Corporate Finance & M&A Advisory
Independent advice for high-impact corporate decisions
- Buy-side advisory
For investors, entrepreneurs and family offices seeking to deploy capital or enter new markets
- Deal sourcing & screening
Strategic target identification - Analysis & due diligence
Business, financial and risk review - Valuation & structuring
Pricing, structure and financing - Negotiation & closing
SPA support through completion
- Sell-side advisory
For business owners, families and investors preparing for a partial or full exit
- Preparation & positioning
Financial review, KPIs and equity story refinement - Valuation & expectations
Value indication and guidance range - Marketing & buyer approach
IM, teaser, buyer identification and outreach - Process management & closing
Bids, negotiations and execution to completion
Proven Track Record
Execution of selected buy-side and sell-side mandates for family office and wealth clients.
Transactions embedded in broader wealth, governance and succession strategies.
Buy/Sell-Side Experience
Sell-side divestments, succession-driven sales and strategic exits.
Buy-side market entry, bolt-on acquisitions and portfolio expansion.
Who We Work With
Entrepreneurs, owner-managed businesses and family offices.
Institutional and international investors targeting Switzerland and Europe.
Sector Experience
Pharma & healthcare, FMCG and consumer, industrials and automotive. Retail, real estate and selected technology and service sectors.
Our Team & Credentials
10+ years’ experience in M&A, valuation, due diligence and execution.
Investment banking, consulting and family office backgrounds with strong networks.
How We Work & Pricing
Integrated with your wealth strategy, independent and flexible in execution.
Transparent retainers combined with success-based fees, fully aligned with outcomes.
