Trown Partners Ag

What Trown Partners Ag does

Trown Partners AG is an owner-managed, independent M&A advisory firm headquartered in Zürich that focuses exclusively on the sale, valuation, and succession planning of Swiss small and medium-sized enterprises. The firm is led by three partners — Paul Monn, Dr. Patrick Eggimann, and Serge Stapfer — who combine to bring 20+ years of M&A advisory experience and a cumulative track record of 250+ completed SME transactions. Operations are conducted from three Swiss offices (Zürich headquarters, Olten, and Horw/Luzern), serving owner-managers seeking to sell or transition their businesses and entrepreneurs/investors seeking Swiss acquisition targets. The client base spans industries including ICT/software, manufacturing, construction, building services, electrical installation, e-commerce, and crafts.

The firm delivers six integrated service modules: sell-side M&A advisory, company valuation, succession planning, buy-side advisory, due diligence coordination, and purchase contract advisory. Revenue is generated primarily through success-based fees tied to transaction completion, supplemented by fixed flat fees, with a multi-year engagement cadence typical of sell-side mandates. Buyer identification is supported by an in-house Swiss and international buyer network and a free Suchabo search subscription that delivers targeted listings to prospective acquirers. Distribution is direct, with no resellers, complemented by a referral ecosystem of eight named partners (Andersen & Partners, Bertenghi & Partner, ClearMedia, Covendit, Heresta, Raiffeisen Unternehmerzentrum, KMU SWISS, ZWEI Wealth) that provides financial planning, legal, IT, insurance, and wealth management support alongside core deal advisory.

The technology stack is non-proprietary: Trown Partners AG uses standard virtual data rooms for due diligence and standard web/CRM tooling for marketing and lead capture. There are no disclosed software products, APIs, or AI/ML capabilities. The firm has no external investors, no parent company, and no disclosed funding events; ownership and management rest entirely with the three partners.

Name

Trown Partners Ag

Legal name

Trown Partners AG

Website

https://trown.ch

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Trown Partners AG is a Zürich-headquartered, owner-managed M&A advisory firm that serves Swiss SMEs with sell-side advisory, company valuation, succession planning, buy-side advisory, due diligence, and purchase contract services from three Swiss offices.

Ownership category

akta.pro rank

Product category

M&A Advisory Services

akta.pro primary industry

Family/Founder Succession Buyout (FSANABAK)

Keywords

• M&A advisory
• Sell-side advisory
• Company valuation
• Succession planning
• SME consulting

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. M&A Advisory Fees: The firm charges a combination of fixed flat fees and success-based fees (Erfolgshonorar) tied to transaction completion. Success fees are based on transaction volume and exceed flat fees. This performance-based structure aligns with industry standards for sell-side advisory.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Trown Partners AG is an owner-managed, independent M&A advisory firm exclusively focused on the sale, valuation, and succession planning of Swiss small and medium-sized enterprises. The firm provides sell-side advisory, buy-side advisory, company valuations, due diligence coordination, and purchase contract drafting from a single source, leveraging a global buyer network and 20+ years of experience across 250+ completed SME transactions.

Product overview

Trown Partners AG is an owner-managed, independent M&A consulting firm exclusively focused on the sale, valuation, and succession planning of Swiss SMEs. The firm offers a unified advisory platform with six integrated service modules: Sell-Side M&A Advisory, Company Valuation, Succession Planning, Buy-Side Advisory, Due Diligence Services, and Purchase Contract Advisory. These services are delivered holistically from a single source, providing comprehensive solutions for business owners undergoing company transitions.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A-Beratung (Sell-Side Advisory) Advisory services for owners of Swiss SMEs selling their companies, covering structured sales processes, buyer network activation, negotiation leadership, and transaction completion from preparation through signing.
• Unternehmensbewertung (Company Valuation) Independent company valuation services using market-oriented methods including transaction multiples, DCF, earnings value, and practitioner methods to determine fair market value. Used by owners considering a sale, family-internal succession, or seeking a second opinion on an existing valuation.
• Nachfolgeregelung (Succession Planning) Succession planning services for SME owners addressing ownership structure, strategic direction, and operational leadership transition, delivered with peer-level support and long-term experience.
• Firmenkauf-Beratung (Buy-Side Advisory) Advisory services for company acquisitions in Switzerland, including transaction structure guidance, due diligence coordination, price and contract negotiations, and access to a search subscription (Suchabo) for prospective buyers to receive notifications about companies matching their criteria.
• Due Diligence Services Due diligence examination services for company acquisitions including financial, legal, operational, and market-related analysis using virtual data rooms for document exchange.
• Kaufvertrag-Beratung (Purchase Contract Advisory) Legal advisory services for purchase contracts including structure guidance, negotiation support, warranties and representations, and contract drafting for share deals and asset deals.

