Lund Elmer Sandager represents StockRate in the sale to Max Matthiessen

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:

• Nordic Capital

• Børsen

• AMWatch

• LES