We are headquartered in Dubai and have an office in Zurich
WHERE WE ARE
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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.
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.
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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Competencies & Services:
Debt Financing & Restructuring
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Project & Development Financing
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Mergers & Acquisitions
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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.
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.
Market segments
INVESTOR SOLUTIONS
INVESTOR TYPE
INVESTOR Domicile
Private equity and debt
Mezzanine financing
Seed and venture capital
Sustainable financing
Club deals
AMC and private funds
Senior loans
OUR PROCESS
EXIT
FUNDING
MARKETING
LEGAL
STRATEGY
VALUATION
REview
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.
REAL ESTATE
PROBLEM
solution
Diversified funding solutions
Limited access to alternative funding
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Multiple sources of LP’s
Lack of liquidity during initial stages
Early-stage capital contributions
Capital requirements for senior/construction loans
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Failure of market opportunities
Additional capacities through partnerships
Financial assessment and review
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.
CORPORATE FINANCE
SERVICES
Contracting, projects, and trade finance solutions
Mergers and acquisitions
Valuation services
Early, mid, late stage, and mezzanine financing
Expansion strategies
ADVISORY SERVICES
Asset-backed facilities and securitization
Placement of liquid and illiquid securities
Security
Listed securities, Swiss custody, international clearing (DVP)
Versatility
Project and sector agnostic capital for many purpose
Transparency
Industry standard methods, trusted legal and accounting partners, independent trustees
Liquidity
Access to deep liquidity pool through syndication
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.
MSS provides mobility and ancillary services in Switzerland, including car dealership, fleet management, insurance, warranty, and road assistance, through 7 ancillary businesses.
Multi-family residential development in Beacon, Dutchess County, New York, United States.
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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
Partner and CFO
Robert Wagner
21 years’ experience in the financial sector, with expertise in private equity, real estate, and asset management.
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.
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$76M
Secured Loan with Preferred Equity Component
Maturity
Return
Size
Asset Class
2027
39.2%
INVESTMENT OPPORTUNITY
$6M
Sector
Location
Project size
AgriTech
Québec, Canada
An innovative producer of fruits and medicinal herbs