Successful transactions

Daphne Technology, a Swiss climate tech startup focused on solving the Greenhouse Gas (GHG) challenge, has raised an additional CHF 4 million from private investors introduced through UBS Growth Advisory, Swisscom and One Creation to scale up the company.
The company also raised CHF 10 million in October 2021 from strategic investors, including Shell Ventures, Trafigura, AET Tankers and Saudi Aramco Energy Ventures.

UBS Switzerland AG acted as Mandated Lead Arranger, Hedge Counterparty, Agent and Lender for the refinancing of European Loc Pool AG, a full service leasing provider of modern locomotives.

On 29 December 2021, a fund advised by Afinum Management GmbH acquired GS Swiss PCB AG. UBS Switzerland AG acted as sole mandated lead arranger, underwriter and agent for the acquisition financing in favor of Afinum for the acquisition of GS Swiss PCB AG, a manufacturer of highly miniaturized printed circuit boards with a market-leading position in the medical industry.

UBS M&A Advisory Switzerland acted as sole financial advisor to the shareholders of SFL Regulatory Affairs & Scientific Communication GmbH (“SFL”) on their sale to Veristat, a scientific-minded global clinical research organization (CRO). 

Headquartered in Basel, SFL is a leading Swiss-based consultancy providing integrated solutions to pharma, biotech and medtech companies for global and local activities. The Company employs around 35 people and has affiliates in Austria, Germany and the UK.

UBS Switzerland AG acted as Sole Coordinator, Bookrunning Mandated Lead Arranger, Agent and Original Lender for the refinancing of Stadler Rail AG, a leading train builder for 80 years for customers who count on reliability, precision and first-class service.

UBS M&A Advisory Switzerland acted as exlusive advisor to the shareholders of Projektmanagement & Informatik AG (PMI) on the sale to CM Informatik AG (CMI). PMI distributes Switzerland’s leading school software “Scolaris,” currently reaching 500 schools and educational institutions. The acquisition by CMI creates a complete solution for schools, ranging from school administration to classrooms, and ensures a unique market position.

UBS M&A Advisory Switzerland acted as the exclusive financial advisor to the shareholders of Hannes Bruhin AG during its sale to a Swiss investor group. Hannes Bruhin AG is a production plant that has been developing and producing a wide range of accessories for cheese dairies for more than 50 years. Due to their age, the owners started looking early for a successor and were able to find a suitable group of investors with the help of UBS.

UBS acted as exclusive financial advisor to the shareholders of Acheter-louer.ch in the sale to TX Markets AG.

The company, headquartered in La Tour-de-Peilz in the Canton of Vaud, offers communication and CRM tools to real estate professionals for publication at Acheter-Louer.ch and other partner websites. TX Markets is a company of the TX Group and responsible for the complete classifieds and marketplaces portfolio, including some of the leading platforms in Switzerland and abroad, such as Car For You, homegate.ch, jobup.ch, jobs.ch, Ricardo and tutti.ch.

UBS M&A Advisory Switzerland acted as the exclusive financial advisor to the main shareholder of ACADEMY Holding AG on its sale to the fund German Equity Partners V, managed by the independent German investment company ECM Equity Capital Management GmbH. The ACADEMY Group is the leading provider of factoring, driving instructor training and franchise services on the German driving school market. Along with its three business units, the ACADEMY Group represents the entire value chain on the German driving school market.

UBS acted as exclusive financial advisor to Invision for the sale of Vantage Education AG to a private Swiss group of investors. With 13 locations and over 5,000 students, Vantage Education AG is one of the leading private educational providers, particularly in the area of higher and executive education.

UBS supported the seller, BSI Business Systems Integration AG, with this transaction in its role as exclusive M&A advisor. In Capvis, BSI gained a partner that is not only focused on growth, but also supports the management team with the company’s further development. BSI is a provider of software solutions for customer relationship management, marketing automation and customer journey management, in the DACH region in particular.

UBS supported Roth Soft AG with this transaction as its exclusive M&A advisor. With “LehrerOffice”, the well-known school software for teachers, Roth Soft AG is a Swiss market leader. This product ideally complements the portfolio of CM Informatik AG – which itself develops software for school administration and school authorities. For Roth Soft AG, the sale to CM Informatik AG was instrumental for achieving its strategic goals.

UBS acted as exclusive M&A advisor for the Lemco Group. The seller manufactures highly complex contacts for data and power transmission. In investment firm Afinum, the long-established company has found a strong partner with which the growth trajectory can continue, the international reach be intensified, and a new production location built in Valais. All these were wishes and conditions that we took care to ensure would be complied with throughout the process.

