Financial Advisor
Bregal Unternehmerkapital
M&A Advisory
Has Acquired A Majority Stake In
A Portfolio Company Of
Transaction Details
- Funds advised by Bregal Unternehmerkapital (“BU”) have acquired a majority stake in the Baden-based company, BSI Software AG (“BSI”), a leading provider of software solutions for customer relationship management (“CRM”) and customer experience (“CX”) in its focus industries.
- As part of BU’s investment, Capvis Equity V LP, the fund advised by the Swiss investment company Capvis AG (“Capvis”), sells its shares after four years of successful partnership with BSI.
- The existing team of founders, management and employees will continue to have a significant stake in BSI. This new partnership is built to support the BSI team in the continuation of its customer-orientated growth strategy, expansion in Europe and the continuous expansion of the software platform.
About the company
Bregal Unternehmerkapital
Bregal Unternehmerkapital (“BU”) is a leading investment firm with offices in Zug, Munich, and Milan. With €7.0bn in capital raised to date, BU is the largest mid-cap investor headquartered in the DACH region. The funds advised by BU invest in mid-sized companies based in Germany, Switzerland, Italy, and Austria. BU seeks to partner with market leaders and “hidden champions” with strong management teams and breakout potential.
BSI Software
With its Customer Suite, the Swiss software company BSI offers a holistic, AI-supported platform for the digitalization of customer relationships. BSI provides everything that an excellent customer experience needs for banking, insurance, retail and energy & utilities.
Sources: Company Information, Press Release.
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