ROOTS ADVISORY
Our DNA: Experience, Excellence & Passion.
Your trusted international partner for tailored corporate finance and M&A solutions.
Rely on our expertise in an ever-changing business environment.
Our focus is on the heartbeat of every business: the people behind its success.
Corporate transactions, financing processes, and succession planning are complex and highly individual advisory projects. Alongside countless technical details, also emotional factors play a decisive role. For us, two things are key to an optimal strategy: a deep understanding of our clients' goals and professional advice delivered with dedication and integrity. Learn more about our expertise and mindset.
Performance you can count on.
100+
Transactions
70%
Cross-Border
25+
Years of combined experience
Our triple-A consulting:
Analytical, goal-driven and collaborative.
We firmly believe that every company is unique and deserves tailored solutions. That's why we take the time to truly understand the people behind the company. This enables us to develop strategies that are precisely aligned with your needs. For us, this is holistic consulting in action - shaping the future of your company - sustainably and successfully.
Mergers & Acquisitions
Whether it’s a company sale or acquisition, a Buy & Build strategy, or succession planning – we design transaction solutions that are fully tailored to your needs and embedded in a broader strategic context.
Corporate Finance
Because every project is unique, we develop bespoke financing solutions that are precisely aligned with your company’s needs.
Strategy
We deliver market analyses, design strategic solutions, Buy & Build concepts, and perform company valuations - forming the foundation for transactions that serve your long-term goals.
Our proven track record for your success.
ROOTS Advisory and its team have a demonstrated history of successfully delivering national and international advisory projects and transactions for medium-sized enterprises, corporations, family offices and private equity investors.
Our expertise spans services, telecommunications, industrial goods, pharmaceuticals, automotive supply industry, energy, HR/staffing solutions, fashion, real estate, FinTech, banking, insurance and technology.