Avertis Group is an independent advisory firm working with entrepreneurs, management teams, investors and asset owners across Technology & Digital Economy, Healthcare & Life Sciences, Real Estate & Real Assets and DTC & E-Commerce. Our mandates cover capital formation, strategic growth and transformative transactions — retained, partner-led and cross-border by default. Zurich is the anchor, the Gulf is permanent coverage, and the counterparty network runs from Europe and the United Kingdom to North America.
The people who win the mandate execute it. No leverage pyramid, no handover after the pitch — the partner in the first meeting is in the room at signing.
Avertis Group was established as an independent advisory firm — no balance sheet to place, no product to distribute, no distribution agreements. That construction has not changed and is the reason clients pay a retainer for the advice.
What began as partner-led capital advisory now spans capital formation, corporate growth and transactions, run by one senior team rather than three practices handing work between them.
Technology & Digital Economy, Healthcare & Life Sciences, Real Estate & Real Assets and DTC & E-Commerce — narrow enough that the same partners know every serious counterparty in each.
A Swiss anchor with permanent Gulf coverage gives our mandates access to European institutional capital and sovereign-adjacent capital in the same process.
We continue to add senior capacity in the sectors we cover and to deepen the capital network behind it — a limited number of mandates at any one time, each carried end to end by the partners who accepted it.
To be the advisory firm European and Gulf capital calls first when the decision cannot be got wrong.
Capital markets reward access and preparation. We give a small number of clients both — the institution-grade preparation of an in-house team and the counterparty reach of a firm that has spent years building it.
In short: we are retained to make consequential decisions financeable.
No balance sheet, no product, no conflicts to manage.
Senior people who have carried mandates end to end.
Client affairs held to the standard of their own counsel.
Retained fees plus a transaction component tied to the outcome.
Names and portraits are published on engagement. Partner biographies are available on request.
Every approach is read by a partner and receives a written response within ten working days.