We are TAG Partners
TAG Partners is a Swiss-based advisory and investment firm dedicated to delivering bespoke financial advice to mid and large sized companies, investment funds and ultra-high-net-worth families.
TAG Partners is a unique collaboration between an internationally renowned entrepreneurial family and a team of seasoned financial experts, united by shared values and a common vision. Entrepreneurs supporting entrepreneurs.
Our firm operates at the crossroads of diverse financial ecosystems, connecting our clients to a global network of partners.
Whether facilitating corporate mergers, acquisitions, investment decisions, or capital allocations, we are committed to building enduring partnerships that drive sustainable growth and preserve our clients’ financial legacies.
Guided by precision
Powered by legacy
What we do
We provide bespoke M&A advice (buy side and sell-side), on Swiss and cross border transactions starting from EUR/USD 30m value, as follows:
- Strategic review and implementation of sale or acquisition strategies tailored to long-term goals
- Target screening, valuation, merger analysis
- Initiation and facilitation of discussions with key counterparties
- Direct access to investors, debt providers, accounting firms and consultants
- Customized financial marketing materials (Teasers, Information Memorandums)
- Comprehensive support in transaction document preparation and negotiation
- Trusted representation in both financial and commercial negotiations, from initiation to until closing
TAG Partners offers debt advisory expertise, helping businesses and families optimize their capital structure and secure the most favourable financing terms.
We support clients in evaluating a wide range of debt options starting at EUR/USD 20m.
TAG Partners assists in structuring or restructuring existing obligations, and accessing the capital needed to support growth.
Being a long-term partner with an extensive network of closely linked international private debt funds and financial institutions, we can negotiate terms that align with each client’s strategic objectives, ensuring flexible and tailored solutions.
TAG Partners specializes in helping businesses secure private capital to fuel growth, acquisitions and strategic initiatives, on transactions starting at EUR/USD 20m ticket size.
We guide clients through the process of identifying and attracting the rights partners who align with their vision and objectives.
Leveraging our extensive network of global private equity firms and international entrepreneurial families, we work to secure capital that not only meets funding needs but also brings valuable industry expertise and strategic support.
On the buy-side, TAG Partners provides independent, non-conflicted advice to family offices, external asset managers and individual private investors in their due diligence process with a view to enable them to assess direct private equity opportunities.
From initial outreach to deal structuring and negotiation, TAG Partners is dedicated to delivering effective results that drive long-term value creation.
TAG Partners connects its business partners to direct investments or co-investments sourced from the group’s network, backed by rigorous analysis and aligned with our clients’ objectives.
From private equity or private debt opportunities to innovative asset classes, our solutions enable clients to gain access to a diverse range of direct investments.
Sectors
Specialized Expertise in Growth Markets and Sustainable Solutions
TAG Partners holds valuable experience in high-growth sectors, including
Industrial Innovation
Real estate & Hospitality
Technology & Digital Transformation
Renewables
Consumer Trends and Premium Brands
Our knowledge of market dynamics allows us to provide insights that align with industry trends, helping clients capitalize on opportunities with lasting impact.
Empowering
entrepreneurs,
elevating
investments
Why choose TAG Partners
We provide exclusive access to a diverse and influential network of global investors, financial institutions, and industry leaders, including private equity and debt funds, sovereign wealth funds, and family offices.
Every client is unique, and so are our solutions. We craft tailored strategies that align with both business and family wealth objectives.
Our team comprises seasoned professionals with deep industry knowledge who prioritize transparency, trust, and long-term success.
Our commitment goes beyond transactions—we build relationships that span generations and market cycles.
Our values
Passion
is our energy
Integrity
is our foundation
Excellence
is non-negotiable
Respect
is earned, not given
Independence
is our strength
Foresight
is our DNA