Stefan Goetz joined CFM as a Managing Partner in 2024, with over 30 years of investment banking experience across the arenas of M&A, Financing, and Capital Markets. Prior to joining CFM, he led the Corporate Finance practice at Julius Baer, working with entrepreneurs and family offices on transactions in a variety of industry sectors. Previously he had served at Societe Generale as Global Head of Financial Institutions. He originally started his banking career at Credit Suisse, where he last served as European Head of M&A for Financial Institutions, and previously as Group Head of Strategy & Corporate Development.
In the course of his assignments, Stefan has been based in New York / London / Hong Kong / Zurich, and led transactions in many jurisdictions spanning Europe, the Middle East, Americas, Asia, and Africa. He has extensive advisory experience across the private and public markets, working with individuals and corporates, as well as governments and sovereign funds. Within the financial institutions arena, clients have included leading banks, insurers, wealth & asset managers, stock exchanges, and private equity firms. He also serves on the advisory board to different international private equity firms, and their portfolio companies in various industries beyond financial services.
Stefan studied Law at the University of Basel, graduating with a Doctorate degree. He subsequently earned degrees in Finance and Management, at Columbia University (MBA) and Harvard Business School (AMP / PCD). He speaks English, German, French and Italian.
