Alantra advised Vaudoise Assurances Holding on the acquisition of Berninvest and Dr. Meyer Asset Management
Alantra advised Lausanne-headquartered Vaudoise Assurances Holding SA on the acquisition of a pair of Swiss asset managers based in Bern: Dr Meyer Asset Management AG, the fund manager of Swiss open-end real estate funds Immo Helvetic and Good Buildings, and Berninvest AG, the fund manager of a Swiss real estate foundation.
Vaudoise Assurances is a top ten Swiss composite insurer with over CHF 1.0 bn of premiums, operating predominantly in the French-speaking part of the country. The two target companies jointly manage assets of CHF 1.4 bn (predominantly residential buildings in the greater area of Bern, Switzerland).
The transaction responds to Vaudoise Assurance’s strategy of strengthening its third party asset management capabilities. Completion is subject to regulatory approval by the relevant Swiss authorities.
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Jul 2022Sell-side advisoryJul 2022SECTOR FIGService M&A
Feb 2022Fairness opinionFeb 2022SECTOR FIGService Strategic Advisory
Sep 2021Sell-side advisoryValue $108.5 millionSep 2021SECTOR Technology; FIGService M&AValue $108.5 million
Jul 2021Sell-side advisoryJul 2021SECTOR FIG; TechnologyService M&A