Corporate / M&A

Financing and Investment Products

Competition

Employment and Executive Compensation

Swiss Prime Site

Homburger News

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Homburger advised Swiss Prime Site AG (SPS), the largest real estate company in Switzerland (SWX: SPSN), on the acquisition of Fundamenta Group&#8217;s real estate division. SPS will acquire the real estate asset management companies currently held by Fundamenta Group Holding AG, Zug. The transaction is expected to close in the second quarter of 2024 and will be financed in cash (75%) and shares of SPS (25%).
The acquisition will significantly expand SPS&#8217; asset management division, Swiss Prime Site Solutions (SPSS), creating Switzerland&#8217;s largest independent real estate asset manager, with total assets under management of CHF 13 bn. Fundamenta will bring a considerable investor base of 2,000 institutional and private real estate investors, as well as a diversified portfolio of residential and commercial properties in Switzerland and Germany. The transaction will also broaden SPSS&#8217;s product range by adding the listed vehicle Fundamenta Real Estate AG, a Luxembourg SICAV fund and further investment products.
The Homburger team advising SPS is led by Daniel Hasler and includes Stefan Blunschi, Claudine Schär, Oriana Schöni and Luc Huber (all Corporate / M&amp;A), Jürg Frick, Manuel Baschung and Annina Schmid (all Financing and Investment Products), Dieter Grünblatt and Peter Müller (both Tax), Richard Stäuber (Competition) and Jeremy Reichlin (Employment and Executive Compensation).
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Homburger advised Swiss Prime Site on its acquisition of Fundamenta Group's real estate division

Financial Market Regulation

Abegg-webnews

Abegg &amp; Co AG, a Zurich-based single family office, has been granted a license by FINMA to act as manager of collective assets. Homburger represented Abegg &amp; Co AG before the FINMA. The license allows Abegg &amp; Co AG to take over the responsibility for portfolio and risk management of an AIF from an AIFM whose law, in accordance with the AIFMD, only allows such delegation to licensed or registered financial institutions. Abegg &amp; Co AG has voluntarily applied for this license under the Financial Institutions Act, even though Abegg &amp; Co AG as such would be exempt from such licensing requirement.
The Homburger team was led by Jürg Frick (Financial Market Regulation) and included Manuel Baschung (Financial Market Regulation), Claudine Schär and Maria Braun (both Corporate / M&amp;A), as well as Stefan Oesterhelt and Miriam Kämpf (both Tax).

Homburger advised Abegg & Co AG in connection with its authorization as manager of collective assets

Regulatory

Woehrle-web-640x140

On November 30, 2023, Wöhrle Group, headquartered in Wildberg, Germany, has announced that it had acquired Oskar Rüegg Holding AG, headquartered in Jona, Switzerland, and its subsidiaries (Switzerland / Bulgaria / Mexico).
Both companies specialize in the manufacture of sophisticated stamped parts and assemblies and are established players in the industry. Both companies together have revenue of around EUR 100 m in the automotive and other industries.
Homburger advised the Wöhrle Group on this transaction. The Homburger team was led by Daniel Häusermann and included Claudine Schär and Erik Habich (all Corporate / M&amp;A), Reto Heuberger, Peter Müller and Philippe Weber (all Tax), Stefan Kramer and Fabrice Eckert (both Banking / Finance) as well as Jonas Krull (Regulatory / Competition).

Claudine
Schär

Homburger advised Swiss Prime Site on its acquisition of Fundamenta Group's real estate division

Homburger advised Abegg & Co AG in connection with its authorization as manager of collective assets

Homburger advised Wöhrle Group on its acquisition of Oskar Rüegg Group

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Claudine Schär

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ClaudineSchär

Homburger advised Swiss Prime Site on its acquisition of Fundamenta Group's real estate division

Homburger advised Abegg & Co AG in connection with its authorization as manager of collective assets

Homburger advised Wöhrle Group on its acquisition of Oskar Rüegg Group

Join the Team

Claudine Schär

Career

Languages

Bar Registration

Teams

Claudine
Schär