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Top 5 Boutique Investment Banks in Switzerland

Find Boutique Banks with Swiss Market Experience

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Proven M&A track record and transactions

List of Boutique Investment Banks in Switzerland

*Including Boutique Investment Banks that are based outside of the country but have M&A experience in Switzerland

Boutique Investment Bank, M&A Advisory Firm
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Financière de Courcelles - Company Overview

Financière de Courcelles (FDC) is a Paris-based corporate finance advisory firm with a team of 30 professionals. Specializing in deals ranging from €20-200 M, FDC often exceeds these amounts in their transactions.

FDC has established a strong presence in various economic sectors including Education, Aerospace & Defence, Chemicals and Pharmaceuticals, Energy, Food & Beverage, Technology, Infrastructure, and Business Services. They offer M&A and financing advisory services to businesses, entrepreneurs, and financial investors.

The firm has exceptional access to a broad spectrum of mid-cap private or public companies.

Industries

  • Aerospace and Defense  | 
  • Automotive & Auto Components  | 
  • Business Services  | 
  • Chemicals & Materials  | 
  • Construction & Infrastructure  | 
  • Consumer Goods  | 
  • Energy - Traditional (Oil | Gas | Coal)  | 
  • Financial Services  | 
  • Food & Beverage  | 
  • Health Care  | 
  • Industrials  | 
  • Maritime Industry (Shipping | Ports)  | 
  • Materials  | 
  • Media and Entertainment  | 
  • Sports & Leisure  | 
  • Technology
Boutique Investment Bank, M&A Advisory Firm
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Sancovia Corporate Finance - Company Overview

Sancovia Corporate Finance is a growing, owner-managed group specializing in European M&A and corporate finance. The team consists of over 40 professionals working out of seven locations, including Germany, Switzerland, Spain, and the Netherlands.

Industries

  • All Major Industry Verticals
Boutique Investment Bank, M&A Advisory Firm
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Mergero - Company Overview

Our goal at Mergero is to set the standard for efficiency and effectiveness in the M&A advisory sector. Our team is driven by a combination of comprehensive databases, networks, and state-of-the-art software, all working in sync to deliver top-notch services at a pace that outstrips the industry norm.

The shift towards online advisory and dealmaking is gaining momentum, fueled by the need for quick, reliable, and secure transactions. The ongoing COVID-19 pandemic has only underscored this urgency.

Mergero is committed to leading the charge in this digital revolution.

Our primary focus is on the heart of dealmaking – facilitating the ideal partnership between buyer and seller.

Our ultimate ambition is to overhaul traditional M&A procedures for the improved benefit of our clients. Each year, we engage in deals worth an aggregate value exceeding 300 million euros / dollars.

Industries

  • All Major Industry Verticals
Boutique Investment Bank, M&A Advisory Firm
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Zetra AG - Company Overview

Zetra AG, is a prominent advisory firm based in Switzerland. Specializing in Mergers & Acquisitions (M&A), Restructuring, Real Estate and Financing, the company boasts offices in Zurich and Basel.

Our expert team brings together an array of diverse skills, including M&A, corporate finance, restructuring, debt advisory, real estate, succession planning, strategy, and business advisory, as well as board membership. To date, they have successfully completed over 228 M&A and real estate transactions, along with 107 corporate restructuring and 50 financing projects.

Recognized as the leading mid-market M&A advisor in Switzerland (based on the number of transactions since 2010), Global M&A Switzerland holds a commanding position in the local market. The company also stands at the forefront in the areas of Real Estate, Restructuring and Financing.

Industries

  • Industrials  | 
  • Technology

Finding the right Boutique Bank does not need to be risky and time consuming

Deal Principal will connect you with Boutique Investment Banks in Switzerland or have experience with the market. 

We will match you with a firm that specialises in your industry with a track record of successful deals. 

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Recent M&A Deals and Transactions in Switzerland

  • Company Sales
  • Acquisition
  • Divestitures/Asset deal
  • Financial Restructurings
  • Valuation/Fairness opinion
  • JV or strategic partnership
  • Capital Raise
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FAQs

Which industries in Switzerland do we work with?

At Deal Principal, our M&A advisers cater to a diverse range of industries. Facilitating transactions, research and other services in Technology, where rapid innovation drives mergers; Healthcare, a sector marked by pivotal partnerships; Manufacturing, where efficiency and expansion are key; Finance, involving intricate fiscal strategies; and Energy, a field evolving with green initiatives. Our expertise extends to Retail and Consumer Goods, adapting to shifting market demands, and Real Estate, balancing robust investment opportunities.

What M&A Services are offered?

Deal Principal will connect you with advisers who offer M&A services designed to navigate the complexities of mergers and acquisitions. Our offerings include Strategic M&A Advisory, guiding businesses through acquisition strategy and target identification. We specialize in Due Diligence, rigorously evaluating potential risks and opportunities. Our Financial Modelling expertise ensures accurate valuation and analysis of prospects. Deal Structuring is a key service, where we craft optimal transaction frameworks. We provide Integration Planning to seamlessly merge operations post-acquisition. Additionally, our Exit Strategy consultation aids in maximizing returns.

Do you operate cross border?

At Deal Principal, we specialize in cross-border M&A advisory services. Our team of experienced advisors is well-versed in navigating the complexities of international mergers and acquisitions. We offer tailored support for transactions across various jurisdictions, ensuring compliance with local regulations and cultural considerations. Our global network allows us to connect you with the right opportunities and partners, no matter where they are located. This approach enables us to facilitate seamless, efficient cross-border transactions that align with your strategic goals.

Is your company the right fit?

Deal Principal is ideally suited for lower middle market companies seeking expert M&A advisory services. We primarily work with businesses across diverse industries, with a typical revenue range of €5 million to €50 million. Our team has extensive experience in catering to the unique needs of companies within this segment, understanding the nuances and challenges they face. We offer bespoke solutions that are tailored to the specific goals and dynamics of lower middle market businesses. Whether you’re looking to expand, merge, or explore other strategic options, our expertise is aligned to ensure successful outcomes for companies within this revenue range.

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Connect with the right M&A Adviser

  • Evaluations
  • Sell Your Company
  • Acquire a new company
  • Capital & Venture Debt
  • Planning and Advice
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*Through our database of over 2000 M&A Advisers and Boutique Investment Banks we will match you with the firms that have experience in your geo and industry.

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Deal Principal - the ultimate Mergers and Acquisitions resource to connect sellers, advisors and investors in the Lower and Middle Market (Main and Mid Street).

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