Capital advisory Services for financial service providers, leading regional banks and family offices

Capital advisory offers professional consulting to financial service providers and family offices. We’ll accompany you in strategically expanding your business activities in the area of private equity/providing equity to mid-market businesses and real estate investors.

Objectives

Together, we’ll incorporate your overarching goals, such as:

• Access to additional sources of income
• Diversifying sources of income
• Goals regarding the market and your image
• Serving your business customers comprehensively with financial solutions that meet their needs

into a consistent business strategy.

Building on this, we assist our clients with the organisational and process structures of their investment activities. We accompany you according to your needs with a proactive approach along the entire value chain (acquisition, transaction, portfolio management).

We are there for you

Our team has decades of experience in strategic advice and the financing of mid-market companies (small and med cap), particularly with challenges such as arranging for succession, changes in shareholders and inorganic or organic growth.

We offer all-round advice and comprehensive know-how so you have a decisive advantage over the competition in building your investment portfolio based on the equity strategy we have developed.

The benefits to you:

• Competence and private equity know-how from day one
• Flexible access to competence in equity and resources without having to tediously create capacity with your own staff
• Professional assistance along the entire value chain from one point of contact = efficiency that saves you time and money
  and that gives you the way to
• Build an investment portfolio that is sustainably profitable.

Our awards 

We’re proud of the awards we’ve won. And we’re just as happy that our clients give us top ratings! We’re working hard to keep it that way. And that’s a promise!