UBS

UBS, headquartered in Zurich, Switzerland, is a global financial services firm offering wealth management, investment banking, and asset management services. Its wealth management division, UBS Wealth Management, caters to high net worth and ultra-high net worth individuals, providing personalized advice and solutions through a network of offices in over 50 countries. UBS Asset Management, another key division, offers a wide range of investment capabilities, including equity, fixed income, balanced portfolios, and alternative investments, serving both institutional and individual clients worldwide. The firm's investment banking arm, UBS Investment Bank, provides financial advisory services, including mergers and acquisitions, private placements, and capital market financing, employing over 15,000 people in over 35 countries. UBS Delta, a subsidiary, specializes in portfolio analysis and risk management services across multiple asset classes.

Faisal Alshibl

Director

Baljit Basi

Investment Bank Principal Investments

Hyunja Laski

Principal

Mark Mackenzie

MD - Private Placements

Neal McMinn

Executive Director

Tom Naratil

Co-President Global Wealth Management and President UBS Americas

Laurenz Simbruner

Associate Director

Todd Tuckner

CFO and Head Business Performance and Risk Management for Global Wealth Management

Past deals in Switzerland

Backbone

Debt Financing in 2024
Backbone Art SA operates a platform that connects professional photographers and videographers with businesses and consumers for various visual projects, including real estate photography, event documentation, and food product imaging. The platform offers comprehensive tools for booking, content hosting, post-production, invoicing, and payment processing, enabling users to efficiently order, store, and manage their visual assets. Targeting real estate companies, international event planners, and global marketplaces, Backbone facilitates collaboration among internal teams and external stakeholders. Headquartered in Geneva, Switzerland, the company also has an office in Berlin, Germany.

SWISSto12

Venture Round in 2023
SWISSto12 SA is a Swiss company that specializes in the manufacture and supply of radio frequency (RF) and microwave components and systems. Founded in 2011 as a spin-off from the Swiss Federal Institute of Technology in Lausanne, the company is based in Renens, Switzerland, with additional offices in Santa Clara, California, and Rehovot, Israel. SWISSto12 offers a range of products including various types of horn antennas, airborne antenna arrays, waveguide antennas, and custom-designed antennas and filters. The company is known for its innovative use of metal-coated 3D printing technology, which enhances design flexibility while reducing costs, lead times, and weight. Its offerings extend to polymer and metal waveguide products, as well as integration and testing services. SWISSto12 serves clients in satellite communications, airborne satellites, and research centers, and is also developing software solutions for material properties extraction.

Numarics

Seed Round in 2023
Numarics is Switzerland's first fully digital accounting ecosystem, designed to simplify business management for entrepreneurs through a mobile-first approach. Launched in 2020, the platform offers a comprehensive suite of services, including accounting, payroll, tax returns, invoicing, and document management, all streamlined within a single application accessible via web or mobile. Developed by experts in accounting, digitalization, artificial intelligence, and auditing, Numarics aims to eliminate bureaucratic hurdles and repetitive manual tasks, enabling real-time accounting that allows businesses to efficiently manage transactions and maintain accurate financial records. This innovative ecosystem fosters transparency and accessibility, integrating seamlessly into the daily operations of modern entrepreneurs.

Enterprise Bot

Debt Financing in 2023
Enterprise Bot GmbH is a company that specializes in developing artificial intelligence-powered chatbots aimed at automating customer interactions for enterprises. Founded in 2017 and headquartered in Zug, Switzerland, with an additional office in Bengaluru, India, the company offers a range of products, including chatbots for sales and customer service, email triage bots, and scheduling assistants. Enterprise Bot's solutions are particularly tailored for financial institutions and insurance enterprises, helping to enhance customer experience while significantly reducing operational costs and wait times. By providing a multi-platform messenger that allows for natural language communication, the company enables businesses to effectively address a wide array of customer needs and queries.

Selfrag

Debt Financing in 2023
Selfrag AG is a Swiss company founded in 2007, specializing in the development and marketing of high voltage electric pulse generators and electric pulse disaggregation (EPD) systems. The company focuses on selective fragmentation of solid materials, offering solutions that reduce energy consumption compared to traditional crushing and grinding methods. Its product lineup includes laboratory systems for selective fragmentation, a rod crusher designed for fragmenting mono and poly-crystalline silicon with minimal contamination, and Scoria, a modular production system for transporting and fragmenting bulky materials like rock and concrete. Selfrag serves a diverse range of industries, including geosciences, recycling, and mining, and has established over 40 installations worldwide. The company aims to provide advanced processing solutions that enhance material recovery and sustainability in the mineral processing sector.

