Roschier advised Ontario Teachers’ on its joint acquisition with Nordic Capital of Max Matthiessen

Recent work|November 22, 2024

Ontario Teachers’ Pension Plan (“Ontario Teachers’”), a major global institutional investor, and Nordic Capital, an experienced financial services private equity investor in Northern Europe, jointly acquire Max Matthiessen, a leading Nordic financial advisor, to drive further growth and expansion. Roschier acted as Ontario Teachers’ lead counsel on the transaction.

Max Matthiessen is one of the leading financial advisors in pensions, insurance and investment in the Nordic region. They offer expert advice and guidance on savings, benefits, and insurance to companies and their employees, as well as to private individuals. Founded in 1889, Max Matthiessen is headquartered in Stockholm, Sweden, and has more than 800 employees across 45 locations across the Nordic region, serving over 18,000 corporate clients.

Ontario Teachers’ Pension Plan Board (“Ontario Teachers’”) is a global investor with net assets of CAD 255.8 billion as at June 30, 2024. Ontario Teachers’ invest in more than 50 countries in a broad array of assets, including public and private equities, fixed income, credit, commodities, natural resources, infrastructure, real estate and venture growth to deliver retirement income for 340,000 working members and pensioners.

Roschier’s core advisory team comprised Jens Bengtsson, Markus Olsson, Fredrik Eriksson Oppliger, Carl Byström, Leo Lee, Björn Hård af Segerstad, Niklas Eriksson, Martin Öhman, Teodor Ljungqvist, Sebastian Nwosu, Alice Josephson, Anton Örnberg, Ali Khalid Fadhil, Elias Olsson and Sofia Andersson.