- AVB is an independent asset manager for private clients located in Zurich. The company was owned by three partners. Two of the three partners wanted to sell their shares and find a succession solution.
- An independent asset manager, acting as a private person, was interested to expand his business and reached an agreement with the shareholders of AVB to buy a majority stake.
- CFM was exclusively mandated by AVB to manage the succession planning process and find a suitable solution.