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


  • 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.


  • 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.


  • 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.



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