ASSEPRO has been sold to EMZ Partners

ASSEPRO is Switzerland’s leading technology-enabled intermediary for insurance brokerage, risk management and qualified advisory services in the areas of pension and financial planning for small and medium-sized enterprises, its owners and C-levels, combining an excellent Swiss footprint with a fully scalable digital ecosystem, built around its in-house developed technology platform ASSEPRO.online.

The company’s management team will remain shareholders and will continue in their roles to further the successful development of ASSEPRO in partnership with EMZ Partners. Under new ownership, the company will continue its highly successful buy-and-build strategy of consolidating the fragmented insurance intermediary market across the DACH region while further developing and commercializing its ecosystem and the highly innovative portfolio of digital products and services.

Lincoln International acted as the exclusive mergers and acquisitions advisor to the sellers in this transaction and led the process throughout all deal stages — from preparation of marketing materials, via buyer approach and handling, due diligence and negotiations towards signing with EMZ Partners.

The parties have agreed not to disclose any terms of the agreement.

Assepro Gruppe EMZ 2021
  • 2021 Anticipated
    Close Year
  • Business Services
    Industry
  • PE Backed
    Client Type
  • Financial | Cross-border
    Transaction Type
  • France | Germany | Switzerland
    Countries
We are truly pleased with the outcome of this transaction for both ASSEPRO AG and its shareholders. The extremely committed management team did an outstanding job and was together with the highly dedicated and entrepreneurial team of Lincoln International instrumental in realizing this success.
Bruno Pfister
Chairman of the Board at ASSEPRO

Meet our Senior Team