Seven2 Acquires Majority Stake in HRK LUNIS
Deal News | Apr 02, 2025 | Amboise Partners SA
Seven2, backed by Amboise Partners SA, has signed a definitive agreement to acquire a majority stake in HRK LUNIS, a leading independent wealth management platform in Germany. HRK LUNIS, founded by CEO Andreas Brandt, offers comprehensive wealth management services including asset management, financial advisory, and private equity services. The transaction sees the management team, led by Brandt, retaining significant ownership and continuing to drive the company's growth strategy, which includes geographic expansion, enhancement of product offerings, and digitalization improvements. The deal marks Seven2's first investment in Germany under its MidMarket X fund, which is now nearly 90% deployed. The acquisition, pending regulatory approval, is expected to deepen HRK LUNIS's market presence in the DACH region, leveraging Seven2’s expertise in mergers and acquisitions.
Sectors
- Wealth Management
- Private Equity
Geography
- Germany – HRK LUNIS operates in Germany, where it is a leading independent wealth management platform.
- DACH Region – The acquisition aims at deepening the market presence of HRK LUNIS in the German-speaking regions of Europe.
Industry
- Wealth Management – HRK LUNIS is a leading platform in the independent wealth management sector, providing a range of financial services.
- Private Equity – Seven2, supported by Amboise Partners, is a private equity entity involved in acquiring a controlling interest in HRK LUNIS.
Financials
- nearly 90% – The deployment status of Seven2's MidMarket X fund.
- 6.6 billion euros – The amount of assets HRK LUNIS manages.
- more than 2,200 – The number of clients served by HRK LUNIS.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| HRK LUNIS | Target | Company | A leading independent wealth management platform in Germany, founded by Andreas Brandt. |
| Seven2 | Bidding Company | Company | An investment group backed by Amboise Partners, acquiring a majority stake in HRK LUNIS. |
| Amboise Partners SA | PE Firm | Company | A private equity firm backing Seven2 in its acquisition of HRK LUNIS. |
| J.C. Flowers | Selling Company | Company | The entity from which Seven2 is acquiring the majority stake in HRK LUNIS. |
| Rothschild & Co | M&A Advisor for Acquirer | Company | Provided M&A advisory services to Seven2 for the acquisition. |
| Latham & Watkins | Legal Advisor for Acquirer | Company | Provided legal advisory services to Seven2. |
| Alvarez & Marsal | Financing Advisor for Acquirer | Company | Provided financing advisory services to Seven2. |
| Houlihan Lokey | M&A Advisor for Seller | Company | Provided M&A advisory services to J.C. Flowers. |
| Noerr | Legal Advisor for Seller | Company | Provided legal advisory services to J.C. Flowers. |