Noerr advises Summit Partners on IK Partners’ investment in Cinerius Financial Partners

A Noerr team led by our partner Natalie Daghles has advised Summit Partners on IK Partners’ investment in the independent wealth management platform Cinerius Financial Partners. Summit Partners and the Cinerius management team will remain significantly invested.

Founded in 2021 and headquartered in Switzerland, Cinerius is a leading platform that unites independent wealth managers in the German-speaking European regions. With IK joining as a majority shareholder, Cinerius aims to solidify its position as a leading wealth management platform by pursuing organic growth initiatives, investing in its people and technology and growing its group of partner businesses through a dedicated M&A strategy.

Already in 2021, a Noerr team led by Natalie Daghles acted as advisors to Summit Partners on its investment in Cinerius Financial Partners. Summit Partners is a global alternative investment firm that is currently managing more than $36 billion in capital.

Advisors to Summit Partners: Noerr Partnerschaftsgesellschaft mbB

Team lead: Natalie Daghles (partner, PE/M&A, Düsseldorf)

PE/M&A: Markus Braun (associated partner, Munich), David Funken (associated partner, Düsseldorf), Ira Tsoures (senior associate, Berlin), Martin Dopychai (senior associate), Katharina Patzwaldt (senior associate), Julius Heimann (associate), Meret Pettirsch (associate), Claudia Rinkens (associate, alle Düsseldorf), Julia Failer (project lawyer), Elizabeth Haag (project lawyer, both Berlin)

PE/MEP: Sebastian Voigt (partner), Hans Kenschke (senior associate, both Dresden)

Financial Services Regulation: Karl-Alexander Neumann (associated partner), Arndt Alexander Schmidt (senior associate), Dirk Erdelkamp (associate, all Hamburg)

Tax: Andre Happel (partner), Thomas Renner (associate, both Frankfurt)

Antitrust & Competition: Jens Peter Schmidt (partner), Fabian Hübener (associated partner, both Brussels)

Employment: Andreas Butz (partner), Cornelia Kaueroff (counsel, both Düsseldorf)

Data Privacy: Daniel Rücker (partner), Korbinian Hartl (senior associate), Paul Vogel (associate, all Munich)

IP: Christoph Rieken (partner), Katja Steinthaler (senior associate, both Munich)