Private Equity Zug

        object(WP_Post)#4934 (24) {
  ["ID"]=>
  int(14509)
  ["post_author"]=>
  string(2) "22"
  ["post_date"]=>
  string(19) "2025-10-12 21:29:28"
  ["post_date_gmt"]=>
  string(19) "2025-10-12 19:29:28"
  ["post_content"]=>
  string(12394) "
Swiss precision applied to capital.



Zug brings together a unique ecosystem: family offices, headquarters of international groups, tech & life-sciences scale-ups, financial services, commodities, fintech & Crypto Valley. In this environment, PrestaFlex structures and executes tailor-made Private Equity transactions, combining financial rigor, absolute confidentiality, and a long-term vision.




https://www.youtube.com/shorts/Opjb1oZlGGI




What we finance in Zug



Growth Equity (minority/majority)
Product acceleration, DACH/EU internationalisation, build-up strategy.
Indicative ticket sizes: CHF 0.5–30m (co-investment possible).



Transmission & Succession (MBO/MBI/owner buy-out)
Structures balancing management continuity, incentives (sweet equity), and governance.



Carve-out & Spin-off
Separation of non-core assets, creation of dedicated vehicles, TSAs, and the path to stand-alone autonomy.



Club deals & co-investments
Discreet access to qualified investors (family offices, funds, HNWIs).



Hybrid solutions
Combinations of equity + mezzanine/PIK + vendor loan to optimise cost of capital and dilution.







Our method (deal-driven)



Diagnosis & Equity Story
Reading of the business model, mapping value drivers, 36–60-month trajectory.
Deliverables: teaser, investment highlights, KPI pack.



Financial & legal structuring
Instruments (ordinary/preference), rights, covenants, target cap table, management package, earn-out.



Targeted Investor Mapping
Shortlist of relevant investors for Zug and your sector, direct access to decision-makers.



Controlled process
NDA, Swiss data room, guided Q&A, term-sheet comparison, confirmatory due diligence.



Closing & 100-Day Plan
Post-closing attack plan (product, go-to-market, ops, finance), PMO and KPIs.







Value creation: priority levers



Go-to-market: pricing, DACH segmentation, channel partnerships.
Operations: SOPs, supply, automation, procurement.
Product & tech: roadmap, security, scalability, quality.
People & governance: board, OKRs, incentive plan, succession.
Finance: cash/working-capital discipline, dashboard, exit preparation.







Steering indicators & reference metrics



Growth: organic (YoY), net revenue retention, export share.
Profitability: gross margin, EBITDA margin, EBITDA→cash conversion.
Capital: LTV/LTM, dilution, debt service coverage.
Customers: CAC, LTV/CAC, churn, concentration (top-10).
Risks: supplier dependencies, IT & compliance, key-man.







Due diligence — operational checklist



Financial: revenue quality, EBITDA normalisation, NWC, cash bridge.
Legal: key contracts, IP, GDPR/FADP, licences, disputes.
Tax: cross-border VAT, transfer pricing, ruling if relevant.
Commercial: pipeline, churn, NPS, competition.
Technical: architecture, security, technical debt.
HR: org chart, remuneration, non-compete clauses, incentive plans.







Governance & alignment



Board: monthly cadence, standardised reporting pack, ad-hoc committees (audit, remuneration).
Management package: sweet equity/options, vesting, good/bad leaver.
Covenants: performance, information, distributions, change of control.
ESG: concise charter (safety, ethics, diversity, footprint), measurable priorities.







Example cases (illustrative)



SaaS scale-up (Zug)
CHF 8m round (minority), expanded board, Germany/Austria build-up plan, NRR > 120%.



Industrial SME (succession)
MBO with equity + mezzanine + vendor loan, earn-out linked to EBITDA over 24 months.



B2B services carve-out
Dedicated vehicle, 12-month TSA, IT & HR migration, stand-alone EBITDA +380 bps.







Term sheet — typical elements (indicative)



Amount: CHF 3–15m (co-investment possible beyond).
Instrument: ordinary/preference shares (non-participating liquidation preference).
Governance: 1–2 board seats, information rights, targeted reserved matters.
Management: incentive plan 7–15% fully diluted, 4-year vesting.
Liquidity: 4–6-year horizon, liquidity options, drag/tag rights.







Why PrestaFlex for Zug



Access & neutrality: selective network of investors, banks, and deal-makers in Switzerland and internationally.
Discreet execution: closed process, Swiss-hosted data room, strict compliance.
Tailor-made: structuring adapted to the sector (tech, life sciences, industry, services, commodities, fintech/crypto).
Results-oriented: KPIs, 100-Day Plan, exit discipline from day one.







