«How to Acquire a Swiss or Liechtenstein Bank or Asset Manager»
LINDEMANNLAW, in partnership with CFM Partners AG, is delighted to invite you to our exclusive web workshop: «How to Acquire a Swiss or Liechtenstein Bank or Asset Manager»
This live online event brings together leading professionals in the fields of M&A, financial services law, and taxation to share practical insights into acquiring licensed institutions in Switzerland and Liechtenstein.
Agenda
14:00 – Welcome & Opening Remarks
Dr. Alexander Lindemann, Managing Partner, LINDEMANNLAW
14:05 – Swiss Banking & Asset Management Sector: Market Overview and Deal Trends
Philipp Arnet, Managing Partner, CFM Partners AG
Structure and development of the Swiss banking and wealth management industry (including wealthtec)
Historical M&A activity
Historical and future drivers for M&A
Specifics of M&A transactions in the sector
Valuation and pricing considerations in M&A transactions
How CFM can support
14:25 – Legal Regulatory Approval
Dr. Tatiana Zakharova, Partner, LINDEMANNLAW
Transaction structures and legal documentation
Due diligence focus areas
Key requirements from FINMA and FMA
Common challenges in the approval process
14:40 – Tax Due Diligence and Structuring Considerations
Dominik Mazur, Partner & Tax Leader, LINDEMANNLAW
Tax risks in financial institution acquisitions
Efficient structuring of cross-border transactions
Post-acquisition tax compliance
14:50 – Q&A Session
Moderated by Dr. Alexander Lindemann, LINDEMANNLAW
Datum: 09.09.2025, 14:00 - 15:00 Uhr
Organisator: LINDEMANNLAW
Ort: Online
