Momentum advises SHK Bayern Holding GmbH on the acquisition of Wolf Sanitärtechnik
Momentum advised SHK Bayern Holding GmbH, the sole shareholder of Pertler-Gebäudetechnik Group (“Pertler“) and an affiliated company of Family Trust Investor FTI GmbH (“Family Trust“), on the acquisition of Wolf Sanitärtechnik.
Founded in 1977 in Friedberg near Augsburg, Wolf Sanitärtechnik provides services in the areas of sanitary, building technology and ventilation. In addition to comprehensive sanitary renovations and state-of-the-art building technology solutions, Wolf Sanitärtechnik offers the entire range of services related to the planning of complex sanitary and heating systems of any size and utilizing any energy source, as well as solar systems and combined heat and power plants: From consulting and planning to implementation and operation. The team of Wolf Sanitärtechnik consists of 17 highly competent and reliable employees who are always well trained in line with the latest technology. Therefore, Wolf Sanitärtechnik manages to use new methods, techniques and processes and to install innovative systems meeting high-quality standards and on schedule. The previous owner of Wolf Sanitärtechnik, Peter Zimmermann, will remain with the company as a consultant with his many years of experience.
Pertler was founded in 1984 and is one of Munich’s largest companies specializing in sanitary systems, heating and ventilation/air conditioning. In addition to the classic heating construction and sanitary business, Pertler is leading in service and maintenance as well as water damage restoration.
Pertler Group is pursuing a buy-and-build strategy and has recently realized several add-on investments.
About Family Trust:
Family Trust is an investment company managed by entrepreneurs that acquires majority stakes in profitable medium-sized companies across all industries in German-speaking countries. Unlike traditional investment funds, Family Trust offers not only the provision of capital but also operational support as an active sparring partner for the management of the acquired companies and in the identification and implementation of growth potential.
Momentum was founded in January 2022 as a boutique firm of experienced lawyers specializing in transactions in Munich. Another location was opened in Frankfurt am Main as of July 2023. We provide efficient, proactive and pragmatic advice in the areas of M&A, private equity, venture capital, corporate law and tax law.