Gerald Group

Debt Financing in 2023
Gerald Group is a prominent global commodity trading company that specializes in the physical merchanting, development, and trade of metal products and raw materials. Founded in 1962 and headquartered in Stamford, Connecticut, with additional offices in Morges, Switzerland, and Shanghai, China, the company provides a wide range of nonferrous and precious metals, including copper, aluminum, gold, and silver. Gerald Group serves various sectors, including metal producing, refining, smelting, and banking, by offering services such as commodity trading, logistics, storage, and risk management solutions. The company also engages in project financing, lending, and marketing strategy advisory. Through its strategic partnership with Pengxin International Mining Company, Gerald Group enhances its ability to deliver diverse resources to miners, processors, industrial consumers, and major financial institutions.

Zaphiro

Series A in 2022
Zaphiro Technologies is a company specializing in the development of advanced monitoring and automation systems for electrical distribution grids. Founded in April 2017 as a spin-off from the Swiss Federal Institute of Technology in Lausanne, it was established by researchers Paolo Romano, Marco Pignati, and Lorenzo Zanni. The company's technology provides real-time visibility into energy flows within the grid and includes capabilities for accurately locating faults. By utilizing distributed sensing and a central grid controller, Zaphiro enhances the efficiency and profitability of grid operations, enabling clients to integrate renewable energy sources and electric vehicles effectively. The company's solutions help utilities respond swiftly to electrical faults, thereby minimizing the impact of power outages and transitioning grids from passive to proactive management.

Houzy

Venture Round in 2022
Houzy AG is a Swiss company founded in 2017 that operates a digital platform tailored for homeowners. The platform offers a comprehensive toolset designed to assist users in managing various aspects of homeownership. Through its personal house cockpit, homeowners can track and optimize annual costs, assess the condition of their property, and calculate market value and renovation expenses. Additionally, the platform facilitates comparisons of mortgage options and provides data-driven recommendations, allowing users to make informed financial decisions regarding their homes. By bringing all relevant stakeholders together digitally, Houzy aims to simplify the homeownership experience, ultimately saving users money, time, and effort.

Gnubiotics Sciences

Debt Financing in 2020
Gnubiotics Sciences SA is a biotechnology company based in Epalinges, Switzerland, focused on developing microbiome-modulating products for both humans and animals. Founded in 2016, the company specializes in producing glycans that enhance microbiome diversity and promote gut health. One of its notable products, AMObiomeTM, serves as a natural ingredient aimed at improving microbiome balance and overall wellness. Gnubiotics is also engaged in creating functional and structural mimics of Human Milk Oligosaccharides, which are designed to replicate the beneficial properties of breast milk. These innovations are intended to prevent infections, combat diet-induced obesity, and support immune health by nurturing a diverse microbiome.

Houzy

Venture Round in 2020
Houzy AG is a Swiss company founded in 2017 that operates a digital platform tailored for homeowners. The platform offers a comprehensive toolset designed to assist users in managing various aspects of homeownership. Through its personal house cockpit, homeowners can track and optimize annual costs, assess the condition of their property, and calculate market value and renovation expenses. Additionally, the platform facilitates comparisons of mortgage options and provides data-driven recommendations, allowing users to make informed financial decisions regarding their homes. By bringing all relevant stakeholders together digitally, Houzy aims to simplify the homeownership experience, ultimately saving users money, time, and effort.

Nexxiot

Debt Financing in 2017
Nexxiot is a company focused on the digitalization of equipment and infrastructure, aiming to help clients achieve their growth and sustainability objectives. Its Asset Intelligence technology converts railcars and shipping containers into connected devices, enabling the automation of processes and the optimization of operations. This technology facilitates safer, easier, and cleaner transportation of passengers and freight within the global logistics network. Based in Zurich, Nexxiot operates across Europe and the United States, supported by a diverse team drawn from 28 different countries. The company's offerings include sensor-based tracking products and a logistics management platform that provides features such as time monitoring, predictive actions, fleet usage management, route design, and freight security, allowing clients to track and monitor their products efficiently and securely.
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