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Our team

Managing Partner
Managing Partner
Managing Partner
German representative
Director
Director
Advisor
Analyst

Samuel Schaad joined CFM in July 2019 as an analyst. From 2013 to 2015, in the breaks between university semesters, Samuel worked in Project Management within the “Investment Products and Services” Department at UBS. In the summer of 2016, he interned at the Banker’s Association in Basel, and in the summer 2017, he returned to UBS as a recruiter for the Asset Management Division. Samuel is also entrepreneurially active, and his last position prior to joining CFM was as an intern in the field of M&A / Corporate Finance at Gut Corporate Finance AG.

He graduated with a BA in political science with a minor in law in July 2018, and passed the CFA Level I exam in December of that year. Samuel is native in German, English and French.

Samuel Schaad
Analyst
+41 58 748 48 30

Samuel Schaad joined CFM in July 2019 as an analyst. From 2013 to 2015, in the breaks between university semesters, Samuel worked in Project Management within the “Investment Products and Services” Department at UBS. In the summer of 2016, he interned at the Banker’s Association in Basel, and in the summer 2017, he returned to UBS as a recruiter for the Asset Management Division. Samuel is also entrepreneurially active, and his last position prior to joining CFM was as an intern in the field of M&A / Corporate Finance at Gut Corporate Finance AG.

He graduated with a BA in political science with a minor in law in July 2018, and passed the CFA Level I exam in December of that year. Samuel is native in German, English and French.

Philipp Arnet joined CFM in August 2016 as a Managing Partner. He was previously a Partner and Head of the FSO Transaction Advisory Services business of EY in Switzerland, where he supported large and mid-sized banks and insurance companies with their planning and execution of national and international M&A transactions. Philipp started his professional carreer in 1996 at PwC in the audit department, followed by 13 years of international M&A and corporate finance advisory at PwC in Zurich and London as well as at KPMG in Zurich.

Philipp advised on numerous M&A transactions and related engagements in the financial services industry in various jurisdictions, including in Switzerland, Liechtenstein, the UK, the Channel Islands, Singapore, Germany, Austria, Italy and the Bahamas. His market and industry expertise include corporate and commercial banking, private banking and asset management, insurance, debt collection and fiduciary- and trust services. Furthermore, Philipp has a proven track-record in transaction support/due diligence, company valuation, business planning and modelling, market entry and strategic options analysis as well as financial accounting.

Philipp is a Swiss Certified Public Accountant (CPA) and holds a BA in Economics and Business Administration. He speaks German, English and French.

Philipp Arnet
Managing Partner
+41 58 748 48 05

Philipp Arnet joined CFM in August 2016 as a Managing Partner. He was previously a Partner and Head of the FSO Transaction Advisory Services business of EY in Switzerland, where he supported large and mid-sized banks and insurance companies with their planning and execution of national and international M&A transactions. Philipp started his professional carreer in 1996 at PwC in the audit department, followed by 13 years of international M&A and corporate finance advisory at PwC in Zurich and London as well as at KPMG in Zurich.

Philipp advised on numerous M&A transactions and related engagements in the financial services industry in various jurisdictions, including in Switzerland, Liechtenstein, the UK, the Channel Islands, Singapore, Germany, Austria, Italy and the Bahamas. His market and industry expertise include corporate and commercial banking, private banking and asset management, insurance, debt collection and fiduciary- and trust services. Furthermore, Philipp has a proven track-record in transaction support/due diligence, company valuation, business planning and modelling, market entry and strategic options analysis as well as financial accounting.

Philipp is a Swiss Certified Public Accountant (CPA) and holds a BA in Economics and Business Administration. He speaks German, English and French.

Paul Huber joined CFM in November 2013 as an advisor, after having been active as a corporate finance professional at a Swiss M&A boutique for over 10 years where he was responsible for client coverage and the support for all aspects of M&A projects ranging from the origination through to deal closing.

