M&A & Capital Markets Advisory
Transactions are managed as ownership transitions, not isolated deal events.Full-mandate advisory covers the purchase and sale of participations and entrepreneurial assets, from buyer or seller identification to structuring, valuation, SPA negotiation, closing and liquidity management.
Financing Advisory & Structuring
Financing structures are shaped around the transaction and the family’s wider capital needs.Support includes acquisition finance, recapitalisation, bridge structures, mezzanine and private debt, including strategy, instrument mix, lender outreach, documentation and covenant setting.
Tax Structuring Excellence
Legal and tax architecture is prepared before closing, when it still has real impact.Structures may include Liechtenstein foundations, Swiss or Maltese holding solutions and multi-generational succession planning coordinated before proceeds are deployed.
Run the process, preserve context
One continuous mandate keeps operational, transactional and wealth decisions connected.The objective is to reduce handovers, context loss and delayed structuring decisions across the operational phase, transaction process and later wealth deployment.