Evaluating the attractiveness of the Swiss market for mergers and acquisition advisory and considering entry options

Our client

The company is a multinational financial services holding headquartered in Switzerland.

It is has four divisions: Investment Banking, Private Banking, Asset Management, plus a Shared Services Group that provides marketing and support to the other three divisions

case 01

Background:

  • Our client had a strong investment banking division and was providing services for Merger & Acquisitions (M&A) to large companies.
  • However, there was no advisory tailored to small and medium-sized enterprises (SMEs) which play a significant role in Switzerland.
  • As a result, the client asked us to analyze the market for such services and develop an initial recommendation if and of how to best captures this market.

Approach:

  • As part of this comprehensive market analysis we:
    • Analyzed the Swiss market for M&A transactions (volumes, values, segments, etc.) and identified needs of M&A clients,
    • Profiled and categorized main market players (investment banks, management consultancies, specialized M&A advisors and legal firms),
    • Summarized trends and developed possible scenarios.
  • Based on this work we derived conclusions in terms of what is required to successfully serve this market.

Outcome:

  • The relevant market of deals >10 and <250 million CHF had a significant size.
  • Clients did not feel advised well by the existing players, and the coordination of due diligence, legal and financial advisory was seen as a particular challenge.
  • There was interest to see large banks entering this space with their know-how and their access to international investors.


 

logo-berlin-group-negativo

About Us

We offer our clients the quality, insights and professionalism of a top consulting firm, combined with high assignment flexibility and the competitive price point of a boutique.

Stay Connected on   

Contact

For more information about Berlin Group please contact us:
  This email address is being protected from spambots. You need JavaScript enabled to view it.
  +55 11 3042 0990