Swiss transaction advisory

Financial mandates shaped from Switzerland.

Fortuna Vision GmbH supports owners, investors and counterparties with confidential brokerage, capital access, real asset advisory and international transaction coordination.

Bonstetten ZHSwiss base
Swiss UIDCHE-325.238.619
Private mandatesBrokerage & capital
Cross-borderExecution support
Historic Bern clocktower and Swiss flag

Transaction-focused advisory with a clear mandate.

Fortuna Vision works across business sales, asset opportunities, investor introductions and confidential intermediary assignments where disciplined preparation and trusted execution matter.

01

Business Brokerage

Confidential support for company sales, acquisitions, succession planning and buyer or investor conversations.

02

Capital & Investor Access

Preparation of transaction materials, investor narratives and strategic introductions for selected mandates.

03

Real Asset & Private Deal Advisory

Structured support for real estate, aviation, maritime and other private asset opportunities.

Confidential business brokerage meeting
Swiss advisory office environment
Capital preparation and financial review

Built for cross-border financial and transaction mandates.

The company supports high-value financial discussions where financial judgement, counterparties, documentation readiness and discreet coordination need to work together.

  • Swiss-based advisory with international transaction perspective.
  • Brokerage, capital access and transaction development support.
  • Selected participation and private mandate coordination.
International perspective

Swiss base, cross-border transaction coordination.

Fortuna Vision is positioned for confidential business discussions that cross markets, languages and counterparties. The company supports mandate preparation, investor-facing material and execution coordination where Swiss structure and international reach need to work together.

2016Swiss registration
CHE-325.238.619UID
Bonstetten ZHRegistered office

Disciplined execution across deals, assets and counterparties.

Fortuna Vision works with a measured operating style: define the mandate, prepare the financial and transaction rationale, identify the relevant counterparties, then coordinate the process with clear next steps and controlled communication.

  • Mandate reviewAssess the asset, company, counterparty profile and transaction rationale before outreach begins.
  • Execution disciplineKeep the process focused through clear responsibilities, reporting rhythm and practical follow-through.
  • Strategic coherenceConnect brokerage, capital access and participation activity to one long-term financial direction.

A precise operating method.

Lean, direct and financially grounded. The work starts with the mandate, then aligns materials, counterparties, process and execution around it.

01

Frame

Define the mandate, asset profile, financial rationale and practical constraints.

02

Prepare

Translate the opportunity into clear materials, counterparty logic and execution steps.

03

Advance

Coordinate the process with precise reporting, careful communication and measurable next steps.

Defined responsibility across the company.

The team brings executive leadership, financial control, investment analysis, advisory support and client development into one accountable structure.

FR

Félix Rochat

Vice President

Supports strategic execution, international partnerships and alignment between transaction objectives and delivery.

f.rochat@fortunavisionconsulting.com

Governance-minded from the start.

Brokerage activity, participation analysis and international transaction development are handled with disciplined language, clear responsibilities and a long-term view.

01

Mandate clarity

Brokerage, capital access, transaction development and participation activity remain clearly connected.

02

Measured positioning

Financial and participation work is framed around corporate capacity, governance and analysis.

03

Counterparty confidence

Company facts, roles and contact points are presented with sober detail for professional business conversations.