Cambridge Associates Expands Swiss Foothold with Acquisition of SIGLO Capital Advisors

Deal News | Nov 12, 2024 | Legal Community Swiss

Cambridge Associates Expands Swiss Foothold with Acquisition of SIGLO Capital Advisors

Cambridge Associates, a prominent US-based investment firm, has acquired SIGLO Capital Advisors, a Zurich-based alternative investment manager. The acquisition allows Cambridge Associates to bolster its presence in Switzerland and directly serve its Swiss clients through a local office. SIGLO, founded in 2010, is recognized for its expertise in alternative investments and insurance-linked securities. The legal advisory for this transaction was provided by Lenz & Staehelin, with the assistance of partners and associates specializing in banking, finance, corporate, and M&A. This strategic acquisition enhances Cambridge Associates' capabilities in Europe and highlights the growing importance of Switzerland as a financial hub for alternative investments.

Sectors

  • Alternative Investments
  • Investment Management
  • Legal Advisory

Geography

  • Switzerland – SIGLO Capital Advisors is based in Zurich, and the transaction enhances Cambridge Associates' service capabilities within Switzerland.
  • United States – Cambridge Associates is a US-based investment firm, highlighting the significance of this geography in the transaction.
  • Europe – The acquisition supports Cambridge Associates' strategic presence within Europe, reflected in its offices in London and Munich.

Industry

  • Alternative Investments – SIGLO Capital Advisors specializes in alternative investments, particularly in insurance-linked securities, indicating its relevance to the industry.
  • Investment Management – Cambridge Associates is a global investment firm that builds diversified investment portfolios, situating the article within the Investment Management industry.
  • Legal Advisory – Lenz & Staehelin, the legal advisor for this transaction, indicates relevance to the Legal Advisory sector.

Financials

  • 100% of the share capital – Cambridge Associates acquired 100% of the share capital of SIGLO Capital Advisors.

Participants

NameRoleTypeDescription
Cambridge AssociatesAcquirerCompanyA US-based global investment firm known for building diversified investment portfolios.
SIGLO Capital AdvisorsTargetCompanyA Zurich-based alternative investment manager founded in 2010, specializing in tailor-made solutions, including insurance-linked securities.
Lenz & StaehelinLegal AdvisorCompanyA Swiss law firm advising Cambridge Associates on the acquisition of SIGLO Capital Advisors.
Olivier StahlerPartner - Banking & FinancePersonPartner at Lenz & Staehelin involved in the transaction.
Roman GrafPartner - CorporatePersonPartner at Lenz & Staehelin supervising the corporate aspects of the transaction.
Frédéric NeukommPartner - TaxPersonPartner at Lenz & Staehelin handling tax-related aspects of the transaction.
Isy Isaac SakkalAssociate - Banking & FinancePersonAssociate at Lenz & Staehelin assisting in banking and finance matters related to the deal.
E. Ipek YceAssociate - M&APersonAssociate at Lenz & Staehelin involved in M&A aspects of the transaction.
Anna BeckAssociate - Banking & FinancePersonAssociate at Lenz & Staehelin contributing to banking and finance aspects of the transaction.