Corporate Advisory
At Financial Keepers, our Corporate Advisory services are dedicated to supporting our clients through every stage of their business journey. From strategic growth planning to mergers and acquisitions (M&A), interim CFO services, financial restructuring, and organizational optimization, we provide a comprehensive suite of advisory services. Our goal is to empower businesses to achieve their strategic, financial, and operational objectives, no matter the challenges they face.
At Financial Keepers, we provide strategic corporate advisory solutions designed to meet the unique challenges of businesses across industries. Whether you are looking to grow your business, optimize financial structures, or navigate a merger or acquisition, our team of experts delivers precise, actionable guidance to help you achieve your business objectives. Our comprehensive services range from financial restructuring and interim CFO support to M&A advisory, capital raising, and process optimization.
We partner with you through every phase of your company’s life cycle, offering insights into operational efficiency, financial health, and long-term strategic planning. Leveraging our deep industry knowledge and extensive network, we ensure that you have access to the right resources, from capital providers to legal and financial experts. Our commitment to transparency and integrity means that you can trust us to deliver advice that aligns with your goals, enhances stakeholder value, and mitigates risks.
Whether you’re a startup, a growing company, or a business in transition, our corporate advisory services provide the support you need to make informed decisions and drive sustainable success.
OUR EXPERTISE
Optimize Your Success with
Tailored Corporate Strategies
Mergers & Acquisitions (M&A)
Mergers and acquisitions are often the most significant and transformative events in a company’s life cycle. At Financial Keepers, we guide businesses through every phase of M&A transactions, from initial planning to integration. Our advisory services ensure that all aspects of the deal, including financial valuation, due diligence, and negotiations, are conducted with precision and aligned with your strategic objectives.
Strategic Planning
We work with you to identify the right opportunities, whether you’re looking to grow through acquisitions or divest non-core assets.
Due Diligence and Valuation
Our team conducts thorough financial, legal, and operational assessments to ensure that your transactions are sound and risk-averse.
Negotiation and Deal Structuring
We facilitate negotiations that maximize value for stakeholders, ensuring that the terms of the deal are favorable.
Post-Merger Integration
We assist in smooth transitions and integration to ensure the newly merged entities operate efficiently, safeguarding against any operational disruptions.
Industry-Specific Focus
This service is particularly relevant for specific sectors, where M&A transactions are integral to strategic growth and market positioning.
- Private Equity Funds
- Foreign Companies
- Commodities Trading Houses
- Industry
CFO Ad-Interim Services
During periods of financial transition, growth, or leadership changes, having expert financial oversight is critical. Our CFO ad-interim services provide businesses with experienced financial leadership on a temporary basis, ensuring continuity in financial operations and strategy. We step in to manage financial reporting, improve cash flow, oversee stakeholder relations, and provide strategic financial insights.
Financial Reporting and Forecasting
We ensure that your business continues to meet reporting obligations while providing real-time insights into financial performance.
Cash Flow and Liquidity Management
Our team helps you maintain financial stability by optimizing cash flow and managing short-term liquidity challenges.
Capital Structure Advisory
We review your current financing strategies and provide guidance on optimizing capital structures for future growth.
Stakeholder Communication
We facilitate clear, transparent communication with shareholders, creditors, and financial institutions to maintain trust and confidence.
Industry-Specific Focus
This service is particularly relevant for specific sectors, where temporary financial leadership is required during times of transition or restructuring.
- Industry
- Services (SME)
- Hospitality & Catering
- Property Family Office
Financial Restructuring & Turnaround Strategy
Businesses facing financial stress or declining performance require swift and decisive action to restore profitability and stability. Our restructuring and turnaround services help companies in distress re-align their financial and operational structures to regain their competitive footing. Whether through debt restructuring, operational realignment, or liquidity management, we provide tailored solutions that ensure long-term sustainability.
Debt Restructuring and Financing
We assist in renegotiating debt terms, securing new financing, and managing creditor relationships to alleviate financial pressure.
Operational Realignment
Our experts help identify inefficiencies in operations and implement cost-reduction strategies to improve profitability.
Turnaround Planning
We develop a comprehensive turnaround plan that addresses immediate cash flow issues while laying the groundwork for long-term recovery.
Stakeholder Management
Managing relationships with creditors, shareholders, and suppliers is critical during restructuring. We facilitate clear communication to maintain trust and support.
Industry-Specific Focus
This service is particularly relevant for specific sectors, where market volatility or operational inefficiencies can lead to financial distress.
- Industry
- General Contractors
- Hospitality & Catering
- Commodities Trading Houses
Financing & Capital Raising Support
Securing the right financing at the right time is vital for business growth. Whether you’re raising capital for expansion, refinancing existing debt, or financing a new project, Financial Keepers provides comprehensive support throughout the entire process. We help businesses prepare credit memos, manage bank relations, and secure favorable financing terms that align with their strategic objectives.
Credit Memo Preparation
We create detailed credit files that accurately represent your financial standing, ensuring a smooth financing process.
Lender Relations and Negotiation
Our established relationships with banks and financial institutions allow us to negotiate favorable terms and secure the best possible financing options.
Equity and Debt Financing
We advise on the appropriate financing structure, whether through debt, equity, or hybrid instruments, ensuring that your capital structure supports your business goals.
Capital Raising Strategy
We work with you to identify and qualify capital providers, facilitating a smooth and successful capital-raising process.
Industry-Specific Focus
This service is particularly relevant for specific sectors, where securing flexible financing is key to driving growth or managing cash flow challenges.