ISS Kanal Services AG, based in Boswil (AG) and with main locations in Kägiswil (OW) and Agno (TI), is the leading provider of sewer and land-related services in Switzerland. With around 300 employees at 8 locations, the company offers a full range of sewer, road and tunnel maintenance services to the public sector, industrial customers, private and institutional property owners, and real estate administrators. ISS Kanal Services is a leader in the digitalization of the sewer network and in innovative customer solutions and is uniquely well-positioned to grow strongly with new owners.

UBS acted as exclusive financing partner for a consortium of buyers in connection with the investment company Helvetica Capital and Bruno Fankhauser – the former Leoni Board member and new CEO of Leoni Studer AG – for the purchase of Leoni Schweiz AG and its subsidiary Leoni Studer AG.

Leoni Studer AG, based in Däniken, Solothurn (www.studercables.com), specializes in high-quality cables for complex applications in the fields of railway technology, power plants and building safety. Founded in 1939, the company has been a member of the Leoni Group since 2006 and employs around 400 people. Being independent again will ensure stability and continuity, as well as allowing the company to develop and improve its core technical expertise.

UBS acted as exclusive financial advisor to the shareholder of Electromag SA in the sale to the Japanese group Mabuchi Motor Co., Ltd.

Electromag is located in Ecublens in the Canton of Vaud. It is specialized in the design and manufacturing of ultra-quiet high-speed motors for medical respirators and dental and orthopedic devices. Mabuchi is the world’s largest manufacturer of small electrical motors.

UBS Structured & Syndicated Finance acted as lead arranger and financing partner for the family for the buyback of shares in the Ziemer Group and the provision of corporate finance.

UBS M&A Advisory Switzerland acted as the exclusive advisor to the main shareholder of KIMI Krippen AG and Tacadis AG on the sale to ZFV. Kimi Krippen AG is a leading provider of childcare and is active in German-speaking Switzerland with over 380 employees at over 30 locations. Tacadis AG produces healthy and varied children's menus.

The shareholders of Baitella AG (“Baitella”) sold their shares to Renaissance Investment Foundation (“Renaissance”), a Swiss-based investment fund investing from its evergreen fund. Baitella is the world's leading provider of user-friendly, individualized holding system solutions with central clamping unit. It is active in the development, manufacturing and assembly of articulated arms sold under the brand Fisso.

UBS acted as the exclusive financing partner for the Renaissance Investment Foundation, which has made a long-term commitment as controlling shareholder by acquiring a majority stake in Baitella AG. Together with management, Renaissance will continue to develop quality global products for applications in medicine and industry under the FISSO brand.

UBS M&A Advisory Switzerland acted as exclusive advisor to the shareholders of Katadyn Holding AG on the sale to a group of Swiss entrepreneur investors led by Kontivia AG. Katadyn is a global corporate group operating in in the area of nutrition and drinking water supply.

UBS acted as exclusive financial advisor to the shareholders of Ekspert SA in the sale to Renaissance PME. Created in 2005, the company specializes in the outsourcing of payrolling, accounting and HR administration activities. Renaissance PME provides swiss SMEs long-term solutions with regards to their succession planning, working exclusively with capital from pension funds.

UBS Switzerland AG, acting as Mandated Lead Arranger, Agent and Lender, has successfully arranged a CHF 150‘000’000 Syndicated Revolving Credit Facility for Cotecna SA a leading provider of testing, inspection and certification services.

UBS Switzerland AG, acting as Mandated Lead Arranger, Agent and Lender, has successfully arranged a Syndicated Revolving Credit Facility for Ringier AG.

CARIFY AG offers a handy, all-in-one car subscription service. The new capital from successful fundraising will help CARIFY expand further. As exclusive broker, we brought CARIFY together with numerous private investors.

ARYZTA AG has successfully signed a EUR 500’000’000 Syndicated Revolving Credit Facility. UBS Switzerland AG, acting as Mandated Lead Arranger, Joint Underwriter, Bookrunner, Agent and Lender.

AVA AG had developed an innovative new product for tracking women’s fertility. With the capital raised from the new round of fundraising, AVA will develop a digital contraceptive device for launch onto the market and invest further in the B2B business in the US. We had already supported the innovative business with fundraising once before in 2018.

Farmy AG is a digital farm shop that exclusively sells regional and sustainably made products. The capital raised from the successful fundraising effort will further boost the expansion of Farmy in Switzerland. Acting as exclusive intermediary, we were able to bring Farmy together with several private investors, just like with the financing round in 2016.

Sulzer AG (SUN) has successfully spun-off its Applicator Systems Division to newly incorporated medmix AG, a global leader in high-precision delivery devices which has been listed as a separate entity on SIX Swiss Exchange on September 30, 2021 (MEDX). UBS Switzerland AG acted as sole mandated lead arranger, underwriter and agent for CHF 550,000,000 senior term loan and revolving credit facilities in support of the refinancing of medmix.