Seven2 Agrees to Acquire HRK LUNIS, a Leading German Independent Wealth Management Platform, from J.C. Flowers

Whats Happening:

Seven2, a European private equity firm, has signed a binding agreement to acquire a majority stake in HRK LUNIS, a leading German independent wealth management platform, from J.C. Flowers & Co. This marks Seven2's first investment in Germany and a strategic step in its European expansion. The transaction is expected to close in Q4 2025, subject to regulatory approvals.

Key Moves:

• Seven2 to acquire majority stake in HRK LUNIS from J.C. Flowers

• HRK LUNIS management team, including CEO Andreas Brandt, to retain significant ownership

• Transaction marks Seven2's first investment in Germany

By The Numbers:

• HRK LUNIS manages over €6.6bn in assets

• HRK LUNIS serves more than 2,200 clients

• HRK LUNIS operates across eight cities in Germany

Key Quotes:

• "We want to thank J.C. Flowers for the great partnership over the past eight years, and we are happy to welcome Seven2 as our future partner to further drive organic and inorganic growth," said Andreas Brandt, CEO of HRK LUNIS.

• "We are thrilled to welcome HRK LUNIS into the Seven2 family. This partnership reflects our deep confidence in this outstanding team," said Dr. Florian Wolff, Partner at Seven2, and Head of DACH Region.

Bottom Line:

Seven2's acquisition of HRK LUNIS represents a significant move into the German wealth management market. The deal aims to continue HRK LUNIS's successful growth trajectory by expanding its footprint, evolving its product offering, and optimizing digital capabilities. This strategic investment underscores the growing importance of independent wealth management platforms in Europe's financial landscape.

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