Exclusive sell-side advisor on the partial sale of Global Sana AG to Deutsche Vermögensberatung AG

Exclusive sell-side advisor on the partial sale of Global Sana AG to Deutsche Vermögensberatung AG

On November 2, 2021, the Deutsche Vermögensberatung AG and Global Sana AG announced the start of a strategic partnership. Together the companies want to become the leading provider of universal financial advisory services in Switzerland. Alongside this partnership DVAG has acquired the majority of the shares of Global Sana AG.


Support by IFBC
IFBC supported the shareholders of Global Sana as exclusive financial and M&A advisor in the preparation of the transaction and throughout the entire transaction process. During the preparation phase of the transaction, IFBC advised the shareholders in the context of the evaluation of possible strategic options and prepared the company for the upcoming transaction in an initial transaction readiness phase. In the subsequent transaction execution, IFBC conducted a structured international buyer approach, developed the transaction structure, supported the due diligence and led the negotiations.


The transaction enables Global Sana with new options to further expand its business model and the universal financial advisory segment. “We are very happy that we have found a strong partner to pursue our expansion plans in Switzerland. Deutsche Vermögensberatung with its awarded business approach has a wide expertise in the field of universal financial advisory which we want to offer our clients”, say Daniel Neumann and Dani Kass, the shareholders and managing directors of Global Sana.


About Global Sana
Global Sana is a Swiss company and with more than 110’000 customers a leading provider of insurance advisory services. At its ten locations in the german, french and italian speaking parts of Switzerland the company is employing around 130 people. Founded in 2014 and as an independent insurance broker Global Sana is a strong partner for private individuals and company clients in all matters of health, non-life and provisional insurances.


About Deutsche Vermögensberatung AG
Deutsche Vermögensberatung AG is the leading and most significant independent financial advisory company in Germany with more than 18’000 employees. The family-owned company group serves more than 8 million customers and is generating EUR 2.0 billion of sales. With the acquisition of Global Sana Deutsche Vermögensberatung AG is strengthening and further expanding its already existing market presence in Switzerland.


For the official press releases (in german language) please follow the links:

Media release Global Sana

Media release Deutsche Vermögensberatung AG


You can find out more about our M&A projects and transactions here.

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