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Dr Stephan WerlenPicture of Stephan Werlen

Dr Stephan Werlen, LL.M.

Partner

CMS von Erlach Poncet Ltd.
Dreikönigstrasse 7
P.O. Box
8022 Zurich
Switzerland
Languages German, English, French

Stephan Werlen focuses on M&A and corporate law, joint ventures, MBOs, acquisition finance, venture capital transactions, corporate restructuring and corporate relocation. He has broad experience both in domestic and international mergers and acquisitions (including auction processes) and the financing of such transactions. In addition, he is an expert in W&I insurance transactions (M&A insurance) with a long track record in this area. Stephan Werlen also regularly advises foreign companies on their relocation to Switzerland and assists companies in their ongoing corporate and commercial activities (e.g. shareholders' agreements, capital measures and other corporate housekeeping matters, supply contracts, general terms & conditions, etc.).

Stephan Werlen joined CMS in 2003 and became a partner in 2009. He is a member of the CMS Corporate Practice Group and the CMS Private Equity Sector Group.

Stephan Werlen studied law at the University of Zurich (lic. iur., Dr. iur) and earned a post-graduate degree from University of Chicago Law School (LL.M.). Before joining us he worked at the District Court of Zurich, wrote his thesis on the legal position of the target company in takeover transactions (Die Rechtsstellung der Zielgesellschaft im Übernahmekampf, Schweizer Schriften zum Bankrecht, Bd. 64, Zürich 2001) and was an associate with another Zurich based business law firm.

Stephan Werlen is an officially admitted representative of listed companies at the SIX Swiss Exchange.

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Relevant experience

  • Advised Yongfeng on an investment in Sotefin SA and on the establishment of a joint venture in China.
  • Advised Halder on acquisition of Suvema AG.
  • Advised Halder on acquisition of Specken Drumag Group.
  • Advised Avectris on acquisition of ERPsourcing AG.
  • Advised Dharampal Satyapal Limited on acquisition of a substantial minority stake in Lalique Group
  • Advised shareholders on sale of Alpha Solutions AG to Bechtle
  • Advised shareholders on sale of fluidFOCUS AG to Rivella
  • Advised Avectris on acquisition of Comicro AG
  • Advised Optimapharm Group on acquisition of Denothex AG
  • Advised shareholders on sale of Orbium to Accenture.
  • Advised Foncia Group on acquisition of GRIBI Group.
  • Advised on sale of evitria AG to private equity funds of Afinum and SHS.
  • Advised Roto Frank AG on acquisition of Dachfenster Keller GmbH.
  • Advised CCC Group in the acquisition of the majority stake in Karl Vögele AG, Uznach.
  • Advised shareholders on sale of R. Wick Group to JAG Jakob AG.
  • Advised Capcellence Mittelstandspartner GmbH on acquisition of a stake in Argo-Hytos Group.
  • Advised Axpo on the sale of its shares in Elektrizitätswerk des Kantons Schaffhausen AG to the Canton of Schaffhausen.
  • Advised shareholders on the sale of Infinigate Holding AG to H.I.G. Capital.
  • Advised Endeit Capital on its equity investment into Chronext AG (financing round).
  • Advised shareholders on sale of SF-Filter AG to Ambienta SGR.
  • Advised Festo on acquisition of Eichenberger Group.
  • Advised Blue Corporate Finance on cooperation with Quarton Partners.
  • Advised group of investors on investment in fabfab GmbH.
  • Advised ads-tec on cooperation with Leclanché SA.
  • Advised management on MBO of SMA und Partner AG.
  • Advised Matthews on acquisition of Wetzel group of companies.
  • Advised Polaris on acquisition of swissauto companies.
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Education

  • 2003 – Master of Laws, LL.M., University of Chicago Law School (USA)
  • 2001 – Thesis, Dr.iur., magna cum laude, University of Zurich
  • 2000 – Bar exam
  • 1997 – legal studies, lic.iur., magna cum laude, University of Zurich
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Memberships

  • Zurich Bar Association
  • Swiss Bar Association 
  • Swiss Private Equity & Corporate Finance Association (SECA)
  • University of Chicago Alumni Association
  • University of Zurich Alumni Association
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Publications

  • "Stichentscheid in der Generalversammlung, Besprechung des Urteils 4A_579/2016 des Bundesgerichts vom 28. Februar 2017 (BGE 143 III 120 ff.)", GesKR 3/2017, 361 ff.
  • "Versicherung von Transaktionsrisiken − Ein Überblick über die verschiedenen Arten, Verwendungszwecke und Problemstellungen beim Einsatz von M&A Versicherungen", GesKR, March 2013
  • "Mergers & Acquisitions: Strategische Investoren auf dem Vormarsch", Swiss Equity magazin, 17 September 2008
  • "Die massgeschneiderte GmbH wird Realität", Handelszeitung, 24 May 2006
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Lectures list

  • Impact HUB Geneva, participating as speaker on the panel at the SECA Lunch Event for R&W Insurance, 6 November 2017
  • Presentation on the topic: «Grant, vest, exercise: Rechtliche und steuerrechtliche Fallstricke beim Einsatz von Mitarbeiterbeteiligungen», Technopark, Startup Campus, Legal Tuesday, 14 March 2017
  • Lecture at SECA Breakfast Event "Gewährleistungen in M&A-Transaktionen: Möglichkeiten, Grenzen und Nutzen der Versicherung von Gewährleistungen und Freistellungen in M&A-Transaktionen", 6 April 2016
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01/11/2019
In­ter­na­tion­al CMS team ad­vises Halder on ac­quis­i­tion...
31/10/2019
CMS ad­vises Yong­feng on in­vest­ment in Swiss auto­mated...
24/09/2019
CMS ad­vises Halder on ac­quis­i­tion of Dru­mag Flu­id­tech­nik...
10 Jul 19
CMS ad­vises Avec­tris on the ac­quis­i­tion of ERP­sourcing...
10 Jul 19
CMS ad­vises DS Group on the ac­quis­i­tion of a sub­stan­tial...
29 May 19
CMS ad­vises share­hold­ers on the sale of Al­pha Solu­tions...
22 May 19
CMS ad­vises the share­hold­ers on the sale of flu­id­FO­CUS...
11 Apr 19
CMS ad­vises Avec­tris on the ac­quis­i­tion of Co­mic­ro...
03 Apr 19
CMS ad­vises Op­tim­apharm Group on the ac­quis­i­tion of...
27 Mar 19
CMS ad­vises share­hold­ers on the sale of Or­bi­um to Ac­cen­ture
22 Mar 19
CMS ad­vises Fon­cia Group on the ac­quis­i­tion of GRIBI...
22 Jan 19
CMS ber­ät beim Verkauf der evit­ria AG