Track Record
Track Record Team
business services & financial services deals
- Build-and-Sale financial services firm (Research & Client Advisory)
- Build-and-Sale e-commerce financial information firm
- Buy-and-Develop Top-30 German financial planner for private clients (Insurance, Pension-Plans)
- MBI / Restructuring / Development leading regional insurance brokerage firm
- Execute exclusive co-representation agreement with MENA corporate finance boutique
- Designd and implemented compliance/risk-management for financial publisher Germany
  with BaFin (German regulator)
- Support trade sale process for major financial service group
- Advise origination of equity capital for financial service entrepreneur
- Analysis, modelling of buyout for leading trading house

industrial and technology deals
- Structuring of M&A processes and due diligence for Swiss listed IT-firm
- MBI of e-learning firm
- MBO and restructuring Swiss market leader for electrical equipment
- MBI Swiss market leader of metal and speciality ceilings
- MBI-Structuring of acquisition memo in machinery/engineering deal
- Structure spin-off of private equity offering and originate investor contacts biotech
- Structure private equity offering, investor contacts environmental technologies
- Analysis, modelling MBO major security systems firm
- Analysis and valuation work for national internet platform
- Coaching and board member for software firm (start-up)
- Debt and equity funding for international manufacturing firm
- Structuring and supporting spin-off of national e-trading firm
- Support trade sale of international vehicle builder
- Private equity investment in water preparation segment

funds / structured products
- Mid-market buyout Asia Technology Fund (launched in 2008)
- Mid market private equity fund (launched in 2007)
- Mid market private equity fund (launched in 2006)
- Mid market SPV (Swiss holding) for infrastructure related investments (2009)

investment research
- since 1991 responsible for more than 6.000 company research studies and various sector reports sold.
Home | Contact | print Page | Deutsch
Pfeilpunkt

Strong Partners