Küsnacht, June 12, 2019
Bellevue Group broadens its investment capabilities - acquisition of private equity boutique adbodmer AG
- Acquisition of adbodmer AG, a private equity boutique specializing in direct investing and other transactions and services
- Targeted diversification of income streams through this expansion into a new business area with growth potential
- The transaction strengthens Bellevue Group's profile as a generator of innovative investment ideas
- adbodmer's Managing Partner Jan Kollros will join Bellevue Group's Executive Board and broaden its expertise
Bellevue Group is broadening its expertise in the field of private equity through the acquisition of adbodmer AG, an internationally active private equity and M&A boutique. This transaction is expected to close in July of 2019. The boutique will operate as an independent subsidiary of Bellevue Group and continue to pursue its proven strategy of managing direct investment holdings for wealthy clients as well as advising and representing clients on business transactions. Bellevue Group is diversifying into an attractive and highly specialized niche market and broadening its revenue base through this transaction.
André Rüegg, the CEO of Bellevue Group, comments on the Group's latest acquisition: "Together with adbodmer's recognized experts, we will be in an optimal position to address the steadily growing demand from wealthy clients for entrepreneurial and exclusive direct investing opportunities. Bellevue Group will enhance its profile as a house of innovative investment ideas thanks to its new competencies and will be able to tap into new sources of income. We are looking forward to expanding our offering of entrepreneurial investment opportunities with adbodmer's professionals at our side."
Jan Kollros, Managing Partner of adbodmer, comments: "Thanks to Bellevue Group's international reach, we can offer compelling private equity investment ideas to a larger pool of potential investors. Combining our complementary investment skills creates promising growth opportunities."
Founder and Managing Partner of adbodmer, Dr. Adriana Ospel-Bodmer, comments: "I'm looking forward to advancing the development of adbodmer with Bellevue Group as a strong business partner. Our two companies have highly complementary business activities and the culture and people fit is ideal."
After the transaction, Jan Kollros will take a seat on Bellevue Group's Executive Board as the CEO of adbodmer. Under his leadership and with the previous adbodmer team, the Group's new business unit for private equity investments will step up its growth strategy.
Dr. Adriana Ospel-Bodmer will remain on the Board of Directors of adbodmer after the transaction and will also promote Bellevue Group's corporate development with her extensive experience as head of strategic project management.
July 26, 2019 Publication of half-year results for 2019
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Bellevue Group is an independent Swiss asset management boutique listed on the SIX Swiss Exchange. Established in 1993, the company and its approximately 120 professionals are largely active in the areas of asset management and wealth management. The Asset Management segment offers a select range of active equity strategies in fast-growing markets, the healthcare sector and in other special themes such as owner-managed companies, as well as successful holistic investment strategies across all traditional asset classes. Bank am Bellevue offers first-class wealth and investment advisory services with a special focus on entrepreneurial private clients. The Group's offering of investment-related solutions is rounded out by other services. These include the establishment, management and consultation of Investment Offices, trading and custody services, and selected credit facilities for affluent private clients as well as institutional clients.
adbodmer was founded in 2001 and is based in Wollerau. It serves as a direct investment developer, facilitator and advisor, focusing on SMEs in German-speaking Europe (DACH region). adbodmer builds bridges between promising growth companies and an exclusive group of investors ranging from UNHWI, families, family offices and wealth management firms.