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Confidential · LOT-0006 · LIVE
Independent asset manager — Zurich, FINMA-licensed, CHF 480M AUM
Zurich
Asset & Wealth Management
Founded 1998
Share Deal
LOT-0006
Revenue
CHF 5M–10M
FY 2025
EBITDA
CHF 1M–2.5M
Range
Employees
14
Full-time
Founded
1998
Heritage
Multiple
2.8×
Rev / EBITDA
§ 01 · Executive Summary
FINMA-supervised independent asset manager with HNW Swiss and international clientele. Recurring management fees + custody kickbacks; ~85 %% of revenue is annuity. Two senior partners retiring on 24-month earn-out. Clean compliance history, fully documented investment process, modern PMS in place.
§ 02 · Investment Highlights
01
Revenue Profile
CHF 5M–10M annual revenue across multi-year customer relationships.
02
Margin
CHF 1M–2.5M EBITDA — consistent profitability over the last fiscal cycles.
03
Operational Asset
14 FTE — established operation in Zurich.
04
Heritage
Founded in 1998 — long operational history with established customer base.
§ 03 · Financial Summary
Metric
Range
Detail
Revenue
CHF 5M–10M
— unlock —
EBITDA
CHF 1M–2.5M
— unlock —
Employees (FTE)
10–25
— unlock —