Pivotas
Pivotas AG is a Zug, Switzerland-based strategic advisory firm serving mid-market companies with M&A advisory, investor introductions, corporate governance, and sector-specific advice across AI, cybertech/fintech, energy transition, healthcare, defense, and sustainable food verticals.
- Company typePrivate
- Founded2019
- HeadquartersZug, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Pivotas does
Pivotas AG is a Swiss strategic advisory firm founded in 2019 and headquartered at Dammstrasse 19, 6300 Zug, Switzerland. The firm serves mid-market companies with counsel across M&A transactions, fundraising, corporate structuring, and governance. Its service offering consists of four pillars: M&A advisory (target identification and strategic/financial structuring), investor introductions (equity and debt financing, with deals structured by client counsel), industry-specific advisory, and corporate governance services (restructuring, turnaround strategies, and operational improvements). Pivotas maintains stated deep sector expertise across six verticals — AI, Cybertech and FinTech, Energy Transition, Healthcare & Longevity, Military & Defense, and Sustainable Food — supported by what it describes as a global base of specialists with extensive industry relationships.
The firm does not operate a proprietary technology platform. The company's technology disclosure explicitly states 'core_technology: Not applicable — Pivotas AG is a strategic advisory firm rather than a technology company,' and Pivotas does not structure deals, manage funds, or engage in banking activities, positioning itself strictly as an advisory and introduction service. The firm's website (pivotasag.com) features gated access via invitation code, an account and registration system, newsletter subscription, and content around its service pillars. It is self-attested GDPR-compliant for personal data handling and operates under the Swiss Financial Services Act (FinSA).
Pivotas generates revenue through advisory fees and success-based fees, fully disclosed to clients in compliance with FinSA. Distribution is primarily relationship-driven direct advisory with a sales-led go-to-market motion; no product-led, self-serve, or channel-partner distribution is in evidence. The firm employs 11-50 people, operates from a single Zug office, and claims a global service reach. Revenue figures, client logos, deal flow, headcount detail, and ownership structure are not publicly disclosed.
Pivotas firmographics
Firmographics- Name
- Pivotas
- Legal name
- Pivotas AG
- Website
- https://pivotasag.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Pivotas AG is a Zug, Switzerland-based strategic advisory firm serving mid-market companies with M&A advisory, investor introductions, corporate governance, and sector-specific advice across AI, cybertech/fintech, energy transition, healthcare, defense, and sustainable food verticals.
- Ownership category
- akta.pro rank
Pivotas industry classification
Industry- Product category
- Strategic Advisory Services
- NAICS
- Management Consulting Services (54161), Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742), Investment Advice (6282)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industries
- Restructuring & Turnaround Advisory (BPAHADAD), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), Corporate Strategy Advisory (BPAHADAA)
Keywords
Where Pivotas is headquartered
LocationHeadquarters
- HQ city
- Zug
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
Pivotas business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Advisory Fees: Pivotas AG provides strategic counsel to mid-market companies and is compensated via advisory fees for M&A advisory, corporate structuring, and governance services. The firm also earns success-based fees for investor introductions and facilitating financing deals.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Pivotas product offering
Product offeringCore offering
Pivotas AG provides strategic advisory services to mid-market companies across four interconnected pillars: M&A Advisory (target identification and strategic/financial structuring), Investor Introduction Services for equity and debt financing, Industry-Specific Advisory in AI, Cybertech/FinTech, Energy Transition, Healthcare/Longevity, Military/Defense, and Sustainable Food sectors, and Corporate Governance Services including restructuring, turnaround strategies, and operational revamping. The firm does not structure deals, manage funds, or engage in banking activities, and operates under Swiss FinSA compliance.
Product overview
Pivotas AG operates as a strategic advisory firm providing a unified suite of services to the mid-market. The offering consists of four interconnected service pillars: M&A Advisory (target identification and strategic/financial structuring), Investor Introduction Services (connecting clients with equity and debt investors), Industry-Specific Advisory (sector expertise in AI, Cybertech, FinTech, Energy Transition, Healthcare, Military & Defense, and Sustainable Food), and Corporate Governance Services (restructuring, turnaround, and operational guidance). The company is compensated via advisory fees and success-based fees, operating under FinSA compliance without banking activities.
Differentiator
Problem solved
Functional benefit
Products and services
- M&A Advisory Services Strategic advisory services helping mid-market companies identify potential acquisition targets and advising on strategic and financial structuring for mergers and acquisitions.