Indicative deal timeline (well prepared)



W-4 to W-3: diagnosis & equity story, data room V1.
W-3 to W-1: investor mapping & teasers, NDA, first discussions.
W0 to W+4: indicative offers, management meetings, final term sheet.
W+4 to W+10: confirmatory due diligence, documentation, financing.
W+10: closing. D+100: 100-Day Plan review.







FAQ (selection)



Confidentiality?
Closed process, documents and data hosted in Switzerland, restricted and traceable access.



Dilution?
Pre-/post-money simulations and liquidity scenarios for informed decision-making.



Cost of capital?
Hybrid structures (equity/mezz/PIK/vendor loan) to reduce dilution while keeping a solid structure.



Management time?
PrestaFlex PMO, clear workstreams, disciplined timetable to limit workload.







Getting started — useful documents




Pitch deck / memorandum (10–15 slides)



KPI pack (12–18 months), budget & 3-year plan



Key customer/supplier contracts



Org chart & remuneration policy



Cap table and existing debt (if any)








Let’s discuss your project in Zug



PrestaFlex Services Sàrl
Bankstrasse 4 – P.O. Box 77
1701 Fribourg – Switzerland
Tel. +41 26 323 11 30
✉️ info@prestaflex.ch



PrestaFlex — connecting founders, investors and family offices around solid, transparent and sustainable projects.



An article by Munur Aslan, Managing Director at PrestaFlex



See also our articles Corporate financing Zurich and Corporate financing Geneva for a broader perspective.





  
  

"
  ["post_title"]=>
  string(18) "Private Equity Zug"
  ["post_excerpt"]=>
  string(0) ""
  ["post_status"]=>
  string(7) "publish"
  ["comment_status"]=>
  string(6) "closed"
  ["ping_status"]=>
  string(6) "closed"
  ["post_password"]=>
  string(0) ""
  ["post_name"]=>
  string(18) "private-equity-zug"
  ["to_ping"]=>
  string(0) ""
  ["pinged"]=>
  string(0) ""
  ["post_modified"]=>
  string(19) "2025-10-12 21:37:33"
  ["post_modified_gmt"]=>
  string(19) "2025-10-12 19:37:33"
  ["post_content_filtered"]=>
  string(0) ""
  ["post_parent"]=>
  int(0)
  ["guid"]=>
  string(30) "https://prestaflex.ch/?p=14509"
  ["menu_order"]=>
  int(0)
  ["post_type"]=>
  string(4) "post"
  ["post_mime_type"]=>
  string(0) ""
  ["comment_count"]=>
  string(1) "0"
  ["filter"]=>
  string(3) "raw"
}

Swiss precision applied to capital.

Zug brings together a unique ecosystem: family offices, headquarters of international groups, tech & life-sciences scale-ups, financial services, commodities, fintech & Crypto Valley. In this environment, PrestaFlex structures and executes tailor-made Private Equity transactions, combining financial rigor, absolute confidentiality, and a long-term vision.

What we finance in Zug

Growth Equity (minority/majority)
Product acceleration, DACH/EU internationalisation, build-up strategy.
Indicative ticket sizes: CHF 0.5–30m (co-investment possible).

Transmission & Succession (MBO/MBI/owner buy-out)
Structures balancing management continuity, incentives (sweet equity), and governance.

Carve-out & Spin-off
Separation of non-core assets, creation of dedicated vehicles, TSAs, and the path to stand-alone autonomy.

Club deals & co-investments
Discreet access to qualified investors (family offices, funds, HNWIs).

Hybrid solutions
Combinations of equity + mezzanine/PIK + vendor loan to optimise cost of capital and dilution.

Our method (deal-driven)

Diagnosis & Equity Story
Reading of the business model, mapping value drivers, 36–60-month trajectory.
Deliverables: teaser, investment highlights, KPI pack.

Financial & legal structuring
Instruments (ordinary/preference), rights, covenants, target cap table, management package, earn-out.

Targeted Investor Mapping
Shortlist of relevant investors for Zug and your sector, direct access to decision-makers.

Controlled process
NDA, Swiss data room, guided Q&A, term-sheet comparison, confirmatory due diligence.

Closing & 100-Day Plan
Post-closing attack plan (product, go-to-market, ops, finance), PMO and KPIs.

Value creation: priority levers

Go-to-market: pricing, DACH segmentation, channel partnerships.
Operations: SOPs, supply, automation, procurement.
Product & tech: roadmap, security, scalability, quality.
People & governance: board, OKRs, incentive plan, succession.
Finance: cash/working-capital discipline, dashboard, exit preparation.

