Seven2 supports future portfolio company HKR LUNIS in ongoing consolidation of the German Asset Management Market
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Issuer: Seven2 GmbH
/ Key word(s): Agreement
PRESS RELEASE
Seven2 supports future portfolio company HKR LUNIS in ongoing consolidation of the German Asset Management Market
Munich/Düsseldorf, April 17, 2025 – Seven2 announces that its future portfolio company, HKR LUNIS, has signed an agreement to merge with Düsseldorf-based Grossbötzl, Schmitz & Partner. This marks another step in the active consolidation of the fragmented German market for independent asset managers. Through this merger, HKR LUNIS's client assets under management will increase to approximately €7.5 billion. Seven2, one of the leading European private equity firms, announced its majority acquisition of HKR LUNIS at the end of March this year. This transaction is expected to be legally completed (closing), subject to customary regulatory approvals, in the fourth quarter of 2025. Grossbötzl, Schmitz & Partner Vermögensverwaltersozietät (www.gsp-d.com) is a well-established wealth management firm serving private and institutional clients. Founded in 1986, the firm has received multiple awards and is known for its strong client continuity and reliability, grounded in a clear value system. The merger with HKR LUNIS is still subject to the usual regulatory approvals, with closing expected in the first quarter of 2026. "Even before the legal completion of Seven2’s investment, HKR LUNIS is taking its next growth step," comments Florian Wolff, Partner at Seven2 and Head of the DACH Region. "The alliance with Grossbötzl, Schmitz & Partner also represents a further active contribution to the necessary consolidation of the still fragmented market of independent asset managers in Germany, Austria, and Switzerland. Seven2 remains open to further external growth initiatives with independent financial service providers or advisory teams in the DACH region."
Press contact
Lauren Bardet Seven2 – Communications Director +33 6 16 32 72 82
About Seven2
Seven2 is an independent private equity firm fully owned by its partners and financing SMEs and midcaps across Europe. We invest in high-potential businesses in our two main sectors of specialization: Tech & Telecom and Services.
We arm entrepreneurs with the expertise, support and investment they need to achieve long-lasting sustainable growth.
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