Finance Awards 2016 12 Best Partner Owned & Managed Private Equity Boutique 2016 - Switzerland & Most Trusted Fund Management Firm 2016 - Switzerland CH Advisors is a Swiss private equity placement and advisory boutique, regulated by Finma. Anja Cavigilli, its Co-Founder and Managing Partner, lays out for us the service offering of the firm and how this has contributed to their success. Company: CH Advisors Name: Anja Cavigilli, Co-Founder and Managing Partner Email:
[email protected] Web Address: www.chadvisors.ch Address: Arbachstrasse 2, 8704 Herrliberg/Zurich Telephone: 0041 76 581 06 47 CH Advisors advises and assists in fund raisings of private market fund managers, mainly dealing in private equity funds, fund-of-funds, segregated accounts, and select direct situations (such as deal-by-deal cases). CH Advisors works with fund managers to which they bring clear value add. Initially focusing on key German-speaking markets (DACH), CH Advisors’ fund limited partner’s coverage has gradually extended to encompass countries throughout Europe, with additional regions being added selectively, based on clients’ needs. For Anja, the optimal client relationship involves supporting clients through the full process of fund raising, from day one. But what does this mean? Anja explains. “For us, fully guiding a client through the fundraising process starts with designing a complete and professional pre-marketing package. We provide strategic advice, prepare and/or improve a client’s current marketing materials with its input, and work with them to create convincing and authentic messages, that are further conveyed through presentation coaching. Then, when state-of-the-art marketing materials and processes are ready, we contact investors and set up road shows, followed by due diligence meetings, and ultimately fund closings. Once the fundraising is completed, we conduct a debriefing with each client to critically analyse the full process and discuss our investor relation services. The key here is to offer a tailor-made solution to each client, with a strong alignment of interests between the two parties. In that regard, we differ from most of our peers, who try to push a client into a pre-planned scheme. “We strive to be honest, prudent, and patient with our clients and investors. In particular, we are careful to remain free from conflicts of interest and have never accepted a conflicting assignment, which helps us provide the highest quality service possible for our clients. CH Advisors fully complies with regulatory frameworks in Europe (AIFMD) and Switzerland (Finma). We support our clients to find the optimal legal structure for their marketing in different jurisdictions. As our team is multilingual, we can offer our service in Swiss German, German, English, Spanish and French, which gives us a competitive advantage as we are able to link with local Limited Partners and General Partners to break down language barriers.” Another key advantage which sets the firm apart from its competitors, as Anja points out, is that CH Advisors has deep roots in private equity. This is not only from the sell-side, but also from the buy-side. In sales, the team has successfully raised capital for predominantly European private equity and private real estate funds, alongside US and Asian funds, mainly from European investors. From the buy-side, the team has worked for a Swiss family office, and corporate and independent fund-of-funds. “This experience provides us with an in-depth knowledge of both the buy and sell-side of the business, and allows us to understand fund investors’ needs and requirements in an ever-changing market. Our clients are predominantly General Partners of private equity and alternative asset funds, ranging from emerging structures to fully established clients, looking to add a specific angle to their marketing. “We explicitly and fully stand beside all of our clients as their partners. By doing this, we make sure beforehand and throughout the process that we share the same mission and we aim to be successful together. We only sell what we like and what we can stand behind. “We continuously hunt for interesting, hardworking and committed managers who are offering something unique. We want to partner with those who seek to be champions in their field; for example, assisting as they take the next steps to become international. Our motto is to stay humble and down to earth, which is something quite rare in our FI160029