top of page

SELECTED DEALS

SCROLL

Dr. Karg’s

Sale of a majority stake and partnership of Dr. Karg’s to Colussi

Herax Partners has advised Dr. Klaus Karg on the formation of a partnership through the majority sale of Dr. Klaus Karg’s KG to Colussi SpA

Hanseatic Broking Center (HBC)

Creation of Hanseatic Broking Center (HBC) and related add-on acquisitions

Herax Partners has advised Sieveking Gruppe, Gaede & Glauerdt and Preservation Capital Partners on the creation of Hanseatic Broking Center (HBC), a leading B2B insurance broker platform, and related add-on acquisitions

Laurens Spethmann Holding

Sale of Medin’s snack bar business to Ferrero

Herax Partners has advised Laurens Spethmann Holding on the sale of Medin’s production facility and snack bar business to Ferrero

Laurens Spethmann Holding

Sale of Medin’s sweetener & instant tea business to Krüger Group

Herax Partners has advised Laurens Spethmann Holding on the sale of Medin’s sweetener & instant tea business to Krüger Group

Appreciate Group

Sale of Appreciate Group plc to PayPoint plc

Herax Partners acted as Joint Financial Adviser and Rule 3 Adviser to Appreciate Group plc on the recommended cash and share offer from PayPoint plc

M.M. Warburg

Sale of Warburg Hypothekenbank to MünchenerHyp

Herax Partners has advised M.M.Warburg and LKH on the sale of Warburg Hypothekenbank to MünchenerHyp

Heristo

Sale of Appel Feinkost to Sustainable & Invest

Herax Partners has advised Heristo on the sale of Appel Feinkost to Sustainable & Invest

Peter Cremer Holding

Sale of Lizza to S-Ventures & investment into S-Ventures

Herax Partners has advised Peter Cremer Holding on the sale of Lizza to S-Ventures and on an investment by Peter Cremer Holding into S-Ventures

HQ Holding

Sale of a majority stake in HQ Capital

Herax Partners has advised HQ Holding on the sale of a majority stake in HQ Capital to LFPI Group, creating a leading Franco-German alternative asset management group with more than €20bn AuM

ING Ventures, Speedinvest, Elevator Ventures, UNIQA Ventures, and other shareholders

Sale of FinCompare

Herax Partners has advised ING Ventures, Speedinvest, Elevator Ventures, UNIQA Ventures, and other shareholders on the sale of FinCompare to a consortium consisting of DZ Bank, a number of Volksbanken including Berliner Volksbank, Hannoversche Volksbank, Volksbank Mittweida, Raiffeisenbank im Hochtaunus, and Atruvia

M.M. Warburg

Provided Fairness Opinion to the Management Board of M.M. Warburg & Co

Herax Partners has provided a fairness opinion to the Management of M.M.Warburg, a Hamburg-based private banking group

Moorgate Benchmarks

Sale of Moorgate Benchmarks to Morningstar

Herax Partners has advised Moorgate Benchmarks, a London-based financial index provider, on the sale to Morningstar

L.A.B. Cosmetics

Sale of L.A.B. Cosmetics to Windstar Medical

Herax Partners has advised L.A.B. Cosmetics, a fast-growing clean beauty and personal care company, to Windstar Medical, a portfolio company of Oakley Capital

HQ Trust and other minority shareholders

€88m Series D funding round

Herax has advised HQ Trust and further existing shareholders as part of a €88m Series D funding round for LIQID

Laurens Spethmann Holding

Further investment of LSH in Nutwork

Herax Partners has advised Laurens Spethmann Holding on an a further investment in Fruitwork Beteiligungsgesellschaft mbH. Post-transaction, LSH owns 50% of the share capital of Fruitwork

Undisclosed Investor

Advice on an investment in the context of a take-private transaction of an AIM-listed PLC

Herax Partners has advised on a substantial minority investment in an AIM-listed business services company in the context of a take-private transaction. Post transaction, the investor is the largest shareholder and holds a significant minority position in the company

WeAdvise

Sales of WeAdvise to Fundsaccess AG

Herax Partners has advised WeAdvise, the Munich-based WealthTech platform for independent wealth managers on the sale to Fundsaccess

Spotcap

Sale of Spotcap’s Dutch lending business

Herax Partners has advised Spotcap, a Berlin-based online SME lender on the sale of its Dutch lending business to CapitalBox, a subsidiary of Ferratum, the Finland-based financial services provider. Following successful disposals of its Australian and New Zealand lending operations, the disposal of the Dutch Operation completes Spotcap’s transition to a SaaS provider to established bank lenders

Shareholders of Halo Foods

Sale of Halo Foods to Peak Rock Capital

Herax Partners has advised the shareholders of Halo Foods, a leading UK-based healthy snacking company on the sale to the US PE firm, Peak Rock Capital, in partnership with the management. Halo Foods is a co-manufacturing partner to leading FMCG brands and has successfully launched the low-calorie snack bar brand Skinny, one of the fastest-growing snack brands in the UK

Laurens Spethmann Holding

Investment in Fruitwork

Herax Partners has advised LSH on an investment in Fruitwork Beteiligungsgesellschaft mbH. Fruitwork is a leading nuts and dried fruits company, trading under the brands Nutwork and Nussmanufaktur

Utilitywise (in Administration)

Sale of ICON Communication Centres s.r.o.

