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Latham Advises IK Partners on Investment in Cinerius Financial Partners

July 3, 2023
Cross-practice team represents European private equity firm on majority investment in wealth management platform.

Latham & Watkins has advised European private equity firm IK Partners on its majority investment in Cinerius Financial Partners (Cinerius), a leading independent wealth management platform. IK is investing from its IK IX Fund and existing investor, Summit Partners and the Cinerius management team are reinvesting significantly as part of the transaction. Financial terms of the transaction are not disclosed.

The Latham team was led by Frankfurt corporate partner Nils Röver, with partner Susanne Decker and Hamburg associates Jacob Ahme, Katarina Fröschle, Jana Maué, Edward Martin, and Florian Brüggemann, with Frankfurt finance partner Alexandra Hagelüken and counsel Cora Grannemann. Advice was also provided on financial regulatory matters by partner Axel Schiemann; on regulatory matters by counsel Joachim Grittmann; on IP matters by Frankfurt partner Susan Kempe-Müller, with associate Pia Sösemann; on data privacy matters by counsel Wolf-Tassilo Böhm, with associate Jonas Kraus; on real estate matters by counsel Sven Nickel; on antitrust/FDI matters by partner Max Hauser, with associates Victoria Pfaff and Markus Welzenbach; on tax matters by Hamburg partner Tobias Klass and associate Julia Wenzel; on employment matters by Munich partner Tobias Leder, with associate Martina Hölzer; and on compliance matters by Hamburg counsel Stefan Bartz.

Swiss law advice was provided by Bär & Karrer.