Services

What we do — and for whom.

We work on mandates that ask for more than a standard answer. Financial, structural and strategic questions are not treated in silos here; they are thought through together — with an eye on what really matters.

Ten competence areas that we apply individually, in combination or in close alignment with your existing advisors.

01
Finance

Finance & Financial Structuring

We design robust financing and capital structures — from equity and mezzanine logic to debt financing and liquidity architecture. Valuation and scenario models build the decision base for owners, boards and management.

  • Capital structure, refinancing, bridge solutions
  • Valuations, plausibility checks, second opinions
  • Liquidity and cash-flow planning
02
Management

Executive & Management Advisory

We work as sparring partner alongside owners, executives and boards — in pivotal phases where an experienced external view makes the difference. On request we take on board or interim mandates.

  • Sparring for CEO, CFO and owners
  • Board and advisory mandates
  • Interim management on a time-limited basis
03
Strategy

Corporate Strategy

From a structured situational assessment to actionable strategy. We sharpen positioning, portfolio and growth paths — and translate them into concrete roadmaps that hold up in daily operations.

  • Strategy and portfolio work
  • Market entry and internationalisation
  • M&A logic, buy-and-build, succession
04
Asset Protection

Asset Protection

Wealth requires substance, patience and protection. We design structures that clearly separate business and private wealth, manage risks and support generations — always in close alignment with your tax and legal advisors.

  • Structured wealth segregation and risk separation
  • Corporate and investment architectures
  • Support for succession and provision concepts
05
International

International Setups

We design investment, holding and operating structures with national and international scope. Where specific jurisdictional expertise is required, we coordinate specialist partners — with clear ownership of the process on our side.

  • International holding and investment architectures
  • Substance, reporting and compliance requirements
  • Coordination of specialist partners in relevant jurisdictions
06
Governance

Corporate Governance

Good governance is not a formality but a tool. We build structures that clearly define owners, management and committees, enable control and preserve pace.

  • Board and committee work
  • Owner and family constitutions
  • Role, reporting and decision architectures
07
Business Development

Business Development

New markets, partnerships, investments. We develop options, explore possibilities and walk the path with you — from first idea to signed agreement.

  • Market expansion and partnership logic
  • Sourcing and due-diligence support
  • Negotiations with an entrepreneurial lens
08
Partnership

Entrepreneurial Partnership

Some mandates are not projects but journeys. We accompany owners and entrepreneurs over longer periods — as a calm, clear sounding board for decisions that matter.

  • Long-term sparring partnership
  • Support in growth, succession and crisis phases
  • Confidential dialogue at eye level
09
Structuring

Structuring Complex Situations

When situations become unclear — multiple parties, multiple topics, multiple timelines — we order, prioritise and craft a viable path forward.

  • Situational assessments in complex ownership cases
  • Stakeholder and conflict architectures
  • Restructuring and transition guidance
10
Partners

Coordination of Specialist Partners

Most mandates require several specialists — legal, tax, banking, notarial, family office. We bring the right parties together, coordinate the work and keep oversight of the whole.

  • Selection and briefing of specialist partners
  • Project and process leadership as central point of contact
  • Documentation, reporting and clean handover

Next step

What is on your mind?

A first call is informal and confidential. We assess together whether a mandate makes sense — and what a next step might look like.

Request a meeting