M&A advisory for Swiss deals

We guide Swiss founders, family businesses and investors through buy-side and sell-side transactions with disciplined process management, valuation expertise and post-deal integration support.

Autumn reflections on Lake Blausee in the Bernese Oberland

Swiss M&A: buy-side, sell-side and valuation

Preparing, negotiating and closing transactions with confidence

Ark Fiduciaire delivers hands-on M&A advisory across French and German speaking Switzerland. We shape deal strategy, prepare financial models, coordinate due diligence and lead negotiations so you can stay focused on the business.

Our team covers the key searches people use when planning a deal — Swiss M&A advisory, company valuation, buy-side due diligence, sell-side preparation, private equity exits and succession planning. We translate that demand into a clear roadmap tailored to your objectives.

We leverage transaction data, market comparables and management insights to secure terms that reflect the true value of your company while protecting founder interests.

For legal structuring, SPA drafting and regulatory filings we work hand in hand with our trusted law firm partners. Meet our partners.

Why work with Ark Fiduciaire

Local mid-market focusWe understand how Swiss owners, cantonal authorities and domestic lenders approach M&A so we can anticipate issues early.

Integrated specialistsAccounting, tax and payroll experts join the project team so operational risks and earn-out mechanics stay under control.

Regulatory awarenessExperience with SRO expectations, SECO approvals and cross-border data sharing keeps transactions compliant.

Pragmatic reportingWe deliver concise memos, data room trackers and negotiation briefs so decision makers stay aligned throughout the process.

Transaction services

Buy-side and sell-side mandates, including target screening and process management

Financial modelling, scenario planning and independent company valuation

Vendor and buy-side due diligence coordination across finance, tax and HR streams

Deal negotiation support covering letters of intent, SPA terms and closing checklists

Post-merger integration planning with a focus on finance, payroll and reporting setups

Succession and carve-out projects for Swiss SMEs seeking a smooth handover

M&A, valuation and transaction preparation

Who we support

Entrepreneurs, SMEs, investors and groups preparing an acquisition, sale, succession or structured financing round.

We help when figures, governance and documentation need to be ready for demanding discussions.

Contact us

Tell us about your needs and our team will respond with a tailored proposal.

What we produce

Financial models, valuation analyses, vendor preparation, due diligence coordination, data rooms, transaction reporting and integration plans.

Deliverables are designed to help management decide, negotiate and document decisions.

Process

We clarify objectives, timeline, scope, available information, sensitive points and stakeholders.

The engagement moves through diagnosis, preparation, execution, negotiation, closing and post-transaction follow-up where needed.

Cost drivers

Costs depend on deal size, data quality, number of parties, due diligence depth and legal or tax coordination.

Specialized partners are involved when the matter goes beyond normal fiduciary or financial scope.

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