Private Equity to Winterthur

        object(WP_Post)#4938 (24) {
  ["ID"]=>
  int(14494)
  ["post_author"]=>
  string(2) "22"
  ["post_date"]=>
  string(19) "2025-10-12 10:31:39"
  ["post_date_gmt"]=>
  string(19) "2025-10-12 08:31:39"
  ["post_content"]=>
  string(14447) "






Swiss precision applied to capital.





A city of engineering, insurance, and applied technologies, Winterthur combines a strong base of industrial SMEs, tech/medtech/cleantech scale-ups, and direct access to the Zurich economic hub.





In this environment, PrestaFlex structures and executes tailor-made Private Equity transactions with financial rigor, absolute confidentiality, and long-term vision.






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











What We Finance in Winterthur





Growth Equity (minority/majority)









Transmission & Succession (MBO/MBI/Owner Buy-out)









Carve-out & Spin-off









Club Deals & Co-investments









Hybrid Solutions














Our Deal-Oriented Methodology





    

  1. Diagnosis & Equity Story
    Business model, value drivers, 36–60 month trajectory.
    Deliverables: teaser, investment highlights, KPI pack.
    2. 




  2. Financial & Legal Structuring
    Instruments (common/preferred shares), rights, target cap table, management package, earn-out design.
    3. 




  3. Targeted Investor Mapping
    Shortlist of relevant investors for Winterthur and your sector (industry, medtech, insurtech, cleantech, B2B services).
    4. 




  4. Controlled Process
    NDA, Swiss data room, guided Q&A, term sheet comparison, confirmatory due diligence.
    5. 




  5. Closing & 100-Day Plan
    Post-closing implementation: product, go-to-market, operations, finance. PMO support and KPI tracking.
    6. 











Value Creation Levers (Priority for Winterthur)














Performance Indicators














Due Diligence — Operational Checklist














Illustrative Case Studies














Indicative Term Sheet Guidelines














Indicative Timeline for a Well-Prepared Deal














Quick FAQ














Getting Started — Useful Documents














Let’s Discuss Your Project in Winterthur





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





PrestaFlex – connecting entrepreneurs, investors, and family offices around solid, transparent, and sustainable projects.





An article by Munur Aslan, Director of PrestaFlex





👉 Also discover our related articles Corporate Financing Zurich and Corporate Financing Basel for a broader perspective.







  











 

"
  ["post_title"]=>
  string(28) "Private Equity to Winterthur"
  ["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(28) "private-equity-to-winterthur"
  ["to_ping"]=>
  string(0) ""
  ["pinged"]=>
  string(0) ""
  ["post_modified"]=>
  string(19) "2025-10-12 10:32:40"
  ["post_modified_gmt"]=>
  string(19) "2025-10-12 08:32:40"
  ["post_content_filtered"]=>
  string(0) ""
  ["post_parent"]=>
  int(0)
  ["guid"]=>
  string(30) "https://prestaflex.ch/?p=14494"
  ["menu_order"]=>
  int(0)
  ["post_type"]=>
  string(4) "post"
  ["post_mime_type"]=>
  string(0) ""
  ["comment_count"]=>
  string(1) "0"
  ["filter"]=>
  string(3) "raw"
}
  1. Blog

Swiss precision applied to capital.

A city of engineering, insurance, and applied technologies, Winterthur combines a strong base of industrial SMEs, tech/medtech/cleantech scale-ups, and direct access to the Zurich economic hub.

In this environment, PrestaFlex structures and executes tailor-made Private Equity transactions with financial rigor, absolute confidentiality, and long-term vision.

What We Finance in Winterthur

Growth Equity (minority/majority)

  • Product acceleration, industrialization, DACH internationalization, build-up strategies.
  • Typical ticket sizes: CHF 0.5 – 30 million (co-investment possible).

Transmission & Succession (MBO/MBI/Owner Buy-out)

  • Managerial continuity, sweet equity, clear governance, defined transition calendar.

Carve-out & Spin-off

  • Separation of non-core assets, creation of dedicated vehicles, transitional service agreements.

Club Deals & Co-investments

  • Discreet access to qualified investors (family offices, funds, high-net-worth individuals).

Hybrid Solutions

  • Combinations of equity + mezzanine/PIK + vendor loan to limit dilution and optimize the cost of capital.

