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.“ – Florian Ewald, 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.
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OMMAX is a fast-growing digital strategy consultancy in Europe, specializing in transaction advisory, strategy, and end-to-end execution of digital initiatives. The vision is to build digital leaders in Europe to foster innovation and accelerate digital growth and profitability. Over the past 10 years, OMMAX realized 250+ M&A deals with >€15B deal value and 1,500+ 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, OMMAX is the leading consultancy within the European Private Equity sphere, designing and delivering best-in-class digital strategy and value creation.
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