Investec exclusively advised the shareholders of SMART Treuhand on their majority sale to Schweizer Treuhand Holding, a portfolio company of Winterberg
About the deal
Investec acted as the exclusive financial advisor to the shareholders of SMART Treuhand in the transaction with Schweizer Treuhand Holding, a portfolio company of Winterberg.
SMART Treuhand was founded in 2017 by Stefan Widmer and Stéphanie Rauchenstein and has grown significantly since then through numerous acquisitions. With nearly 100 employees across nine locations, the group primarily serves SMEs and private individuals. Its offering covers traditional accounting services such as accounting, payroll, tax, and VAT, as well as audit services and legal and tax advisory, with a particular focus on digitalization and process optimization.
Schweizer Treuhand Holding AG, headquartered in Steinhausen near Zug, is a buy, build & technologize platform for accounting services and advisory firms in Switzerland. The group grows through acquisitions, mostly in the context of succession planning, as well as through partnerships and organic growth. In doing so, it consistently leverages innovative technologies up to and including artificial intelligence while guaranteeing the highest quality for its clients.
The combination creates one of the largest accounting services groups in Switzerland, focused on SMEs and private individuals. SMART Treuhand expands the Schweizer Treuhand Holding AG network by nine locations and brings experience in integrating accounting services firms as well as in digitalization. The group unites locally rooted companies under one roof and provides them with shared infrastructure, digital solutions, and growth opportunities.
Our role
The Investec team advised the owners of SMART Treuhand throughout the entire M&A process until the successful completion of the transaction.
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From the very start, Investec’s M&A team ran a well-organized and carefully prepared process that was executed with great efficiency. By reaching out to a broad range of interested parties, they gave us the opportunity to choose the right partner from several options. At every stage, we could count on the team’s dedication and reliability. Their expertise and focus on results enabled us to secure an outstanding outcome with Winterberg’s Schweizer Treuhand Holding, the ideal partner for SMART’s next chapter. Beyond their professionalism, we especially valued the personal and collaborative spirit of working together with Investec.
