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Baader Bank AG M&A Activity 2013

Aug 2, 2013

4539_rns_2013-08-02_f04bb9e8-9d97-42a5-a538-6394e0703117.html

M&A Activity

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Corporate | 2 August 2013 13:11

Baader Bank AG acquires the Swiss broker Helvea, bringing a much broader range of services

Baader Bank AG / Key word(s): Acquisition

02.08.2013 / 13:11


Baader Bank acquires the Swiss broker Helvea, bringing a much broader range of services

2 August 2013

Baader Bank, based in Unterschleißheim, Germany, has successfully completed its takeover of the Swiss company Helvea Holding SA (‘Helvea’). All the necessary authorisations from the regulatory authorities in Switzerland, the UK and the USA have been granted. The takeover of Helvea, Switzerland’s largest independent equities broker, allows Baader Bank to expand the range of services it offers considerably and brings it closer to becoming the leading local broker in the German-speaking countries. ‘We are looking forward to being able to provide our investors and clients with an extensive range of products and services,’ says Nico Baader, Baader Bank’s Member of the Executive Board responsible for capital markets.

Helvea has relationships with institutional investors all over the world, built up over more than ten years, and focuses particularly on the United Kingdom, Switzerland and the USA. Based in Geneva, Helvea also has operations in Zurich, London, Montreal and New York. ‘Helvea has built up relationships over many years, which provide an excellent basis for expanding Baader Bank’s equities business,’ says Oliver Riedel, Co-Head of Corporates & Markets. In future, Helvea will also be able to provide its clients with professional support and excellent research for German and Austrian equities. A team of more than 20 experienced equities analysts regularly analyses and evaluates at least 220 companies.

In the most recent Thomson Reuters Extel survey, international investors rated the performance of both Baader Bank and Helvea very highly. Baader Bank was ranked second for German equities trading, fifth for German equities research and second for Austrian equities. Helvea was voted number three in the ‘Switzerland – Leading Brokerage Firm’ category.

In future, around 110 staff in the Corporates & Markets team will be devoted to supporting investors and corporate clients. The department is led jointly by Christian Bacherl and Oliver Riedel, Co-Heads of Corporates & Markets. ‘The expertise of Baader Bank’s team means that Helvea can now also offer Swiss companies capital market services such as IPOs, and equity and debt financing,’ adds Christian Bacherl, Co-Head of Corporates & Markets.

The acquisition closed on 2 August 2013, with full consolidation effective retroactively as of 1 January this year. Both parties have agreed not to disclose details of the purchase price. Baader Bank expects to see synergies from the use of its technical trading infrastructure and the expansion of its existing client relationships as a result of the significantly broader range of products and services it can now offer.

End of Corporate News


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Language: English
Company: Baader Bank AG
Weihenstephaner Str. 4
85716 Unterschleißheim
Germany
Phone: +49 89 5150 1882
Fax: +49 89 5150 29 1880
E-mail: [email protected]
Internet: www.baaderbank.de
ISIN: DE0005088108
WKN: 508810
Listed: Freiverkehr in Berlin, Düsseldorf, Hamburg, Hannover, München (m:access), Stuttgart; Frankfurt in Open Market
End of News DGAP News-Service
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224043  02.08.2013