- AVB is an independent asset manager for private clients located in Zurich. The company was owned by 3 partners. 2 out of the 3 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.