EMZ Partners’ Acquisition of a Majority Stake in Assepro

Bär & Karrer acted as Swiss legal advisor to EMZ in this transaction, with Walder Wyss. CMS advised the shareholders of ASSEPRO and its management on the legal aspects in this transaction. Homburger advised Credit Suisse and Investec Bank plc as mandated lead arrangers as well as the original lenders with regard to all legal aspects of the financing transaction. Renzenbrink & Partner and Latham & Watkins advised EMZ Partners.

EMZ Partners, a European Private Equity company, has agreed to acquire a majority stake in Assepro, a leading independent insurance broker group with a focus on small and medium-sized enterprises in Switzerland covering a broad value chain including brokerage, insurance advisory, risk management, pension schemes, financial/pension planning and employee benefits.

The Bär & Karrer team included Christoph Neeracher (Picture), Raphael Annasohn, Raphael Egger, Yves Suter and Lukas Bründler, Laura Widmer and Fanny Sutter, Susanne Schreiber, Cyrill Diefenbacher, Ruth Bloch-Riemer, David Weimann, Daniel Flühmann, Jonas Bornhauser, Tobias Rebmann, Michael Rohrer, and Rehana Harasgama.

CMS Switzerland: Alain Raemy, Partner, Corporate/M&A, Marc Cagienard, Partner, Tax, Andrea Relly, Senior Associate, Corporate/M&A, Dirk Spacek, Partner, IP/IT, Jens Lehmann, Associate, Tax and Helena Loretan, Trainee, Corporate/M&A

The Homburger team was led by Jürg Frick and included David Borer, Stefan Bindschedler, Daniel Junginger and Stefan Oesterhelt.

The Walder Wyss team included Lukas Wyss (Partner, Banking&Finance), Anna Baldenbach von Bröchen (Senior Associate, Banking & Finance), Valentin Freiermuth (Trainee, Banking & Finance), Maurus Winzap (Partner, Tax) and Janine Corti (Counsel, Tax).

The Renzenbrink & Partner team was led by Dr Bernd Egbers (Partner) and comprised Philipp Hogrefe (Associate) and Zacharias Woltering-Schlenker (Transaction Analyst) (all Finance, Munich).

Latham & Watkins supported EMZ Partners in relation to German corporate law with Burc Hesse and Dr Sebastian Pauls as well as tax aspects with Stefan Süß and Verena Seevers.

Involved fees earner: Raphael Annasohn – Bär & Karrer; Ruth Bloch-Riemer – Bär & Karrer; Jonas Bornhauser – Bär & Karrer; Lukas Bründler – Bär & Karrer; Cyrill Diefenbacher – Bär & Karrer; Raphael Egger – Bär & Karrer; Daniel Flühmann – Bär & Karrer; Rehana Harasgama – Bär & Karrer; Christoph Neeracher – Bär & Karrer; Tobias Rebmann – Bär & Karrer; Michael Rohrer – Bär & Karrer; Susanne Schreiber – Bär & Karrer; Yves Suter – Bär & Karrer; Fanny Sutter – Bär & Karrer; David Weimann – Bär & Karrer; Laura Widmer – Bär & Karrer; Mark Cagienard – CMS von Erlach Poncet AG; Jens Lehmann – CMS von Erlach Poncet AG; Alain Raemy – CMS von Erlach Poncet AG; Andrea Relly – CMS von Erlach Poncet AG; Dirk Spacek – CMS von Erlach Poncet AG; Stefan Bindschedler – Homburger; David Borer – Homburger; Jürg Frick – Homburger; Daniel Junginger – Homburger; Stefan Oesterhelt – Homburger; Burc Hesse – Latham & Watkins; Sebastian Pauls – Latham & Watkins; Verena Seevers – Latham & Watkins; Stefan Süss – Latham & Watkins; Bernd Egbers – Renzenbrink & Partner; Philipp Hogrefe – Renzenbrink & Partner; Anna Baldenbach von Bröchen – Walder Wyss Ltd.; Janine Corti – Walder Wyss Ltd.; Valentin Freiermuth – Walder Wyss Ltd.; Maurus Winzap – Walder Wyss Ltd.; Lukas Wyss – Walder Wyss Ltd.;

Law Firms: Bär & Karrer; CMS von Erlach Poncet AG; Homburger; Latham & Watkins; Renzenbrink & Partner; Walder Wyss Ltd.;

Clients: ASSEPRO; Credit Suisse (Schweiz) AG; EMZ Partners ; Investec Bank Plc;