Zugerberg PartnersAdvisory & Investment
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Zugerberg Partners
Zugerberg Partners headquarters in Zug, Switzerland — advisory and investment platform
Advisory & Investment Platform

Long-Term Capital for Strategic Transitions.

Zugerberg Partners is a Zug-based advisory and investment platform focused on founder-led and privately owned businesses, succession situations, carve-outs and structured capital partnerships across Europe.

Who We Are

An Independent
Advisory &
Investment Platform

Zugerberg Partners is an independent advisory and investment platform headquartered in Zug, Switzerland. We focus exclusively on complex ownership transitions, succession situations and structured capital partnerships.

i.We do not operate a volume private equity model.
ii.We do not run auction-driven processes.
iii.We build durable ownership structures.
Zugerberg Partners — independent advisory and investment platform in Zug, Switzerland

Focused areas

Founder & Family

Founder & Family

Succession and ownership transitions

Corporate Carve-Outs

Corporate Carve-Outs

Separations, spin-offs, stand-alone structuring

External Capital

External Capital

Cross-border capital partnerships into Switzerland

Family Office Mandates

Family Office Mandates

Selective, off-market opportunities

Core Pillars

Structured Capital. Operational Depth.

Succession &
Carve-Out Situations

We specialize in situations requiring clarity, discretion and structural redesign.

Succession & Carve-Out Situations

Value Creation &
Transformation

Transformation is not an add-on. It is core to our approach.

Value Creation & Transformation

Private Capital &
Family Office Mandates

Strict confidentiality. Selective mandates only.

Private Capital & Family Office Mandates

Sectors we work with.

These sectors combine operational depth with long-term strategic relevance.

Industrial & Advanced Manufacturing

Industrial & Advanced Manufacturing

Technology & Digital Enablement

Technology & Digital Enablement

Real Assets

Real Assets

Food

Food

Security

Security

Health & Preventive Care

Health & Preventive Care

Investment Philosophy

What we think.

Guiding Principles

01Long-term orientation
02Alignment over transactions
03Governance first
04Structural clarity over financial engineering
05Value creation through transformation
Founder succession casesCorporate carve-outsComplex ownership transitionsProfitable companies with operational substanceCross-border capital structures
Experience

Selected Experience

Leadership, advisory and transformation experience across European industrial and consumer businesses.

Upfield
Mibelle Group
Datwyler IT Infra
Angst+Pfister
Schindler
Distrelec
Reichelt
Nedis
Sonae
Sonae Industria
Galp
Le Creuset
Upfield
Mibelle Group
Datwyler IT Infra
Angst+Pfister
Schindler
Distrelec
Reichelt
Nedis
Sonae
Sonae Industria
Galp
Le Creuset

Experience includes carve-outs, global ERP transformations, digital operating model redesign, governance restructuring, cross-border integrations and stand-alone build-ups.

Team

Senior-Led.
Every Mandate.

Zugerberg Partners operates as a senior-led investment and advisory platform. The team combines:

A dedicated deal team is assembled for each mandate, ensuring alignment with the specific ownership and transformation context.

01CFA-level financial expertise
02Senior investment and capital allocation experience
03Former C-level operating leadership
04Industrial, technology and infrastructure expertise
05Cross-border structuring and governance capabilities
Zug, Switzerland — headquarters of Zugerberg Partners, embodying stability, precision and discretion
Swiss Foundation

Zug Defines How
We Operate.

Stability.Precision.Discretion.Long-term responsibility.

Zugerberg Partners is headquartered in Zug, Switzerland.

Begin a conversation.

Zugerberg Partners works with a selective group of clients. If you are considering a succession, carve-out, or capital partnership, we welcome a direct conversation.

info@zugerbergpartners.comZug, Switzerland

All inquiries are treated with strict confidentiality.