M&A Deal Summary

EFG International Acquires BSI SA

On February 22, 2016, EFG International acquired financial services company BSI SA from BTG Pactual for 1.3B CHF

Acquisition Highlights
  • This is EFG International’s 1st transaction in the Financial Services sector.
  • This is EFG International’s 0th largest (disclosed) transaction.
  • This is EFG International’s 1st transaction in Switzerland.

M&A Deal Summary
Date 2016-02-22
Target BSI SA
Sector Financial Services
Buyer(s) EFG International
Sellers(s) BTG Pactual
Deal Type Divestiture
Deal Value 1.3B CHF

Target

BSI SA

Lugano, Switzerland
BSI SA is a Swiss private bank specializes in private wealth management. It provides high net worth individuals, independent asset managers and family offices with a comprehensive range of products and services, from classic to alternative and innovative solutions.

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Buyer(S) 1

Buyer

EFG International

Zurich, Switzerland
Category Company
Founded 1995
Sector Financial Services
Employees3,118
Revenue 1.4B CHF (2023)
DESCRIPTION

EFG International is a private banking company offers asset management services. EFG International was founded in 1995 and is based in Zurich, Switzerland.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
Country (Switzerland) 1 of 1
Year (2016) 1 of 1

Seller(S) 1

SELLER

BTG Pactual

São Paulo, Brazil
Category Company
Founded 1983
Sector Financial Services
Employees3,500
DESCRIPTION

BTG Pactual financial institution active mainly in the investment and commercial banking and wealth management businesses. BTG Pactual was founded in 1983 and is based in São Paulo, Brazil.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
Country (Switzerland) 1 of 1
Year (2016) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-09-15 BSI SA

Lugano, Switzerland

BSI SA is a Swiss private bank specializes in private wealth management. It provides high net worth individuals, independent asset managers and family offices with a comprehensive range of products and services, from classic to alternative and innovative solutions.

Buy Fr.1.2B
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-03-24 FIS Privatbank

Niederanven, Luxembourg

FIS Privatbank is a fully licensed private bank focused on providing a safe and stable banking partner for wealth management, asset management, and financing to clients with a CET1 equity ratio of about 35% and LCR of more than 160%. Its subsidiary Inter-Portfolio offers tailor-made solutions for the management of UCITS investment funds. FIS Privatbank is based in Niederanven, Luxembourg.

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