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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.

Our thinking

Who said banks can’t be social?

The social bank therefore to build relationships and products through a social media strategy.
Research

Digital Banking Maturity Study

It has become evident over the past two years that while all the Swiss banks have improved their maturity scores, the Digital Champions continue to innovate at a much faster pace. Swiss banks therefore risk losing ground.
Research

Activist investors: gaining the activist’s edge

Applying an activist investor’s mindset and lens to your own business can highlight opportunities or shortcomings in an existing strategy.
Perspective

Five success factors to harvest value from strategic alliances

Strategic alliances offer attractive possibilities. Executives responsible for M&A and Corporate Strategy in Swiss-based financial services companies, see strategic alliances as an important tool for acquiring the capabilities to thrive in a world of marketplaces, platforms and ecosystems.
Research
Explore our thinking

Supporting clients ranging from Corporates, Private Equity and financial investors to governments, private companies, family owned businesses and entrepreneurs in the provision of independent financial advice with a view to realising strategic objectives.

View select transactions completed by Corporate Finance specialists across the Deloitte Member Firm network.

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

Get in touch

Jean-François Lagassé

Financial Services Industry Leader

Anthony West

Partner, Financial Services & Insurances

Indrek Luuk

Partner

Jean-Philippe Fiot

Director

Daniel Schaaff

Director

Dr. Christopher Klauss

Director

Petar Angelov

Emerging Growth Companies, Deloitte Private