The number and rapidity of regulatory challenges impacting Swiss private banks have put significant pressure on profitability in the sector, and has drastically increased the required levels of critical mass to achieve long term business and financial sustainability. As a consequence, we observe today that a number of Swiss private banks and wealth management firms are looking to enter into M&A transactions or strategic partnerships with other market participants, in order to increase their ability to grow in an ever more challenging environment.
The Deloitte team, based out of Geneva and Zurich, has longstanding expertise of M&A transactions in the Swiss private banking sector and is able to deliver tailored solutions that will help achieve your strategic objectives, for an acquisition or a disposal.
Our services include
- Analysis of your strategic options and shareholder alternatives.
- In the context of a disposal, preparing the case for sale including information content and information memorandum, identification of relevant acquirers in Switzerland and overseas, data analytics, investor selection and liaising, data room and due diligence process management, negotiation of transaction terms.
- In the context of an acquisition, planning of your acquisition strategy, market screening and identification of relevant acquisition opportunities for your strategy through our intimate knowledge of the Swiss private banking market.
- Business valuation and financial modelling for an acquisition or disposal.