Swiss Capital Partners AG

Swiss Capital Partners AG is an independent advisory firm offering strategic advice to private equity firms as well as multinational corporation. Swiss Capital Partners AG serves clients that are the corporate and private owners and managers of mid-sized companies as well as private equity and debt providers. We focus on mid-market transactions in a size of CHF 50 to CHF 750 million.

Corporate Finance Expertise

Swiss Capital Partners AG provides advice on Mergers & Acquisitions and tailor-made asset solutions including advice regarding digital assets. Projects include strategic advice on financing of business expansion both internally or through acquisitions, recapitalization and reorganization of businesses to achieve shareholder liquidity or transfers caused by succession. We support managers in preparing their own Buy-In or Buy-Out projects.

Swiss Capital Partners AG’s team is uniquely qualified to help their clients evaluate corporate finance projects with their broad transaction experience. We draw on an extensive network of relationships and experience developed over two decades with leading investment banks, and also well known industrial groups.

Swiss Capital Partners AG advises corporate owners, management teams and investors of mid- and large-cap companies on strategic asset and corporate finance matters.
Swiss Capital Partners AG has successfully advised on a wide range of structured finance and Mergers & Acquisitions transactions across multiple industries.
We support shareholders and management teams with customized strategic solutions designed to strengthen growth and long-term value.

Mergers & Acquisitions

Often the strategic orientation of the company is not supported by all shareholders. Conflicts within the owner’s circle are blocking important decisions. These issues need to be solved before any competitors gain their advantage. An inventory of the actual interests of the individual shareholders can often pave the way for changes in the shareholder group. Also, concrete motives such as the withdrawal of an owner from the management, age reasons, the desire for an asset realization or diversification or a too heterogeneous shareholder’s stock may necessitate a shareholder purchase.

Open Hours

Mon - Fri 08 AM - 10 PM

Telefon

+41 78 66838 48

M&A Advisory

Swiss Capital Partners AG works closely with clients to structure, value, negotiate and execute the purchase and sale of companies, subsidiaries, business units and other operating entities.

Buy-side Advisory

We assist clients in identifying, valuing, structuring and negotiating acquisitions, including due diligence and funding arrangements.

Sell-side Advisory

We help clients sell companies and divest non-core assets, from valuation and investment memorandum through due diligence, signing and closing.

Financing Growth Beyond Traditional Banking

The financing of growth is becoming increasingly difficult for medium-sized companies. While corporations continue to be adequately supplied with equity and debt, many medium-sized businesses face restrictive lending and unattractive bank conditions.

Growth Financing

Companies need financing for new products, production processes, market expansion and acquisitions.

Flexible Capital

Traditional bank financing often no longer meets strategic financing requirements.

Optimization

The balance sheet regularly contains optimization potential that can be used for financing purposes.

External Capital

Swiss Capital Partners AG helps structure transactions and procure necessary funds on the capital market.

Only a Suitable Successor Sets the Course for the Future

A central problem of owner-owned, medium-sized enterprises in family ownership is the regulation of the succession. Qualified management potential for solving the succession is often already present in the company. In order to ensure entrepreneurial motivation, however, management’s involvement is indispensable. Since managers generally do not have the necessary capital to take over the shares of the owner, they need external investors to finance their project. The current shareholder can – at the same time, reduce his risk – be backed up at the company upon request and also contribute his know-how to the advisory board. The company, the employees, the location and the shareholders profit from such a structure.

“ Each step is structured to help you understand your finances better, make smarter decisions, and consistently ”

01. Evaluate the Alternatives

We advise entrepreneurs in advance in the evaluation of available action alternatives.

02. Structure the Financing

If a buy-out comes into question, we help structure the financing and identify suitable partners.

03. Select the Right Capital Partner

There is no lack of capital, but investors differ greatly in quality and focus and require qualified selection and well-prepared negotiations.

Success requires good preparation.

Swiss Capital Partners AG advises the entrepreneur in advance in the evaluation of its action alternatives. The partners of Swiss Capital Partners AG have accompanied a variety of M & A projects and can include and evaluate all available alternatives. If a buy out comes into question, we help to structure the financing and find the right financing partner. There is no lack of capital, but the quality and focus of investors are very different and require qualified selection and well-prepared negotiations. Often the strategic orientation of the company is not supported by all shareholders. Conflicts within the owner’s circle are blocking important decisions. These issues need to be solved before any competitive competitors gain their advantage. An inventory of the actual interests of the individual shareholders can often pave the way for changes in the shareholder group. Also concrete motives such as the withdrawal of an owner from the management, age reasons, the desire for an asset realization or diversification or a too heterogeneous shareholder’s stock may necessitate a shareholder purchase.

Sustained Company Growth

Sustained and profitable company growth is fostered by consistent focus on the core business. For this reason, more and more corporations are separated from their holdings in order to concentrate on their actual business. A spin-off from the group structure ensures more flexibility in the market and frees management and financial resources. Many corporations have driven diversification too far in the past and are now faced with the problem of finding suitable investors for their subsidiary companies. Strategic buyers are often limited to highly strategic investments at a low price, so selling to financial investors is often the only realistic option. For your project we provide our many years of experience and our extensive contacts in the private equity sector.