- Services (SME)
- General Contractors
- Private Equity Funds
- Commodities Trading Houses
For further information : Financing Advisory Services
Organisational Optimisation & Process Improvement
Operational efficiency is the cornerstone of a successful business. Financial Keepers helps organizations streamline their internal processes, improve productivity, and reduce costs, ensuring that they can scale sustainably. We work with businesses to identify inefficiencies, realign their organizational structure, and implement performance management systems that drive growth and profitability.
Process Optimization
We analyze your existing processes and recommend improvements that reduce waste and increase efficiency.
Cost Reduction Strategies
Our experts help businesses identify cost-saving opportunities without compromising on quality or performance.
Performance Management Systems
We implement key performance indicators (KPIs) and reporting systems that allow you to track and measure operational efficiency.
Organizational Realignment
We assist in restructuring your teams and workflows to ensure that your business is positioned for growth.
Industry-Specific Focus
This service is particularly relevant for specific sectors, where internal efficiencies can have a significant impact on profitability and competitiveness.
- Industry
- Services (SME)
- Property Family Office
For further information : Operational Excellence Services
Governance and Risk Management
Strong corporate governance and effective risk management are essential for ensuring business resilience and sustainability. Financial Keepers works with businesses to implement governance frameworks that align with corporate objectives, mitigate risks, and enhance transparency with stakeholders. Our approach ensures that businesses are not only compliant with regulatory standards but also equipped to respond to unforeseen challenges.
Governance Framework Development
We assist in creating robust governance structures that define roles, responsibilities, and reporting lines within the organization.
Risk Management Strategy
Our experts help identify and assess risks, implementing risk mitigation strategies that protect your business from financial and operational disruptions.
Compliance Management
We ensure that your business complies with all regulatory and legal obligations, minimizing the risk of fines or legal action.
Board Advisory Services
We provide strategic advice to boards of directors on governance, risk management, and corporate strategy.
Industry-Specific Focus
This service is particularly relevant for specific sectors, where managing risks and maintaining strong governance is critical for success.
- Foreign Companies
- General Contractors
- Private Equity Funds
- Property Family Offices
For further information : Risk Management Services
HOW WE MAKE IT POSSIBLE ?
Expertise and Experience
Our Corporate Advisory team brings extensive experience in strategic planning, business restructuring, mergers and acquisitions, and financial management. Leveraging a rigorous methodology, we assess your needs in detail, develop comprehensive reports, and guide you through complex decisions, ensuring that our strategies align with your long-term objectives. From CFO services to M&A advisory, we are committed to enhancing your business’s financial health and operational performance.
Personalized Approach
We understand that each business has unique goals and challenges, whether it’s navigating a turnaround, improving cash flow, or preparing for a merger or acquisition. Our personalized approach starts with a thorough understanding of your company’s strategic goals and financial position. Whether you need assistance with capital raising, credit memo preparation, or optimizing your organizational structure, we tailor our services to provide actionable solutions that align with your specific needs.
Comprehensive Network and Independent Advice
Financial Keepers leverages a broad network of financial institutions, capital providers, and industry experts to connect you with the right partners for your growth or restructuring needs. We ensure transparency and independence throughout the process, guiding you through service provider selection, capital raising, or M&A deals with unbiased advice and support. Our long-term relationships with banks and capital providers ensure you have access to the best financial solutions for your business.
Transparency and Integrity
We prioritize transparency and integrity in every advisory engagement. Whether it’s through regular reporting, detailed financial analysis, or the clear documentation of each decision, we make sure you are fully informed and confident in the strategies we implement. Our advisory services are designed to build trust, with independent and transparent compensation models, ensuring that our interests are always fully aligned with yours.
Other Services
Accounting Outsourcing
Streamline Financial operations with our dedicated outsourcing services for efficient business management
Payroll Administration
Simplify HR complexities with our comprehensive payroll and administrative management
Tax & Legal Advisory
Get strategic, tailored tax and legal advisory services across various industries, ensuring compliance, optimization, and efficient tax structures
Business Administration
Benefit from business administration services designed to support every stage of your company’s life cycle
Corporate Advisory
Navigate your financial landscape with our expert corporate advisory and real-time strategic analysis
Human Ressources Outsourcing
Get comprehensive human resources outsourcing services tailored to meet the evolving needs of your company
Financing Advisory
Financing is crucial for the growth and success of your business. Be provided with tailored solutions that meet your specific needs
Operational Excellence
Optimize your internal processes through our specialized auditing and operational improvements
Financial Audits
& Special Reports
Ensure financial integrity and compliance with our thorough financial and anti-money laundering audit services
Risk Management
Safeguard your business with our comprehensive risk management strategies, mitigating financial and operational risks
TAILOR-MADE SUPPORT
At Financial Keepers SA, we pride ourselves on our broad expertise across numerous market segments, offering tailor-made solutions with distinct value. Our approach is meticulously crafted to align with the unique dynamics of each sector we serve. We focus on understanding the specific challenges and potential of every client, ensuring that our services are not just solutions, but catalysts for growth and success, uniquely adapted to the diverse landscapes of the business world.
Your contact person
Cédric Sevaz
Managing Chairman
Mr. Sevaz, a finance and consulting professional, has a strong academic background with two Masters in Business Economics (University of Geneva, University Pierre Mendes France Grenoble) and the intermediate insurance certification (AFA) from Bern. With ten years of experience in strategic roles within Big4 firms (Senior Manager at Deloitte, Executive Director at Ernst & Young), he has led teams for prestigious clients and held positions as CFO.
Alexandre Currit
Executive Director
M. Currit, Executive Director, brings over 20 years of experience in institutional credit and private equity funds. He has held key positions at institutions such as BCGE, BCP, Hinduja Bank, and Arab Bank, and served as a regional head for sub-Saharan Africa at a private equity fund. With a strong entrepreneurial mindset, Alexandre has led numerous projects in Swiss financial institutions and built a solid network in the financial and alternative financing sectors.