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Nexia Ebner Stolz

The Firm

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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