- Investor Introduction Services Facilitating introductions between mid-market clients and investors for equity and debt financing, with deals structured by client counsel. Compensated via success-based fees compliant with FinSA.
- Industry-Specific Advisory Deep sector expertise and strategic advice across AI, Cybertech and FinTech, Energy Transition, Healthcare and Longevity, Military and Defense, and Sustainable Food sectors, supported by a global base of specialists with extensive industry relationships.
- Corporate Governance Services Guidance on corporate governance best practices, corporate restructuring, turnaround strategies, and operational revamping for mid-market companies.
Companies that use Pivotas
Customer profileSegments1 record
Ideal customer profiles1 record
Pivotas technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pivotas partnerships and signals
Strategic signalScale indicators1 record
Recent moves3 records
Expansion highlights3 records
Pivotas competitors and assessment
Company assessmentDirect peers
- Clairfield International: Mid-market international M&A advisory with strong European presence and cross-border deal capability. Comparable to Pivotas in targeting mid-market companies for cross-border transactions.
- Clearwater International: European mid-market M&A advisory firm providing sell-side, buy-side, and debt advisory. Directly comparable to Pivotas as a European mid-market advisory with similar target client profile.
- Houlihan Lokey: Leading mid-market advisory firm with M&A, capital markets, and restructuring services. Highly comparable to Pivotas in middle-market M&A advisory and corporate finance services.
- IMAP: Global mid-market M&A advisory firm with sector-focused advisors across multiple verticals. Directly comparable to Pivotas in mid-market deal advisory and cross-border execution.
- Oaklins: Global mid-market advisory firm with over 850 professionals across 40+ countries. Comparable to Pivotas in mid-market M&A advisory across multiple sectors with international reach.
- Stout: Global advisory firm offering M&A, valuation, and restructuring services. Comparable to Pivotas in providing a unified mid-market advisory platform including restructuring and turnaround expertise.
- Lincoln International: Global mid-market M&A advisory firm advising on sell-side, buy-side, and capital raising, with deep sector specializations. Directly comparable to Pivotas in mid-market premium valuation services.
- Alantra: Independent financial advisory firm focused on mid-market advising on M&A, debt advisory, and credit portfolio advisory. Comparable to Pivotas in mid-market advisory and capital raising.
Emerging players
- Drake Star: Technology, media, and tech-enabled services M&A advisory with sector focus. Comparable to Pivotas's AI, Cybertech, and FinTech sector coverage.
- Arma Partners: Independent advisory firm focused on the technology sector, providing M&A and capital raising. Comparable to Pivotas's sector specialization in AI, Cybertech, and FinTech.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Pivotas social profiles
Digital presencePivotas compliance and trust
Trust signalCompliance2 records
Pivotas financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pivotas leadership team
Management profileNumber of profiles
Pivotas funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pivotas M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pivotas
What does Pivotas do?
Pivotas AG provides strategic advisory services to mid-market companies across four interconnected pillars: M&A Advisory (target identification and strategic/financial structuring), Investor Introduction Services for equity and debt financing, Industry-Specific Advisory in AI, Cybertech/FinTech, Energy Transition, Healthcare/Longevity, Military/Defense, and Sustainable Food sectors, and Corporate Governance Services including restructuring, turnaround strategies, and operational revamping. The firm does not structure deals, manage funds, or engage in banking activities, and operates under Swiss FinSA compliance.
Is Pivotas a public or private company?
Pivotas is a private company. It is classified as unknown and is currently operating.
When was Pivotas founded?
Pivotas was founded in 2019. It employs 11 to 50 people.
Where is Pivotas based?
Pivotas is headquartered in Zug, Switzerland, in the Europe region.
How does Pivotas make money?
One revenue line is on record: advisory Fees.
Who are Pivotas's main competitors?
Direct peers on record are Clairfield International, Clearwater International, Houlihan Lokey, IMAP, Oaklins, Stout, Lincoln International and Alantra. Emerging players are Drake Star and Arma Partners.
Does Pivotas have an API?
No public API is recorded for Pivotas.
What industry is Pivotas in?
Pivotas's product category is Strategic Advisory Services. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of BPAHADAD, Restructuring & Turnaround Advisory. Its NAICS code is 54161 and its SIC code is 8742.