Jan Schwalbe
Editor-in-chief
Finanz und Wirtschaft
Even though the pandemic has transitioned into an endemic, uncertainty remains. With the geopolitical situation at its worst state in decades, companies face challenges that have been unheard of in recent years. In a world where change is all around us, companies need to adapt in record time in order to withstand the pressure of the market. Cycles of change are shorter than ever and it has never been more important to stay ahead of the curve.
Growth in an uncertain market remains a demanding task for companies. Our understanding of strategic advantages is being reshaped and our perception of the new tomorrow starts today. The conference will shed light on the latest trends in the M&A industry and give you an exclusive insight into what the future might look like.
The demand for a sustainable future is still growing and the financial sector plays a crucial role in expanding in that direction. Explore the green opportunities ahead and dig deeper into how M&A transitions companies and the future towards a greener planet. Experts in this field will share their experiences on how to achieve the goal of a prosperous and green future.
We are pleased to invite you to the sixth M&A forum organised by Finanz und Wirtschaft Forum on 22 September 2022 to discuss in detail current trends and challenges of the M&A market. Join us for a comprehensive day discussing M&A matters in plenary sessions, workshops and presentations that will provide you with the right tools for business success.
Jan Schwalbe
Editor in Chief Finanz und Wirtschaft
According to the current status and the decision of the Federal Council of 16 February 2022, our Forum will be held physically, without mask and certificate. Registered participants will be informed on an ongoing basis. Registered participants will be kept updated at all times.
«Die Ansprüche an M&A-Transaktionen steigen»
24. September 2022
Finanz und Wirtschaft
Ausgabe Nr. 76, Seite 11
Makroökonomische Rahmenbedingungen geben bei M&A den Takt vor. Trotz sinkender Bewertungen wird es nicht einfacher.
29. September 2022, www.update.sml.zhaw.ch
«Globalisation and Digitalisation: The Trend towards Continental Trade Zones»
Mergers & Acquisitions 2022
Staying ahead of the Curve
22 September 2022, Google Europaallee
Registration and Welcome Coffee
Welcome Address by the Moderator of the Day
Jan Schwalbe Finanz und Wirtschaft
Globalisation and Digitalisation – The Trend Towards Continental Trade Zones
Dr Markus Braun ZHAW School of Management and Law
Latest Trends in M&A
Dr Annabella Bassler Ringier AG
Johannes Läderach Läderach Group
Daniel Schmucki SIX Group
Pablo von Siebenthal Swissport International Ltd.
Moderator: Jan Schwalbe Finanz und Wirtschaft
Coffee and Networking Break
How M&A Supports the ESG Transformation
Patrik Hoffmann Watchbox
Andreas Schlenker Axpo Group
Vincent Thiebaud Bank of America Switzerland
Moderator: Jan Schwalbe Finanz und Wirtschaft
The Transformation of M&A Within ABB
Timo Ihamuotila ABB
Changeover
1 ESG and Directors’ Duties
Véronique Bruneau Bayard CMS France
Michelle Kirkland CMS UK
2 W&I Insurance: When and How to Best Use It?
Dr Stephan Werlen CMS Switzerland
3 Practical Means and Solutions to Managing ESG Challenges in M&A Transactions
Simon Bradford PwC Transaction Services
Christophe Bourgoin PwC Investor Reporting / Capital Markets & Accounting Advisory Services
Dr Martin Frey PwC Corporate Finance / M&A
End of the Day with Networking
Annabella Bassler (*1977) has been CFO of Ringier AG since June 2012. She began her career at Ringier in 2007, working in a number of financial roles. In addition she has also been responsible for Ringier’s activities in Romania since mid-2014. She is a member of the Board of Directors of Ticketcorner AG and Ringier Digital Ventures AG, and is also on the board of the child welfare organisation Plan International Switzerland. She studied economics at the European Business School in Oestrich-Winkel, Buenos Aires and Los Angeles, subsequently completing a doctorate. After gaining practical experience in consulting, Annabella Bassler worked from 2004 to 2007 in various financial roles for Hamburg Süd, formerly the Oetker Group’s shipping company, in Hamburg.
Markus Braun is a Lecturer in International Management at the ZHAW School of Management and Law. His research focuses on international management, crossborder mergers & acquisitions and business in emerging markets with a focus on China. He teaches in undergraduate and graduate education as well as executive management courses. Prior to joining ZHAW, he served as Head of Corporate Office at Diethelm Keller Holding AG in Zurich (Switzerland) from 2004 to 2013. Previously, he served as CFO and Deputy CEO of the Nuance Group in Zurich (Switzerland) and in international financial positions at Novartis / Ciba-Geigy in the US, Singapore and Switzerland. He is a member of the Board of Directors of the Psychiatric University Hospital Zurich and a member of the Advisory Board of the Center for Corporate Responsibility and Sustainability CCRS. Markus Braun studied Business Administration at the Universities of St. Gallen and Basel. He has a doctorate in Business Administration from the University of Basel. His publications include “Globalization and Digitalization” (2020), “Renminbi-Hub Switzerland: Disappointed Hopes?” (2019), “Banking Transactions in Switzerland and China” (2018) and “M & A: Success through Integration Management” (English edition 2018, German edition 2015).
