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麦格理 · 2026/09/04

助力独立保险分销平台成长 | 麦格理资本

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助力独立保险分销平台成长 | 麦格理资本

市场整合——受经纪人继任挑战、监管复杂性上升以及对技术投资需求增强的推动——正促使企业提升其服务提供的价值,同时寻找升级的方式来向客户传递专业知识。

ATTIKON Finanz AG(ATTIKON)成立于2019,年,是德国增长最快的独立保险分销平台之一,专门为德国中型企业市场提供财产险和意外险解决方案。

ATTIKON的创始人发现了一个建立规模化平台的机会,以整合分散的德国保险经纪市场,并将其定位为具有专业技术能力的专业专注、完全整合型参与者,能够在广泛的行业领域提供量身定制的风险解决方案。

为了推进下一阶段的增长,ATTIKON需要:

在ATTIKON与麦格理资本咨询团队初步会面后,发现了一个机会,将ATTIKON与麦格理资本私人信贷团队联系起来,以促进其增长战略。

基于这一引荐,麦格理资本私人信贷团队提供了专门的收购和贷款设施,包括战略股权投资,以提供立即可用的资本,通过有针对性的无机扩张来扩展ATTIKON规模。随后又追加了后续资金,以支持公司雄心勃勃的增长战略。

ATTIKON在2025,年重新聘请了麦格理资本咨询团队,利用其在保险分销领域的深厚行业专长来寻求第三方私募股权投资。团队通过强调其韧性的商业模式和平台价值,向潜在投资者阐述了ATTIKON独特的价值主张。随后,团队进行了竞争性的流程,筛选出一组积极进取的投资者,最终确定Astorg为ATTIKON的长期合作伙伴——这笔交易标志着麦格理资本咨询部门在DACH地区的第三笔分销交易。

麦格理资本咨询部门随后通过将ATTIKON定位为优质资产,确保了Astorg成为高水准的机构合作伙伴。Astorg的投资为ATTIKON提供了加速进入下一阶段增长所需的资源,扩大了其市场影响力,而麦格理资本与全球发起人的深厚关系则为ATTIKON确保了最优的交易条款以及反映平台市场领先地位的具有竞争力的估值。

与此同时,麦格理资本私人信贷的贷款设施使得并购交易能够持续执行,同时减少了创始人股权的稀释。这确保了ATTIKON价值的保持和平台上行空间的最大化,以促进其持续成功。

在Astorg进行重大投资后,麦格理资本私人信贷仍然是ATTIKON的贷款机构,团队继续支持其下一阶段的增长。

麦格理资本在DACH地区成功咨询的保险分销交易2

麦格理本金融资执行和支持的收购3

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完整英文原文

Market consolidation - fuelled by broker succession challenges, rising regulatory complexity and the heightened need for investment in technology - is prompting firms to enhance the value of their service offering while identifying uplifted ways to deliver specialised expertise to their clients.

Founded in 2019, ATTIKON Finanz AG (ATTIKON) is one of the fastest-growing independent insurance distribution platforms in Germany, specialising in providing P&C solutions for the German Mittelstand (small and medium-sized enterprises) market.

ATTIKON’s founders identified an opportunity to build a scaled platform that would consolidate the fragmented German insurance brokerage market, differentiating itself as a specialty-focused, fully integrated player with the technical capabilities to provide tailored risk solutions across a broad range of sectors.

To facilitate its next phase of growth, ATTIKON required:

After an initial meeting between ATTIKON and the Macquarie Capital Advisory team, an opportunity was identified to connect ATTIKON with Macquarie Capital’s Private Credit team to facilitate its growth strategy.

Off the back of this introduction, Macquarie Capital’s Private Credit team provided a dedicated acquisition and lending facility, including a strategic equity investment, to deliver the immediate capital necessary to scale ATTIKON through targeted inorganic expansion. This was supplemented with follow-on capital to support the company’s ambitious growth strategy.

ATTIKON re-engaged Macquarie Capital’s Advisory team in 2025, making use of their deep sector expertise in insurance distribution to seek third party private equity investment. ATTIKON’s unique value proposition was articulated by the team to prospective investors by highlighting its resilient business model and platform value. The team then ran a competitive process to select a group of highly motivated investors, ultimately securing Astorg as ATTIKON’s long-term partner - this deal marking the third distribution transaction in the DACH region for Macquarie Capital’s Advisory arm.

Macquarie Capital’s Advisory arm then secured Astorg as a high-calibre institutional partner by positioning ATTIKON as a premium asset. Astorg’s investment provided ATTIKON with the resources required to accelerate towards its next phase of growth, expanding its market presence, while Macquarie Capital’s deep relationships with global sponsors ensured optimal deal terms for ATTIKON alongside a competitive valuation that reflected the platform’s market-leading status.

Simultaneously, Macquarie Capital Private Credit’s lending facility enabled the continuous execution of M&A deals while lessening founder equity dilution. This ensured the preservation of ATTIKON’s value and the maximisation of the platform’s upside to facilitate its continued success.

Macquarie Capital Private Credit remains a lender to ATTIKON following the significant investment by Astorg, with the team continuing to support its next phase of growth.

successful DACH insurance distribution transaction advised by Macquarie Capital2

acquisitions executed and supported by Macquarie Principal Finance3

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由 AI 依据上文研报生成 · 非原文直译、非机构原话 · 重要判断请核对官网原文
关键论点
  • 市场整合受到经纪人继任挑战、监管复杂性上升和技术投资需求的推动。
  • ATTIKON是一家快速增长的独立保险分销平台,专为德国中小企业提供财产险解决方案。
  • 麦格理资本提供了专项收购和贷款融资,加上战略股权投资,以支持无机扩张。
  • 通过竞争性程序,Astorg成为长期合作伙伴,麦格理资本在该交易中提供咨询。
  • 在Astorg投资后,私人信贷融资仍继续存在,支持持续并购同时限制稀释。
风险
  • 与无机扩张和并购整合相关的执行风险。
  • 保险分销行业的监管变化可能影响运营。
  • 市场状况可能影响增长战略的成功。