A specialist in Swiss SME transfers and turnaround situations, I support business owners and buyers through every critical stage — from strategic assessment to closing.
Consultant in SME transfers & turnaround situations · Switzerland
View LinkedIn postThree areas of intervention covering the full lifecycle of an SME in transition — from crisis to growth.
Comprehensive support for sellers and buyers: valuation, legal and tax structuring, buyer identification, negotiation management through to closing. I secure every stage to ensure a successful transfer that protects the legacy and the people behind the business.
Full crisis diagnosis, operational and financial recovery plan, debt restructuring, stakeholder management. I step in quickly to stabilize the situation and then rebuild value under tight time constraints.
External growth strategy, acquisition targeting and approach, investor support in build-up transactions. I manage transactions end-to-end with a value creation mindset.
"Never split the difference — never settle halfway when your company's interests are at stake."
— Inspired by Chris Voss, former FBI lead negotiator
In transfer and turnaround situations, every conversation is a high-stakes negotiation. I apply the principles of one of the FBI's most formidable negotiators to achieve results that conventional approaches fail to deliver.
Deeply understanding the motivations and constraints of the other party in order to steer the negotiation toward the optimal outcome, without ever compromising your interests.
Using carefully calibrated open-ended questions to guide the counterpart toward the desired solution, without creating direct confrontation.
Setting the parameters early to control the playing field and shape the expectations of all transaction stakeholders.
Turning refusals into strategic information and leverage to move closer to an agreement, where others would simply give up.
Partner to a Swiss investment fund specialized in the acquisition and development of medical, dental and specialist practices. A sector undergoing rapid consolidation, offering long-term patrimonial value.
Acquisition of single-site and multi-site practices, operational optimization and portfolio development.
Physicians looking to sell while continuing their activity within a secure and value-enhancing environment.
Ophthalmology, dermatology, radiology, physiotherapy — any specialty with strong potential is considered.
Creation of regional groups through successive acquisitions to generate synergies and superior valuation.
Selection of Swiss SMEs currently for sale. Full files available under NDA upon request.
Wine and champagne trading and distribution company. Established client portfolio, premium references, attractive margins.
Foreign exchange, money transfer and gold / precious metals trading activity. Regulatory approval in place, significant transaction flows.
100% natural Swiss cosmetics brand. Premium positioning, strong brand identity, export development potential.
Clinic specialized in surgery and liposculpture. Medical team in place, loyal patient base, outstanding EBITDA.
Targeted acquisition for a qualified investor. Precise investment criteria, fast decision-making capacity, NDA signed.
Landscape architecture and premium outdoor design firm. Strong order book, excellent reputation, significant revenue base.
IT company with strong operational activity. High EBITDA, senior technical team, letter of intent under negotiation.
Software publisher dedicated to legal professionals. Recurring revenues, captive client base, strong valuation potential.
Trading company specialized in aircraft and aviation spare parts. High-value niche, qualified international client base.
Full-service communication and digital marketing agency. Large corporate clients, stable creative team, strong recurring mandates.
A 5-phase methodology designed to maximize value and minimize risk at every stage of your project.
In-depth financial and operational analysis. Identification of strengths, weaknesses and hidden value potential.
Definition of the optimal framework: timing, legal and tax structuring, valuation and market positioning.
Preparation of memorandums, targeted outreach, data room management and due diligence coordination.
Application of advanced techniques (Voss method) to defend your interests and secure the best terms.
Coordination of legal and tax advisors, final signing and post-transaction support.
An M&A consultant based in Switzerland, I focus on two complementary missions: helping SME owners transfer or turn around their businesses, and contributing to the development of an investment fund dedicated to medical professions.
My approach is defined by advanced negotiation techniques inspired by Chris Voss, combined with an in-depth understanding of the Swiss economic landscape, across both French-speaking and German-speaking Switzerland.
What 9 out of 10 business owners don't know — and what could cost them hundreds of thousands of francs. A practical guide by Claude Chalaby, M&A consultant in Switzerland, based on 15 years of advising business owners through transfers.
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Every situation is unique. A first confidential exchange will allow us to assess together how I can support you.