Schellenberg Wittmer Ltd advises Sagard, a global alternative asset manager, on the combination of its private equity platform with Unigestion, a European private equity firm focused on the mid-market.
The transaction aims to create a global leader in mid-market private equity.
Following the closing of the transaction, Sagard will have approximately US$44 billion in assets under management.
Unigestion's non-private equity businesses are excluded from the transaction, and Sagard's other private equity businesses based in Paris and Canada will continue to be managed independently.
The transaction is expected to be finalised in early 2026, subject to approval by the relevant regulatory authorities.
Sagard is advised by Schellenberg Wittmer Ltd, McDermott Will & Schulte, and Blake, Cassels & Graydon LLP, and Unigestion is advised by Lenz & Staehelin.
The teams at Schellenberg Wittmer Ltd involved in the transaction were composed of:
Corporate
Regulatory
Merger control
Social