Pf\u00e4f\u00adfi\u00adkon (CH) \u2014 The Ufenau Conti\u00adnua\u00adtion III (\u201cUC III\u201d) fund was successfully closed with a volume of EUR 563 million. The fund was set up to invest in the two compa\u00adnies Corius and Altano toge\u00adther with the manage\u00adment teams. The fund will provide addi\u00adtio\u00adnal capi\u00adtal to support the compa\u00adnies\u2019 strong growth and conti\u00adnue the successful buy-&-build stra\u00adtegy that Ufenau V star\u00adted in 2017.<\/p>\n
UC III was capi\u00adta\u00adli\u00adzed by a group of renow\u00adned inves\u00adtors, led by StepStone Group<\/strong> as senior lead and Five Arrows Secon\u00addary Oppor\u00adtu\u00adni\u00adties<\/strong> as junior lead, along\u00adside seve\u00adral exis\u00adting inves\u00adtors in Ufenau. We are proud that we were able to attract such a high-cali\u00adber group of inter\u00adna\u00adtio\u00adnal inves\u00adtors for this tran\u00adsac\u00adtion. In addi\u00adtion, we were able to offer our Ufenau V inves\u00adtors a \u201cwin-win\u201d solu\u00adtion, with the oppor\u00adtu\u00adnity to earn a very attrac\u00adtive return, or to conti\u00adnue the buy-&-build stra\u00adtegy for Corius and Altano by inves\u00adt\u00ading in UC III.<\/p>\n Over the past five years, Ufenau V, in successful part\u00adner\u00adship with the manage\u00adment teams, has driven the strong orga\u00adnic and inor\u00adga\u00adnic growth of Corius and Altano, estab\u00adli\u00adshing them as market leaders in the D\/A\/CH region. Both groups have great poten\u00adtial to further conso\u00adli\u00addate their respec\u00adtive sectors and also expand inter\u00adna\u00adtio\u00adnally. As a result, both compa\u00adnies have increased their sales more than tenfold and made a total of more than 50 acqui\u00adsi\u00adti\u00adons in the last five years. UC III will conti\u00adnue the successful invest\u00adment stra\u00adtegy of Ufenau V and use the new capi\u00adtal for further acqui\u00adsi\u00adti\u00adons and invest\u00adments to successfully imple\u00adment the expan\u00adsion plans of Corius and Altano.<\/p>\n Ralf Flore (photo), Mana\u00adging Part\u00adner at Ufenau<\/strong>: \u201cWe are plea\u00adsed to have successfully closed UC III and to be able to move forward with the next chap\u00adter in the deve\u00adlo\u00adp\u00adment of Corius and Altano. On behalf of the Ufenau team, I would like to thank the new and exis\u00adting inves\u00adtors who have chosen to parti\u00adci\u00adpate in UC III. Further, our thanks go to the manage\u00adment teams of Corius and Altano who have done an outstan\u00adding job and we look forward to conti\u00adnuing these successful part\u00adner\u00adships. We are very confi\u00addent about the next phase and look forward to conti\u00adnuing to support the expan\u00adsion and success of both companies.\u201d<\/p>\n Advi\u00adsor Ufenau Capi\u00adtal Partners:<\/strong><\/p>\n PJT Park Hill: exclu\u00adsive place\u00adment agent About Ufenau Capi\u00adtal Partners About StepStone Group About Five Arrows Secon\u00addary Opportunities FASO has been provi\u00adding custo\u00admi\u00adzed liqui\u00addity solu\u00adti\u00adons to inves\u00adtors and gene\u00adral part\u00adners (\u201cGPs\u201d) for nearly two deca\u00addes. Its proven exper\u00adtise in complex tran\u00adsac\u00adtions makes FASO one of the most relia\u00adble part\u00adners for GP-led secon\u00addary tran\u00adsac\u00adtions in Europe. FASO also shares the guiding prin\u00adci\u00adples of Roth\u00adschild & Co Group, a stra\u00adte\u00adgic and respon\u00adsi\u00adble finan\u00adcial services part\u00adner known for its crea\u00adtive thin\u00adking and inno\u00adva\u00adtive invest\u00adment solu\u00adti\u00adons combi\u00adned with a commit\u00adment to abso\u00adlute discretion.