ZEST

Name

ZEST

Website

https://zest-management.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

ZEST was a private Switzerland-based investment consulting firm that merged with LFG Investment Consulting to form LFG+ZEST, now operating jointly from www.lfgzest.com with the legacy zest-management.com website slated for discontinuation.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Cross-Border M&A Advisory (FSAEAGAH)

Keywords

• Investment consulting
• Wealth advisory
• Asset consulting
• Portfolio advisory
• Financial consulting

Headquarters

HQ city

Lugano

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

ZEST is an investment consulting firm based in Switzerland that has merged with LFG Investment Consulting to form the combined entity LFG+ZEST. The firm provides investment advisory and consulting services, combining complementary expertise under a unified brand identity operating from www.lfgzest.com.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Consulting Services Professional investment consulting and advisory services delivered to clients requiring strategic investment guidance and portfolio expertise. Following the merger with LFG Investment Consulting, these services are now offered under the combined LFG+ZEST brand.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LFG Investment ConsultingcoreStrategic or Co-development PartnerZEST has merged with LFG Investment Consulting, combining common values, visions, complementary expertise, and services. The merger brings together the two entities under the new combined identity LFG+ZEST, with the new digital home at www.lfgzest.com.

Direct peers

• PJT Partners: Independent advisory-focused investment banking firm offering strategic advisory, restructuring, and fund placement services. Comparable business model focused on advisory mandates in investment consulting space.
• Centerview Partners: Boutique advisory firm focused on M&A, restructuring, and shareholder advisory for corporations and boards. Comparable as a specialist advisory firm competing on expertise and relationships rather than scale.
• Lazard: Global financial advisory and asset management firm specializing in M&A, restructuring, and strategic advisory. Directly comparable as an investment advisory firm competing for similar corporate finance and cross-border mandates, though at significantly larger scale.
• Rothschild & Co: Global financial advisory group with deep European roots in M&A advisory, wealth management, and merchant banking. Highly comparable to a Swiss-based investment consulting firm, with strong cross-border advisory capabilities.
• Evercore: Independent investment banking advisory firm focused on M&A, restructuring, and strategic shareholder advisory. Closely comparable in advisory-only model and cross-border deal capabilities relevant to a Swiss investment consulting firm.

Broad incumbents

• McKinsey & Company: Global management consulting leader serving corporate, institutional, and public-sector clients across strategy, operations, and finance. Comparable as a broader consulting player that overlaps with investment consulting advisory work, though operating across many practice areas beyond ZEST's likely niche.
• Bain & Company: Global management consulting firm serving corporations across strategy, operations, M&A, and digital transformation. Overlaps with investment consulting work through its corporate finance and M&A advisory practices.
• Oliver Wyman: Global management consulting firm with strong financial services practice including corporate finance, risk, and strategy advisory. Comparable as a larger incumbent serving institutional clients across strategy and financial advisory engagements.
• Deloitte (Financial Advisory): Big Four advisory practice offering M&A advisory, consulting, and financial advisory services globally. Comparable as a broad incumbent with significant overlap in cross-border M&A and corporate finance advisory work.

Emerging players

• Woodside Capital Partners: Boutique investment bank focused on technology M&A and corporate finance advisory. Comparable as a smaller, specialist advisory firm operating in the investment consulting space with focus on differentiated expertise rather than scale.

Market position

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 ZEST