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 corporates and projects achieve their financial goals, whilst we hold ourselves to highest standards. We manage our company with a long-term approach by creating and maintaining personal, long-term partnerships based on trust.
OUR BUSINESS
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Private market opportunities are a favored source of alternative return. We deliver private equity and debt solutions 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 focus on various funding solutions including mezzanine, short- and long-term financing, aligned to mitigate risk and maximize returns, from developments to income producing assets.
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
Senior loans
Club deals
AMC and private funds
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
OUR PROCESS
EXIT
FUNDING
MARKETING
LEGAL
STRATEGY
VALUATION
REview
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
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
Financial assessment and review
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.
Secured Convertible Notes
W Motors
The first developer of high-performance sports cars and electric vehicles in the Middle East.
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.
20-year track record in finance and banking within hubs such as Zurich, London, Istanbul, and Dubai.
Patrick Oerer
Founding Partner and CEO
17 years’ experience in banking and finance with a specialty in private debt.
Sami Matraji
Managing Director, Corporate Finance
20 years’ experience in the financial sector, with expertise in private equity, real estate, and asset management.
Robert Wagner
Partner and CFO
28+ years in international real estate and finance as a Chartered Surveyor.
Simon Townsend
Managing Director, Real Estate Investments
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