Herax Partners has advised Utilitywise (in Administration) on the sale of ICON Communication Centres s.r.o. to CEE Communications s.r.o, a company backed by ESPIRA Investments and ICON’s Executive Management Team

BlackFin Capital Partners

Acquisition and carve-out of Bonnfinnanz from Zurich Germany

Herax Partners has advised Blackfin Capital Partners on the acquisition and carve-out of Bonnfinanz AG, a leading German IFA platform from Zurich Deutschland

Toscafund Private Investments Fund

Acquisition of a significant minority shareholding

Herax Partners advised Toscafund Private Investments Fund (TPIF) on its acquisition of a significant minority shareholding in LIQID, one of the largest and fastest-growing digital wealth managers in Europe

Biba Apparels

Acquisition of certain assets

Herax Partners advised the leading Indian womenswear company Biba Apparels on the acquisition of certain assets including trademarks from the German company BiBA GmbH

Plurimi Wealth

Sale of a significant minority shareholding

Herax Partners advised the majority owner of Plurimi Wealth LLP, the leading independent UHNWI wealth manager, on the sale of a significant minority shareholding to Toscafund Asset Management LLP

LPQ Russia Limited

Subscription and Shareholders’ Agreement

Herax Partners advised LPQ Russia Limited regarding the Subscription and Shareholders’ Agreement with AmRest Holdings SE

AIM quoted company

Debt Advisory for AIM quoted company

Herax Partners advised the board of an AIM quoted company on the rearrangement of the company’s financing facility

Laurens Spethmann Holding

Advised Laurens Spethmann Holding AG & Co. KG on its investment in Halo Foods Ltd.

Herax Partners has supported LSH to develop its international expansion strategy and acted as the exclusive financial adviser for the investment in Halo Foods Ltd

OPD Group

Refinancing and shareholder restructuring

Advised OPD Group on refinancing and shareholder restructuring of Odgers Berndtson

Rügen Fisch

Sale of majority stake to Thai Union Group PCL

Advised the family shareholders on the sale of a majority stake in Rügen Fisch AG to Thai Union Group PCL

Constellation Software

Offer for Bond International Software plc

Advised Constellation Software Inc., a Canada-based software company listed on the Toronto Stock Exchange, on its £51.0m offer for Bond International Software plc

Plethora Solutions Holdings

Recommended offer from Regent Pacific Group

Acted as financial adviser under Rule 3 of the Takeover Code to Plethora Solutions Holdings PLC, a UK based AIM-listed pharmaceutical development company

Dacadoo

Capital raising

Advised dacadoo on its capital raising including investments by Samsung Ventures and other private investors

Peter Kölln KGaA/Mazola

Acquisition of Mazola

Advised Peter Kölln KGaA on the acquisition of the Mazola brand in Germany from Unilever

t+d

Advised in connection with the sale of t+d

Herax advised trommsdorff + drüner innovation + marketing consultants GmbH in connection with the sale to Reply SpA

BPE/Karl Kemper Convenience

Sale of Karl Kemper

Advised BPE, the German private equity firm, on the sale of its portfolio company Karl Kemper Convenience GmbH

Paragon Partners/VION Convenience

Acquisition of VION Convenience

Advised an investment consortium led by Paragon Partners, the German private equity firm, on the acquisition of VION Convenience

Azbil Corporation

Acquistion of an 80% stake in Telstar SA

Advised Azbil Corporation on the acquisition of an 80% shareholding in Telstar SA

HCA Holdings

Recommended public offer for General Medical Clinics plc

Advised St Martins Healthcare Ltd, an HCA Holdings Inc company, on its recommended public offer for General Medical Clinics plc

Abraham

Sale of a 74.9% stake of Abraham GmbH

Herax advised Abraham GmbH on the sale of 74.9% to Bell Holdings AG

Macduff Shellfish (Scotland)

Sale of a 50% interest of Macduff Shellfish (Scotland) Ltd

Herax advised the family shareholders of Macduff Shellfish (Scotland) Ltd on the sale of a 50% interest to Change Capital Partners

Luxembourg Low Carbon

Acquisition of solar parks

Herax advised Luxembourg Low Carbon SA and raised funds in respect of acquisition of 2 solar parks in Spain

Infracapital (an M&G company)

Acquisition of 4 solar parks

Advised Infracapital (an M&G company) on the acquisition of 4 solar parks in Spain

OPD Group

Sale of a majority stake in Odgers, Ray & Berndtson

Herax advised OPD Group plc on the sale of a majority stake in Odgers, Ray & Berndtson

Constellation Software

Public offer for Gladstone plc

Herax advised Constellation Software on its public offer for Gladstone plc

Earlybird Venture Capital

Sale of its 14% stake in Myriad Group AG

Herax advised Earlybird Venture Capital on the sale of its 14% stake in Myriad Group AG to Purple Labs SA

Offerco

Public offer for OPD Group plc

Herax advised Offerco Limited on its recommended public offer for OPD Group plc

Evonik Industries

Sale of a 25.01% stake

Herax advised Evonik Industries AG on the sale of a 25.01% stake in Evonik Industries AG to CVC Capital Partners

bottom of page