Chief Financial Officer And Advisor, Business Broker, Zürich, Switzerland
Business Broker in Zürich Seeking Businesses Upto EUR 3 million
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Name, Phone, EmailAvailable after connect
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CompanyAvailable after connect
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Professional Summary
We operate as an independent investment consulting and advisory platform focused on long-term value creation, strategic growth, and disciplined capital allocation for our clients. Our background combines financial advisory, investment structuring, and strategic analysis across multiple sectors. We work closely with business owners, investors, and management teams to evaluate opportunities, structure transactions, and support sustainable expansion strategies.
Our expertise includes:
- Financial analysis, valuation, and due diligence.
- Capital raising and investment structuring.
- Mergers & acquisitions advisory.
- Strategic growth planning and market positioning.
- Governance and risk assessment.
We have been involved in evaluating and structuring private market opportunities, supporting companies in strengthening their financial foundations, improving operational efficiency, and preparing for investment or acquisition.
We help businesses grow by:
- Identifying capital solutions aligned with their stage of development.
- Optimising financial structures and improving investor readiness.
- Refining strategic direction and scalability plans.
- Facilitating connections with relevant investors and strategic partners.
- Supporting disciplined execution and long-term value creation for clients.
Our approach is analytical, discreet, and partnership-oriented, with a strong emphasis on transparency, governance, and sustainable performance.
Headquartered in Switzerland, we provide institutional-grade expertise and cross-border investment strategies to professional, private, and institutional clients. Our firm focuses on leveraging global market access and a network across Europe, the UK, and Latin America. -
Fee Details
Our fee policy is based on a tailored and case-by-case negotiated approach, depending on the type of service requested, the complexity of the transaction, and the client’s profile.
We do not apply a standard fixed fee structure. All financial terms are defined during the negotiation phase and formally agreed upon in writing before the mandate begins.
The compensation structure may include:
- Initial retainer (upfront fee) for mandate activation, where applicable.
- Success fee, calculated as a percentage of the transaction value and payable only upon successful completion.
- Ongoing advisory fee, either fixed or calculated as a percentage for the advisory services.
- Milestone-based payments for structured or multi-phase projects.
Percentages, amounts, and payment terms are determined individually, ensuring transparency, fairness, and alignment of interests between the parties. -
Transaction Preference
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Investment SizeUpto 3.5 million USD
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Investment Criteria
In line with the investment philosophy, we seek companies with a clear, sustainable, and scalable business model, capable of generating recurring revenues and holding strong competitive advantages in growing markets.
We particularly value:
- Sound financials, proven profitability, and stable cash flow.
- Experienced management teams with strong governance and strategic vision.
- Differentiated market positioning (technology, brand strength, niche leadership, or high entry barriers).
- Balanced capital structure and well-managed legal and regulatory risks.
- A long-term value creation mindset.
We prefer structured, transparent businesses with solid fundamentals. We do not favour companies with chronic losses without a clear path to profitability, excessive or uncontrolled debt, unclear business models, or heavy dependence on a very limited number of customers. -
Overall Rating
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Local Time7:37 PM (Europe / Zurich)
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StatusActive
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Sector Preference
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Location Preference
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Recent Activity
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Received 6 proposals
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3 hours agoReceived a proposal from Innovative social network for pets seeks investment to expand user engagement and features.
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6 hours agoReceived a proposal from Fast growing film and TV production company with great commissioned projects and multi stream revenue.
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6 hours agoReceived a proposal from Niche vintage wine business specializing in pre-2017 Argentine wines with nationwide shipping and loyal clientele.
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