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Deloitte Financial Advisory: The leading Financial Services M&A advisor in Switzerland

Our Swiss credentials of completed transactions

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Deloitte’s Swiss Corporate Finance Advisory Team is the No.1 M&A advisor for financial services companies in Switzerland by number of transactions advised. Our team of experienced professionals has deep knowledge of the financial services community in Switzerland as well as across the globe and in all sub-sectors. We deliver value-added answers to our clients’ sell-side and buy-side transaction challenges.

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Explore our deals

Please find below selected publicly disclosed M&A transactions on which our M&A team has advised.

Our thinking

Financial services | Internal audit planning priorities 2026

The financial services industry faces unprecedented challenges. Geopolitical instability, rapid technological advancements, and a shifting regulatory landscape demand resilience and proactive planning. In this 11th edition of the report, we delve into a number of topics of focus for internal audit, however, three key areas demand immediate attention.
Perspective
5 minute read

Satisfied, but not excited: The struggle of Swiss banks to inspire clients and drive referrals

Swiss banks are meeting expectations – but failing to excite customers. Most customers are satisfied with their experience yet hesitate to recommend their bank. In a world where word-of-mouth is still the #1 driver of new business, that is a wake-up call. Our 2025 CX Maturity Study highlights where the real opportunities lie – and how banks can delight customers to increase referrals.
Research

Digital Banking Maturity Study 2024: Swiss banks continue to fall behind in the digitalisation race

Swiss retail banks continue to lose ground in the digital race. None of the country’s banks was classed a Digital Champion in the latest edition of our benchmark report on digital maturity in banking. Swiss banks continue to struggle with end-to-end digital client journeys and lag in their mobile experience while clients in other countries enjoy seamless app-experiences and AI-driven finance advice.
Research

FINMA circular 26/1 on nature-related financial risks

A practical guide for banks and insurers on how to ensure financial stability through robust risk management and governance of nature-related risks.
Perspective

Get in touch

Jean-François Lagassé

Jean-François Lagassé

Vice-Chairman & Partner | Strategy, Risk & Transactions Advisory
+41 58 279 8170
Indrek Luuk

Indrek Luuk

Partner
+41 58 279 6419
Jean-Philippe Fiot

Jean-Philippe Fiot

Director
+41 58 279 8365
Daniel Schaaff

Daniel Schaaff

Director
+41 58 279 6822