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Mergers and Acquisitions
We partner with owners and managers of small and mid-cap private companies in Switzerland and across the EU to help grow their businesses through mergers and acquisitions. Our experienced team helps them to look beyond the limits of their own organisation with the knowledge and knowhow to drive forward purchases and play a hands-on role in managing transition and restructure.
AVAILABLE, PROACTIVE, AND EXPERIENCED
Our approach to private equity focuses on the twin goals of creating value for our clients and having a positive social and environmental impact. This unique and deeply personal lens on private equity takes in investment opportunities in key areas such as education and sustainable agriculture, as well as club deals and the selection of third-party funds.
Our private equity investment all provide complete transparency and track an investment’s development at every step. We believe that good corporate governanceis vital not just for society, but as a way of creating long-term business value too.
From investing in entrepreneurial businesses to opportunities in club deals and third-part private equity funds – every opportunity we offer has been looked at through our unique, long-term lens to ensure it can create the opportunity to invest without limits.
A client-focused APPROACH
Our dedicate team are focused on finding, assessing and managing structured products for both private andinstitutional clients. Technically expert and driven to compete, we manage structured products for the lifetime of our clients ownership, looking far beyond the initial sale. This unusually long-term view is in contrast to many of our competitors and a distinct advantage to our clients.
Structured products are technical and complex, but we don’t believe that this complexity should limit your ability to invest if the opportunity is right. Our combination of specialist expertise and client-focused approachdeliver a unique mix of investment banking and wealth management – the best of both worlds. Good service and the human touch are part of our strong wealth management heritage, but we never let tradition hold us back.
Technology is a vital part the success of our approach to structured products. We see the manual tools used by many as simply barriers to good client service. Our automated in-house platform delivers transparency at the click of a button allowing our team to focus on you.
AVAILABLE, PROACTIVE, AND EXPERIENCED
Our M&A expertise was born out of a desire to help clients with every step of their wealth journey. As more and more clients turned to us as a trusted manager of their wealth, we developed the skills and processes we knew they needed to make the most of the opportunities to increase the value and potential of their businesses. Knowledgeable and connected – we can quickly bring together the right team ofexternal experts for each unique client.
Always agile, we bring together a unique mix of entrepreneurial skills and experience gained inside the M&A departments of some of the world’s largest and best-know accounting and consulting firms. Because we are small enough to be free from unnecessary processes and layers of bureaucracy, we are quick to recognise and seize opportunities and are never limited by our own structures and in-house talent.
Hands-on CEO experience is another core part of our DNA. This means that you can be sure that we have walked in your shoes, we share your mindset, and we understand what matters to you. When the opportunity is right, we often coinvest alongside our clients. Not only does this ensure a good alignment of interests between you as investor and us as advisor, but it also adds extra skills and experience to our clients’ team, all focused on making your merger or acquisition the long-term success it deserves to be.
M&A
- Unique blend of investment banking and wealth management approach
- CEO experience make us the perfect management buy in partner
- Agile and free from rigid, overly processed thinking