Unigestion invests in home care services, Home Instead. The advisors
Unigestion, an independent, specialist asset management company providing tailored solutions for investors worldwide, has invested in Home Instead, a provider of home care services, predominantly for the elderly.Home Instead is the exclusive franchisee of the American Home Instead, for several countries in Europe: Switzerland, Austria, Ireland, the Netherlands and France.
As part of the sale of Home Instead Holding, Unigestion as lead investor has invested in the company, alongside the founder and ceo of Home Instead, 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 has been supplemented with an experienced institutional investor to support the successful implementation of the company’s ambitious growth plans.
The advisors
Bär & Karrer acts as legal advisor to the sellers in this transaction. The team of Bär & Karrer includes Christoph Neeracher (pictured), Philippe Seiler, Luca Jagmetti, Luana Stämpfli and Ilja Coradi (all m&a), Susanne Schreiber, Martin Leu and Kerim Tbaishat (all tax), Markus Wang (ip), Lukas Roesler (financing) as well as Mani Reinert (antitrust).
The sellers were also represented in this transaction by Credit Suisse (m&a) and Alvarez & Marsal (financial).
Homburger acted as counsel to Credit Suisse (Switzerland) as mandated lead arranger in connection with the financing of the acquisition of Home Instead Holding. The Homburger team was led by partner Jürg Frick and included associates Stefan Bindschedler and Daniel Junginger (all financing and investment products) as well as partner Stefan Oesterhelt (tax).
Wenger & Vieli advised and assisted Unigestion’s private equity team on all corporate, tax and financing aspects in connection with the acquisition. The team was co-led by Christoph Schmid (partner, m&a), Pascal Honold (partner, m&a) and Marc Walter (senior associate, m&a) together with Barbara Brauchli Rohrer (partner, tax) and Andreas Hünerwadel (partner, financial services) and included Michael Tschudin (partner, competition), Claudia Keller (IP), Patric Eggler (tax), Alessa Waibel (financial services), Kevin Vangehr (m&a), Michèle Joho (notarial services), Una Paunovic and Fabienne Nufer.
The buyers were also advised by Roland Berger (commercial) and Rödl & Partner (finance and tax).
