Germany's largest independent fund administration service provider.

Montagu acquired Universal-Investment from Joh. Berenberg, Gossler & Co. KG and Bankhaus Lampe KG in January 2017.

Universal-Investment, headquartered in Frankfurt am Main and established in 1968, is Germany’s largest independent provider of German and Luxembourg fund structures as well as middle- and back-office fund administration services for institutional investors and asset managers. Universal-Investment is focused on the efficient and risk-oriented administration of funds, securities, real assets and real estate. Universal-Investment has rapidly grown its assets under administration and management, today amounting to over €500bn.

Montagu was attracted by the resilient growth of the fund administration industry driven by continuous net inflows of capital, high entry barriers and Universal-Investment’s excellent reputation and competitive positioning. Montagu is backing a highly experienced management team with a vision to further grow the business over the next years.

Deal details

Deal type: Management Buyout Investment Year: 2017 Country: Germany Status: In portfolio Value: Undisclosed Industry Sector: Financial Services, Business Services