Selected deals and cases

Merger between Julius Bär Invest AG and Creinvest AG

2009 / August

On 26 June 2009, Julius Bär Invest AG, a subsidiary of publicly listed Julius Bär Holding AG ("JBH"), and Creinvest AG announced to merge their businesses. Creinvest is an investment company listed on the SIX Swiss Exchange. In this triangular merger, the shareholders of Creinvest will receive as compensation for each Creinvest share 5.4112 shares in JBH. The total number of JBH shares a Creinvest shareholder will receive will be rounded down to the next entire JBH share, the remainder paid in cash. The merger was approved by the shareholders of both merging companies on 3 August 2009.

Lenz & Staehelin advised in this transaction Julius Bär Invest AG. The team was led by Rudolf Tschäni and included Tino Gaberthüel and Oliver Hablützel.

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