<\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":" Pf\u00e4f\u00adfi\u00adkon (CH) \u2014 The Ufenau Conti\u00adnua\u00adtion III (\u201cUC III\u201d) fund was successfully closed with a volume of EUR 563 million. The fund was set up to invest in the two compa\u00adnies Corius and Altano toge\u00adther with the manage\u00adment teams. The fund will provide addi\u00adtio\u00adnal capi\u00adtal to support the compa\u00adnies\u2019 strong growth and conti\u00adnue the successful [\u2026]<\/p>\n","protected":false},"author":2,"featured_media":39741,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"wp_typography_post_enhancements_disabled":false,"footnotes":""},"categories":[886,1364,1365,1366,1367,1368,1369,1372],"tags":[],"class_list":["post-39950","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general-en","category-featured-en","category-private-equity-en","category-news-en","category-lawyers-tax-advisors-auditors-en","category-lawyers-tax-consultants-auditors","category-investors","category-consultant"],"yoast_head":"\n
\nStephen\u00adson Harwood
\nLegal advice: G\u00d6RG, Arendt & Meder\u00adnach and Walder Wyss as legal advi\u00adsors for the UC III transaction.<\/p>\n
\n<\/strong>
\nUfenau Capi\u00adtal Part\u00adners is an inde\u00adpen\u00addent Swiss invest\u00adment group based on Lake Zurich, which advi\u00adses private and insti\u00adtu\u00adtio\u00adnal inves\u00adtors on their invest\u00adments in corpo\u00adrate invest\u00adments. Ufenau Capi\u00adtal Part\u00adners focu\u00adses on majo\u00adrity invest\u00adments in service compa\u00adnies in the DACH region, Spain as well as in the Bene\u00adlux region active in Busi\u00adness Services, Health\u00adcare, IT Services, Educa\u00adtion & Life\u00adstyle and Finan\u00adcial Services. Since 2011, Ufenau has inves\u00adted in over 240 service compa\u00adnies in Europe. Through a renow\u00adned group of expe\u00adri\u00aden\u00adced indus\u00adtry part\u00adners (owners, CEOs, CFOs), Ufenau Capi\u00adtal Part\u00adners pursues an active, value-crea\u00adting invest\u00adment approach on an equal footing with entre\u00adpre\u00adneurs and mana\u00adgers. Ufenau closed its seventh fund with a volume of EUR 1.0 billion in the first quar\u00adter of this year and mana\u00adges a total cumu\u00adla\u00adtive capi\u00adtal of EUR 2.5 billion.<\/p>\n
\n<\/strong>
\nStepStone is a leading global private market invest\u00adment firm provi\u00adding custo\u00admi\u00adzed invest\u00adment, advi\u00adsory and data solu\u00adti\u00adons to some of the worl\u00add\u2019s most sophisti\u00adca\u00adted inves\u00adtors. StepStone mana\u00adges more than $548 billion in private markets assets. StepSto\u00adne\u2019s clients include some of the worl\u00add\u2019s largest public and private pension and sove\u00adreign wealth funds, insu\u00adrance compa\u00adnies, foun\u00adda\u00adti\u00adons, family offices and private wealth clients. StepStone is a leading inves\u00adtor in the secon\u00addary market and acts as a solu\u00adtion-orien\u00adted stra\u00adte\u00adgic part\u00adner for private equity spon\u00adsors. Through Decem\u00adber 31, 2021, StepStone has ente\u00adred into more than $7.4 billion in 156 inves\u00adtor-parti\u00adci\u00adpa\u00adtion and GP-led tran\u00adsac\u00adtions under its private equity secon\u00addary program.<\/p>\n
\n<\/strong>
\nFive Arrows Secon\u00addary Oppor\u00adtu\u00adni\u00adties (\u201cFASO\u201d) is part of the Roth\u00adschild & Co. group\u2019s merchant banking busi\u00adness with EUR 18 billion in assets under manage\u00adment world\u00adwide. Five Arrows deploys Roth\u00adschild & Co. capi\u00adtal, along with that of a select group of leading insti\u00adtu\u00adtio\u00adnal and private inves\u00adtors, through a series of funds specia\u00adli\u00adzing in primary and secon\u00addary private equity, multi-mana\u00adger funds and co-invest\u00adments, and senior and subor\u00addi\u00adna\u00adted debt. The company has offices in New York, Los Ange\u00adles, San Fran\u00adcisco, London, Paris and Luxembourg.<\/p>\n