PGIM’s Acquisition of All Shares in Montana Capital Partners AG

Pestalozzi advised Prudential Financial Inc. on all Swiss law aspects of the transaction. Bär & Karrer advised the shareholders of Montana Capital Partners. Kirkland & Ellis advised Montanta on the deal. Debevoise & Plimpton advised PGIM.

PGIM, the global investment management business of Prudential Financial Inc., has signed a definitive agreement to acquire all shares in Montana Capital Patners AG, a Swiss based investment boutique focusing on attractive niches of the PE secondaries market as well as on high-quality asset management solutions. The closing of the transaction is subject to receipt of all regulatory approvals.

The acquisition of Montana Capital Partners AG will strengthen PGIM’s existing alternatives offering and will provide access to new investment opportunities for PGIM’s clients.

The Pestalozzi team included Christoph Lang (Picture – Partner – Corporate / M&A), Nils Harbeke (Partner – Tax), Martin L. Mueller (Partner – Employment & Pensions), Andrea Huber (Partner – Financial Services), Petra Spring (Senior Associate – Employment & Pensions), Joseph A. Steiner (Senior Associate – Financial Services), Pascale Schwizer (Associate – Tax), Raphael Widmer (Associate – Corporate / M&A).

The Bär & Karrer team included Christoph Neeracher, Philippe Seiler, Elisabeth Rinderknecht and Dominique Nguyen (all M&A), Susanne Schreiber, Raoul Stocker and Anke Stumm (all Tax), Daniel Flühmann (Regulatory) as well as Laura Widmer (Employment).

The Kirkland team was led by corporate partners Roger Johnson and Adrian Duncan and associate Melissa Sawyer and investment funds group partners Daniel Lavon-Krein, James King and associate Lesedi Mbatha.

The Debevoise team advising PGIM was led by partner David Innes and international counsel Benjamin Lyon, and included partners Geoffrey Kittredge and John Vasily, counsel Judith Church and Sheena Paul, and associates Kayleigh Anderson, Nicola Bruton, Konstantin Bureiko, Sasha Burger, Clarissa McNerney, Katie Power, and Zachary Sosah. Tax advice was provided by partners Michael Bolotin and Richard Ward, and associate Shanna Adler. Employment, cybersecurity and data privacy advice was provided by international counsel Christopher Garrett. Intellectual property advice was provided by associate Emily Mackay.

Involved fees earner: Daniel Flühmann – Bär & Karrer; Christoph Neeracher – Bär & Karrer; Dominique Nguyen – Bär & Karrer; Elisabeth Rinderknecht – Bär & Karrer; Susanne Schreiber – Bär & Karrer; Philippe Seiler – Bär & Karrer; Raoul Stocker – Bär & Karrer; Anke Stumm – Bär & Karrer; Laura Widmer – Bär & Karrer; Kayleigh Anderson – Debevoise & Plimpton; Michael Bolotin – Debevoise & Plimpton; Nicola Bruton – Debevoise & Plimpton; Konstantin Bureiko – Debevoise & Plimpton; Sasha Burger – Debevoise & Plimpton; Judith Church – Debevoise & Plimpton; Christopher Garrett – Debevoise & Plimpton; David Innes – Debevoise & Plimpton; Geoffrey Kittredge – Debevoise & Plimpton; Benjamin Lyon – Debevoise & Plimpton; Emily Mackay – Debevoise & Plimpton; Clarissa McNerney – Debevoise & Plimpton; Sheena Paul – Debevoise & Plimpton; Katie Power – Debevoise & Plimpton; Zachary Sosah – Debevoise & Plimpton; John Vasily – Debevoise & Plimpton; Richard Ward – Debevoise & Plimpton; Adrian Duncan – Kirkland & Ellis; Roger Johnson – Kirkland & Ellis; James King – Kirkland & Ellis; Daniel Lavon-Krein – Kirkland & Ellis; Lesedi Mbatha – Kirkland & Ellis; Melissa Sawyer – Kirkland & Ellis; Nils Harbeke – Pestalozzi; Andrea Huber – Pestalozzi; Christoph Lang – Pestalozzi; Martin Müller – Pestalozzi; Pascale Schwizer – Pestalozzi; Petra Spring – Pestalozzi; Joseph Steiner – Pestalozzi; Raphael Widmer – Pestalozzi;

Law Firms: Bär & Karrer; Debevoise & Plimpton; Kirkland & Ellis; Pestalozzi;

Clients: Montana Capital Partners; PGIM; Prudential Financial, Inc.;

Author: Federica Tiefenthaler