Seven2, a Paris, France-based private equity firm, acquired HRK LUNIS, a Frankfurt am Main, Hessen, Germany-based provider of an independent wealth management platform.
The amount of the deal was not disclosed.
The HRK LUNIS management team will continue to lead the company going forward, including HRK LUNIS CEO and co-founder Andreas Brandt who will also retain a significant ownership stake as part of the transaction.
HRK LUNIS offers a broad set of wealth management services, including discretionary wealth management, advisory, investment management, private equity, and family office services (through its Wertiq brand). It serves its clients through a fully integrated platform with one central investment office and a common IT setup.
Seven2 is an independent European private equity firm dedicated to investing in high-potential SME and midcap businesses across two main sectors of specialization: tech and telecom and services. It works alongside entrepreneurs to provide them with the expertise, support, and financial backing they need to achieve long-lasting sustainable growth.
It has offices in Paris, Milan, Munich, and Amsterdam.
FinSMEs
01/04/2025