Deal announcement

goetzpartners advised EMZ Partners

14. Juli 2021

goetzpartners advised EMZ Partners on the acquisition of a minority stake in Simon Hegele with a Commercial Due Diligence

goetzpartners advised EMZ Partners (“EMZ”) with a Commercial Due Diligence on the acquisition of a minority stake in Simon Hegele Group (“Simon Hegele” or “the Company”).

The Commercial Due Diligence included a comprehensive analysis of Simon Hegele's service portfolio and its market environment with a particular focus on the company’s differentiating edge compared to its competitors. goetzpartners evaluated the magnitude and sustainability of future growth expectations within Simon Hegele's addressed core market segments, also taking into account short- and long-term effects from the COVID-19 pandemic. In addition, the Commercial Due Diligence included a thorough analysis of Simon Hegele's top- and bottom-line business plan and the derivation of integrated value creation measures.

About The Simon Hegele Group
The Simon Hegele Group is one of the most innovative service providers along complex supply chain processes. The principle of "more than just logistics…” has been the driving force for the further development of the company group and its services for more than 100 years. Simon Hegele offers customers from the healthcare, industry, IT and retail sectors at over 50 locations worldwide highly specialized value-added services tailored to the respective customer processes and supports them in focusing on their respective core competencies.

About EMZ Partners
EMZ is a leading European investment firm that acts as a partner for medium-sized companies and their respective management teams. Its activities focus on investments in the DACH region as well as France with a clear intention to operate and support founders, family shareholders, and managers. The core of EMZ’s philosophy is a significant reinvest of the management team to create a mutual partnership as shareholders. EMZ is majority-owned by its own employees and has a base of European institutional investors. The current fund has a volume of more than €1.0 billion and its investment size ranges from €10 to €150 million.

Transaction Team

Dr. Sigurd Kitzer

Dr. Burak Yahsi

Andreas Haselbach
Senior Consultant

Linh Dong

Verena Kunst

Thomas Kotschi
Associate Consultant