Switzerland

Investec Advisory is a global M&A and corporate finance advisory firm with a dedicated team in Zurich, advising Swiss and international clients on mid-market transactions. Our Swiss team combines in-depth knowledge of the local market with access to Investec’s international network, supporting shareholders, entrepreneurs, corporates and financial investors across Switzerland and beyond.

The team advises clients throughout the transaction lifecycle, from strategic preparation and valuation through to transaction structuring, negotiations and completion. Its experience covers a broad range of domestic and cross-border transactions, including company sales, acquisitions, buyouts and strategic investments. Investec Advisory ensures a very high level of seniority in every project, with significant partner involvement.

Our Swiss M&A expertise

The M&A team advises clients on:

• Sell-side M&A – advising shareholders and business owners on the sale of their company, from preparation and valuation through to completion.
• Buy-side M&A – supporting corporates and financial investors in identifying, assessing and acquiring businesses in Switzerland and internationally.
• Succession and shareholder transitions – helping entrepreneurs and family-owned businesses prepare for ownership transitions and explore strategic options.
• Cross-border transactions – combining local Swiss market knowledge with global sector expertise and global buyer/investor access.
• Private equity and strategic investments – advising financial and corporate investors on acquisitions, disposals and other strategic transactions.

Investec Advisory is the leading Swiss M&A advisor in especially Healthcare, Industrials, Business Services, Food & Agro and TMT, with a particular focus on the needs of entrepreneurs, family-owned businesses, corporates and private equity investors.

As part of Investec Advisory’s international M&A platform, the Swiss team can draw on global sector expertise and relationships, providing clients with a combination of local insight and international connectivity.

Investec in Switzerland

In addition to its M&A advisory services, Investec offers a range of financial and financing solutions in Switzerland through its banking and wealth management businesses, supporting private clients, entrepreneurs, family offices and businesses. Our Swiss platform brings together local expertise and Investec’s international capabilities, providing access to specialist advice, financing and investment opportunities across Switzerland and international markets.