Beyond Finance

Partnership · Precision · Performance

Independent. Swiss. Institutional-grade.

SMBC Capital is an independent investment management and corporate finance advisory firm headquartered in Baar, Switzerland. We currently support companies and investments worth over one billion USD, partnering with HNWIs, family offices and institutional investors to identify unique opportunities across Europe and global markets.

Our Services

End-to-end advisory across the capital lifecycle.

Asset Management

Delivers sophisticated, data-driven asset management and advisory services for HNWIs, family offices, and institutions, integrating traditional and alternative investments with robust risk management and strategic hedging solutions.

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Strategic & Financial Advisory

Structured, end-to-end financial advisory for companies in growth or transformation — capital structure optimisation, valuation-driven strategy, cash flow and risk analysis, and KPI-driven performance management.

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Mergers & Acquisitions Advisory

End-to-end M&A advisory on both buy- and sell-side transactions, including valuation, deal structuring, due diligence and strategic execution, with expertise in roll-ups, divestitures and vertical integration.

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IPO & Capital Markets Advisory

Independent, end-to-end IPO advisory focused on capital raising, investor positioning, governance optimisation, and stakeholder coordination — free from underwriting conflicts.

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Private Equity & Co-Investments

Direct investments in high-growth, strategic sectors through an active partnership model — combining capital with strategic guidance, business development and co-investment opportunities.

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Private Fund Structuring & Capital Raising

Structuring of private funds and tailored financing vehicles — from fund design and investor materials to global investor matching and roadshows, focused on fintech, energy transition, e-health and digital infrastructure.

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Partner with a trusted Swiss advisor.

Speak with our team about your investment, capital raising or M&A objectives.