How we can help you:
- Introduction of financial products and services to the Swiss market
- Promotion of collective investment schemes to Swiss professional and institutional clients
- Global expansion of financial product and service offerings
- M&A strategy development and advisory
- Due diligence on acquisition targets in banking, brokerage, asset management, exchanges, diversified financial services, fintech and technology
Selected executed mandates:
Introducing new investors to a sustainable tech fund and fund of hedge funds in digital assets (The Amitis Group )
Introducing new investors to a global healthcare-focused investment fund (Ally Bridge Group)
Advising a global private equity firm on investments and due diligence in the fintech space in Europe (Hg)
Advising a European process automation software company on business strategy (LPA)
Advising a US investment bank on global M&A strategy in fintech (Rosenblatt Securities)
Advising a European asset management firm on exchange and brokerage investments (confidential)
Advising a US artificial intelligence (AI) company on European client expansion (confidential)
Advising a US hedge fund company on business strategy and client development (confidential)
