Park Tower
Gubelstrasse 24
6300 Zug
Switzerland
+ 41 79 551 0231
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Gubelstrasse 24
Zug, Switzerland
47.1679,8.5173
This email address is being protected from spambots. You need JavaScript enabled to view it.
+ 41 79 551 0 231
Open from 8 AM to 8 PM (GMT+1)
Megatrends vs. established businesses. Developed markets or emerging markets. One key denominator: Banking and Debt.
To get the right returns, need first to get the right capital allocation and investor commitment. I supported many investment transactions from this perspective, and used my finance and banking skills to enable investors to get the right information and setup on the table.
Banking Due Diligence is key. Opening accounts around the world became a challenge during the last years. Checks, lack of competence, forms. Screening is nowadays the main business for any company active on global markets. My international experience in most of the finance places on the planet helped me to find common ground and appropriate banking solutions and products for my clients.
Many investments are run by people that have no entrepreneur knowledge of the targeted asset class. This is an issue. I would call it Know Your Investment (KYI). Without experience it is difficult to understand deeply the potential or risk of any investment. Experience means, having been involved as entrepreneur in the targeted asset class. Or, being able to bring the ones that have been involved in the process. Not for money only, but for passion, commitment. This is a key step to my trackrecord.
In a nutshell
Sourcing of investment opportunities
Investment Due Diligence
Structured finance
Investment governance
Investment restructuring
Exit of investments
Illiquid investments
Asset recovery
Infrastructure
Global Real Estate
Energy
Healthcare
Hotel
Agriculture
Mining
CO & Director
Senior Advisor
Finance Service
Managing Director
Investment banking, private banking, online banking: no matter what you need, with 20 years of experience i will support your projects in an efficient and cost effective way.
Business solutions require legal practice and experience to get implemented. Experience requires years of work, in an international environment, different culture and different legal systems.
Consultants are key partners. Even the best idea and genius require good advise. From day 1. Legal structuring, IP protection, Tax structuring, long term strategy: in 20 years i learned from business cases and investments all around the world, from Eastern Europe to China, from Europe to Zimbabwe. Day by day, obstacle by obstacle.
Due Diligence is an hot topic. Financial Due Diligence, Risk, Legal Due Diligence, Operational Due Diligence. Many key steps of the investment process need to be managed in order to get a good result. In particular on emerging markets like Africa, where experts are rarer and informations sometimes less reliable, or not available, you need to dig deeper, and use creative combinations of sources of informations.
Many good business ideas start from scratch, in a garage or restaurant, many people say. Actually many good ideas also fail, because of wrong structuring. In an interconnected world, where you act cross border and run the business at high speed, you need a master in structuring, that keep up the pace. As a Group, family, institutional or individual, the key is to structure the business in a way it creates value and helps you to keep the value over time. Structure your group, business, investments funds in a smart and consistent way. This is my motto.
The basics of your business are managed by corporate agreements. The basic structures and governance is described in shareholder agreements and other corporate contracts. In my past years i fixed many contracts which were done without considering important aspects of corporate law and over the years became risks for shareholders and stakeholders.
Licensing a business is key in many regulated areas. For several reasons. Its the first formal step you take, when you set up a business which requires a licence. And it`an an important step. The governance model, control model is part of this step and a central point of your business model. Auditors and Authorities will look into it. My take: make it so simple as possible, so efficient as possible, so that your clients will survive the outcome and use your services.
I set up governance models of any kind, top-down or bottom-up. I negotiated existing governance models with Authorities, supervisors, auditors and clients, all over the world. I set up banking governance models, security dealers governance models and asset managers governance models with focus on delegation, reporting, controls, and efficient operations. Only with a clean and efficient model your company will not sink in paper and keep the motivation of your clients and employees at the highest levels. This requires also a prediction process on regulatory and legal changes, inpacting the future of your business.
Operating a business requires attitude and integrity. Nevertheless you will encounter challenges, and the risk that you will take the wrong decision is high. In addition, in many countries the perception on gifts or similar is different. Good anti-corruption mechanisms, contractual or at governance level are key to a longstanding business. Reputation is part of any success story.
