Deloitte advised EMZ Partners on the acquisition of a significant stake in Simon Hegele
Deloitte advised EMZ Partners (“EMZ”) on the acquisition of a significant stake in Simon Hegele, headquartered in Karlsruhe, Germany.
About the transaction
A multi-disciplinary Deloitte team successfully advised EMZ in the acquisition of a significant stake in Simon Hegele, headquartered in Karlsruhe, Germany. David Krüger, Transaction Services Partner, supported by Sébastien Catteau and Ilya Zvyagintsev, led the overall delivery. Deloitte also provided Tax support led by Clemens Petersen and supported by Cornelia von Craushaar as well as Pensions (Peter Devlin and Benjamin Bauer). Deloitte’s industry expertise, integrated approach and focused execution strongly supported EMZ in a time-critical transaction.
Founded in 1920, Simon Hegele initially started out as a pure moving and transportation company but quickly developed into an international logistics and service provider, becoming a leading firm for industrial “contract logistics” (3PL) in Germany and the global market leader in the segment “healthcare services”. Main operations cover contract logistics services, which include value-added services for pre-assembly, installation, and reverse logistics of large-scale medical devices as well as more basic logistics services for Industry & Retail customers.
The investment in Simon Hegele is the fifth transaction of the German EMZ team within one year, underlining EMZ’s clear focus on the DACH region and its execution capabilities.
About the client
EMZ is a leading European investment firm that acts as a partner for medium-sized companies and their respective management teams. Its activities focus on investments in the DACH region as well as France with a clear intention to operate and support founders, family shareholders, and managers. The core of EMZ’s philosophy is a significant reinvest of the management team to create a mutual partnership as shareholders.
EMZ is majority-owned by its own employees and has a base of European institutional investors. The current fund has a volume of more than €1.0 billion and its investment size ranges from €10 to €150 million.
About Deloitte – Financial Advisory
As leading independent M&A advisors, we provide M&A deal execution and financial advisory services to private equity firms and large and mid-market corporations globally. We offer financial advice and insight at every stage of a transaction – from consideration of the strategic options to transaction execution, be it an IPO, acquisition or divestment, restructuring or fast track disposal. We pride ourselves in our independent advice to our clients.