Steering indicators & reference metrics

Growth: organic (YoY), net revenue retention, export share.
Profitability: gross margin, EBITDA margin, EBITDA→cash conversion.
Capital: LTV/LTM, dilution, debt service coverage.
Customers: CAC, LTV/CAC, churn, concentration (top-10).
Risks: supplier dependencies, IT & compliance, key-man.

Due diligence — operational checklist

Financial: revenue quality, EBITDA normalisation, NWC, cash bridge.
Legal: key contracts, IP, GDPR/FADP, licences, disputes.
Tax: cross-border VAT, transfer pricing, ruling if relevant.
Commercial: pipeline, churn, NPS, competition.
Technical: architecture, security, technical debt.
HR: org chart, remuneration, non-compete clauses, incentive plans.

Governance & alignment

Board: monthly cadence, standardised reporting pack, ad-hoc committees (audit, remuneration).
Management package: sweet equity/options, vesting, good/bad leaver.
Covenants: performance, information, distributions, change of control.
ESG: concise charter (safety, ethics, diversity, footprint), measurable priorities.

Example cases (illustrative)

SaaS scale-up (Zug)
CHF 8m round (minority), expanded board, Germany/Austria build-up plan, NRR > 120%.

Industrial SME (succession)
MBO with equity + mezzanine + vendor loan, earn-out linked to EBITDA over 24 months.

B2B services carve-out
Dedicated vehicle, 12-month TSA, IT & HR migration, stand-alone EBITDA +380 bps.

Term sheet — typical elements (indicative)

Amount: CHF 3–15m (co-investment possible beyond).
Instrument: ordinary/preference shares (non-participating liquidation preference).
Governance: 1–2 board seats, information rights, targeted reserved matters.
Management: incentive plan 7–15% fully diluted, 4-year vesting.
Liquidity: 4–6-year horizon, liquidity options, drag/tag rights.

Why PrestaFlex for Zug

Access & neutrality: selective network of investors, banks, and deal-makers in Switzerland and internationally.
Discreet execution: closed process, Swiss-hosted data room, strict compliance.
Tailor-made: structuring adapted to the sector (tech, life sciences, industry, services, commodities, fintech/crypto).
Results-oriented: KPIs, 100-Day Plan, exit discipline from day one.

Indicative deal timeline (well prepared)

W-4 to W-3: diagnosis & equity story, data room V1.
W-3 to W-1: investor mapping & teasers, NDA, first discussions.
W0 to W+4: indicative offers, management meetings, final term sheet.
W+4 to W+10: confirmatory due diligence, documentation, financing.
W+10: closing. D+100: 100-Day Plan review.

FAQ (selection)

Confidentiality?
Closed process, documents and data hosted in Switzerland, restricted and traceable access.

Dilution?
Pre-/post-money simulations and liquidity scenarios for informed decision-making.

Cost of capital?
Hybrid structures (equity/mezz/PIK/vendor loan) to reduce dilution while keeping a solid structure.

Management time?
PrestaFlex PMO, clear workstreams, disciplined timetable to limit workload.

Getting started — useful documents

Pitch deck / memorandum (10–15 slides)
KPI pack (12–18 months), budget & 3-year plan
Key customer/supplier contracts
Org chart & remuneration policy
Cap table and existing debt (if any)

Let’s discuss your project in Zug

PrestaFlex Services Sàrl
Bankstrasse 4 – P.O. Box 77
1701 Fribourg – Switzerland
Tel. +41 26 323 11 30
✉️ info@prestaflex.ch

PrestaFlex — connecting founders, investors and family offices around solid, transparent and sustainable projects.

An article by Munur Aslan, Managing Director at PrestaFlex

See also our articles Corporate financing Zurich and Corporate financing Geneva for a broader perspective.

Rate this post

Private Equity Zug

What we finance in Zug

Our method (deal-driven)

Value creation: priority levers

Steering indicators & reference metrics

Due diligence — operational checklist

Governance & alignment

Example cases (illustrative)

Term sheet — typical elements (indicative)

Why PrestaFlex for Zug

Indicative deal timeline (well prepared)

FAQ (selection)

Getting started — useful documents

Let’s discuss your project in Zug

What we finance in Zug

Our method (deal-driven)

Value creation: priority levers

Steering indicators & reference metrics

Due diligence — operational checklist

Governance & alignment

Example cases (illustrative)

Term sheet — typical elements (indicative)

Why PrestaFlex for Zug

Indicative deal timeline (well prepared)

FAQ (selection)

Getting started — useful documents

Let’s discuss your project in Zug

Contact

Other services

INFORMATION

Subscribe to our Newsletter

TWEETS