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A NEW APPROACH
TO ALTERNATIVE INVESTMENTS
We focus on generating capital appreciation through alternative and ESG investment opportunities minimally correlated to the financial markets
A NEW APPROACH
TO ALTERNATIVE INVESTMENTS
We focus on generating capital appreciation through alternative and ESG investment opportunities minimally correlated to the financial markets
WHAT WE DO
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We help realize projects and arrange liquidity
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OUR APPROACH
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We create alternative investment opportunities with clear proceeds
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EXPERIENCE
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We have over 100 years of combined experience and industry know-how
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WHERE WE ARE
We are headquartered in Dubai and have an office in Zurich
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ABOUT
We are a privately owned investment firm with Swiss roots specialized in real estate and private markets opportunities. We focus on helping corporations and projects achieve their financial goals, whilst holding ourselves to the highest standards. We manage our company with a long-term approach by creating and maintaining personal partnerships based on trust.
OUR BUSINESS
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Private market opportunities, especially ESG, are a favored source of alternative return. We invest in private equity and debt solutions, including sustainable financing, with meaningful diversification uncorrelated to the global markets. We specialize in creating liquidity through bankable securities for various assets, from liquid and tradable projects to illiquid real assets, whereby we syndicate with co-investors such as banks, asset and wealth managers, funds, and financial institutions.
Convertible & Loan Notes
Certificates (AMC) & Private Funds
Direct Equity & Club Deals
Green Finance
Private Markets
Structures & Vehicles:
Private Markets
Structures & Vehicles:
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We navigate through the dynamic real estate markets to source the most sought-after and risk-adjusted investment opportunities of simple and complex development projects with the aim to outperform. We go beyond simply providing access to such opportunities through our specialized knowledge and decades of market experience by driving sustainable value across a range of real estate sectors globally. We invest in mezzanine, short- and long-term financing opportunities, aligned to mitigate risk and maximize returns, from developments to income producing assets.
REAL ESTATE
REAL ESTATE
Project & Investment Preferences:
Project & Investment preferences:
Residential, Commercial, and Mixed-Use
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Land Developments
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Hospitality & Specialized Assets
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Real Estate Funds & Investment Vehicles
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We assist corporates and private businesses across diversified sectors by securing capital through corporate banking facilities. We strive to become part of our client’s success story by adding value to the community and assist them in achieving substantial growth and peak performance.
We distinguish ourselves through our approach of conducting a uniquely structured independent review prior to engaging with prospective financiers or lenders. We work closely with our clients and endeavor to leave a long-lasting positive impact that they benefit from as the evolve and achieve their financial objectives.
CORPORATE FINANCE
CORPORATE FINANCE
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Mergers & Acquisitions
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Project & Development Financing
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Debt Financing & Restructuring
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Competencies & Services:
Competencies & Services:
Market segments
We syndicate with professional and institutional investors globally that co-invest in our value-adding products and projects. Our long-term experience in the financial markets paired with our extensive distribution network allow us to raise capital in a timely manner.
INVESTOR SOLUTIONS
INVESTOR TYPE
INVESTOR Domicile
AMC
and
private funds
and
private funds
Club deals
Sustainable
financing
financing
Senior loans
Seed and
venture capital
venture capital
Mezzanine financing
Private equity and debt
HNWI
Investment and
private banks
private banks
Asset and wealth
managers
managers
Investment
funds
funds
Family
offices
offices
Europe and UK
Switzerland
GCC
Asia Pacific
REAL ESTATE
We offer profound advisory, bespoke structuring, and alternative funding solutions across various asset classes, including private equity and debt capital, mezzanine, and long-term financing.
PROBLEM
solution
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Limited access to alternative funding
Diversified funding solutions
Lack of liquidity during initial stages
Multiple sources of LP’s
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Capital requirements for senior/construction loans
Early-stage capital contributions
Additional capacities through partnerships
Failure of market opportunities
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REview
VALUATION
STRATEGY
LEGAL
MARKETING
FUNDING
EXIT
OUR PROCESS
CORPORATE FINANCE
Our experienced team is working closely with banks and other institutional investors to arrange funding facilities and structure the most suitable investment solutions that support the business requirements of corporate clients. We distinguish ourselves in the approach that we adopt where we conduct our independent review and provide constructive feedback prior to engaging with prospective financiers and lenders. We well understand the market circumstances and speak the language of both our clients and investors, which ensures seamless execution and transactions.
SERVICES
Placement of liquid and illiquid securities
Asset-backed facilities and securitization
ADVISORY
SERVICES
SERVICES
Expansion strategies
Early, mid, late stage, and mezzanine financing
Valuation services
Mergers and acquisitions
Contracting, projects, and trade finance solutions
Financial assessment and review
Listed securities, Swiss custody, international clearing (DVP)
Security
Project and sector agnostic capital for
many purpose
many purpose
Versatility
Industry standard methods, trusted legal and accounting partners, independent trustees
Transparency
Access to deep
liquidity pool through syndication
liquidity pool through syndication
Liquidity
PORTFOLIO
We provide asset-backed securities in a range of industry sectors across the globe and offer a combination of investment opportunities in private market asset classes.
LEADERSHIP
Founding Partner and CEO
Patrick Oerer
21-year track record in finance and banking within hubs such as Zurich, London, Istanbul, and Dubai.
Managing Director, Corporate Finance
Sami Matraji
18 years’ experience in banking and finance with a specialty in private debt.
Founding Partner & CIO
Philippe Germain
16 years’ experience in real estate development financing and private markets
We value diversity and see it as a source of creativity. We empower our employees to take ownership and foster opportunities along with creating an engaging work environment.
Partner and CFO
Robert Wagner
21 years’ experience in the financial sector, with expertise in private equity, real estate, and asset management.
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Equilibrium
An innovative producer of fruits and medicinal herbs
Québec, Canada
AgriTech
Project size
Location
Sector
$6M
INVESTMENT OPPORTUNITY
39.2%
2027
Asset Class
Size
Return
Maturity
Secured Loan with
Preferred Equity Component
Preferred Equity Component
$76M