Previously, Paul Huber had worked with Prognos AG in Basel, a consulting company, with Swiss Bank Corporation, and with IBFG AG, a consulting and research group in Basel and Zurich in which he became a partner and co-owner. In 1995, Paul joined the Swiss Bank Corporation, where he worked on strategic- and reorganisation projects, being active both as a project manager and as a line manager, including during the SBC-UBS merger. In 1999 he joined UBS’ strategic initiative for the development of its local private banking franchises in countries other than Switzerland as a business- and project manager, acquiring broad expertise on wealth management markets across the globe. Paul advised on numerous M&A transactions in the financial services industry in various jurisdictions, including in Switzerland, Luxembourg and the Bahamas.

Paul graduated from the University of Basel with a degree in economic history. He is fluent in German, English, French and Italian.

Paul Huber
Advisor
+41 58 748 48 22

Paul Huber joined CFM in November 2013 as an advisor, after having been active as a corporate finance professional at a Swiss M&A boutique for over 10 years where he was responsible for client coverage and the support for all aspects of M&A projects ranging from the origination through to deal closing.

Previously, Paul Huber had worked with Prognos AG in Basel, a consulting company, with Swiss Bank Corporation, and with IBFG AG, a consulting and research group in Basel and Zurich in which he became a partner and co-owner. In 1995, Paul joined the Swiss Bank Corporation, where he worked on strategic- and reorganisation projects, being active both as a project manager and as a line manager, including during the SBC-UBS merger. In 1999 he joined UBS’ strategic initiative for the development of its local private banking franchises in countries other than Switzerland as a business- and project manager, acquiring broad expertise on wealth management markets across the globe. Paul advised on numerous M&A transactions in the financial services industry in various jurisdictions, including in Switzerland, Luxembourg and the Bahamas.

Paul graduated from the University of Basel with a degree in economic history. He is fluent in German, English, French and Italian.

Marco Brunner has been with CFM since 2014. He originally joined the company as an  Analyst directly after university and has meanwhile been promoted to a Director. Prior to joining CFM and during his studies, Marco worked as a part-time junior project manager at Credit Suisse for more than 3 years. Before taking up his studies, Marco gained his first working experience as an audit assistant at Intercontrol AG, an audit & consulting company in Zurich.

At CFM, Marco has worked on numerous M&A transactions and corporate finance projects in the field of financial services in Switzerland, Liechtenstein, Germany, Luxembourg and the Bahamas. Among others, his track record includes various successful transactions such as the sale of Lombard Odier’s Dutch onshore private banking business to InsingerGilissen Bankers or the acquisition of the Luxembourg based private banking business of Catella by VP Bank. Additionally, Marco has conducted several buy- and sell-side financial Due Diligences, company valuations, strategic option analyses as well as market and industry researches.

Marco holds a Master’s degree in Banking & Finance from the Zurich University of Applied Sciences. He is fluent in German and English.

Marco Brunner
Director
+41 58 748 48 21

Marco Brunner has been with CFM since 2014. He originally joined the company as an  Analyst directly after university and has meanwhile been promoted to a Director. Prior to joining CFM and during his studies, Marco worked as a part-time junior project manager at Credit Suisse for more than 3 years. Before taking up his studies, Marco gained his first working experience as an audit assistant at Intercontrol AG, an audit & consulting company in Zurich.

At CFM, Marco has worked on numerous M&A transactions and corporate finance projects in the field of financial services in Switzerland, Liechtenstein, Germany, Luxembourg and the Bahamas. Among others, his track record includes various successful transactions such as the sale of Lombard Odier’s Dutch onshore private banking business to InsingerGilissen Bankers or the acquisition of the Luxembourg based private banking business of Catella by VP Bank. Additionally, Marco has conducted several buy- and sell-side financial Due Diligences, company valuations, strategic option analyses as well as market and industry researches.

Marco holds a Master’s degree in Banking & Finance from the Zurich University of Applied Sciences. He is fluent in German and English.

