The Carlyle Group LP agreed to acquire a minority stake in Schön Klinik SE on June 29, 2016. The transaction is subject to the approval of antitrust authorities. Wolfgang Richter, Alexander Fürwentsches and Caroline Herzog from Baker Tilly Roelfs acted as tax advisors for Schön Klinik and its shareholders. Martin Kühner, Michael Hinderer, Georg Schultze, Tobias Levedag, Jan Greim-Kuczewski and David Thomas of Altium acted as financial advisors. Legal advisors included Hans-Jörg Ziegenhain and Simon Patrick Link from Hengeler Mueller Partnerschaft von Rechtsanwälten mbB.
The Carlyle Group is a global alternative asset manager with $176 billion of assets under management across 128 funds and 170 fund of funds vehicles. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world’s largest and most successful investment firms, with more than 1,650 professionals operating in 35 offices in North America, South America, Europe, the Middle East, Africa, Asia and Australia.
Schön Klinik is among the leading providers of inpatient care in Germany. Its 17 hospitals across Germany specialise in orthopedics, neurology, and psychosomatic medicine. Their doctors, nurses and therapists strive to enhance their medical knowledge, guaranteeing a very high level of care. The quality of the hospitals‘ medical services has made it one of the largest owner-managed clinic groups in Germany.