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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Assets under Management: approximately CHF 3–5 billion
Total Assets: approximately CHF 700 million–1.1 billion
Employees: approximately 90–140
Annual Operating Income: approximately CHF 45–65 million
Annual Profit: mid single-digit million CHF
Shareholders’ Equity: more than CHF 100 million
Capital & Liquidity Ratios: well above regulatory minimum requirements
Business Model: Traditional Swiss wealth management combined with Lombard lending, selected real estate financing, structured lending, corporate finance advisory, M&A advisory, financing advisory, custody, trading, and reporting services.
Client Base: High-net-worth individuals, entrepreneurs, family-owned businesses, external asset managers, and mid-sized companies. The bank combines private wealth management with financing solutions for businesses and entrepreneurial projects.
Investment Case: Particularly attractive for an acquirer seeking a larger Swiss platform with an established management team, multiple client segments, and a broader product offering extending beyond traditional private banking. Significant cross-selling potential exists between private wealth management, corporate financing, and corporate advisory services.
Swiss Banking Market Overview
Swiss banks serving entrepreneurs and family-owned businesses benefit from the country’s position as a leading international financial center and corporate advisory hub. Demand for integrated solutions combining wealth management, corporate finance, lending, and succession planning continues to grow among business owners. Institutions capable of cross-selling private banking and corporate advisory services enjoy stronger client retention, diversified revenues, and higher long-term profitability, making this business model particularly attractive for strategic banking groups seeking comprehensive client relationships.
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.
Assets under Management: approximately CHF 3–5 billion
Total Assets: approximately CHF 700 million–1.1 billion
Employees: approximately 90–140
Annual Operating Income: approximately CHF 45–65 million
Annual Profit: mid single-digit million CHF
Shareholders’ Equity: more than CHF 100 million
Capital & Liquidity Ratios: well above regulatory minimum requirements
Business Model: Traditional Swiss wealth management combined with Lombard lending, selected real estate financing, structured lending, corporate finance advisory, M&A advisory, financing advisory, custody, trading, and reporting services.
Client Base: High-net-worth individuals, entrepreneurs, family-owned businesses, external asset managers, and mid-sized companies. The bank combines private wealth management with financing solutions for businesses and entrepreneurial projects.
Investment Case: Particularly attractive for an acquirer seeking a larger Swiss platform with an established management team, multiple client segments, and a broader product offering extending beyond traditional private banking. Significant cross-selling potential exists between private wealth management, corporate financing, and corporate advisory services.
Swiss Banking Market Overview
Swiss banks serving entrepreneurs and family-owned businesses benefit from the country’s position as a leading international financial center and corporate advisory hub. Demand for integrated solutions combining wealth management, corporate finance, lending, and succession planning continues to grow among business owners. Institutions capable of cross-selling private banking and corporate advisory services enjoy stronger client retention, diversified revenues, and higher long-term profitability, making this business model particularly attractive for strategic banking groups seeking comprehensive client relationships.
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: Swiss banking platform combining wealth management, lending activities, and corporate/global advisory services.
Indicative Metrics
Business Model: Traditional Swiss wealth management combined with Lombard lending, selected real estate financing, structured lending, corporate finance advisory, M&A advisory, financing advisory, custody, trading, and reporting services.
Client Base: High-net-worth individuals, entrepreneurs, family-owned businesses, external asset managers, and mid-sized companies. The bank combines private wealth management with financing solutions for businesses and entrepreneurial projects.
Investment Case: Particularly attractive for an acquirer seeking a larger Swiss platform with an established management team, multiple client segments, and a broader product offering extending beyond traditional private banking. Significant cross-selling potential exists between private wealth management, corporate financing, and corporate advisory services.
Swiss Banking Market Overview
Swiss banks serving entrepreneurs and family-owned businesses benefit from the country’s position as a leading international financial center and corporate advisory hub. Demand for integrated solutions combining wealth management, corporate finance, lending, and succession planning continues to grow among business owners. Institutions capable of cross-selling private banking and corporate advisory services enjoy stronger client retention, diversified revenues, and higher long-term profitability, making this business model particularly attractive for strategic banking groups seeking comprehensive client relationships.
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 210,000,000
Gross Revenue
TBD
EBITDA
TBD
Business ID:
L#20261115
Country
Switzerland
Detail
Published on July 30, 2026 at 7:39 am. Updated on July 30, 2026 at 7:44 am