Financial Technologies bridges Chinese investors and innovative European SMEs

About 98 per cent of Europe’s total enterprises are made up of family-run companies, of which nearly 90 per cent do not reach the third generation. “This means by the time a family business reaches the second generation, it may also be approaching the best time to sell the company,” says Daniel Dallinger, founding partner of specialised Swiss advisor Financial Technologies.

The first and only ISO 9001:2015-certified Swiss company active in mergers and acquisitions (M&A), Financial Technologies specialises in facilitating optimal corporate transactions for small and medium enterprises (SMEs). These cover conventional services, such as M&A advisory, and unconventional products including strategic business relocations towards Asia and supervision of business development in China.

“Financial Technologies acts as global coordinator along the whole executional timeline, from preliminary activities to deal closing,” Dallinger says. “Our extensive and exclusive know-how qualifies us as a valuable service provider to distinguished clients, including pharmaceutical group IBSA and Swiss banks, which rely on our agility, flexibility and highly customised solutions.”

One of the firm’s innovative offerings is Purchase Pledge, a proprietary and in-house developed solution that allows an entrepreneur to find the best possible business partner who may be interested in purchasing the company over time as opposed to making a spot transaction.

“This creates operational synergies between the parties independently from the execution of the extraordinary transaction,” says founding partner Gianluca Olivieri. “It is a brilliant way to strengthen the company’s core business within new market areas.”