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Nexia Ebner Stolz

Ebner Stolz advises Eli Global on the acquisition of Finanzen Group

  • Finan­zen Group is the lea­ding Euro­pean online mar­ket­place for high value custo­mer leads in the finance and insurance sec­tor
  • With the new share­hol­ders on board Finan­zen plans to furt­her grow its natio­nal and inter­na­tio­nal busi­ness
  • A tran­sac­tion team of Ebner Stolz and Nexia Inter­na­tio­nal pro­vi­ded finan­cial and tax due dili­gence sup­port as well as SPA and tax struc­tu­ring advice

Munich, 22nd February 2018 - The Acco­un­ting- and Con­sul­ting firm Ebner Stolz advi­sed Eli Glo­bal, head­quar­te­red in Dur­ham (USA) with an office in Munich, on the acqui­si­tion of Finan­zen Group. Ebner Stolz pro­vi­ded Eli Glo­bal with finan­cial and tax due dili­gence sup­port as well as SPA and tax struc­tu­ring advice.

Head­quar­te­red in Dur­ham, North Caro­lina in the USA, Eli Glo­bal is wholly owned by its foun­der and emp­loyees. For­med in 1991 and ope­ra­ting for over 25 years, Eli is a fede­ra­tion of inde­pen­dent port­fo­lios com­pri­sing over 100 busi­nes­ses that toge­ther emp­loy more than 7,500 bright minds and deter­mi­ned ent­re­p­re­neurs. Eli’s port­fo­lios ope­rate in 18 coun­tries and over 15 indu­s­tries across the world, inclu­ding health­care, tech­no­logy, insurance and finan­cial ser­vices. Eli acqui­res for the long term, has never sold any of its busi­nes­ses and will con­ti­nue to invest glo­bally in sta­ble and gro­wing com­pa­nies and their teams.

George Lue­cke, glo­bal mana­ger of Eli’s newly estab­lis­hed insurance ser­vices port­fo­lio and co-CEO of Glo­bal Ban­kers Insurance Group com­men­ted, “Fi­nan­zen has done an impres­sive job crea­ting a scalable tech­no­logy plat­form poi­sed to bene­fit from indu­s­try trends; we look for­ward to a long-term future with the com­pany and its talen­ted team.”

Dirk Prös­sel, Finan­zen’s CEO, added “We are plea­sed to have found such an expe­ri­en­ced and sui­ta­ble part­ner in Eli Glo­bal. Their strong glo­bal foot­print can sup­port the ongoing growth of our busi­ness model and our ambi­tious natio­nal and inter­na­tio­nal goals.”

Finan­zen is the lea­ding Euro­pean online mar­ket­place for retail custo­mer leads in the finance and insurance sec­tors. The com­pany connects lead gene­ra­tors such as online price com­pa­ri­son sites with lead buy­ers such as inde­pen­dent finan­cial advi­sors and insurance agents. The com­pany also acts as an online bro­ker for cer­tain insurance pro­ducts.

Team Ebner Stolz: Claus Buh­mann (Part­ner Cor­po­rate Finance, Lead Finan­cial Due Dili­gence), Alex­an­der Sim­bür­ger and Fabian Mayer (Finan­cial Due Dili­gence) as well as Alex­an­der Euch­ner (Part­ner M&A Tax, Lead Tax Due Dili­gence and Tax Struc­tu­ring), And­reas For­rai, Dr. Tobias Weiss, Wolf­gang Klöv­e­korn and Tobias Schupp (all Tax) - inclu­ding an inter­na­tio­nal Nexia team in France, Swit­zer­land and Uni­ted King­dom (Tax Due Dili­gence und Tax Struc­tu­ring)

Press Con­tact

Dr. Ulrike Höreth
Ebner Stolz
Kro­nen­straße 30
70174 Stutt­gart
Tel.  +49 711 2049-1371
ulrike.hoe­re­th@eb­ner­stolz.de

Cor­po­rate Con­tact

Claus Buh­mann
Ebner Stolz
Arnulf­straße 27
80335 Mün­chen
Tel.  +49 89 549018-251
claus.buh­man­n@eb­ner­stolz.de

Alex­an­der Euch­ner
Ebner Stolz
Kro­nen­straße 30
70174 Stutt­gart
Tel.  +49 711 2049-1575
alex­an­der.euch­ner@eb­ner­stolz.de

About Ebner Stolz

Ebner Stolz is one of the lar­gest inde­pen­dent mid-sized MDP firms in Ger­many and is among the Top Ten in the sec­tor. The firm has deca­des of in-depth expe­ri­ence in audi­ting, tax advice, legal advice, and cor­po­rate con­sul­ting. More than 1,400 emp­loyees in all major Ger­man cities and busi­ness cen­t­res offer a broad range of ser­vices based on a multi-dis­ci­p­li­nary approach. Ebner Stolz pre­do­mi­n­antly advi­ses medium-sized indu­s­trial enter­pri­ses as well as trade and ser­vice com­pa­nies of all sizes and indu­s­tries.

Cross-bor­der audi­ting and con­sul­ting assign­ments are car­ried out with part­ners of Nexia Inter­na­tio­nal, one of the world’s top ten net­works of inde­pen­dent con­sul­ting and audi­ting firms. With more than 650 Nexia offices world­wide Ebner Stolz is pre­sent in more than 115 coun­tries.



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