Capital, experience and insight can lead to significant business growth

Mission

Entrepreneurs investing capital and management capacity for mid-sized companies.

An increasingly complex environment demands more strategic thinking in scenario-like structures and requires transformation expertise. We help our clients develop innovative ideas and transform them into concrete solutions with pragmatic delivery and implementation options. Our thinking and our approach are both linked to corporate responsibility, leading to optimized business operations

PROJECT
FINANCING

CORPORATE FINANCE
ADVISORY

BANK DEBENTURE
TRADING

COMMODITY TRADE
SERVICES

Types of Equity

There are several types of accounts used to record equity. Each one is used to store different information about the interests of owners in a business. The types of equity accounts differ, depending on whether a business is organized as a corporation or a partnership.

“Take a chance! All life is a chance.”

—Dale Carnegie
100

INDEPENDENT

17

MEMBERS

11

BRANCHES

460

MILLION IN CLIENT ASSETS

We believe in
long-term, strategic partnership, built on trust and driven by core values.

Partnership.

We are dedicated to a true partnership with our investors, and all others who help us achieve our mission.

Honesty.

We maintain the highest personal and corporate ethics through honesty and fair dealing.

Long Term.

Our focus is always on the long-term best interests of the companies and investors we serve.

Hard Work.

Our success is grounded in hard work and rigorous analysis.

CONTACT US

PRIVATE EQUITY

Michael Adler

SPIN OFF

Joël Bernasconi

GENERAL INFO

Lisa Zimmermann