The Firm

Capital-led.
Judgement-driven.

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.

Our Strengths

I.
Partner-level judgement
II.
Proprietary capital network
III.
In-house execution
IV.
Sector depth
V.
Cross-border structuring
Partner-level judgement

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.

Founded in Zurich

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.

From single mandates to a platform

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.

Four sectors, deliberately chosen

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.

Zurich and the Gulf

A Swiss anchor with permanent Gulf coverage gives our mandates access to European institutional capital and sovereign-adjacent capital in the same process.

Next chapter

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.

Vision

To be the advisory firm European and Gulf capital calls first when the decision cannot be got wrong.

Mission

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.

Make institutional capital reachable for businesses that would otherwise never be seen by it.
Turn a plan into a capital case that survives diligence — before the first approach is made.
Hold the client’s side of the table from mandate through to signing.

In short: we are retained to make consequential decisions financeable.

Zurich

Values of
Avertis Group

Independence

No balance sheet, no product, no conflicts to manage.

Judgement

Senior people who have carried mandates end to end.

Discretion

Client affairs held to the standard of their own counsel.

Alignment

Retained fees plus a transaction component tied to the outcome.

Our Leadership Team

Portrait
Managing Partner
Capital & Investment Advisory
Contact
Portrait
Partner
Corporate Growth & Strategy
Contact
Portrait
Partner
Transactions & Special Situations
Contact
Portrait
Partner, Gulf
Dubai coverage
Contact
Portrait
Director
Real Estate & Real Assets
Contact
Portrait
Director
Technology & Digital Economy
Contact
Portrait
Senior Adviser
Healthcare & Life Sciences
Contact
Portrait
Senior Adviser
DTC & E-Commerce
Contact

Names and portraits are published on engagement. Partner biographies are available on request.

Engage Avertis

Bring us the decision that matters.

Every approach is read by a partner and receives a written response within ten working days.

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