Home / People / Dr 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 shareholders on sale of Haselmeier Group to Sulzer.
  • Advised shareholders on sale of keyon AG to Swiss IT Security AG.
  • Advised Avectris on acquisition of Logicare AG.
  • Advised Halder on acquisition of Sirag AG, Univer AG and Uniprod AG.
  • Advised IMCD on acquisition of DCS Pharma Group.
  • 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

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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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11 January 2021
CMS ad­vises on the ac­quis­i­tion of the drive and pro­cess tech­no­logy unit...
Zurich, 18 Decem­ber 2020 | Valeta AG, headquartered in Zug, a port­fo­lio com­pany of Frank­furt-based fin­an­cial in­vestor Halder, ac­quires through its sub­si­di­ary Uni­prod AG by way of an as­set deal the drive...
18 December 2020
CMS Ex­pert Guide to re­new­able en­ergy law and reg­u­la­tion
Down­load our ded­ic­ated "Re­new­ables guide" pdf by click­ing on the link be­low Re­new­ables guide In­tro­duc­tion This guide in­cludes con­tri­bu­tions from some of the most act­ive law­yers in the re­new­ables sec­tor...
02 October 2020
CMS ad­vises on the sale of Hasel­mei­er Group to Sulzer
The share­hold­ers of Hasel­mei­er Group sold all shares in Hasel­mei­er Group for an en­ter­prise value of 100 mil­lion Euros to stock ex­change lis­ted Swiss com­pany Sulzer AG.Hasel­mei­er Group, foun­ded in 1920...
13 July 2020
CMS ad­vises on the sale of key­on AG
The share­hold­ers of key­on AG, ad­vised by CMS, have sold all shares in key­on AG to Swiss IT Se­cur­ity AG.key­on AG, foun­ded in 1999 and based in Rap­per­swil-Jona, is a full ser­vice pro­vider and lead­ing pro­vider...
08 July 2020
CMS ad­vises Avec­tris on the ac­quis­i­tion of Lo­gi­care AG
Avec­tris, a Baden-based full-ser­vice IT pro­vider for Swiss mid-mar­ket com­pan­ies, fur­ther ex­pands its port­fo­lio in the health­care sec­tor and ac­quires Lo­gi­care AG.Lo­gi­care, which was foun­ded by hos­pit­als...
15 April 2020
New rank­ings from "The Leg­al 500" for CMS Switzer­land
New rank­ings from "The Leg­al 500" for CMS Switzer­land CMS Switzer­land is be­ing re­com­men­ded in 16 cat­egor­ies in this year's edi­tion of The Leg­al 500, pub­lished in April 2020. We are par­tic­u­larly pleased...
April 2020
CMS En­ergy Glob­al Bro­chure
The en­ergy sec­tor is used to change, but has nev­er faced great­er change than it does today The biggest me­di­um and long-term is­sue of our time is how to meet our en­ergy needs in a way that sus­tains the...
31 March 2020
CMS ad­vises Halder on the ac­quis­i­tion of Sirag, Univer and Uni­prod
CMS ad­vises Halder on the ac­quis­i­tion of Sirag, Univer and Uni­prod Frank­furt-based fin­an­cial in­vestor Halder ac­quires a ma­jor­ity stake in Swiss-based Sirag AG, Univer AG and Uni­prod AG through its Valeta...
13 January 2020
CMS ad­vised IM­CD on the ac­quis­i­tion of DCS Pharma AG
CMS ad­vised IM­CD on the ac­quis­i­tion of DCS Pharma AG Basle | Rot­ter­dam  IM­CD N.V., a lead­ing dis­trib­ut­or of spe­cialty chem­ic­als and food in­gredi­ents, ac­quired Swiss phar­ma­ceut­ic­al dis­trib­ut­or DCS Pharma...
01/11/2019
In­ter­na­tion­al CMS team ad­vises Halder on ac­quis­i­tion of Swiss pro­vider...
Frank­furt/Main and Zurich – Frank­furt-based SME in­vestor Halder has ac­quired a ma­jor­ity stake in Suvema AG of Biber­ist, Switzer­land, as part of a man­age­ment buy-out. Mem­bers of the man­age­ment team also...
31/10/2019
CMS ad­vises Yong­feng on in­vest­ment in Swiss auto­mated park­ing spe­cial­ist...
Shang­hai – The Chinese Yong­feng Group has ac­quired a 25 per­cent stake in Sotefin SA, a Swiss sup­pli­er of auto­mated park­ing sys­tems for vehicles. At the same time, Yong­feng and Sotefin Pat­ents SA have...
24/09/2019
CMS ad­vises Halder on ac­quis­i­tion of Dru­mag Flu­id­tech­nik and EPH Elektronik
Frank­furt/Main – Frank­furt-based SME in­vestor Halder has ac­quired a ma­jor­ity stake in Dru­mag Flu­id­tech­nik of Bad Säckin­gen and EPH Elektronik of Be­sigheim-Ottmarsheim as part of a suc­ces­sion plan...