clear recurring-revenue potential, defensible technical capabilities and measurable value for regulated or operationally complex customers.

  • Cybersecurity
  • Identity and resilience
  • Fintech software
  • Financial infrastructure
03

Industrials

Printing, packaging and machinery lifecycle services.

Within industrials, our core field is the printing and packaging value chain. We look for machinery, distribution and technical-service businesses where installed-base access, rapid response, aftermarket capability and engineering know-how create recurring customer relevance beyond the original equipment sale.

  • Printing and converting
  • Packaging machinery
  • Service and retrofit
  • Automation and controls
04

Gaming

PC-first studios, enduring IP and enabling technology.

Our gaming interest is centred on premium PC and desktop gaming. We seek studios, publishers and enabling-technology businesses with distinctive intellectual property, committed player communities, disciplined production and live operations, and credible distribution across global PC platforms. We value durable franchises and developer capabilities over hit-driven speculation.

  • PC and desktop studios
  • Enduring game IP
  • Publishing and distribution
  • Developer tools
03 · Shared investment lens

Different sectors.
One discipline.

Across all four industries, we look for the same foundations of lasting ownership value.

01

Specialist position

Capabilities, intellectual property or market access that are difficult to reproduce.

02

Repeatable economics

Recurring, repeat-purchase or portfolio-like revenue with disciplined unit economics.

03

Execution path

Identifiable commercial and operational levers that can convert expertise into durable value.

Investment introductions

Aligned with our focus?
Start a conversation.

We welcome selected introductions within these defined opportunity sets. Aurevon invests for its own account and does not provide services to third parties or manage external money.

contact@aurevon-partners.com