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Cover Image Sergio P. Ermotti

Sergio P. Ermotti

CEO at UBS ASSET MANAGEMENT

Investor

Deal Bio

Total Deals12

Valued Deals7

Total Value£ 3.11 B

Avg. Deal Size£ 444 M

Market Context

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30 Nov 2018|China|Banks

Target: UBS SECURITIES CO LTD

Bidder: UBS AG

3 Service Providers

1 Target | 2 Bidder

11 Dealmakers

1 Target | 10 Bidder

£ 98 M

Value

07 Jun 2019|Japan|Asset Managers and Custodians

Target: UBS & SUMITOMO MITSUI JAPAN JV

Bidder: UBS AG

3 Service Providers

6 Dealmakers

n/a

Value

06 Nov 2019|Brazil|Banks

Target: UBS BANCO DO BRASIL JV

Bidder: UBS AG

2 Service Providers

6 Dealmakers

n/a

Value

21 Jan 2020|Switzerland|Banks

Target: UBS FONDCENTER

Bidder: CLEARSTREAM BANKING

8 Service Providers

5 Bidder | 3 Vendor

31 Dealmakers

17 Bidder | 14 Vendor

£ 309 M

Value

15 Apr 2021|Brazil|Diversified Financials

Target: CONSENSO INVESTIMENTOS

Bidder: UBS AG

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

19 Jul 2021|Italy|Luxury Items

Target: ERMENEGILDO ZEGNA GROUP

Bidder: INVESTINDUSTRIAL

16 Service Providers

5 Target | 11 Bidder

54 Dealmakers

21 Target | 33 Bidder

£ 2.32 B

Value

27 Oct 2021|India|Full Line Insurance

Target: PAYTM INSURETECH

Bidder: SWISS RE

4 Service Providers

1 Target | 1 Bidder | 2 Vendor

16 Dealmakers

3 Bidder | 13 Vendor

£ 88 M

Value

24 Jun 2024|China|Investment Banking

Target: CREDIT SUISSE SECURITIES (CHINA)

Bidder: BEIJING STATE-OWNED ASSETS MANAGEMENT (BSAM)

3 Service Providers

1 Target | 2 Vendor

3 Dealmakers

1 Target | 2 Vendor

£ 72 M

Value

15 Aug 2024|United States|Mortgage Finance

Target: CREDIT SUISSE (SELECT PORTFOLIO SERVICING)

Bidder: SIXTH STREET PARTNERS

6 Service Providers

3 Bidder | 3 Vendor

22 Dealmakers

21 Bidder | 1 Vendor

n/a

Value

21 Oct 2024|Switzerland|Diversified Financials

Target: SWISSCARD

Bidder: AMERICAN EXPRESS

4 Service Providers

1 Target | 1 Bidder | 2 Vendor

19 Dealmakers

1 Target | 1 Bidder | 17 Vendor

n/a

Value

03 Jan 2025|China|Banks

Target: UBS SECURITIES CO LTD

Bidder: UBS AG

5 Service Providers

1 Target | 3 Bidder | 1 Vendor

13 Dealmakers

1 Target | 11 Bidder | 1 Vendor

£ 168 M

Value

16 Apr 2025|United States|Financial Data and Systems

Target: LUMA FINANCIAL TECHNOLOGIES

Bidder: SIXTH STREET PARTNERS

7 Service Providers

2 Target | 5 Bidder

11 Dealmakers

3 Target | 8 Bidder

£ 47 M

Value

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