Finfox Group Sells to Swiss Subsidiary of German Investment Firm
Deal News | May 15, 2025 | Legal Community Swiss
Lenz & Staehelin provided legal counsel to emeritus professor Martin Janssen in the sale of his software company, Finfox Group, to Chapters Software Switzerland, a subsidiary of the German investment entity, Chapters Group. Finfox Group, based in Zurich, is recognized for its digital wealth management solutions and hybrid wealth advisory through its platform. The legal team, led by Simone Ehrsam and including Nicolas Lehmann and Andrin Scherrer, played a pivotal role in facilitating the transaction.
Sectors
- Financial Technology (FinTech)
- Legal Services
Geography
- Switzerland – The Finfox Group is headquartered in Zurich, and Chapters Software Switzerland is involved in the acquisition.
- Germany – Chapters Group, the parent company of the acquirer, is a German investment entity.
Industry
- Financial Technology (FinTech) – The Finfox Group operates in digital wealth management, offering tech-driven financial advisory.
- Legal Services – Lenz & Staehelin provided legal advisory services for the M&A transaction.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Finfox Group | Target Company | Companies | A digital wealth management firm based in Zurich. |
| Chapters Software Switzerland | Buying Company | Companies | A Swiss subsidiary of the German investment company, Chapters Group. |
| Chapters Group | Parent Company of Buyer | Companies | A German investment company. |
| Lenz & Staehelin | Legal Advisor | Companies | A Swiss law firm advising on the transaction. |
| Martin Janssen | Selling Party | People | Emeritus professor and founder of Finfox Group. |
| Simone Ehrsam | Lead Legal Advisor | People | Lead the team at Lenz & Staehelin handling the M&A transaction. |
| Nicolas Lehmann | Legal Advisor | People | Part of the M&A team at Lenz & Staehelin. |
| Andrin Scherrer | Legal Advisor | People | Part of the M&A team at Lenz & Staehelin. |
| Lukas Staub | Legal Advisor | People | Involved in transitional services at Lenz & Staehelin for the transaction. |