The franchising program is offered by MergersUK Limited, a UK Company with its registered office at 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ, United Kingdom.
MergersCorp M&A International provides strategic business advisory services, including preparing companies for growth and capital access. Through partnerships with licensed investment bankers, clients can access tailored capital-raising solutions.
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Business Model: Combination of private banking, discretionary wealth management, securities trading, fixed-income expertise, Lombard lending, and selected trade finance activities, creating diversified revenue streams beyond traditional wealth management fees.
Client Base: Private and institutional clients focused primarily on Europe, alongside selected international entrepreneurs and trade-related clients. Client assets are diversified across multiple currencies and jurisdictions.
Investment Case: Attractive for a strategic acquirer seeking not only a Swiss banking license but also trading, lending, and transaction capabilities. The platform offers considerable upside through scaling, cost optimization, greater utilization of existing infrastructure, and the addition of new client assets.
Swiss Banking Market Overview
The Swiss private banking sector continues to evolve toward diversified service offerings that combine traditional wealth management with lending, capital markets, and transaction banking. Rising interest rates have strengthened net interest margins, while increasing regulatory costs are encouraging industry consolidation. Banks with multiple recurring revenue streams and established trading capabilities are well positioned to benefit from economies of scale and growing demand from entrepreneurial and internationally active clients.
NOTICE REGARDING REQUESTS & TRANSACTION DETAILS
Please be advised that inquiries and requests for confidential transaction details will strictly be considered upon receipt of a complete Know Your Customer (KYC) compliance package.
To be evaluated, all submissions must include the following documentation:
Non-Disclosure Agreement (NDA) — Fully executed
Proof of Funds (POF) — Recent bank letter, tear sheet, or equivalent verification
Professional / Bank References
Buy-Side Agreement — Signed representation mandate
Note: Incomplete requests or submissions lacking the required verification documents will be disregarded without exception.
LEGAL NOTE
Buy-Side Mandate Required: Representation and execution of any transactional services are strictly contingent upon the execution of a fully signed Buy-Side Mandate agreement. Until such mandate is formally executed by all parties, no advisory, agency, or fiduciary relationship exists.
KYC & Proof of Funds (POF): To comply with applicable legal regulations, anti-money laundering (AML) standards, and transaction protocols, the prospective Buyer must complete all standard Know Your Customer (KYC) verification procedures and provide verifiable Proof of Funds (POF) prior to receiving confidential target information, entering into negotiations, or submitting a formal offer.
No Offer or Solicitations: Nothing herein constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any security, asset, or business entity.
Confidentiality & Non-Reliance: The information contained herein is confidential and intended solely for the recipient. No representation or warranty, express or implied, is made as to the accuracy or completeness of the information provided.
Business Model: Combination of private banking, discretionary wealth management, securities trading, fixed-income expertise, Lombard lending, and selected trade finance activities, creating diversified revenue streams beyond traditional wealth management fees.
Client Base: Private and institutional clients focused primarily on Europe, alongside selected international entrepreneurs and trade-related clients. Client assets are diversified across multiple currencies and jurisdictions.
Investment Case: Attractive for a strategic acquirer seeking not only a Swiss banking license but also trading, lending, and transaction capabilities. The platform offers considerable upside through scaling, cost optimization, greater utilization of existing infrastructure, and the addition of new client assets.
Swiss Banking Market Overview
The Swiss private banking sector continues to evolve toward diversified service offerings that combine traditional wealth management with lending, capital markets, and transaction banking. Rising interest rates have strengthened net interest margins, while increasing regulatory costs are encouraging industry consolidation. Banks with multiple recurring revenue streams and established trading capabilities are well positioned to benefit from economies of scale and growing demand from entrepreneurial and internationally active clients.
NOTICE REGARDING REQUESTS & TRANSACTION DETAILS
Please be advised that inquiries and requests for confidential transaction details will strictly be considered upon receipt of a complete Know Your Customer (KYC) compliance package.
