- CFM partners ag acted as exclusive financial advisor to the shareholders of AMG Fondsverwaltung AG (“AMG”) based in Zug on the conclusion of a strategic cooperation with Serafin Asset Management (“Serafin”).
- The transaction involves the disposal of an initial 50% stake in AMG, to be increased to 100% by 2026.
- Founded in 2004, AMG is a FINMA regulated asset manager, managing six equity funds with a total volume of CHF 630 million.
- Serafin is based in Frankfurt and has recently acquired a majority in Alpora AG (“Alpora”).
- Alpora and AMG will intensify their already successful cooperation in the field of innovation funds. At the same time, the strategic collaboration will open new markets and distribution channels for AMG products.
- The aim of the companies involved is to build up a high-quality, future-oriented asset manager. A key success factor will be the close cooperation between the 3 companies: AMG has profound expertise in the management of investment funds, the analytical competence in the innovation area comes from Alpora and Serafin contributes its network, data management and multi-asset competence.
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