01

Feasibility & Preparation

Discrete consideration of feasibility before the start of an official process.

02

Transaction Structuring

Advising on private equity-enabled sales structures and solutions for non-suitable sub-companies.

03

Management & Value Creation

Design of future management roles and development of value-added scenarios.

Realization of savings potentials by delisting

In the second half of the nineties, a large number of companies have entered the stock market, many companies hit exactly the opposite one and retire from the stock market (Going Private).

 A withdrawal from the stock exchange offers the following advantages to a company:

Exempt from the high information and transparency obligations.

 Savings at the Annual General Meetings.

Elimination of investor relations costs.

 The obligation to publish value-influencing decisions in accordance with the ad hoc disclosure requirement.

 Reduction of regular Supervisory Board meetings to two meetings per year.

In the case of acceptance of severance payments, there is no need for cost- and time-intensive discussions with smallholders.

We analyze the profitability of a withdrawal from the stock market and accompany you in the implementation.

Strategic Capital Solutions

Due to the difficulties of fund raising, a large number of significant mid-market companies are left with considerably reduced sources of financing. Swiss Capital Partners AG in advises on alternatives through its access to the participants in the debt and equity capital markets.

We advise on raising capital for mid-market companies from corporate, institutional and private shareholders across a range of industry sectors. Our service typically involves advice private placement of private equity, mezzanine financing, senior and subordinated debt. We deliver innovative thinking and integrated solutions that are valuable for our clients confronted by the traditional banking market that are cutting back supply of capital to mid-market companies.

And if this is not enough?

In the case of a lower capital requirement or in addition to the above structures, short-term financing instruments such as factoring, leasing or ABS can be used. Swiss Capital Partners AG will also take into account and consider alternatives to the financing possibilities, e.g. a strengthening of the own funds by time-limited investors.

MBO

The purchase of a company is the most interesting professional challenge for managers with entrepreneurial ambitions. Successive situations at family businesses or the sale of non-strategic corporate units regularly provide suitable purchasing objects.

But: How do I find the right capital partner?

The main decision of the manager is the selection of a suitable equity partner. This decision must be carefully prepared. More than 600 investors with very different focus on such structures are available in Europe alone. On the basis of an operational concept, a detailed financial concept should be developed, presented to a hand-picked group of equity investors.

It depends on the preparation.

Swiss Capital Partners AG helps managers to assess the feasibility of their project and to formulate their negotiating position and find the right capital providers. By creating transparency in the wide range of conditions granted to the management team, an optimal deal can be negotiated

  DIGITAL ASSETS

Swiss Capital Partners AG advises qualified investors how to invest in or divest from a significant portfolio of crypto. With its large global network to major market participants in the crypto market Swiss Capital Partners AG is well positioned to provide strategic advice to clients in their transaction process.

It depends on the preparation.

Swiss Capital Partners AG can help to provide access to a portfolio of regulated digital asset banking services, asset management and tokenization that is forming a trusted digital asset ecosystem.

Swiss Capital Partners AG supports clients to access cost-efficient credit solutions using crypto assets as collateral.

Staking yields

Swiss Capital Partners AG provides advice to clients who are planning to earn yields through Staking, by putting their crypto assets to work, generating yield from those crypto assets.

Swiss Capital Partners AG’s advice will focus on solutions by which staked assets are protected, stored and fully integrated into institutional-grade custody platforms.

Discuss Your Strategic Project with Swiss Capital Partners AG

Whether you are considering an acquisition, divestment, recapitalization, succession solution, capital raising or digital asset transaction, Swiss Capital Partners AG provides independent strategic advice tailored to your objectives.

Independent, experienced and international

 Swiss Capital Partners AG was first formed in 2007. Swiss Capital Partners AG is headquartered in Baar ZG, near the Swiss financial capital Zurich.

Our clients are mid- to large sized companies and their shareholders in search of advice and capital. They find themselves increasingly neglected by their house banks who traditionally provided debt. Many banks, however, are now forced to cut back on the supply of capital. Even where they are able to supply capital they are hard pushed to provide unbiased advice especially as they have conflicts of interest with their role as underwriters.

based on excellent contacts into targets and investors

Swiss Capital Partners AG provides independent advice on the best sources and the optimal mix of capital. We help our clients develop broad and deep relationships with providers of alternative capital inclusive of digital assets. Swiss Capital Partners AG is uniquely positioned in the Global corporate finance market as our team brings together over two decades of experience in investment banking, equity and debt investment and industry. Over the years we have developed an in-depth understanding of risks and opportunities through a range of transactions. With our knowledge of institutional and private investors and their current risk preferences and appetite, we are able to select the appropriate provider of capital.

Discuss Your Strategic Project

Send us a short message and our team will get back to you.

Visit Our Office

Zugerstrasse 76b, 6340 Baar ZG, Switzerland.

Telephone

+41 78 66838 48

Email Address

ee@swisscapitalpartners.ch

Office Hours

Monday – Friday, 09:00–17:00