Meeting Prep · Generated 2026-07-07
Ufenau Capital Partners (UCP)
José Roig — Investment Director, Spanish investment team
New prospect — channel partner
PE — Buy & Build, services
EUR ~5.0bn AUM
Pfäffikon, Switzerland
✅ Name confirmed: José Roig Fernández — Giuseppe confirmed the LinkedIn match (you wrote "Jose Ruig" originally; the correct spelling from ucp.ch/en/team/ and this LinkedIn profile is José Roig).
LinkedIn confirmed by Giuseppe: linkedin.com/in/jose-roig-fernández (page itself isn't fetchable by automated tools — LinkedIn blocks with HTTP 999 — so no additional bio detail beyond what's already in this doc from ucp.ch/en/team/).
❓ No confirmed personal email for Roig — ask for his card directly.
About UCP (Ufenau Capital Partners)
What they are
Lower-mid-market Buy-&-Build PE firm
Founded 2011. Targets profitable, "people-intensive" service companies, EUR 20–100m revenue, majority stakes. Four entry paths: succession planning, management buyouts, growth capital, strategic (add-on) acquisitions.
Scale
~48 portfolio companies · ~419 investments (incl. add-ons)
~EUR 5.0bn AUM (third-party estimate — not confirmed on ucp.ch). Geography: DACH, Iberia, Benelux, UK, Poland.
Sectors
Business Services · Education & Lifestyle · Healthcare · Financial Services
No stated industrial/manufacturing thesis — but several portfolio companies are B2B service operators that fit our workflow-automation angle anyway (see portfolio table).
Website / office
Huobstrasse 3, 8808 Pfäffikon, Schwyz, Switzerland · +41 44 482 66 66 · info@ucp.ch
José Roig
Role
Investment Director, Spanish investment team
Supports the Spanish team in execution of transactions and operationally in portfolio companies — i.e. he touches the operating companies post-close, not just the deal. That's the in-road for an AI ops conversation.
Background
McKinsey · PE internships · Spanish lawyer
Ex-Engagement Manager at McKinsey & Co (strategic/operational advisory). PE internships at Avior Capital and Hillwood Partners. Founded a QSR start-up. Licensed Spanish lawyer. Law + Business Admin + Economics, Universidad de Valencia. MBA, London Business School (Honours, Dean's List).
He's an operator-minded ex-consultant, not a pure financier — he's spent time inside portfolio companies "operationally." Lead with concrete operational workflow pain (RFQ backlogs, manual order entry, service-case chaos), not an abstract AI pitch. He'll recognize the pattern from McKinsey-style ops diagnostics.
Portfolio — Spain/Iberia fit assessment
UCP's public portfolio page lists ~48 companies across DACH/Iberia/Benelux/UK/Poland — this table is Spain/Iberia only, since Roig covers that team. There may be unlisted or recently-closed deals not yet on the site.
| Company | What they do | Entry | Fit |
|---|
| CVS Group |
Industrial refrigeration design, install & maintenance for food + logistics clients. 300+ employees, Valencia/Madrid. |
Dec 2020 |
YES |
| Grupo SASTI |
Pest control, sanitation, technical infrastructure services across the Iberian Peninsula. Recurring service contracts, high case volume. |
Jul 2021 |
YES |
| Alfus Iris |
Industrial & sanitation hygiene solutions, Bizkaia. Same service-operator shape as SASTI — not yet researched in depth. |
❓ unconfirmed |
MAYBE |
| Unikal |
IT services — datacenter, cloud, digital workplace. |
May 2022 |
NO |
| Minerva Insights |
Market research / analytics, Spain + Portugal. |
Jan 2023 |
NO |
| Asenza Global Partners |
Labor, legal & tax advisory. 15+ locations, 250+ professionals. |
Jan 2025 |
NO |
| Provance Education |
Professional training platform for Spain's State Security Forces. |
Dec 2024 |
NO |
Sourced from ucp.ch/en/portfolio — company names, sectors, and entry dates verified directly from the page fetch.
Why CVS Group and Grupo SASTI Fit
CVS Group — strongest fit
Project-based B2B + after-sales maintenance
Industrial refrigeration for food/logistics clients means RFQ/quoting on the sales side and a recurring maintenance/service-call operation on the after-sales side — the exact shape of our A2 (Quote Generation) and B4 (After-Sales Case Management) modules. 300+ employees signals real volume.
Grupo SASTI — second fit
Recurring service contracts at scale
Pest control / sanitation across the whole Iberian Peninsula = high volume of dispatched service cases, technician assignment, and case tracking — classic B4 territory, similar shape to Eurostar's after-sales pain (our existing pipeline proof point).
Meeting Angle
This is not a sales call to UCP itself — UCP is a financial sponsor, not an operating company, and doesn't buy workflow software. The goal is to become UCP's go-to AI-ops-automation partner across its Iberia service portfolio, the same "preferred vendor to the portfolio" play used with FORTI.
Open with: "We work with PE- and Search-Fund-backed B2B service and distribution companies where commercial ops still run on Excel and WhatsApp — order entry, quoting, service-case tracking. We looked at your Iberia portfolio and CVS Group and Grupo SASTI stood out as exactly that shape."
Then let him confirm or correct — he knows the operational reality inside the portfolio far better than any web research can.
Key probe #1: "How does UCP think about AI across the portfolio today — is it something you're pushing top-down, or waiting for it to come from the operating companies?" This tells you if you're introducing the idea cold or plugging into an existing initiative.
Key probe #2: "Beyond what's on the public portfolio page, are there other Iberia service businesses — distribution, technical services, logistics — that might have this kind of manual back-office pain?" Same "unlisted majority" pattern as FORTI — the best fit is often invisible from outside.
Avoid naming Unikal, Minerva Insights, Asenza, or Provance as candidates — none fit, and naming the wrong ones signals you haven't done the homework.
Discover in the Meeting
❓ Confirm his name is José Roig (not "Ruig") and get a working email/LinkedIn
❓ Does UCP have an existing operational-improvement playbook it pushes into new acquisitions (100-day plan style), and does "AI/automation" already sit in it?
❓ Is CVS Group or Grupo SASTI's leadership open to an intro call, and who is the actual operational owner (CEO vs COO vs Head of Ops)?
❓ Are there Spain/Iberia service-company deals in the pipeline or recently closed that aren't public yet?
❓ Does UCP have a standard vendor-approval process for portfolio companies, or does each operating CEO decide independently?
What to Bring
- MVP prototype link + Venture Signal report (reference proof: Lamosa, Aronlight, Eurostar as PE/Search-Fund-backed proof points already live)
- One-line framing for the "preferred partner to the portfolio" ask — zero/low risk for UCP, not a sale to UCP itself
- Discovery retainer framing ($2–5K) in case he wants to fast-track one operating company into a scoped conversation
After the Meeting
Run /client-intake immediately with the call outcome. If Roig commits to an intro (CVS Group and/or SASTI), log the warm intro path in this folder's status.md and treat each operating company as its own pipeline entry once contact is made.
AdapttoAI · Meeting Prep · Internal, confidential