Montagu picks up CEFS from UBS

Montagu was attracted to the deal as it expects a high level of consolidation in the employee compensation industry due to regulatory changes. The buyout house will support CEFS's growth through acquisitions and partnerships.

The business will be legally separated from UBS and transferred into its own legal entity.

Company
CEFS is part of UBS Wealth Management and provides employee share participation programs for around 100 corporate clients in Europe and Asia. In total, the company supplies plans for more than 780,000 plan participants.

CEFS provides equity-lined compensation plans through its internet-based platform EquatePlus. It offers online modelling, portfolio valuations and real-time trading capabilities to enable control over asset planning.

People
Mads Hansen is a director at Montagu. Oliver Freigang is head of UBS CEFS.

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• Topics
• DACH
• Buyouts
• Financials
• Montagu Private Equity
• UBS