To be evaluated, all submissions must include the following documentation:
Non-Disclosure Agreement (NDA) — Fully executed
Proof of Funds (POF) — Recent bank letter, tear sheet, or equivalent verification
Professional / Bank References
Buy-Side Agreement — Signed representation mandate
Note: Incomplete requests or submissions lacking the required verification documents will be disregarded without exception.
LEGAL NOTE
Buy-Side Mandate Required: Representation and execution of any transactional services are strictly contingent upon the execution of a fully signed Buy-Side Mandate agreement. Until such mandate is formally executed by all parties, no advisory, agency, or fiduciary relationship exists.
KYC & Proof of Funds (POF): To comply with applicable legal regulations, anti-money laundering (AML) standards, and transaction protocols, the prospective Buyer must complete all standard Know Your Customer (KYC) verification procedures and provide verifiable Proof of Funds (POF) prior to receiving confidential target information, entering into negotiations, or submitting a formal offer.
No Offer or Solicitations: Nothing herein constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any security, asset, or business entity.
Confidentiality & Non-Reliance: The information contained herein is confidential and intended solely for the recipient. No representation or warranty, express or implied, is made as to the accuracy or completeness of the information provided.
Description
Profile: Established Swiss private bank offering a broader product range than a traditional wealth-management boutique.
Indicative Metrics
Business Model: Combination of private banking, discretionary wealth management, securities trading, fixed-income expertise, Lombard lending, and selected trade finance activities, creating diversified revenue streams beyond traditional wealth management fees.
Client Base: Private and institutional clients focused primarily on Europe, alongside selected international entrepreneurs and trade-related clients. Client assets are diversified across multiple currencies and jurisdictions.
Investment Case: Attractive for a strategic acquirer seeking not only a Swiss banking license but also trading, lending, and transaction capabilities. The platform offers considerable upside through scaling, cost optimization, greater utilization of existing infrastructure, and the addition of new client assets.
Swiss Banking Market Overview
The Swiss private banking sector continues to evolve toward diversified service offerings that combine traditional wealth management with lending, capital markets, and transaction banking. Rising interest rates have strengthened net interest margins, while increasing regulatory costs are encouraging industry consolidation. Banks with multiple recurring revenue streams and established trading capabilities are well positioned to benefit from economies of scale and growing demand from entrepreneurial and internationally active clients.
NOTICE REGARDING REQUESTS & TRANSACTION DETAILS
Please be advised that inquiries and requests for confidential transaction details will strictly be considered upon receipt of a complete Know Your Customer (KYC) compliance package.
To be evaluated, all submissions must include the following documentation:
Non-Disclosure Agreement (NDA) — Fully executed
Proof of Funds (POF) — Recent bank letter, tear sheet, or equivalent verification
Professional / Bank References
Buy-Side Agreement — Signed representation mandate
LEGAL NOTE
Buy-Side Mandate Required: Representation and execution of any transactional services are strictly contingent upon the execution of a fully signed Buy-Side Mandate agreement. Until such mandate is formally executed by all parties, no advisory, agency, or fiduciary relationship exists.
KYC & Proof of Funds (POF): To comply with applicable legal regulations, anti-money laundering (AML) standards, and transaction protocols, the prospective Buyer must complete all standard Know Your Customer (KYC) verification procedures and provide verifiable Proof of Funds (POF) prior to receiving confidential target information, entering into negotiations, or submitting a formal offer.
No Offer or Solicitations: Nothing herein constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any security, asset, or business entity.
Confidentiality & Non-Reliance: The information contained herein is confidential and intended solely for the recipient. No representation or warranty, express or implied, is made as to the accuracy or completeness of the information provided.
Basic Details
Target Price:
CHF 95,000,000
Business ID:
L#20261113
Country
Switzerland
Detail
Published on July 30, 2026 at 7:39 am. Updated on July 30, 2026 at 7:44 am