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[SITUATION] · [QUIET] · [BUSINESS]
2 clusters · 3 sources · 4 days · First seen · Last updated
German financial services brokerage acquisitions
Overview
Financial service providers in Germany are actively seeking to acquire investment portfolios, insurance brokerages, and established firms to facilitate business succession.
In the Munich area, members of the Makler Nachfolger Club e. V. are looking for opportunities to take over brokerages to ensure the continuity of client relationships. Interested parties include an owner-managed company established in 1994 that manages approximately 150 million euros in assets, as well as a prospective successor with 22 years of experience targeting mixed private and commercial portfolios.
Similarly, an owner-managed firm based in Leverkusen is seeking to acquire portfolios and brokerage firms to provide long-term succession solutions in the Rhineland region. This acquiring company, also operating as a GmbH since 1994, specializes in services for private individuals and small to medium-sized enterprises, currently managing roughly 143 million euros in assets for over 1,600 clients.
Entities
VEMA Versicherungsmakler Genossenschaft eG · Leverkusen · Makler Nachfolger Club e. V. · Munich
Timeline
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21 days ago
[BUSINESS] 2 sourcesLeverkusen financial firm seeks investment portfolio acquisitionsA Leverkusen-based financial services firm is seeking to acquire investment and insurance portfolios in the Rhineland region to facilitate business succession and client continuity.
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24 days ago
[BUSINESS] 2 sourcesMunich financial services providers seek brokerage acquisitionsFinancial service providers in Munich are seeking to acquire insurance and investment brokerage firms to ensure long-term client continuity and business succession.
Sources
mittelstandcafe.de · neue-pressemitteilungen.de · openpr.de