Josef Lehner joined CFM in September 2013 and is currently a Director. Prior to his engagement at CFM, Josef was an intern at Credit Suisse AG, where he served as an assistant for relationship managers and investment consultants as well as in the tax department. Moreover, during his Master studies he founded Quick Start GmbH in 2010.

During his time at CFM, Josef worked on many M&A transactions for banks and independent asset managers, particularly in Switzerland, Liechtenstein, Germany, Luxembourg and the Bahamas. Among several buy-side deals, his track record also includes successful sell-side transactions, such as two HSBC mandates, the sale of the NORD/LB depositary bank and a Liechtenstein-based bank. Moreover, he has experience in the field of buy-side and sell-side financial due diligence, company valuation, business planning and modelling as well as strategic options analysis.

Josef holds a Bachelor‘s degree in Economics and a Master`s degree in Banking & Finance from the University of Zurich. He speaks German and English fluently.

Josef Lehner
Director
+41 58 748 48 20

Josef Lehner joined CFM in September 2013 and is currently a Director. Prior to his engagement at CFM, Josef was an intern at Credit Suisse AG, where he served as an assistant for relationship managers and investment consultants as well as in the tax department. Moreover, during his Master studies he founded Quick Start GmbH in 2010.

During his time at CFM, Josef worked on many M&A transactions for banks and independent asset managers, particularly in Switzerland, Liechtenstein, Germany, Luxembourg and the Bahamas. Among several buy-side deals, his track record also includes successful sell-side transactions, such as two HSBC mandates, the sale of the NORD/LB depositary bank and a Liechtenstein-based bank. Moreover, he has experience in the field of buy-side and sell-side financial due diligence, company valuation, business planning and modelling as well as strategic options analysis.

Josef holds a Bachelor‘s degree in Economics and a Master`s degree in Banking & Finance from the University of Zurich. He speaks German and English fluently.

Frenk Mutschlechner is a Managing Partner of CFM. Prior to CFM, which he founded together with Christian Fischer, he worked as a Partner at an M&A advisory boutique for 11 years, supporting financial institutions on various strategic and M&A advisory matters. He started his professional career at UBS where he spent 10 years in various finance and M&A functions.

Frenk’s market and industry expertise include private, commercial and retail banking, asset management, brokerage, debt-collection, trust- and fiduciary services. In addition, he has extensive knowledge in due diligence support, company valuation, business planning and strategic advisory as well as financial accounting and controlling and the development of MIS systems. Frenk advised on numerous strategic and M&A transactions in the financial services industry in Switzerland, the US, Austria, Germany, France, Italy, the Channel Islands, Monaco, the UK, the Middle East and in Asia, among others.

Frenk holds a Master in Economics from the University of Basel and an Executive MBA from Rochester University. He is fluent in German, English and Italian.

Frenk Mutschlechner
Managing Partner
+41 58 748 48 48

Frenk Mutschlechner is a Managing Partner of CFM. Prior to CFM, which he founded together with Christian Fischer, he worked as a Partner at an M&A advisory boutique for 11 years, supporting financial institutions on various strategic and M&A advisory matters. He started his professional career at UBS where he spent 10 years in various finance and M&A functions.

Frenk’s market and industry expertise include private, commercial and retail banking, asset management, brokerage, debt-collection, trust- and fiduciary services. In addition, he has extensive knowledge in due diligence support, company valuation, business planning and strategic advisory as well as financial accounting and controlling and the development of MIS systems. Frenk advised on numerous strategic and M&A transactions in the financial services industry in Switzerland, the US, Austria, Germany, France, Italy, the Channel Islands, Monaco, the UK, the Middle East and in Asia, among others.

Frenk holds a Master in Economics from the University of Basel and an Executive MBA from Rochester University. He is fluent in German, English and Italian.

Christoph Demmer joined CFM in January 2016 as our German representative. He is a recognized expert for international advisory projects and has a strong corporate finance track record in M&A. His network to key decision makers allows an efficient handling of mandates and the quick assessment of deal opportunities.

