M&A Advisory

Swiss Advisory for Wealth Management Transactions

Buy-side. Sell-side. Integration. Success-fee aligned. We advise independent asset managers, family offices, and wealth platforms on strategic transactions.

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Our Services

Full-Spectrum Transaction Advisory

We operate exclusively in the wealth management vertical, giving us deep domain expertise that generalist advisors cannot match.

Sell-Side Advisory

Maximize value when exiting or merging your asset management practice.

  • Business valuation (AUM multiple, revenue multiple, DCF)
  • Buyer identification and outreach
  • Data room preparation
  • Negotiation support through closing
  • Client transition planning

Buy-Side Advisory

Acquire AUM, talent, or technology through strategic acquisitions.

  • Target screening and shortlisting
  • Due diligence coordination
  • Valuation and offer structuring
  • Regulatory approval navigation (FINMA, FCA, DFSA)
  • Post-acquisition integration roadmap

Merger Integration

Realize the full value of a transaction through structured integration.

  • Day-1 readiness planning
  • Client communication strategy
  • Platform and system consolidation
  • Fee harmonization
  • Retention program design

Strategic Growth Advisory

Scale your practice without a full M&A transaction.

  • Partnership and joint venture structuring
  • White-label arrangement negotiation
  • Technology partnership evaluation
  • Market entry strategy (CH, UK, UAE)
  • Regulatory licensing guidance
Engagement Process

Four-Phase Engagement Model

Structured, transparent, and milestone-driven. You always know where you stand.

1

Discovery

Confidential assessment of your objectives, business profile, and transaction readiness. We define scope, timeline, and success criteria.

2

Preparation

Valuation analysis, marketing materials, data room setup, and counterparty identification. We build the foundation for a strong process.

3

Execution

Active market engagement, offer management, due diligence coordination, and negotiation. We drive the process to term sheet and closing.

4

Completion

Transaction closing, regulatory filings, client communication, and integration planning. We stay engaged through full value realization.

Why NWCA

Built for Wealth Management

We are not a generalist advisory firm. Every engagement is in the wealth and asset management vertical.

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Sector Specialists

Exclusive focus on IAMs, family offices, DFMs, and wealth platforms. We understand AUM-based valuation, custodian relationships, and regulatory transitions.

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Success-Fee Aligned

Our fee model ensures we succeed only when you do. Minimal retainer, meaningful success fee. Full alignment of interests.

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Cross-Border Reach

Active in Switzerland, United Kingdom, and UAE. We navigate FINMA, FCA, and DFSA frameworks and connect buyers and sellers across jurisdictions.

Fee Structure

Transparent, aligned, and competitive.

Retainer

Covers initial discovery, valuation, and preparation. Credited against success fee at closing.

Success Fee

Percentage of transaction value, structured on a sliding scale. Only payable upon successful completion.

Advisory Hours

For strategic advisory, market entry, and partnership structuring outside of a formal M&A process.

Get Started

Start a Confidential Discussion

All inquiries are treated with strict confidentiality. We will respond within 2 business days.

Inquiry Received

We will review your submission and respond within 2 business days. All information is treated as strictly confidential.

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