Bregal Unternehmerkapital has acquired shares in Theobald Software GmbH. Loy & Co. provided comprehensive support to the seller.
January 2022
The Transaction
Bregal Unternehmerkapital (“BU”) will become a shareholder in Theobald Software GmbH (“Theobald Software”) effective March 1, 2022. As part of the transaction, shareholder Patrick Theobald reinvested, and the management team acquired a stake in Theobald Software. Completion of the transaction is still subject to the usual conditions and is expected by the end of February 2022.
Due to the exceptional commitment of all parties involved, the transaction process was completed within just two months, from initial approach to signature. Loy & Co.’s mandate included: Co. will be responsible for structuring the sales process, preparing transaction-relevant documents, researching and identifying suitable prospective buyers, evaluating and negotiating the purchase price, structuring the due diligence process, and supporting contract negotiations until the successful completion of the transaction.
“We are delighted to have gained BU as a shareholder whose values and vision for the further development of Theobald Software are fully aligned with ours,” says Peter Wohlfarth, Managing Director of Theobald Software. “The goal of the partnership is to gradually expand the growth, which has continued over the past almost 20 years since the company was founded, into additional target markets. In addition, the focus is on investing in research and development to further expand our technological leadership in the area of SAP interfaces.”
As founder, Patrick Theobald will step down from management but will remain involved in the company due to his clear vision and complete confidence in this step. Furthermore, Patrick Theobald will continue to contribute his technical expertise as a consultant.
“In the area of SAP interfaces, we already offer our customers the technically leading product solution; at the same time, the increasing digitalization of the global economy provides excellent growth potential,” says Patrick Theobald. “I am convinced that Theobald Software can now take even greater growth steps with additional financial strength and expertise.”
The Companies
About Theobald Software
Founded in Stuttgart in 2004, Theobald Software is a leading global provider of intelligent interfaces for the integration of SAP and non-SAP systems into Microsoft environments and third-party systems for BI/analytics, as well as databases, analysis platforms, and cloud solutions.
From five offices in Europe, the USA, and Asia, the interface specialist serves over 3,500 customers of all sizes and industries, including numerous medium-sized companies and a large majority of DAX-listed companies. Making difficult things simple is what Theobald Software is all about: We make difficult easy – Difficeasy!
For more information, please visit www.theobald-software.com
About Bregal Unternehmerkapital
BU is part of a family business built over generations. The BU funds invest in medium-sized companies from a wide range of industries in Europe, focusing on market leaders and “hidden champions” with strong management teams and growth potential. With patient capital, entrepreneurial expertise, and a collaborative approach, the BU team works closely with portfolio companies to specifically advance their development, internationalization, and digitalization, and to generate sustainable shareholder value on a responsible basis.
For more information, please visit www.bregal.de
