Deal Advisory Financial Services

    M&A and due diligence advice throughout the transaction process.

    The KPMG Deal Advisory Financial Services team supports national and international financial services clients such as banks, wealth and asset managers, insurance companies and Fintech in all phases of M&A transactions – from the development of an M&A strategy to its successful implementation.

    In today’s more complex and information-saturated environment, decisions on deals need to be made more swiftly and well-founded. This requires a deep understanding of deal execution and the financial services industry, which we have in our specialized team.

    Christian Hintermann

    Partner, Financial Services

    KPMG Switzerland


    How we can support you

    Our experts can help you across the full spectrum of deal advisory services in collaboration with our local and global network, in particular:

    M&A lead advice and valuation

    We assist you throughout the entire transaction process. From supporting you in defining your M&A strategy, identifying potential buyers in the case of a sales process or suitable acquisition targets in a buy-side process, to the deal execution until the closing of a transaction into integration or separation support after the deal has closed.

    During the execution of deals, we help with company valuation, coordination of the whole transaction process, coordination with sellers or buyers and support during negotiations until a final SPA can be reached.

    Due diligence

    The successful purchase and sale of a company, a business division or a portfolio of assets requires extensive transparency regarding the opportunities and risks in all phases of the transaction.

    Our multi-disciplinary teams advise clients in the context of acquisitions (buy-side due diligence) and disposals (fact book, vendor assistance, vendor due diligence) in the analysis of corporate information covering all areas (i.e. financial, commercial, tax, regulatory & compliance, IT and pension due diligence, etc.) and provide you with a holistic view of your transaction. Thus, you will be accompanied from the pre-purchase evaluation, through the analysis and structured preparation of the existing information, the holding of investor meetings and management presentations to the implementation of the results of the due diligence stipulated in the contractual documents.

    Partnering for success: submit your interests & open questions

    We look forward to your requests and will be happy to answer open questions you may have. 

    Meet our experts

    Christian Hintermann

    Partner, Financial Services

    KPMG Switzerland

    Guido Rosenast

    Senior Manager, Financial Services, Deal Advisory

    KPMG Switzerland