Financial Technologies bridges Chinese investors and innovative European SMEs
Financial Technologies help Chinese firms acquire European partners
Country Business Reports interviews and articles by Discovery Reports www.discoveryreports.com
About 98 per cent of Europe’s total enterprises are made up of family-run companies, of which nearly 90 per cent do not reach the third generation. “This means by the time a family business reaches the second generation, it may also be approaching the best time to sell the company,” says Daniel Dallinger, founding partner of specialised Swiss advisor Financial Technologies.
The first and only ISO 9001:2015-certified Swiss company active in mergers and acquisitions (M&A), Financial Technologies specialises in facilitating optimal corporate transactions for small and medium enterprises (SMEs). These cover conventional services, such as M&A advisory, and unconventional products including strategic business relocations towards Asia and supervision of business development in China.
“Financial Technologies acts as global coordinator along the whole executional timeline, from preliminary activities to deal closing,” Dallinger says. “Our extensive and exclusive know-how qualifies us as a valuable service provider to distinguished clients, including pharmaceutical group IBSA and Swiss banks, which rely on our agility, flexibility and highly customised solutions.”
One of the firm’s innovative offerings is Purchase Pledge, a proprietary and in-house developed solution that allows an entrepreneur to find the best possible business partner who may be interested in purchasing the company over time as opposed to making a spot transaction.
“This creates operational synergies between the parties independently from the execution of the extraordinary transaction,” says founding partner Gianluca Olivieri. “It is a brilliant way to strengthen the company’s core business within new market areas.”
Contrary to other advisors who process transactions without knowing the client well by casting a wide net, only to waste resources with inadequate results, Financial Technologies invests in understanding every facet of the client in order to define the architecture of the transactions.
“Only then do we identify and judiciously select three to four ideal counterparts, which 99 per cent of the time match the client’s interests,” Olivieri says.
One of the top reasons Chinese and other Asian investors are looking to Europe, particularly Switzerland, for investment opportunities is because most SMEs in the region are niche players with a highly specialised expertise. Beyond expansion, these M&As provide Asian companies a cutting-edge advantage in their respective industries.
Financial Technologies operates with fully owned business units both from China and Switzerland, covering outbound M&A transactions also in Industry 4.0.
“The first step towards successful cross-border transactions is finding the right partner who can help both parties navigate unfamiliar territories,” Dallinger says. “We aim to bridge not only borders, but also our clients’ passions and innovation gaps.”