What Transaction Partner does

Transaction Partner is a small business consultancy headquartered in Zürich, Switzerland, founded in 2018. According to its stated profile, the firm specializes in advising on the sale, succession regulation, merger, and acquisition of businesses, placing it in the Swiss boutique lower-middle-market M&A advisory segment. The company is privately held and operates with a headcount of 1-10 employees, consistent with a partner-led advisory practice rather than a scaled platform.

The firm's service offering is centered on transaction advisory: guiding business owners through sales, ownership succession planning, and M&A processes. No further detail on proprietary methodologies, technology platforms, target client industries, deal-size focus, or geographic reach beyond Switzerland is disclosed in the available source material. There is no evidence of productized offerings, technology-enabled tools, recurring revenue streams, or formalized service tiers.

Substantive operational information is limited because the company's website (transactionpartner.ch) currently renders only a loading/verification page rather than content describing the practice. No data is available on revenue, client roster, deal history, partnerships, pricing, management team composition, funding, or regulatory standing. The defensible profile from the evidence is that of a niche, micro-scale Swiss M&A and succession advisory firm with no publicly verifiable operational footprint beyond its self-description.

Name

Transaction Partner

Website

https://transactionpartner.ch

Company type

Private

Founded year

2018

Headcount range

1–10 employees

Short description

Transaction Partner is a Zürich-based boutique consultancy founded in 2018 that advises business owners on sales, succession planning, mergers, and acquisitions. The firm operates with 1-10 employees and serves private companies in Switzerland.

Ownership category

akta.pro rank

Product category

M&A Advisory Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Transaction Structuring, Negotiation & Deal Execution Support (FSAEAGAK)

akta.pro secondary industries

Sell-Side Business Brokerage (FSAEAIAC), Business Transfer Intermediation (Introducers/Deal Sourcing Networks) (FSAEAIAL)

Keywords

• M&A advisory
• Business brokerage
• Succession planning
• Merger consulting
• Business sale advisory

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Core offering

Transaction Partner is a Zürich-based business consultancy that advises clients on the sale, succession regulation, merger, and acquisition of businesses. The firm operates with a team of 1-10 employees and delivers transaction-focused advisory services to business owners and corporate counterparties. Its engagement model is structured around the four named transaction disciplines rather than broad-spectrum consulting.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Sale Advisory Advisory service supporting business owners through the sale of their company, covering transaction preparation, valuation, buyer identification, negotiation, and closing. Intended for SME owners and principals planning an exit.
• Business Acquisition Advisory Advisory service for buyers pursuing acquisitions of other businesses, including target identification, evaluation, deal structuring, and closing support. Intended for corporate acquirers and owner-buyers.
• Merger Advisory Advisory service for clients pursuing mergers between companies, including structuring, negotiation, and regulatory navigation. Intended for owners and boards considering combination transactions.
• Succession Regulation Advisory Advisory service assisting business owners with ownership succession, including regulatory compliance and transition planning specific to Swiss corporate succession requirements. Intended for founders, family business principals, and owners approaching transition.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Clairfield International: Global mid-market M&A advisory with European and Swiss presence. Comparable in targeting SME owner-led transactions and cross-border mid-market deals.
• Helbling Business Advisors: Swiss M&A and corporate finance advisor serving mid-sized companies, including succession and sale mandates. Closely comparable in geography, client segment, and service mix.
• IMAP: International M&A advisory network focused on mid-market transactions. Comparable to Transaction Partner in deal size range and sell-side/buy-side advisory services, with established Swiss coverage.
• Oaklins: Global mid-market M&A advisor with strong DACH presence, including Switzerland. Directly comparable in serving SME owners on sell-side, succession, and acquisition mandates with a boutique-led model.

Regional players

• Venture Valuation (Switzerland): Zürich-based valuation and transaction advisor, particularly in private company and share-based valuations. Comparable in advising on transactions involving private Swiss businesses, with overlap on the valuation and deal-support side of M&A work.

Broad incumbents

• Lenz & Staehelin: Leading Swiss law firm with a strong corporate/M&A practice advising on mergers, acquisitions, and succession matters. Comparable on the transaction and succession mandate side, though delivered via legal counsel rather than pure advisory.
• RSM Switzerland (M&A Advisory): International advisory network with Swiss M&A and corporate finance services for mid-market companies. Comparable in target client segment and transaction type.
• KPMG Switzerland (Deal Advisory): Big 4 firm with substantial M&A and succession advisory practice in Zürich. Comparable end-market and service offering, but with significantly greater resources and brand recognition.
• BDO Switzerland (Corporate Finance): Part of a global accounting/consulting network with a Swiss M&A and transaction advisory practice. Comparable in advising SMEs on sales, acquisitions, and succession, but with broader service portfolio.
• Crowe Switzerland: Mid-tier accounting and advisory network with Swiss M&A and transaction support. Comparable in serving SME clients on sale and succession mandates, within a broader advisory portfolio.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat1 record

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Transaction Partner