Technology & Digital Economy
Artificial intelligence, enterprise software, financial technology and the digital infrastructure underneath them.
AI · SaaS · FinTech · Digital Infrastructure
Independent Global Advisory Firm
Where capital, strategy and opportunity converge.
Avertis Group works with entrepreneurs, management teams, investors and asset owners on capital formation, strategic growth and transformative transactions across Technology, Healthcare and Real Assets.
Mandates
Capital · Growth · Transactions
Sectors
Technology · Healthcare · Real Assets · DTC
Presence
Zurich · Málaga · Dubai
Counterparties
Corporates · Sponsors · Family Capital
The Firm
An advisory firm built for consequential decisions.
Avertis Group is an independent strategic advisory platform. We are retained by companies, investors and asset owners at the points where the outcome is material — a capital formation, a market entry, a transaction that redefines the balance sheet.
Our work is senior, discreet and conflict-free. We are not a placement agent and not a regulated asset manager: we bring judgement, access and execution capacity to a small number of mandates at any one time.
3
Mandate types
4
Core sectors
3
Offices — Zurich, Málaga, Dubai
Advisory
Three mandate types. One senior team.
Mandates are retained and scoped to an outcome. Each combines a strategic retainer with a transaction component aligned to the value created.
01
Capital & Investment Advisory
Growth and strategic capital, private markets, structured financing, investor strategy and long-term capital partnerships.
Growth capital
Structured financing
Investor strategy
02
Corporate Growth & Strategy
International expansion, market entry, strategic partnerships, revenue acceleration and major enterprise initiatives.
Market entry
Partnerships
Expansion strategy
03
Transactions & Special Situations
M&A, joint ventures, strategic investments, complex asset transactions, restructurings and situations requiring senior execution.
M&A
Joint ventures
Special situations
Sectors
Deep coverage of four economies we know completely.
Healthcare & Life Sciences
Care delivery, medical technology and the platforms and infrastructure that carry demographic demand.
Healthcare Services · MedTech · Digital Health · Infrastructure
Real Estate & Real Assets
Development, operating real assets and situations where capital structure and asset strategy must be solved together.
Healthcare RE · Development · Hospitality / Living · Special Situations
DTC & E-Commerce
Consumer brands and commerce infrastructure, where unit economics, channel strategy and working capital decide the outcome.
Consumer Brands · Marketplace & Retail Media · Commerce Infrastructure · Omnichannel
Global reach
Swiss-anchored. Deliberately international.
Zurich
Headquarters. Swiss and European corporates, family capital and institutional relationships.
Málaga
Southern European coverage. Iberian corporates, real assets and international private capital.
Dubai
Gulf coverage. Sovereign-adjacent capital, regional sponsors and cross-border transactions.
Network
Senior relationships across Europe, the Gulf, the United Kingdom and North America.
Languages
German, English, Spanish, French, Italian and Arabic across the mandate team and network.
Approach
How we work, stated plainly.
Five commitments that govern every mandate we accept — and the reason clients retain us over years rather than transactions.
Senior only
The people who win the mandate execute it. No leverage model, no pyramid of juniors.
Retained, not transactional
A strategic retainer with a transaction component. Incentives aligned to the outcome, not to activity.
Few mandates
A limited number of engagements at any one time, each with genuine partner attention.
Independent
No balance sheet to place, no product to sell. Advice that survives the meeting it is given in.
Discreet
Client affairs are handled with the confidentiality our counterparties expect of their own.
Who we work with
Both sides of the table.
We are retained by the companies raising and building, and known to the capital that backs them. That symmetry is the mandate.
Companies & Founders
Growth-stage and established businesses at a capital or expansion inflection.
Corporates
Boards and corporate development teams on transactions, partnerships and market entry.
Investors & Sponsors
Private equity, venture capital, credit funds and institutional investors seeking proprietary access.
Family & Asset Owners
Family offices, principals and owners of real assets on strategy, structuring and disposals.
Engage Avertis
Bring us the decision that matters.
Every approach is reviewed by a partner and receives a considered written response. Conversations are confidential from the first exchange.