Many think that certain problems cannot be solved an leave the room. I find a solution, where there is apparently none. And bring you further.
| Moving your business forward | 21/10/2016 | Download |
| Unlock your full potential | 15/06/2016 | Download |
| Financial Consulting | 07/03/2016 | Download |
| Delivering High Performance | 01/02/2015 | Download |
CO & Director
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Senior Advisor
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Director
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Direct investments in outstanding assets represents the best choice and return potential. An outstanding Due Diligence Process helps to detect the best opportunities and optimise revenues.
In a period of law interest rates, high revenues come from industries and business sectors covering basic needs. Infrastructure projects, hospitality, agriculture, energy, mining, global real estate are promising good returns and high potential growth.
- Corporate structuring
- Holistic compliance and risk management
- Structured finance
- Infrastructure
- Hotels
- Global real estate
- Mining
- Fintech & Blockchain
Executive Director, Investments and Due Diligence
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Good investments are not around the corner. It`s more like searching for a precious stone or truffle. You need patience, perseverance and attitude. Yes. Attitude.
1. Full Investment Due Diligence, out of the box
2. Investment structuring
3. Investment decision
4. Active management
From 2014 i was involved in the investment of institutional assets in Sub-saharan Africa:
- Hotels projects
- infrastructure projects,
- industrial projects,
- healthcare projects
- agriculture projects
- timber projects
- mining projects
Working together with the investment team, financial analysts and selected industry professionals i supported clients in the selection of investment opportunities across the African continent.
I strive to build on my reputation as a trusted and recognised partner for challenging private equity investments. My approach is characterised by exceptional integrity, emerging market awareness, a global network of trustworthy partners and the Swiss financial industry expertise.
Having worked with central banks, institutional investors, professional business partners, top tier service providers, i was able to provide best advice to clients.
July 17, 2019
- Lack of Due Diligence
- Lack of independent evaluation
- Lack of legal documentation
- Lack of understanding of market
- Corruption
- Lack of risk management
- Lack of integrity
- Lack of a compliance framework
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January 11, 2019
Staff is a key component of any successful transaction. Training the staff is always my priority. Sound investments can only be performed with staff having understood not only the technicalities but also learn and share the required mindset.
October 17, 2019
In times of uncertainty i noticed an increase of investments in stable markets like Switzerland. Advanced services, a reliable legal system, fair taxation and the availability of skilled employees make investments in Switzerland a solid place for investments. In Zurich only investors plan to build more then 15 new hotels, and increase the offering by over 2000 rooms. New concepts of renting rooms and digitalisation of the offer help to decrease costs, and increase the atractivity of the offering. Backed by historic low interest rates and a solid Swiss Franc, swiss P/E opportunities are facing increased interest.
Investment expert, Attorney-at-Law, lic.iur.
6300 Zug, Switzerland
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I am an independent legal and finance expert based in Zug, Switzerland. I advised institutional and private investors in all aspects of Private Equity law, and any asset class, from real estate, fixed income, equity, products to blockchain and tokenization. In addition, my practice focus on Swiss and international corporate law, corporate reorganizations, financial market regulation, governance, Compliance, Risk, AML as well as general commercial and contract law. I advised international institutional investors as well funds and asset managers on all regulatory and investment due diligence aspects.
Born in 1964, I studied law at the University of Zurich (lic.iur.) and was ad‐mitted to the Zurich bar in 2001. I worked for the reputable banking institutions like Swiss Raiffeisen Bank, Banca del Gottardo Group, ABN AMRO, UBP and for a leading business law firm in Zurich and Glarus.
My professional languages are German, English, French and Italian. I am member of the Swiss Lawyer Association.
09.1992-12.1996
04.12.1996
01.1997 - 07.2001
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Private Equity
Banking
Investment Due Diligence
Assets recovery, turnaround
Collective Investment Schemes, Funds
March 21, 2017
Asset recovery is common to private equity projects that fail. Business reasons, market reasons, lack of management, political factors, wars, sanctions or even pandemic: in many cases, the unthinkable becomes reality and need specific turnaround capabilities. Not only legal ones, but also personal ones, integrity, transparence, persistence. Having recovered hundreds of Millions US over the last 15 years, i consider this the best track record that may help you.
July 22, 2017
A business failure is always linked to a kind of personal failure. whatever the reason is, in private equity we know that out of 10 investments, just 2 will perform, 6 will underperform, and 2 will fail completely.
Now, out of 6 underperforming investments, personal issues, market problems, external issues will raise concern over the time. Only through a specific due diligence you will be able to correct the problem and move to acceptable results.