Our Deal-Oriented Methodology

  1. Diagnosis & Equity Story
    Business model, value drivers, 36–60 month trajectory.
    Deliverables: teaser, investment highlights, KPI pack.
  2. Financial & Legal Structuring
    Instruments (common/preferred shares), rights, target cap table, management package, earn-out design.
  3. Targeted Investor Mapping
    Shortlist of relevant investors for Winterthur and your sector (industry, medtech, insurtech, cleantech, B2B services).
  4. Controlled Process
    NDA, Swiss data room, guided Q&A, term sheet comparison, confirmatory due diligence.
  5. Closing & 100-Day Plan
    Post-closing implementation: product, go-to-market, operations, finance. PMO support and KPI tracking.

Value Creation Levers (Priority for Winterthur)

  • Industrialization & supply chain: SOP, quality, automation, procurement.
  • Go-to-market DACH: pricing, channels, strategic partnerships.
  • Product & technology: roadmap, certifications, scalability, cybersecurity.
  • People & governance: board structure, OKRs, incentive plans, succession.
  • Finance: cash discipline, working capital optimization, dashboards, exit preparation.

Performance Indicators

  • Growth: organic YoY, net revenue retention, export share.
  • Profitability: gross margin, EBITDA margin, EBITDA→cash conversion.
  • Capital: dilution, net leverage, debt service coverage.
  • Commercial: CAC, LTV/CAC, churn, client concentration.
  • Risks: supplier dependencies, IT & compliance, key-man exposure.

Due Diligence — Operational Checklist

  • Financial: revenue quality, EBITDA normalization, cash bridge, working capital.
  • Legal: key contracts, IP, licenses, litigation.
  • Tax: VAT, transfer pricing, intra-group schemes.
  • Commercial: pipeline, NPS, competition.
  • Technical: architecture, technical debt, QA/quality.
  • HR: org chart, compensation, clauses, incentive plans.

Illustrative Case Studies

  • Precision mechanics SME (Winterthur)
    MBO with equity + mezzanine + vendor loan, industrial efficiency plan, EBITDA margin +240 bps in 18 months.
  • Medtech scale-up
    CHF 10 million round (minority stake), board strengthening, clinical roadmap & certification, DACH expansion.
  • B2B software spin-off
    Carve-out of a non-core module, 12-month TSA, standalone P&L setup, accelerated time-to-market.

Indicative Term Sheet Guidelines

  • Amount: CHF 3 – 15 million (co-investment possible >15).
  • Instrument: common or preferred shares (non-participating preference).
  • Governance: 1–2 board seats, information rights, focused reserved matters.
  • Management: incentive plan 7–15% fully diluted (4-year vesting, good/bad leaver).
  • Liquidity: 4–6 year horizon, drag/tag rights, liquidity options.

Indicative Timeline for a Well-Prepared Deal

  • S–4 → S–3: diagnosis & equity story, data room V1.
  • S–3 → S–1: investor mapping, teasers, NDA, initial discussions.
  • S0 → S+4: indicative offers, management meetings, final term sheet.
  • S+4 → S+10: confirmatory due diligence, documentation, financing.
  • S+10: closing. J+100: review of 100-Day Plan.

Quick FAQ

  • Confidentiality? Closed process, data hosted in Switzerland, restricted and traceable access.
  • Dilution? Pre-/post-money simulations and liquidity scenarios for informed decision-making.
  • Management workload? PrestaFlex PMO, defined workstreams, and controlled timeline.
  • Cost of capital? Hybrid structures to cap dilution while maintaining a healthy balance sheet.

Getting Started — Useful Documents

  • Pitch deck (10–15 slides) & KPI pack (12–18 months)
  • Budget & 3-year plan
  • Key client/supplier contracts
  • Org chart & compensation policy
  • Cap table and debt details (if any)

Let’s Discuss Your Project in Winterthur

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

PrestaFlex – connecting entrepreneurs, investors, and family offices around solid, transparent, and sustainable projects.

An article by Munur Aslan, Director of PrestaFlex

👉 Also discover our related articles Corporate Financing Zurich and Corporate Financing Basel for a broader perspective.

Rate this post
Previous article Private Equity Zug
Next article Private Equity Bern
Whatsapp