Successful transactions

Insight into our activities

More than 200 transactions per year

Transaction sizes of CHF 1 to 200 million

70 experts with more than 800 years of experience between them

The latest transactions

Sale of Vantage Education AG to JJW Capital

Year: 2020
Sector: consumer goods
Amount: over CHF 50 million

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.

Supporting owner bsi with the sale of the company

Year: 2020
Sector: IT
Amount: up to CHF 50 million

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.

Sale of the Lemco Précision Group to Afinum

Year: 2020
Sector: engineering industry
Amount: over CHF 50 million

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.

Sale of Roth Soft AG to CM Informatik AG

Year: 2020
Sector: IT
Amount: up to CHF 10 million

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.

Fundraising for AVA AG

Year: 2020
Sector: Healthcare
Amount: up to CHF 10 million

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.

Fundraising for Farmy AG

Year: 2020
Sector: Consumer goods
Amount: up to CHF 10 million

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.

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