Quantifiable outcome

• 250+ successfully completed transactions for Swiss SMEs
• +2 more outcomes

Named customers12 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered minor.

• Andersen & Partners GmbHminorImplementation/ SI/ Consulting PartnerPreferred partner for comprehensive financial planning including private and business clients, covering financial planning, property/inheritance law, adult protection law, taxes, real estate, fiduciary services, pension and insurance.
• Bertenghi & Partner AGminorImplementation/ SI/ Consulting PartnerBoutique risk management, insurance and pension advisory firm. Offers periodic policy reviews as an independent and unbound insurance and pension specialist.
• Covendit GmbHminorStrategic or Co-development PartnerPreferred partner for transactions in Germany. Characterized by entrepreneurial approach and extensive M&A experience for mid-market companies. Enables optimal support for cross-border transactions between Switzerland and Germany and strengthens joint buyer network.
• Heresta GmbHminorImplementation/ SI/ Consulting PartnerEstate and succession planning specialist combining 30+ years of experience in inheritance consulting and estate settlement from both government and private sector backgrounds.
• Raiffeisen Unternehmerzentrum AGminorImplementation/ SI/ Consulting PartnerBusiness support through experienced consultants who are themselves entrepreneurs. Provides valuable knowledge, innovative ideas and active support at eye level for all phases of the company.
• KMU SWISSminorChannel Partner/ Reseller/ DistributorNetwork organization founded to connect entrepreneurs. Organizes events including Forum, Podium, StammTreff, InsideTreff and golf tournaments to bring people together.
• ZWEI WealthminorImplementation/ SI/ Consulting PartnerIndependent wealth management firm established as the largest independent ecosystem in wealth management, offering transparent advice and cost-optimized digital solutions tailored to individual clients.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Lazard: Global financial advisory firm with a Swiss presence providing M&A and strategic advisory. Overlaps with Trown in advising Swiss business owners on sales and succession, but typically engaged on larger and more complex cross-border mandates.
• BDO Switzerland: International accounting and advisory network with a Swiss practice covering M&A, valuation, and succession planning. Directly comparable to Trown in serving Swiss SME owners on succession and sale mandates, often bundled with audit and tax advisory.
• PwC Switzerland: Big-4 firm offering transaction services, valuations, and M&A advisory in the Swiss market. Comparable to Trown in serving owner-led businesses considering a sale, but with deeper resourcing across integrated consulting practices.
• EY-Parthenon Switzerland: Big-4 strategy and transactions practice with a Swiss team providing M&A advisory, diligence, and value creation services. Overlaps with Trown in mid-market sell-side advisory, particularly for owner-led Swiss SMEs, and competes for integrated transaction mandates.
• Houlihan Lokey: Global investment bank with a strong European mid-market M&A franchise and a Zurich office. Comparable to Trown in serving SME and mid-market sell-side clients, but operating at a much larger scale and with broader sector coverage including restructuring and capital markets.
• KPMG Switzerland: Big-4 firm with a corporate finance practice covering valuations, due diligence, and transaction advisory in Switzerland. Competes with Trown for SME transaction mandates by bundling advisory with audit, tax, and consulting capabilities under one brand.

Direct peers

• Clearwater International: European-headquartered mid-market M&A advisory with a Swiss office network. Closely comparable to Trown in target deal size (SME/lower mid-market), sector-agnostic execution, and emphasis on sell-side advisory for entrepreneur-led businesses.
• goetzpartners: Corporate finance advisory headquartered in the DACH region with mid-market M&A focus. Comparable to Trown in serving German-speaking SME clients and providing integrated advisory including valuation, due diligence, and transaction support.
• Oaklins: Global mid-market M&A advisory firm with a strong Swiss presence and broad industry coverage. Directly comparable to Trown Partners in serving SME owner-led sell-side mandates, with a similar focus on lower mid-market transactions where boutique execution matters.
• IMAP: Global M&A advisory partnership focused on mid-market transactions across all industries. Highly comparable to Trown in deal-size sweet spot, sector-agnostic positioning, and partnership-style boutique execution for SME owners considering a sale or succession.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/trown-partners-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 Trown Partners Ag