Lenz & Staehelin advises Baloise on merger with Helvetia
Lenz & Staehelin is advising Baloise as lead counsel on its merger with Helvetia. The two Swiss composite insurance groups will join forces, thus combining a business volume of around CHF 20 billion across eight countries and a global specialty business. The newborn entity will be listed on the SIX Swiss Exchange.
The merger
Pursuant to the transaction, which is structured as a statutory merger under the Swiss Merger Act, Baloise will be merged with and into Helvetia. The combined group will go under the new name “Helvetia Baloise Holding”. The transaction is pending customary closing conditions, with closing expected in the fourth quarter of 2025.
The Lenz & Staehelin team
M&A partners Tino Gaberthüel (pictured left) and Simone Ehrsam (pictured right) led the Lenz & Staehelin team on the matter. The firm’s line-up further included Nicolas Lehmann, Lukas Held and Andrin Scherrer (all M&A), Patrick Schleiffer, Patrick Schärli and Angela Graf (all capital markets, regulatory), Marcel Meinhardt, Sinem Süslü, Jannick Koller and Tim Voser (all antitrust), Lukas Aebi and Stephan Brandner (both tax) as well as Jürg Simon (IP).