Following a dynamic three-decade career in the watch industry, most recently as CEO of Ulysse Nardin, Patrik Hoffmann brings a global perspective and charismatic style of leadership to his role as Executive Vice President of WatchBox Switzerland. Charged with steering the next phase of growth for the pre-owned platform, Patrik’s appointment reinforces WatchBox’s commitment to elevating the pre-owned luxury watch category across the world. In addition to establishing WatchBox’s presence in the heart of Switzerland, Patrik will identify and implement business opportunities across key global markets. His 20+ year tenure with Ulysse Nardin, and prior roles with Oris SA and the watch distribution company Swiss Prestige Ltd., granted him extensive experience in the Americas, Asia and other major markets for the luxury watch industry. He oversaw global sales and marketing efforts and steered Ulysse Nardin through continuous innovation, without losing sight of the brand’s rich heritage or long-term objectives. Patrik powerfully communicated a narrative of tradition, design, and technology that propelled both his career and the global profile of Ulysse Nardin, ultimately overseeing the acquisition by the Kering Group and a successful transition. He brings to WatchBox a constant drive for innovation, relishes disruption and communicates his vision for the evolution of the watch category with passion and purpose. “The pre-owned timepiece segment has been long neglected and it is our vision to provide a professional service in pioneering change in the luxury watch industry,” stated Patrik. “We are embracing technological tools, fulfilling the needs of today’s informed consumer and visionary retailers.“
Vincent Thiebaud is a Managing Director and Head of Investment Banking Switzerland and joined Bank of America in Zurich in 2021. Prior to his current role, Vincent was responsible for the Rothschild & Co advisory business in Switzerland and also worked at J.P. Morgan and Credit Suisse. Vincent has over 20 years of experience in Investment Banking with extensive involvement in crossborder, defense and public M&A as well as capital markets transactions.
Johannes Läderach, geboren 1986, ist seit 2018 CEO und seit Dezember 2021 Verwaltungsratspräsident der Läderach-Gruppe. Der älteste Sohn der international bekannten Chocolatier-Familie studierte Betriebswirtschaft an der Universität St. Gallen (HSG). 2011 schloss er dieses mit einem Marketing-Master sowie einer Zusatzausbildung in Wirtschaftspädagogik ab. In den vergangenen Jahren trieb Johannes die Internationalisierung des Unternehmens voran und eröffnete neue Chocolaterien unter anderem in London, Wien, Shanghai, Toronto sowie New York, New Jersey und Washington. Durch die Übernahme von 34 Filialen von Godiva in Nordamerika ist Läderach im vergangenen Jahr vor allem in den USA stark gewachsen. Neben seiner Verantwortung als Verwaltungsratspräsident und CEO setzt sich Johannes Läderach im Vorstand der Glarner Handelskammer sowie seit Ende 2020 auch als Vorstandsmitglied der Handelskammer Deutschland-Schweiz für ein erfolgreiches Miteinander zwischen Wirtschaft und Gesellschaft ein. Zudem vertritt er das Glarnerland als Honorary Ambassador für die «Greater Zurich Area» und ist ein «young leader» der American Swiss Foundation.
Daniel Schmucki took up his role as CFO of SIX on 1 March 2017. In his position at SIX, the Swiss citizen is responsible not only for the traditional financial functions, but also for Strategy and M&A as well as central (COO) functions such as Strategic Projects, Business Excellence, Real Estate Management, Procurement, Project Portfolio Management and SIX Fintech Venture Fund. In recent years he drove various large transformational M&A projects, such as the acquisition of the Spanish stock exchange BME in 2020 or the sale of the SIX credit card business to Worldline in 2018. Before joining SIX, he was CFO of the listed Flughafen Zürich Ltd. for many years, where he was awarded \\\"Switzerland\\\'s CFO of the Year\\\" in 2013. In this position, he assumed, among other things, responsibility for portfolio investments and the P&L in relation to all international airport activities. Moreover, he is Chairman of the Association of Swiss CFOs (VSF), Chairman Strategy & Investment-Committee of the BoD of Worldline and is part of the Board of Directors of Zurich Zoo.
