Expert Financial Advisory for Swiss Businesses

Strategic guidance to optimize your financing, investments, and corporate structure — delivered with complete discretion.
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Independent Corporate Finance & Capital Structuring Advisory

 

PrestaFlex is an independent Swiss financing advisory firm supporting entrepreneurs, SMEs, and mid-market companies with complex financing decisions across Switzerland and Europe.

We do not sell financial products.
We advise, structure, and negotiate financing solutions based on real-world execution experience, regulatory knowledge, and a deep understanding of how banks, investors, and institutions actually make decisions.

Why Financing Advisory Requires Experience - Not Just Access?

Many companies believe financing is about “finding a lender".
In practice, financing success depends on:
 

  • how the business is analysed
  • how risks are presented
  • how financial narratives are constructed
  • how decision-makers on the other side evaluate credibility

 

At PrestaFlex Services, financing advisory is built on years of hands-on transaction experience, not theoretical models.

We act as a financial architect, designing financing structures that are realistic, defensible, and executable.

 What We Mean by Financing Advisory 

Financing advisory is the strategic discipline of transforming a business situation into a bankable or investable case.

This includes:
 

  • analysing solvency, liquidity, and cash-flow resilience
  • identifying structural weaknesses before lenders do
  • selecting appropriate financing instruments
  • preparing decision-grade documentation
  • negotiating structure, pricing, and risk allocation
  • supporting execution until funds are disbursed

 

This approach reflects how financing decisions are actually taken in banks, funds, and investment committees.

Contact an advisor
Contact an advisor

Your trusted partner

Independent Financing Advisory 

PrestaFlex operates with a fully independent advisory model.
We are:
  • not a bank
  • not a broker tied to products
  • not incentivised by placement commissions
This independence allows us to:
  • challenge unrealistic assumptions
  • recommend equity when debt is harmful
  • refuse structures that weaken long-term stability

Independence is a risk-management tool, not a marketing claim.

Advisory Service Areas

Debt Restructuring & Optimization

Improve terms, reduce costs, and consolidate debt to strengthen your financial position and improve cash flow.

Capital Structuring

Design efficient capital structures aligned to growth objectives and market conditions for optimal financial performance.

Liquidity & Cash Flow Management

Ensure sustainable operations and growth readiness through strategic cash flow planning and optimization.

M&A Advisory

Improve terms, reduce costs, and consolidate debt to strengthen your financial position and improve cash flow.

Investment Readiness

Design efficient capital structures aligned to growth objectives and market conditions for optimal financial performance.

Risk & Covenant Management

Ensure sustainable operations and growth readiness through strategic cash flow planning and optimization.

Why Work with PrestaFlex

Discreet, Independent Advice

We build compelling investment cases tailored to your specific business goals

Network of 80+ Financial Partners

Connect with our curated network of qualified Swiss and international investors

Strategic Sector Insight

Our seasoned team ensures you receive the most favorable terms possible

Proven Track Record

Your sensitive business information remains protected throughout the process

Confidential, strategic, and results-driven financial advice.

Take the first step toward optimizing your company's financial structure and strategy.

 

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 Frequently Asked Questions 

Here is what you need to know about our financing advisory services. 
What is the difference between a financing advisor and a financing broker?

A financing advisor analyzes, structures, and negotiates the entire financing strategy in the client’s interest.
A broker typically focuses on placing a predefined product with a lender.

At PrestaFlex, we do not sell financing products. We act as an independent advisor, designing the optimal capital structure first, then selecting and negotiating with the most suitable lenders or investors.

When should a company involve a financing advisor?

Ideally, before approaching banks or investors.

Financing advisors are most effective when involved early — to:

  • assess feasibility
  • identify structural weaknesses
  • avoid preventable rejections
  • position the case correctly from the start

We are also frequently involved after rejections, when existing financing no longer works, or during growth, acquisition, or restructuring phases.

Can you help if a bank has already rejected our financing request?

Yes — this is a common situation.

Most rejections are not due to the company’s quality, but to:

  • poor structuring
  • incomplete documentation
  • weak financial narrative
  • misaligned financing instruments

We analyse why the request was rejected, restructure the case, and re-position it with the appropriate institutions.

Do you work only with banks?

No.

We work with a broad network of Swiss and European financing partners, including:

  • banks
  • alternative lenders
  • mezzanine funds
  • leasing and factoring providers
  • private investors and family offices
  • private equity and growth funds

This allows us to select the right instrument, not just the available one.

Is financing advisory only for large companies?

No.

We advise:

  • entrepreneurs and business owners
  • SMEs and mid-market companies
  • family-owned businesses
  • holding and group structures

What matters is complexity, strategic impact, or risk, not company size.

How is independence ensured?

PrestaFlex is not tied to any bank, fund, or product.
Our remuneration is not linked to the placement of a specific solution.

This allows us to:

  • recommend equity instead of debt when appropriate
  • refuse structures that create long-term fragility
  • negotiate objectively with multiple institutions

Independence is a core risk-management principle.

Do you also advise on equity and private capital?

Yes.

Our financing advisory includes:

  • equity financing and business angel advisory
  • growth capital
  • private equity advisory
  • M&A and acquisition financing
  • MBO and MBI structuring

We support valuation, governance, dilution control, and investor negotiations.

Can you support international or cross-border financing?

Yes.

We regularly advise on international financing structures, including:

  • cross-border debt and equity
  • international real estate and project financing
  • compliance with AML, sanctions, and beneficial ownership rules
  • Swiss Lex Koller implications

Cross-border financing requires both financial and regulatory experience.

How long does a financing advisory mandate take?

It depends on complexity, but typically:

  • Initial pre-check: a few days
  • Structuring and preparation: 1–3 weeks
  • Negotiation and execution: depends on lenders and transaction type

Our focus is on quality and execution, not artificial speed.

Is everything confidential?

Yes.

All mandates are handled under strict Swiss confidentiality standards.
Client data is hosted and processed in Switzerland, and information is shared only with partners approved by the client.

How do you charge for financing advisory services?

Fees depend on:

  • complexity of the mandate
  • scope of advisory
  • transaction type

We are transparent about fees from the outset and align incentives with long-term client interests.

What types of financing situations do you handle most often?

Typical mandates include:

  • growth and expansion financing
  • liquidity and working-capital optimisation
  • debt restructuring and refinancing
  • acquisition and transaction financing
  • equity and hybrid capital structuring
  • special or non-standard situations

We are often involved where standard solutions fail.

Why should we choose PrestaFlex as our financing advisor?

Clients choose PrestaFlex because of:

  • independent, non-product-driven advice
  • senior-level structuring expertise
  • strong Swiss and European institutional network
  • deep understanding of how financing decisions are made
  • discretion, clarity, and execution focus

 

Still Have Questions?

Every financing situation is unique.

Start a Confidential Financing Pre-Check