Munich, 09.11.2023
GÖRG advises the company builder Finconomy AG in connection with the sale of all shares in fundsaccess AG to a company controlled by Pollen Street Capital Holdings Ltd.
GÖRG Partnerschaft von Rechtsanwälten mbB, led by Dr. Bernt Paudtke, has advised fintech company builder Finconomy AG on the conclusion of an agreement to sell all shares in fundsaccess AG ("fundsaccess") to a company controlled by Pollen Street Capital Holdings Ltd ("PSC").
At the same time as the fundsaccess transaction, PSC concluded agreements to acquire shares in niiio Finance Group AG and FundHero SA. fundsaccess simultaneously concluded an agreement to acquire all shares in MiFID-Recorder GmbH.
The acquisition and merger of fundsaccess, niiio Finance Group AG, FundHero SA and MiFID-Recorder GmbH will create a new group of companies to consolidate the wealthtech market in the DACH region.
The above transactions are subject to regulatory approvals.
Advisors shareholders of fundsaccess AG
GÖRG Partnerschaft von Rechtsanwälten mbB
Dr. Bernt Paudtke (Lead, Partner, M&A / Corporate, Munich)
Tobias Reichenberger (Associated Partner, M&A / Corporate, Munich)
Dr. Stefan Heyder (Partner, M&A / Corporate, Munich)
Dr. Ulrich Fülbier (Partner, Labour and Employment Law, Munich)
Dr. Katharina Landes (Partner, IP / IT, Cologne)
Dr. Christian Bürger (Partner, Foreign Trade / Antitrust Law, Cologne)
Dipl.-Kfm. Benjamin Karten (Partner, Tax, Hamburg)
Dr. Christian Glauer (Associated Partner, M&A / Corporate, Munich)
Christian Müller (Associate, Tax, Hamburg)
Moritz von Limburg, LL.B, LL.M. (UCT) (Associate, M&A / Corporate, Munich)
Metehan Uzunçakmak, LL.M. (Associate, Foreign Trade Law / Antitrust Law, Cologne)
Dr. Julian Stassek (Associate, Labour and Employment Law, Munich)
About fundsaccess AG
fundsaccess AG is a leading SaaS technology provider for independent financial advisors. fundsaccess’ platform connects investors, financial advisors, wealth and asset managers and custodian banks, delivering state-of-the-art financial technology to help its clients to increase efficiency and strengthen their distribution power. The company was established in 1999 and is headquartered in Munich, Germany.
About Pollen Street Capital
Pollen Street is a fast growing, purpose led and high performing private capital asset manager. Established in 2013, the firm has built deep capability across the financial and business services sector aligned with mega-trends shaping the future of the industry. Pollen Street manages over £4.2bn AUM across private equity and credit strategies on behalf of investors including leading public and corporate pension funds, insurance companies, sovereign wealth funds, endowments and foundations, asset managers, banks, and family offices from around the world. Pollen Street has a team of over 80 professionals with offices in London and New York City.
