Über Philip
Ich bin M&A-Stratege mit über zehn Jahren Erfahrung in Deal-Origination, Execution und Investor Relations. Nach Stationen bei UBS Investment Bank und EY Strategy & Transactions unterstütze ich Unternehmen bei allen Fragen rund um M&A und Fundraising. Dabei liegt mein Fokus auf Geschäftsentwicklung, der gezielten Ansprache relevanter Investoren und dem erfolgreichen Abschluss von Transaktionen.
Mein Netzwerk in der deutschsprachigen Schweiz ist breit aufgestellt und umfasst Finanzinvestoren, Family Offices, Unternehmerinnen und Unternehmer sowie Entscheidungsträger aus unterschiedlichen Branchen. Ich erkenne Potenziale früh, bringe die passenden Akteure zusammen und steuere Prozesse effizient zum Ziel.
Meine Erfahrung im Leistungssport prägt mein Vorgehen. Ich arbeite strukturiert, ausdauernd und mit einem hohen Maß an Empathie. So entstehen vertrauensvolle Partnerschaften mit Kunden, die Wert auf Klarheit, Verlässlichkeit und konkrete Ergebnisse legen.
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10+ years of experience in M&A strategy, deal origination, execution and investor relations, having worked at both UBS Investment Bank and most recently as a Senior Manager at EY Strategy & Transactions. I’ve been closely involved in M&A deal execution across multiple phases, particularly in supporting materials, buyer lists, stakeholder coordination & negotiations.
My core strength lies in building relationships and identifying opportunities and coordinating. I have a strong, trusted network in the German-speaking part of Switzerland, across financial sponsors, family offices, entrepreneurs, and senior executives. I know how to bring the right people to the table.
My approach is shaped by years in competitive team sports: clear roles, collective wins, resilience under pressure. I combine structured thinking with emotional intelligence and a calm, collaborative mindset, ideal for clients who value both performance and partnership.
Deutsch
Muttersprachlich oder zweisprachig
Englisch
Muttersprachlich oder zweisprachig
Französisch
Grundkenntnisse
Vor Ort möglich
Zurich (bis zu 50 km)
Projekt- und Berufserfahrung
- Ernst & Young AG (Switzlernad)Senior ManagerJuni 2023 - März 2025 (1 Jahr und 9 Monate)Zurich, Schweiz
- Managed end-to-end execution of M&A transactions, leading junior team members (managers, consultants, interns) and coordinating with key stakeholders including lawyers, sellers, and targets across all deal phases
- Oversaw the preparation of core transaction materials such as teasers, information memoranda, and buyer lists for both buy-side and sell-side mandates
- Held responsibility for financial sponsor coverage, maintaining relationships with private equity firms, family offices, and venture capital investors
- Cultivated and leveraged a strong personal network across family-owned businesses, corporates, and financial sponsors
- Led multiple fundraising and investor matchmaking initiatives, with a strategic focus on the Sports & Entertainment industry.
- Ernst & Young AG (Switzerland)Strategy & Transactions –Deal OriginationFebruar 2018 - Mai 2023 (5 Jahre und 3 Monate)Zurich, Schweiz
- Analyst, Promoted to Manager in July 2019, promoted to Senior Manager in October 2022
- As a mergers & acquisitions deal-scout, I was responsible for maintaining a network of private equity firms, advisors, family offices, entrepreneurs, and corporate executives to source, validate, and originate new deal opportunities across all industry sectors (buy and sell-side)
- Successfully won new opportunities through my own network for EY, including sales of shareholdings, due diligence and tax mandates, as well as capital raisings
- Held regular deal and market meetings with private equity firms, family offices, and corporates to win new mandates
- Continuously analyzed and monitored the Swiss corporate market landscape to develop transaction ideas for clients
- Managed and trained a team of five consultants in Switzerland and India
- UBS Group - Corporate & Institutional ClientsInvestment Banking AnalystJanuar 2016 - Juli 2017 (1 Jahr und 6 Monate)Zurich, Schweiz
- Three-month rotation January-March / Graduate Talent Program as of April 2016
- Part of the advising team of several successful M&A and Capital Markets transactions executed by UBS − CHF 312m acquisition of Alpiq Versorgungs AG by a consortium let by EBM in June 2016 (utility sector) − CHF 150m and CHF 145m debt financing transaction for AEVIS VICTORIA SA in May and October 2016 (hospitality and healthcare sector) − CHF 233m Initial Public Offering (IPO) of Zur Rose Group in July 2017 (e commerce and healthcare sector)
- Active involvement in the implementation of strategic Mergers and Acquisitions (M&A), debt- as well as equity capital markets transactions or pitches for mainly listed and large privately held companies
- Involvement in project and process management on active mandates, including support in the coordination of all involved parties (customers, client advisors, transaction deal teams, external lawyers etc.) and the internal interface management
- Conduct financial and valuation analysis and help building corresponding financial spreadsheet models
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Ausbildung und Abschlüsse
- Master of Advanced Studies ETH in Applied TechnologyETH Zurich2024The two-year, part-time management programme is divided into two phases. In the first year, participants receive intensive training in science and technology, focusing on information technology (including programming fundamentals, data science, data modeling, computer vision, and applied IT), manufacturing technology (covering materials selection, manufacturing processes, production systems, and product design and producibility), and applied energy technology (such as energy fundamentals, energy storage, electric power grid systems, and practical energy applications). In the second year, the focus shifts from mastering specific technologies to understanding the research and development (R&D) process and developing essential innovation and management skills.
- Bachelor of Science in Business Administration, Banking & FinanceZurich University of Applied Sciences2015Bachelor of Science ZFH in Business Administration with a specialization in Banking & Finance, providing a solid foundation in financial management, corporate finance, economics, and business strategy, with a strong focus on analytical thinking and practical application in the financial sector.