Experience

Grant Thornton Schweiz/Liechtenstein

• Partner, Head Transaction Services/Corporate Finance

  • Apr 2016 - 7 years 9 months

  Zürich Area, Switzerland Responsibility for International merger and acquisitions / lead advisory, buy- and sell-side due diligence, capital market transactions and IPO support, valuations & fairness opinions and corporate development support. Experience in the execution of transactions in Germany, Switzerland, Austria, Italy, USA, Latin America and CEE Countries Construction / Building material / Real Estate Energy / Renewable energy Building automation and Facility Management / Automation… Show more Responsibility for International merger and acquisitions / lead advisory, buy- and sell-side due diligence, capital market transactions and IPO support, valuations & fairness opinions and corporate development support. Experience in the execution of transactions in Germany, Switzerland, Austria, Italy, USA, Latin America and CEE Countries Construction / Building material / Real Estate Energy / Renewable energy Building automation and Facility Management / Automation Technology Transportation & Logistics Luxury & Distribution Financial Services Services (Bank, Asset Management and Insurance) Technology / Security Technology / Critical Messaging / Business Process Outsourcing Healthcare Show less



Mazars

• France
• Accounting
• 700 & Above Employee

• Head of Transaction Advisory Services

  • 2010 - Apr 2016

  Zürich Area, Switzerland Expertise in International merger and acquisitions / lead advisory, buy- and sell-side due diligence, capital market transactions and IPO support, valuations & fairness opinions and corporate development.



M&A International Inc. | Now Oaklins

• Senior Advisor M&A

  • 2009 - 2010

  Merger and Acqusition, Business Development, Due Diligence Support, Managment Coach for the Insurance / Banking and Industry Sector



KPMG Germany

• Partner, Head of Transactions Services for Financial Services

  • 2005 - 2009

  Heading 20 professionals in Transaction Services for Financial Services in two offices in Munich and Cologne. Executed transaction and strategic projects in insurance and banking in Europe. Development of new business and clients and the generation of related financial services advisory business. Acted in the field of mergers and acquisition with pre- and post deal support, valuations (incl. fairness opinions), transaction modelling, due diligence, second opinions to strategic initiatives… Show more Heading 20 professionals in Transaction Services for Financial Services in two offices in Munich and Cologne. Executed transaction and strategic projects in insurance and banking in Europe. Development of new business and clients and the generation of related financial services advisory business. Acted in the field of mergers and acquisition with pre- and post deal support, valuations (incl. fairness opinions), transaction modelling, due diligence, second opinions to strategic initiatives, Initial Public Offering (IPO) and general support for the corporate development and strategic projects of its clients. Execution of transactions in all sub-segments of the financial sector. Focused on German speaking countries and cross-border transaction in Europe and particularly market entry initiatives in emerging markets. Show less



Ernst & Young, Switzerland

• Director, Head of Transaction Servcies Financial Services

  • 2001 - 2005

  Director responsible for insurance and banking clients in Switzerland. Led complex transaction mandates, valuation and due diligence projects in banking and insurance. He successfully developed advisory business initiatives for the financial sector. At the end of the stay he was team leader of TAS Financial Services. He was part of the steering group for insurance business activities of Ernst & Young Switzerland and team member of Global Financial Services. Excellent network within Financial… Show more Director responsible for insurance and banking clients in Switzerland. Led complex transaction mandates, valuation and due diligence projects in banking and insurance. He successfully developed advisory business initiatives for the financial sector. At the end of the stay he was team leader of TAS Financial Services. He was part of the steering group for insurance business activities of Ernst & Young Switzerland and team member of Global Financial Services. Excellent network within Financial Services industry. Show less



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Associate Director

  • 2000 - 2001

  Acted as Associate Director for M&A, Corporate Finance and IPO initiatives; Acquisition and execution of IPO and M&A transactions. He was instrumental in the development and identification transaction opportunities, investment cases and transaction structures. Led the presentation to clients and the follow-up action. He developed financial models in the context of valuations, promoted international co-operation with industry experts and product specialist in the international organisation.



Zurich Insurance Company Ltd

• Portugal
• Insurance
• 1 - 100 Employee

• Senior Associate Corporate Finance/M&A

  • 1998 - 2000

  Responsibilities included the execution of acquisitions & divestitures for Zurich Financial Services for the USA, Canada and Latin America (the Americas) to fulfil the request of the Chairman, Chief Financial Officer, Members of the Executive Board and Line Management.

• Financial Analyst Corporate Finance/M&A

  • 1995 - 1998

  Execution of acquisitions and divestitures of Zurich Insurance Group to fulfil the request of the Chairman, Chief Financial Officer, Members of the Executive Board and Line Management at world-wide level.

• Strategic Planning Coach/Consultant Corporate Development

  • 1994 - 1995

  Advising and coaching line management and business units in strategy development and in implementation of an effective planning process.

• Planner/Controller within Corporate Development

  • 1992 - 1994

  Duties included overall management, administration, coordination and further development of the strategic and operational planning process of Zurich Insurance Group. Facilitate an effective communication between business unit, line management and the support departments at Home Office relating to strategy development, planning and reporting (strategic and financial reporting).