Unigestion and Sagard combine their forces to create a global leader in middle-market private equity investment solutions

Lenz & Staehelin has assisted the sellers in connection with the sale to Sagard, a leading Canadian alternative asset management group, of the entire share capital of UNIGESTION PRIVATE EQUITY HOLDING SA, the head holding of Unigestion's private equity business.

The signing took place on 18 September 2025. Completion remains subject to the satisfaction of customary conditions precedent, including regulatory approvals.

This transaction is the culmination of a strategic reorganization of the Unigestion group around two head holdings, UNIGESTION PRIVATE EQUITY HOLDING SA (formerly UNIGESTION HOLDING SA) for the private equity business and UNIGESTION HOLDING ONE SA for all its other business activities, including Unigestion's strategic partnership with Kepler Cheuvreux in public equities asset management and its wealth management business (through U Wealth SA).

Lenz & Staehelin has advised Unigestion and its shareholders on each step of this comprehensive reorganization and strategic sale to Sagard.

This sale of UNIGESTION PRIVATE EQUITY HOLDING SA to Sagard combines two highly regarded firms, enhancing their geographic presence and investment capabilities to better serve institutional investors in the middle market. The new private equity platform will manage over USD 23 billion in private equity assets. Post completion, Sagard is expected to manage approximately USD 44 billion in total assets.

The Lenz & Staehelin Team was led by Shelby du Pasquier (Banking and Finance) and David Ledermann (Corporate and M&A), with support from Isy Isaac Sakkal (Banking and Finance) and Alex Coulaud (Corporate and M&A).