Strategic Advisory

Our services focus on complex company and capital market situations, built on decades of experience advising ultra-high net worth individuals and single family offices.

Experienced team of experts:

Our proven experts have many years of investment banking expertise and focus on complex company and capital market situations.

Comprehensive advisory approach:

Thanks to close cooperation with Investment Banking and Premium Clients relationship managers, we are able to apply a comprehensive advisory approach.

Company sale and capital-raising solutions:

Take advantage of our unique network throughout Switzerland and around the world to be sure to obtain the best possible solution for your company.

Comprehensive Strategic Advisory Services:

Company Sale and Successor Solutions:

Selling a company requires a great deal of trust. We will help you place your life's work in the hands of a new owner or secure a successor. We offer comprehensive advice for all steps in the process, from preparation for the buyer negotiations to signature and closing.

IPOs:

In order to raise new funds and/or monetize a stake, an IPO can provide an attractive option. We can assist you in all steps of the IPO and help with operational or structural questions.

Holdings in Financial Investors and Private Placements:

Thanks to our global network of all types of investors, we can provide you with exclusive access to investment opportunities such as private placements, private equity, and venture capital.

Capital Markets Solutions:

We work with you to monetize your stakes, while protecting the price, regardless of whether you choose an overnight placement for accelerated book building, a sale in regular trading, or placement of a convertible bond.