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Rödl & Partner advised global private equity investor Unigestion SA in the acquisition of an investment in Home Instead Holding AG

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Nuremberg, September 23, 2021: Unigestion SA was comprehensively advised on the transaction by a specialised team from Rödl & Partner under the leadership of partner Isabelle Pernegger on all financial and tax matters. The Transaction Services team advised the strategic investor at the offices in Nuremberg, Zurich and Birmingham on this transaction.
 

As part of the sale of Home Instead Holding AG, Unigestion SA as lead investor has invested in the company, alongside the founder and CEO of Home Instead Holding AG, Paul Fritz, who, together with Verium investors, continues to hold a majority stake in the company with Unigestion's investment. The shareholder base of Home Instead Holding AG has been supplemented with an experienced institutional investor to support the successful implementation of the company's ambitious growth plans.
 

Paul Fritz, CEO and Chairman of the Board of Directors of Home Instead Holding AG, said "with Unigestion we are gaining a strong partner and setting course for a successful development of our company. We want to continue the strong growth experienced by the company over the last few years when turnover and profitability have multiplied. The re-investment of Verium also ensures the necessary continuity." Paul Fritz will remain CEO and Executive Chairman of the Board of Directors and will increasingly focus on the strategic development of the company in the medium term.
 

Philipp Scheier who will represent Unigestion SA on Home Instead Holding AG's Board of Directors, said: "Home Instead Holding AG has enjoyed rapid growth in the last years and we are delighted to join Paul Fritz and Verium on a common path to further growth. Our experience in developing companies in the healthcare sector (including Seniocare in Switzerland) and our global network will support the growth of Home Instead Holding AG in the upcoming years."
 

About Home Instead Holding AG

Home Instead Holding SA is the world's leading provider of home care services, predominantly for the elderly. The company is the exclusive franchisee of the American Home Instead Inc. for several countries in Europe Switzerland, Austria, Ireland, the Netherlands and France. Founded in 2007 Home Instead Holding AG has achieved strong organic growth and successfully internationalized its business via acquisitions. Supported by favorable demographic trends and in particular, the prevailing desire of seniors to continue living in their own homes, the company has seen significant growth in recent years.
 

About Unigestion SA

Unigestion is an independent, specialist asset manager with USD 22.1 bn in assets under management across four areas of expertise: equities, private equity, liquid alternatives and multi asset. Founded in 1971 and headquartered in Geneva, the company has a global presence that extends across Europe, North America and Asia. 216 employees are working for Unigestion SA worldwide.
 

Advisors to Unigestion SA

Rödl & Partner Germany

Isabelle Pernegger, Partner (Transaction Services), Nuremberg, Project Lead – Financial

Micha Riehlein, Senior Associate (Transaction Services), Nuremberg, – Financial

Christoph Pauli, Senior Associate (Transaction Services), Nuremberg, – Financial

Sven Kreuchauf, Associate (Transaction Services), Nuremberg,– Financial
 

Rödl & Partner Switzerland

Sebastian Repetz, Partner (Transaction Services), Zurich – Financial

Till Lemper, Partner (Transaction Services), Zurich – Financial

Christina Boll, Senior Associate (Transaction Services), Zurich – Financial

Patrick Jurt, Associate Partner (Transaction Services), Zurich – Tax

Fanny Zermatten, Senior Associate (Transaction Services), Zurich – Tax

Stephan Kosa, Senior Associate (Transaction Services), Zurich – Tax
 

Rödl & Partner IRELAND

Hans-Peter Raible, Partner (Transaction Services), Birmingham – Financial

Usman Shabir, Senior Associate (Transaction Services), Birmingham – Financial

Contact

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Isabelle Pernegger

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+49 911 9193 3381
+49 911 9193 3359

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