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We are a leading M&A team in the global financial services market and have an extensive track record of transactions completed in the Swiss financial services sector.
Over recent years, our Corporate Finance professionals have led M&A advisory mandates (both buy side and sell side), carried out due diligence (both acquisition and vendor), and been involved in valuations. These mandates have been conducted across the financial services spectrum, involving numerous private banks, insurance companies and assets in the trust and fiduciary sectors, throughout Switzerland and Liechtenstein.
We offer clients global capabilities, deep industry experience and the highest calibre of people. Teamwork is integral to the success of all projects, and it is something clients consistently rate as one of our strengths.
Our financial services corporate finance team can assist you throughout the transaction life cycle with a full suite of services, including M&A transaction services, post-merger integration, M&A advisory, valuation, reorganisation services, forensic and dispute services.
We also offer world-class services to enhance our clients’ business operations outside of the transaction life cycle, for example capital restructuring, strategy consulting, HR and pensions issues.
In 2009, we acted as independent expert for both the vendors and the acquirers, following the acquisition of Banque de Patrimoines Privés Genève by Norinvest Holding. We are currently running numerous mandates across the Financial Services sector.
In 2008, we supported Zurich Insurance with their acquisition of BanSabadell’s insurance business in Spain. We acted as valuation advisor to Hypo Group Alpe Adria and were adviser to Bank of China on the acquisition of a stake in Heritage Fund Management.
In 2007 we performed the vendor due diligence report on Anglo Irish Bank Suisse AG, which resulted in a successful disposal of the Swiss subsidiary for Anglo Irish Bank in December 2007. We also advised Banca Profilo on the acquisition of a stake in SBP.
In 2006 our FSI specialists advised a private consortium in the purchase of a majority stake in Swissfirst Bank Liechtenstein AG. Following the successful acquisition, we acted as lead advisors to the consortium in the disposal of the majority stake.