What CASE Corporate Finance does

CASE CASSIOPEA (doing business as CASE Corporate Finance) is a privately-held, European partner-led investment banking advisory firm with approximately 50 M&A professionals operating across four offices in Europe. The firm provides bespoke, independent advisory services spanning M&A Advisory, Debt Advisory, Equity Capital Raising, and broader Corporate Finance Advisory to corporates, entrepreneurs, and financial investors across both sell-side and buy-side mandates. Its core product is human-led, discretionary advisory on mid-market transactions, with disclosed mandates including a €190m unitranche refinancing for Gruppo Servizi Associati, a 51% stake sale of GESI to Allianz Global Investors, the sale of A. Eberle to Bregal Unternehmerkapital, and an inaugural asset-backed financing for Smovengo.

The firm operates a partnership-driven distribution model rather than a centralized technology platform. Geographic coverage is delivered through exclusive or long-standing partnerships with PK Partners (Nordic), ABN AMRO Bank (Benelux), and MAP (Latin America and Spain), which together extend the firm's reach beyond its four offices. Revenue is generated exclusively through transaction-based advisory fees, with no proprietary software, data product, or technology platform disclosed. The firm has completed more than 200 transactions, with over 50% classified as cross-border, and markets its independence, discretion, and long-standing client relationships as primary differentiators from larger institutions.

The business model is structurally that of a mid-market European boutique: lean headcount, partner-led origination, and revenue concentrated in successful advisory mandates. There is no disclosed parent company, no institutional investor backing, no public listing, and no founding date provided in the source material. The value proposition rests on industry expertise, an institutional partnership network, and a track record of execution rather than on technology-enabled scale or data-driven differentiation.

Name

CASE Corporate Finance

Legal name

CASE CASSIOPEA

Website

https://casecorporatefinance.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

CASE Corporate Finance (CASE CASSIOPEA) is a European partner-led investment banking advisory firm with ~50 M&A professionals across four offices, providing independent M&A, debt advisory, equity capital raising, and corporate finance advisory to corporates, entrepreneurs, and financial investors in the mid-market.

Ownership category

akta.pro rank

Product category

Investment Banking and M&A Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• M&A advisory
• Debt advisory
• Equity capital raising
• Corporate finance advisory
• Transaction advisory services

Headquarters

HQ city

Frankfurt

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Investment Banking Advisory Fees: Generates revenue through advisory fees on mergers and acquisitions, debt advisory, equity capital raising, and other corporate finance transactions. Revenue is transaction-based, earned upon successful completion of advisory mandates.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

CASE Corporate Finance provides independent corporate finance advisory services, including M&A advisory (buy-side and sell-side), debt advisory, and equity capital raising for corporates, entrepreneurs, and financial investors. The firm operates from four European offices with about 50 M&A professionals and complements its coverage with partner-led execution through formal affiliations with PK Partners (Nordic), ABN AMRO (Benelux), and MAP (Latin America/Spain), having completed more than 200 transactions.

Product overview

CASE CASSIOPEA offers a unified investment banking advisory service platform that integrates M&A Advisory, Debt Advisory, Equity Capital Raising, and broader Corporate Finance Advisory into a single client-focused offering. These services are delivered together as bespoke, independent advisory to support corporates, entrepreneurs, and financial investors through strategic transactions including mergers, acquisitions, divestitures, equity and debt raisings. The firm operates across four offices with over 50 M&A professionals and has completed more than 200 transactions.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory Buy-side and sell-side mergers and acquisitions advisory for corporates, entrepreneurs, and financial investors, delivered by partner-led teams from four European offices and supported by international partners (PK Partners, ABN AMRO, MAP).
• Debt Advisory Independent debt advisory services for clients across the firm's covered sectors, executed by senior professionals within the European office network.
• Equity Capital Raising Equity capital raising advisory for corporates, entrepreneurs, and financial investors, coordinated across the firm's European offices and partner network.
• Corporate Finance Advisory Broader independent corporate finance advisory covering M&A, debt, and equity mandates for clients across business services, consumer and retail, energy and environment, financial institutions, healthcare, industrials, and TMT.

Named customers4 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• PK PartnerscoreChannel Partner/ Reseller/ DistributorExclusive business and branding partnership with PK Partners delivering extensive coverage across the Nordic region. PK Partners serves as the exclusive partner for CASE CASSIOPEA in Sweden and broader Nordic markets.
• ABN AMRO BankcoreStrategic or Co-development PartnerLong-standing partnership with ABN AMRO Bank for coverage in the Benelux market. This partnership extends CASE CASSIOPEA's reach into the Netherlands, Belgium, and Luxembourg.
• MAPcoreStrategic or Co-development PartnerPartnership with MAP covering Latin America and Spain markets. This extends CASE CASSIOPEA's international reach beyond Europe into Latin American markets.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• DC Advisory: DC Advisory is a mid-market M&A and debt advisory firm operating across Europe, Asia, and the US, closely comparable to CASE CASSIOPEA's mid-market, cross-border, multi-product advisory model.
• Arma Partners: Arma Partners is a European advisory firm focused on technology and digital media M&A, comparable to CASE CASSIOPEA in boutique, partner-led, cross-border mid-market advisory.
• Lincoln International: Lincoln International is a global mid-market M&A advisory firm with a strong European presence, directly comparable in target client base (mid-market corporates and sponsors), product mix (M&A, debt), and transaction size band.
• GP Bullhound: GP Bullhound is a European-headquartered technology-focused M&A advisory firm operating across Europe and the US, comparable to CASE CASSIOPEA in mid-market, partner-led boutique advisory positioning.
• Harris Williams: Harris Williams is a global mid-market M&A advisor with sector-focused teams in Europe and the US, directly comparable to CASE in serving mid-market corporates and financial sponsors with bespoke advisory.
• Clearwater International: Clearwater International is a European mid-market M&A advisory firm offering M&A, debt, and equity capital advisory, with a comparable boutique, partner-led model focused on mid-market transactions across Europe.
• Bryan, Garnier & Co: Bryan, Garnier & Co is a European investment bank focused on growth companies across TMT, healthcare, and consumer, comparable to CASE in mid-market European M&A and capital advisory with cross-border execution.
• Oakley Advisory: Oakley Advisory is a European boutique M&A advisor serving mid-market and growth clients, directly comparable in boutique positioning, partner-led model, and cross-border European deal-making.

Broad incumbents

• Rothschild & Co: Rothschild & Co is a global advisory house with significant European mid-market coverage and full-service M&A, debt, and equity advisory capabilities, comparable to CASE in product offering though at far larger scale.
• Lazard: Lazard is a global financial advisory and asset management firm with strong European M&A advisory across mid-market and large-cap, comparable in product set (M&A, debt, equity) though operating at much greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 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

Investments

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

Frequently asked questions about CASE Corporate Finance