Long term fractional CFO advisory for Bonart, a Swiss wealth management and investor services firm.

Providing confidential valuation guidance to BONART Financial Performance, an independent Swiss strategic advisory and execution platform.

Zurich, Switzerland
·23 October 2022

Overview

Management of BONART required an actionable valuation service in order to accurately position the business in the upcoming sell-side M&A discussions.

We have provided an independent valuation opinion that included valuation insights on current financial advisory and asset management market, comparable environment analysis, company growth profile assessment, impact of regulations and partnerships, green/red flag analysis and more.

This transaction highlights our team's strong track record in the fintech space, having also advised and valued companies like Lemonade (neoinsurance platform), Orka (consumer lending platform), Krita (factoring service) or Marcura (owner of a maritime payment solution MarTrust).

About BONART

BONART Financial Performance is an independent Swiss strategic advisory and execution firm with comprehensive service offerings throughout the lifespan of the client's interests including unique financial structures and an innovative 'global sectors rotation' strategy.

BONART holds the FINMA license and was founded in 2010 by its current CEO Dr. Boaz Barack who has extensive experience across decades at leading investment companies such as Credit Suisse and UBS.

About Flow Partners

Flow Partners provides founder-friendly corporate finance and fractional CFO advice to technology entrepreneurs globally. Flow was founded in 2020 and operates globally with presence in London, Berlin, Warsaw and Miami.

For more information, please visit flowpartners.io.

Enquires

For all enquiries please contact the team at hi@flowpartners.io

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Long term fractional CFO advisory for Bonart, a Swiss wealth management and investor services firm. | Flow Partners