Juerg Hatz

Managing Partner at azimuth.one
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Contact Information
us****@****om
(386) 825-5501
Location
Basel, Basel, Switzerland, CH
Languages
  • Deutsch Native or bilingual proficiency
  • Englisch Full professional proficiency
  • Französisch Full professional proficiency

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Bio

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Managing Partner
      • Nov 2015 - Present

      - Succession Mandates- Trade Sales- MBO, MBI, LBO- Private Equity- Venture Capital - Succession Mandates- Trade Sales- MBO, MBI, LBO- Private Equity- Venture Capital

    • Financial Services
    • 1 - 100 Employee
    • Partner
      • Apr 2013 - Nov 2015

      - Private Equity transactions- Venture Capital- MBO, MBI and LBO- Trade sales - Private Equity transactions- Venture Capital- MBO, MBI and LBO- Trade sales

    • Member of the Executive Committee
      • Jan 2012 - Mar 2013

      - Restructuring of the group- Streamlining of reporting- Change in the business model for the licensed security trader- Participation in a major corporate finance transactions - Restructuring of the group- Streamlining of reporting- Change in the business model for the licensed security trader- Participation in a major corporate finance transactions

    • Financial Services
    • 1 - 100 Employee
    • Senior Consultant
      • Apr 2011 - Dec 2012

      - Private Equity transactions- Venture Capital- MBO, MBI and LBO- Trade sales - Private Equity transactions- Venture Capital- MBO, MBI and LBO- Trade sales

    • Switzerland
    • Banking
    • 200 - 300 Employee
    • CFO and COO
      • Jul 2007 - Mar 2011

      - Responsibility for Finance Department and Back Office- Change Management and Project Management- Memeber of the ALCO (Asset and Liability Management Committee of the CIC-Est Group) - Responsibility for Finance Department and Back Office- Change Management and Project Management- Memeber of the ALCO (Asset and Liability Management Committee of the CIC-Est Group)

    • CFO
      • Feb 2002 - Jun 2007

      - Statutory reporting according to FINMA and SIX regulations- Regulatory reporting- Controlling- Treasury and Asset and Libaility Management - Statutory reporting according to FINMA and SIX regulations- Regulatory reporting- Controlling- Treasury and Asset and Libaility Management

    • CFO
      • Jan 1997 - Jan 2002

      - Reporting according to IFRS, UK GAAP and US GAAP standards- Risk Management- Set up of investment funds according to Swiss and Luxembourg legislation - Reporting according to IFRS, UK GAAP and US GAAP standards- Risk Management- Set up of investment funds according to Swiss and Luxembourg legislation

    • CFO
      • Aug 1994 - Jan 1997

      CFO- Set up of consolidated accounts according to IFRS- Tax Optimization in an international environment- Treasury and hedging foreign exchange exposure- Investors relation for exchange listed company (SIX)- Communication with private equity funds CFO- Set up of consolidated accounts according to IFRS- Tax Optimization in an international environment- Treasury and hedging foreign exchange exposure- Investors relation for exchange listed company (SIX)- Communication with private equity funds

    • Professional Services
    • 700 & Above Employee
    • Audit Manager
      • Aug 1987 - Aug 1994

      - Audit of industrial companies, financial services companies and investment funds- Special assignments: Valuation services, Set up of consolidated accounts- Set up of internal control systems - Audit of industrial companies, financial services companies and investment funds- Special assignments: Valuation services, Set up of consolidated accounts- Set up of internal control systems

    • Switzerland
    • Biotechnology Research
    • 700 & Above Employee
    • IT Auditor
      • Apr 1984 - Jul 1987

      - Participation in the set up of an IT audit function- IT Audits in worldwide Roche subsidiaries and head quarter - Participation in the set up of an IT audit function- IT Audits in worldwide Roche subsidiaries and head quarter

Education

  • CFA Institute
    CFA
    1999 - 2002
  • Treuhandkammer
    Swiss chartered accountant
    1988 - 1990
  • University of Basle
    lic. rer. pol., Economics
    1978 - 1983

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