Where Capital, Strategy And Opportunity Converge
We advise entrepreneurs, management teams, investors and asset owners on capital formation, strategic growth and transformative transactions across Technology, Healthcare, Real Assets and DTC & E-Commerce.
An Advisory Firm Built For Consequential Decisions
Avertis Group is an independent advisory firm. We are retained by companies, investors and asset owners where the outcome is material — a capital formation, a market entry, a transaction that redefines the balance sheet.
We are not a placement agent and not a regulated asset manager. We bring judgement, access and execution capacity to a small number of engagements at any one time.
Three Practices. One Senior Team.
Engagements are retained and scoped to an outcome: a strategic retainer plus a transaction component aligned to the value created.
Capital & Investment Advisory
Growth and strategic capital, private markets, structured financing, investor strategy and long-term capital partnerships.
Corporate Growth & Strategy
International expansion, market entry, strategic partnerships, revenue acceleration and major enterprise initiatives.
Transactions & Special Situations
M&A, joint ventures, strategic investments, complex asset transactions, restructurings and situations requiring senior execution.
Sector Outlooks From The Desk
Where Enterprise AI Budgets Actually Land
Software spend is consolidating around fewer vendors. What that means for growth capital.
Care Delivery Is Becoming An Infrastructure Asset
Demographic demand is pulling institutional capital into services and estate together.
Repricing Has Separated Assets From Sponsors
Capital structure and asset strategy can no longer be solved in sequence.
Working Capital Is The Constraint, Not Demand
Channel economics decide which consumer brands can be financed at scale.
Four Economies We Know Completely
Coverage is deliberately narrow. We work where we hold relationships on both sides of the table and can price judgement, not research.
Technology & AI
Artificial intelligence, enterprise software, financial technology and the digital infrastructure underneath them.
Healthcare & Life Sciences
Care delivery, medical technology and the platforms and infrastructure that carry demographic demand.
Real Estate
Development, operating real assets and situations where capital structure and asset strategy must be solved together.
DTC & E-Commerce
Consumer brands and commerce infrastructure, where unit economics, channel strategy and working capital decide the outcome.
Swiss-Anchored. Deliberately International.
Headquarters. Swiss and European corporates, family capital and institutional relationships.
Southern European coverage. Iberian corporates, real assets and international private capital.
Gulf coverage. Sovereign-adjacent capital, regional sponsors and cross-border transactions.
How We Work, Stated Plainly
Five commitments that govern every engagement — and why clients retain us over years rather than transactions.
Senior Only
The people who win the engagement 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 Engagements
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.
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 advantage.
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 institutions seeking proprietary access.
Family & Asset Owners
Family offices, principals and owners of real assets on strategy, structuring and disposals.
Bring Us The Decision That Matters
Every approach is read by a partner and receives a written response within ten working days. Conversations are confidential from the first exchange.