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SELECTED DEALS
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DFH Deutsche Fertighaus Holding (DFH Gruppe)
Sale of DFH Gruppe to Capmont
Herax Partners has advised DIVACO Holding on the sale of DFH Gruppe, Germany’s leading prefabricated housing group, to Capmont
Kontora
Sale of Kontora to AlTi Tiedemann Global
Herax Partners has advised Kontora on its sale to AlTi Tiedemann Global (NASDAQ: ALTI), a portfolio company of Allianz X
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
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