Christoph gained his strategy consulting know how during his career at A.T. Kearney as a manager in the financial institutions group, where he was responsible for the execution of several projects in Germany, Switzerland, Russia and Bahrain in 2008 and 2009. His relevant corporate finance know-how is the result of several years in banking with WestLB M&A and equity investment in Düsseldorf and London. Christoph had previously been responsible for the senior coverage of equity sponsors and other intermediaries in his capacity as a Director after having advised for more than 8 years in international M&A mid cap transactions. He started his M&A career as an analyst at BHF-BANK AG, Frankfurt, and Charterhouse, New York. Previously he had completed the Investment Banking Trainee Program of Commerzbank in Frankfurt.

Christoph holds a diploma in business administration (international financial management) and graduated as a Dipl.-Kaufmann. He speaks German, English and French.

Christoph Demmer
German representative
+49 176 636 09597

Christoph Demmer joined CFM in January 2016 as our German representative. He is a recognized expert for international advisory projects and has a strong corporate finance track record in M&A. His network to key decision makers allows an efficient handling of mandates and the quick assessment of deal opportunities.

Christoph gained his strategy consulting know how during his career at A.T. Kearney as a manager in the financial institutions group, where he was responsible for the execution of several projects in Germany, Switzerland, Russia and Bahrain in 2008 and 2009. His relevant corporate finance know-how is the result of several years in banking with WestLB M&A and equity investment in Düsseldorf and London. Christoph had previously been responsible for the senior coverage of equity sponsors and other intermediaries in his capacity as a Director after having advised for more than 8 years in international M&A mid cap transactions. He started his M&A career as an analyst at BHF-BANK AG, Frankfurt, and Charterhouse, New York. Previously he had completed the Investment Banking Trainee Program of Commerzbank in Frankfurt.

Christoph holds a diploma in business administration (international financial management) and graduated as a Dipl.-Kaufmann. He speaks German, English and French.

Christian Fischer is a founder and Managing Partner of CFM. He joined from an M&A advisory boutique, where he was a Partner and spent 11 years supporting transactions in the financial services sector. He started his professional career at UBS where he spent 13 years in various finance and M&A functions, including head of finance and controlling for UBS corporate banking and member of the management committee.

Christian advised on numerous M&A transactions and related engagements in the financial  services industry in Switzerland, Liechtenstein, the UK, the Channel Islands, Germany, France, the Benelux countries,  the US, the Middle East and in Asia, among others. His market and industry expertise include private, commercial and retail banking, asset management, brokerage, insurance, debt-collection, trust and fiduciary services. Furthermore, Christian has a strong track-record in transaction support/due diligence, company valuation, business planning and modelling, market entry and strategic options analysis as well as financial accounting and controlling, development of MIS systems and IT project management.

Christian is an INSEAD alumnus and holder of a BA in Economics and Business Administration.  He is fluent in German, English and French.

Christian Fischer
Managing Partner
+41 58 748 48 40

Christian Fischer is a founder and Managing Partner of CFM. He joined from an M&A advisory boutique, where he was a Partner and spent 11 years supporting transactions in the financial services sector. He started his professional career at UBS where he spent 13 years in various finance and M&A functions, including head of finance and controlling for UBS corporate banking and member of the management committee.

Christian advised on numerous M&A transactions and related engagements in the financial  services industry in Switzerland, Liechtenstein, the UK, the Channel Islands, Germany, France, the Benelux countries,  the US, the Middle East and in Asia, among others. His market and industry expertise include private, commercial and retail banking, asset management, brokerage, insurance, debt-collection, trust and fiduciary services. Furthermore, Christian has a strong track-record in transaction support/due diligence, company valuation, business planning and modelling, market entry and strategic options analysis as well as financial accounting and controlling, development of MIS systems and IT project management.

Christian is an INSEAD alumnus and holder of a BA in Economics and Business Administration.  He is fluent in German, English and French.