2 Minutes Read By Toni Stork

OMMAX Advised Alpina Partners on Their Investment Into FINAplus

#Announcement#Commercial Due Diligence#Digital Strategy#Technical Due Diligence

We advised Alpina Partners GmbH (“Alpina Partners”) on their investment into FINAplus GmbH (“FINAplus”), a wealth management software platform comprising PS plus Portfolio Software + Consulting GmbH (“PSplus”) and FinaSoft Gmbh (“FinaSoft”). The current management team will retain a substantial stake in the business and will support the next growth phase of FINAplus.

The DACH market for wealth management software is highly attractive and is estimated to grow at ~11% CAGR (2022F-26F). Positive fundamental drivers of the market include increased digitization ambitions following the COVID-19 pandemics as well as general industry trends.

In preparation for the investment, we supported Alpina Partners by a commercial and tech due diligence and examined FINAplus’s business model, market dynamics, competitive landscape, customer performance, and assessed management’s business plan to derive actionable commercial and digital value creation opportunities. Also, a tech strategy and IT architecture review has been conducted.

We would like to congratulate Alpina Partners on their successful investment into FINAplus, a well-established company in the wealth management software space. FINAplus has a strong state-of-the-art product offering, serving many long-standing customer relationships, at the same time having the potential to successfully gain further market share.“

Dr. Stefan Sambol, Partner at OMMAX

About Alpina Partners

Alpina Partners is an independent European technology investment firm focusing on leading businesses with strong USPs in the B2B software, technology-enabled business services, and industrial technologies sector. Alpina is a long-term investor aiming at sustainable value growth.

About FINAplus GmbH

PSplus offers a comprehensive back-office suite for portfolio management while FinaSoft provides a modern full-service wealth management SaaS platform facilitating the interaction between advisors and customers. In addition, both companies provide consulting and support services. With over 70 employees, the Group (FINAplus) is a well-respected player in the wealth management software market and serves a broad customer base of small and medium-sized asset managers, banks, and family offices. Over the last few years, FINAplus has shown significant double-digit recurring revenue growth.

About OMMAX

We believe everyone can become a digital leader.

We are a fast-growing digital strategy consultancy, specializing in transaction advisory, strategy, and end-to-end execution of digital initiatives. It’s our vision to build digital leaders worldwide to foster innovation and accelerate digital growth and profitability. Over the past 12 years, we realized 300+ M&A deals with >€18B deal value and 2,000+ international value creation projects in various industries for leading private equity firms in commercial strategy, digital operational excellence, advanced data strategy, analytics, tech, and automation. As a front-runner for holistic data-driven strategy consulting and end-to-end execution, we are the leading consultancy within the global private equity sphere, designing and delivering best-in-class digital strategy and value creation.

Do you want to learn more about our experience in transaction advisory? Get in touch with our CEO Toni Stork: toni.stork@ommax.de

By Toni Stork

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