Asset Manager: HRK LUNIS Acquires a Majority Stake in Eyb & Wallwitz

Munich — HRK LUNIS and Eyb & Wall­witz Join Forces: HRKL Group Acqui­res a Majo­rity Stake in Eyb & Wall­witz Vermö­gens­ma­nage­ment. — The global commer­cial law firm Norton Rose Fulbright advi­sed the HRKL Group on its acqui­si­tion of a majo­rity stake in Eyb & Wall­witz Vermö­gens­ma­nage­ment GmbH. 

As part of the tran­sac­tion, the inde­pen­dent asset mana­gers HRK LUNIS AG and Eyb & Wall­witz Vermö­gens­ma­nage­ment GmbH are merging under the umbrella of the joint holding company HRKL GmbH & Co. KG. With appro­xi­m­ately 11 billion euros in assets under manage­ment, this crea­tes one of the leading inde­pen­dent asset manage­ment groups in the German-spea­king world. 

The new struc­ture crea­tes addi­tio­nal growth oppor­tu­ni­ties and opens up poten­tial for further deve­lo­ping the product port­fo­lio and tapping into new custo­mer segments. In the future, in addi­tion to the invest­ment company Seven2 and the exis­ting share­hol­ders of HRK LUNIS, Dr. Georg von Wall­witz and Olivier Kuet­gens will also hold stakes in the holding company, ther­eby unders­coring their shared commit­ment to a long-term stra­te­gic part­ner­ship. The tran­sac­tion is still subject to the usual regu­la­tory approvals. 

Lead Part­ner Frank Henkel, Corporate/M&A, Munich, comm­ents: “The merger of HRK LUNIS and Eyb & Wall­witz crea­tes one of the leading inde­pen­dent asset manage­ment groups in the German-spea­king world. The tran­sac­tion lays a strong foun­da­tion for the further deve­lo­p­ment of both compa­nies. We are plea­sed to have supported HRK LUNIS in this stra­te­gi­cally signi­fi­cant step.”

HRK LUNIS Advi­sor: Norton Rose Fulbright

Led by Frank Henkel (Part­ner, Corporate/M&A) and Dr. Nico­las Daamen (Coun­sel, Corporate/M&A).

The Norton Rose Fulbright team also included part­ners Dr. Chris­toph Ritzer (IT Law, Frank­furt), Clau­dia Poslu­schny (Employ­ment Law, Munich), and Dr. Tim Scha­per (Anti­trust Law, Hamburg), as well as coun­sel Johan­nes Diez (Corpo­rate Law/M&A, Munich), Coun­sel Dr. Michael Born (DCM/Banking Regu­la­tory Law, Frank­furt), Dr. Inge­mar Karteu­ser (IT Law, Frank­furt), Oliver Pols­ter (Corpo­rate Law/M&A, Hamburg), and Dr. Riccardo Mari­nello (Real Estate Law, Frank­furt); senior asso­cia­tes Michaela Bach­meier (Employ­ment Law, Munich), Andre Hart­mann (Corpo­rate Law/M&A, Frank­furt), and Sebas­tian Eisen­hut (Corpo­rate Law/M&A, Munich), as well as the asso­cia­tes Katrin Erlen­maier (IT Law, Frank­furt), Marcel Giess­ler (Corpo­rate Law/M&A, Hamburg), Pia Schwanke (Corpo­rate Law/M&A, Frank­furt), and Dr. Noby Cyriac (Anti­trust Law, Hamburg).

About Norton Rose Fulbright

Norton Rose Fulbright is a global busi­ness law firm. With more than 3,000 attor­neys in over 50 offices world­wide across Europe, the U.S., Canada, Latin America, Asia, Austra­lia, Africa, and the Middle East, we advise leading compa­nies opera­ting both natio­nally and inter­na­tio­nally. We offer our clients compre­hen­sive advice across all major indus­tries. These include Finan­cial Insti­tu­ti­ons; Energy; Infra­struc­ture, Mining, and Commo­di­ties; Trans­por­ta­tion; Tech­no­logy and Inno­va­tion; and Life Scien­ces and Health­care. Our global Risk Advi­sory Group combi­nes this exten­sive indus­try expe­ri­ence with its exper­tise in legal and regu­la­tory matters, as well as in compli­ance and gover­nance. This enables us to offer our clients prac­ti­cal solu­ti­ons to the legal and regu­la­tory risks they face. Where­ver we operate, we act in accordance with our busi­ness prin­ci­ples of “Quality, Unity, and Inte­grity.” We provide legal advice of the highest stan­dard and main­tain this level of quality in every inter­ac­tion. The Swiss Asso­cia­tion of Norton Rose Fulbright helps coor­di­nate the acti­vi­ties of Norton Rose Fulbright members but does not provide legal advice to clients. Norton Rose Fulbright has offices in over 50 cities world­wide, inclu­ding London, Hous­ton, New York, Toronto, Mexico City, Hong Kong, Sydney, and Johan­nes­burg. — nortonrosefulbright.com/legal-notices.