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Josef Lehner

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.

+41 58 748 48 20
“Successful fintech businesses predominantly operate in the payments and lending space. Whilst we observe a growing trend to partnerships between “traditional” and digital players, selected businesses expressly live from their independence from traditional service providers. Is the prophesied “disruption” a myth or a hard truth in the future?”
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