Clearwater International has advised private equity firm EMZ Partners on the management buy-out investment in Simon Hegele, a leading industrial contract logistics (3PL) player.
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 of healthcare services. In 50 locations and with over 2,500 employees worldwide, Simon Hegele´s 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 industrial and retail customers.
EMZ Partners 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 Partners’ philosophy is a significant reinvestment from the management team to create a mutual partnership as shareholders.
The transaction allows management to increase their stake, whilst taking on EMZ Partners as a strategic partner to further professionalise group activities and fund identified growth alleys. In addition, founding family member Mr. Hegele remains a shareholder and will further contribute to the group’s success as a senior board member and through his unparalleled experience and network in the broader logistics industry.
Completion is subject to regulatory approval and the terms of the transaction were not disclosed.
„We are impressed by Simon Hegele’s historical development into a leading player within the highly complex and challenging market of contract logistics, its superior one-stop-shop service offering along the entire contract logistics value chain with a focus on high margin value-added services and its long and trustful customer relations with most customers in combination with an exciting outlook.“ – Klaus Maurer, Partner, EMZ Partners
„EMZ Partners offered a highly attractive deal structure for the management team as well as founding family member Dieter Hegele to ensure a high level of continuity for the company and its customers, paired with additional industry competence and funding to further develop Simon Hegele in terms of internationalisation and operational excellence.“ – Axel Oltmann, Managing Partner, Clearwater International