M&NA BROKERAGE · FOR SELLERS · ZURICH, SWITZERLAND
A sale can end what you built. A merger doesn't.
Sell to a generic buyer and your company gets priced on its own numbers, revenue, EBITDA, assets, and usually gets absorbed: roles cut, brand folded in, team scattered. We look first for a same-industry buyer who's merging to grow, not to liquidate, someone who wants your people and your customers, not just your client list. That usually means a better price too: you're being paid for what the two companies produce together, not just what you built alone.
Why this mandate looks different from a typical broker's.
THE ALLDIS ADVANTAGE
01
Priced on synergy, not liquidation
Same-industry buyers pay for what merging with you adds to their business, not just your balance sheet: capacity, market share, a team that already knows the trade. They're also the buyer most likely to keep your people, not just your client list. Illustrative: a CHF 2,000,000 company merged with a CHF 1,500,000 same-industry buyer can be worth CHF 4,500,000 combined once that synergy shows up; the multiple depends on your industry and the buyer we find.
02
No retainer. We invest in you instead.
Every mandate replaces a cash retainer with our GEO & LinkedIn service, CHF 600/month. Your presence is buyer-ready before outreach starts; work your company keeps either way.
03
Built by a marketing company, not bolted onto one.
GEO and LinkedIn positioning were our business before we ran our first M&NA mandate. Most M&NA boutiques subcontract this. We don't.
THE MARKET
Succession is accelerating. Structured processes are still rare.
Most Swiss businesses that change hands never go through a structured, professionally advised process; only 208 SME transactions were professionally advised in all of 2025. Deal activity is accelerating and buyers are increasingly professional: private equity funds were behind more than half of last year's transactions, and nearly a third of all Swiss SME deals took place in the canton of Zurich alone.
168,000
Swiss SMEs expected to change ownership by 2030
208
professionally advised SME M&NA transactions in Switzerland in 2025, up 16% on 2024
56%
of 2025 Swiss SME transactions involved a private equity buyer
Deloitte Switzerland, M&A Activity of Swiss SMEs Report 2026, 208 transactions in 2025 (+16% vs. 2024), private equity involved in 56% of 2025 transactions, 32% of transactions in the canton of Zurich: deloitte.com/ch
Center for Family Business, University of St. Gallen (CFB-HSG) with UBS, Unternehmensnachfolge-Kurzstudie 2026, ~168,000 Swiss SMEs expected to undergo an ownership transfer by end-2030: unisg.ch
THE PROCESS
From first conversation to signed deal
We act as your sell-side advisor, sourcing buyers, running negotiations, and coordinating the specialists a clean sale requires.
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NDA, initial valuation groundwork, and an exclusivity period agreed directly with you. Nothing goes to market until you say so. Your GEO & LinkedIn positioning work, see below, starts in this same window.
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We prioritize buyers who already work in your industry, competitors and adjacent operators, often in your own region, who can run the business without a learning curve and have a concrete reason to pay a premium: more capacity, more market share, more of what they already do. Private equity and search funds, individual entrepreneurs raising capital to acquire and run a single business, are approached where they're the better fit for your size. Never a public listing. Outreach starts with an anonymized profile under NDA; your name isn't disclosed until you've agreed to move forward with a specific buyer.
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Letters of intent, term sheets, and due diligence, coordinated with your trustee, lawyer, and bank, each handling the parts that require their license, not ours.
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Share purchase agreement signed, funds transferred, your legacy secured, and a partner in place who wants the business, and your team, to keep going.
Most mandates close within 6 to 18 months. We'd rather take the time than rush the price.
Why Alldis & Partner
We're a marketing company that does M&NA, not an M&NA firm that dabbles in marketing.
Most Swiss SME M&A boutiques are pure deal advisors: strong on process, weak on how a company actually reads to a buyer researching it online before the first call. GEO and LinkedIn positioning were our business before we ran our first mandate; they're an in-house capability, not something we subcontract to make a slide look complete.
That's also why our fee structure looks different from a typical M&NA boutique's. See below.
How We Find Buyers
We look for the buyer who already knows your trade.
A typical broker builds a wide, generic buyer list and pitches your company to whoever roughly fits on paper, financial investors, holding companies, private equity funds. We start narrower: for a gardening business, we start with other gardening companies in the region who might want to grow by merging with yours, not with "who has capital to deploy."
Same-industry buyers already have the operational know-how to run the business, the back-office capacity to absorb it, and a real reason to pay a premium, not portfolio diversification, but removing a competitor and gaining density in their own market. They're also far more likely to keep your team in place, since your people are part of what they're paying for. Private equity and search funds remain part of the search where they fit; for the size of company we typically work with, a same-industry buyer is often the stronger, faster, and safer route for your employees.
This does mean competitors in your own industry may be part of the buyer outreach. We always start with an anonymized blind profile; industry, region, revenue band, no company name; under NDA, and we tell you this upfront before any name goes out. If you'd rather we keep direct competitors out of the search entirely, say so in the mandate and we will.
