Lund Elmer Sandager represents StockRate in the sale to Max Matthiessen

StockRate Asset Management has been acquired by Max Matthiessen, a Swedish advisory firm backed by Nordic Capital. The deal was finalized on 1 November 2023, following the acquisition of PensionsSelskabet pension & health care services by Max Matthiessen earlier this year.
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Mergers & Acqui­si­tions

Danish StockRate offers personal and independent advice on various investment areas, such as global equities, bonds, rental housing and alternative and sustainable investing. The company manages more than DKK 8 bn for Danish private professional investors and aims to deliver value through transparency and quality.

Max Matthiessen, founded in 1889, is a leading Swedish advisor within pensions, insurance and investment, offering advice, analysis, administration and procurement of pension and insurance solutions to employers, entrepreneurs and individual customers. Max Matthiessen has 560 employees at 36 locations throughout Sweden and revenues of EUR 190 M in 2022.

With the acquisition of both StockRate and PensionsSelskabet, Max Matthiessen enters the Danish market and expands its product range. The two new partnerships will bring new opportunities and enhanced services for their existing and prospective clients.

Lund Elmer Sandager’s M&A team, led by Partner Sebastian Rungby, advised StockRate on the sale. The core team included Attorney Marie Boyer-Søgaard and Assistant Attorney Camilla Martinsen.

Deal links:

https://www.nordiccapital.com/news-views/press-releases/nordic-capital-backed-max-matthiessen-acquires-two-companies-and-expands-to-denmark/

https://borsen.dk/nyheder/finans/svensk-finanshus-kober-dansk-milliardforvalter?b_source=max-matthiessen&b_medium=row_1&b_campaign=list_1

https://amwatch.com/AMNews/article16373410.ece

https://les.dk/en/news/nordic-capital-backed-max-mat-t-hies-sen-acquires-pen-sions-sel-ska-bet-pension-health-care

 

Contact
Sebastian Rungby
Partner
Attorney
Marie Boyer-Søgaard
Attorney
Camilla Martinsen
Assistant Attorney

Related employees

Jonas is attorney in our M&A team. He advises clients on mergers and acquisitions, and general corporate law.

Jonas Tofte Bøndergaard

Attorney
Jacob is partner in our M&A team. He advises on M&A transactions, venture capital and private equity investments, capital structure, and successions.

Jacob Roesen

Partner
Attorney
August is a law student in our M&A team. He assists the team with due diligence investigations and corporate legal documents.

August Ikov

Student Assistant
Working as an assistant attorney in our M&A team, Camilla advises Danish and international companies, private equity funds, and venture capital funds in connection with M&A transactions.

Camilla Martinsen

Assistant Attorney

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