FEES
No cash retainer. You book GEO instead.
We don't charge a monthly advisory fee to run your process. Every sell-side mandate requires booking our GEO & LinkedIn positioning service directly; that's what funds the process instead of a retainer, and it's work your company needs either way, since buyers research a company online long before they ever speak to us. Because we're not taking a retainer, our success fee at closing sits at the standard Swiss market rate, not below it.
Instead of a retainer
CHF 600
per month, booked directly at alldis.marketing/en/geo, not included for free
Monthly GEO optimization sprints and LinkedIn positioning, so buyers find a company that looks as strong online as it performs on paper. This replaces a cash retainer; it isn't an add-on charged on top of one.
Success fee schedule (paid by the seller)
Rate
8% to 10%
6% to 8%
4% to 6%
3% to 4%
2% to 3%
Transaction value
Up to CHF 2M
CHF 2M to 5M
CHF 5M to 10M
CHF 10M to 20M
Above CHF 20M
Success fee
8% to 10% → 2% to 3%
sliding scale by transaction value, standard Swiss market rate
A tiered percentage of transaction value, due only at closing, set out in full in the mandate letter before we start, no surprises at the closing table.
CHF 3M deal
≈ CHF 250,000
~8.3% effective
CHF 12M deal
≈ CHF 710,000
~5.9% effective
CHF 1.2M deal
≈ CHF 108,000
~9% effective
CHF 8M deal
≈ CHF 540,000
~6.75% effective
Illustrative only, using the midpoint of each bracket on a marginal basis; each tranche of value is charged at its own rate, not the whole deal at the top rate. Final terms are set in the mandate letter and depend on company size, complexity, and expected time to close. We'll model the numbers for your specific business in the first conversation, at no cost.
WHO THIS IS FOR
A short list of what makes a mandate a good fit
You're thinking about an exit within the next one to three years, not tomorrow.
No internal successor, or one who can't finance a buyout alone.
You care what happens to your team, not just the number on the closing statement.
Roughly CHF 300,000 to 2,000,000 in annual EBITDA, typically CHF 1.2M to 12M in deal value.
You want a confidential, professionally run process, not a for-sale sign.
You're willing to book GEO & LinkedIn positioning alongside the mandate; it's how we work, not an optional upsell.
FREQUENTLY ASKED QUESTIONS
Questions we hear most about selling
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No. M&NA brokerage in Switzerland, introducing buyers and sellers and negotiating a transaction, doesn't require a FINMA license, as long as we're not managing assets or dealing in securities on your behalf. We work alongside your trustee and lawyer, who handle the parts of the process that do require their own licenses.
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We don't take a cash retainer at all. Instead, every sell-side mandate requires booking our GEO & LinkedIn positioning service directly, at CHF 600/month. It funds the process the way a retainer would elsewhere, and it does real work: buyers, especially PE firms and strategics, research a company online long before the first call, and a weak or outdated presence reads as risk. This isn't a free bonus and it isn't optional; it's how the mandate is structured.
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Possibly, if we believe a same-industry buyer is your strongest option; see "How We Find Buyers" above. We always lead with an anonymized blind profile under NDA before your company is named, and we tell you upfront that competitors may be part of the outreach. If you'd rather we exclude direct competitors, tell us in the mandate and we will.
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There's no guarantee either way; it's negotiated and written into the deal terms. What's different is who we're negotiating with. A same-industry buyer merging to grow usually needs your team to run the combined business and has a practical reason to keep them; a financial buyer optimizing for cost synergies often doesn't. We prioritize the former, and we'll tell you plainly if a specific buyer's intentions don't match what you want for your people.
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Most mandates run 6 to 18 months from signed engagement letter to closing. Straightforward businesses with clean financials move faster; anything involving family dynamics, an unclear successor, or complex ownership structures tends to run longer.
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Most often a same-industry or adjacent operator looking to expand. Alongside that, private equity firms building platforms in your sector and search funds, where they're a better fit for your size.
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Yes. We never run a public listing. Buyers are approached individually under NDA, starting with a blind profile before your company's name is disclosed. Your staff, suppliers, and competitors don't need to know until you decide they should.
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Generally CHF 300,000 to 2,000,000 in annual EBITDA, which typically puts deal value in the CHF 1.2M to 12M range. Outside that range we'll tell you honestly if a larger investment bank, or a smaller, informal sale process, is the better fit.
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M&NA brokerage is a newer part of what we do, built on top of an existing marketing agency working with Swiss SMEs. We're upfront about that rather than overstating a track record; what we bring instead is the marketing and positioning capability most pure M&A boutiques don't have in-house, and we'll always be direct about where a larger, longer-established advisor might be the better fit for a specific deal.
Ready to talk, off the record?
Book a confidential conversation about selling. No obligation, no listing, no one else needs to know yet.