Vincent Thiebaud is a Managing Director and Head of Investment Banking Switzerland and joined Bank of America in Zurich in 2021. Vincent Thiebaud is a Managing Director and Head of Investment Banking Switzerland and joined Bank of America in Zurich in 2021. Prior to his current role, Vincent was responsible for the Rothschild & Co advisory business in Switzerland and also worked at J.P. Morgan and Credit Suisse. Vincent has over 20 years of experience in Investment Banking with extensive involvement in crossborder, defense and public M&A as well as capital markets transactions.
Mr. von Siebenthal is the Global Head of M&A at Swissport, the world’s leading ground handling and cargo handling provider. Prior to his current role, he was the Global Head of M&A at Kuehne+Nagel, one of the leading logistics companies in the world with a market cap of approx. $35 billion. Mr. von Siebenthal has executed M&A deals on all continents and in 20 countries, with a deal value in excess of $2.5 billion. He has more than 13 years of experience in investment banking and corporate development. He is a CFA charterholder and a Chartered Post Merger Integration specialist. Mr. von Siebenthal holds a Master’s degree in Business Administration and a Bachelor’s degree in Banking & Finance, both completed at the University of Zurich, Switzerland.
Martin Frey joined PwC in March 2005 and was Head of the Corporate Finance / M&A Team between 2014 and 2020. His current role is heading PwC’s M&A efforts in the Consumer, Healthcare and Life Science industries. Before joining PwC, he has gained over 15 years of corporate finance experience with UBS Investment Bank and Lehman Brothers in New York, Chicago and Zurich, focusing mainly on the consumer goods and healthcare industry. His positions during that time included Head Consumer and Retail Latin America at UBS and Head Consumer Goods Switzerland at Lehman Brothers. Martin has extensive transaction expertise in M&A, debt and equity capital markets in mature and emerging markets, advising companies such as Roche, Vifor, Nestlé, Emmi, Heinz, Nabisco and others. He is a Swiss citizen, educated at the Universities of Basel and Minneapolis where he earned his Master in Economics and Ph.D. in Management, respectively.
Michelle’s focus is on the TMC, Consumer Products and Hotel & Leisure sectors. She advises clients on all aspects of, often multi-jurisdictional, matters including mergers and acquisitions, joint ventures, corporate governance matters and general corporate advisory work. She also advises Hotels (and other) clients on commercial arrangements in connection with management, franchise and asset management agreements. She advises a number of charities and not-for-profit organisations.
Stephan Werlen is a partner with CMS in Zurich and focuses on M&A, joint ventures, MBOs, acquisition finance and venture capital transactions. He has broad experience both in domestic and international mergers and acquisitions (including auction processes), the structuring as well as the financing of such transactions. In addition, he is an expert in W&I insurance transactions (M&A insurance) with a long track record in this area, advising both insurance companies in the underwriting process as well as insured parties in the procurement of W&I insurance.
Jan Schwalbe is the Editor-In -Chief of the Swiss Business paper «Finanz und Wirtschaft». He has covered business and the economy for more than 20 years and has conducted countless interviews with international business leaders, economists and strategists. He has been published in Businessweek, Bloomberg News, “Finanz und Wirtschaft” and The Daily Telegraph. Before taking his role as Editor-in Chief he was the Head of the Zurich Bureau of Bloomberg News and was working for CNN Money. Jan Schwalbe was on the Board of the Foreign Press Association in New York and a correspondent in New York and London for over a decade.
Whether you are planning a transaction as part of your growth strategy, thinking about diversifying into new sectors or looking for new funding options such as non-bank lending or through equity investment, our experts offer you the required legal and tax advice. Having lawyers who think and act beyond their traditional role and seek to add value can help you secure the competitive edge you need in an ever-changing business environment.
Contact: Dr Daniel Jenny; Stefan Brunnschweiler
Tel.: +41 44 285 11 11
E-Mail: daniel.jenny@cms-vep.com; stefan.brunnschweiler@cms-vep.com
Website: www.cms.law
PwC Switzerland is the leading audit and advisory company in Switzerland. At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 152 countries with nearly 328,000 people who are committed to delivering quality in assurance, advisory and tax and legal services. PwC Switzerland has over 3,480 employees and partners in 14 locations in Switzerland and one in the Principality of Liechtenstein.
Contact: Dr. Marco Tremonte
Tel.: +41 58 792 1532
E-Mail: marco.tremonte@pwc.ch
Website: www.pwc.ch
Als führender SaaS-Anbieter für die M&A-Branche gibt Datasite Dealmakern auf der ganzen Welt die Tools an die Hand, die sie für den erfolgreichen Abschluss von Transaktionen benötigen – einschließlich M&A, Restrukturierung und Kapitalbeschaffung. Datasite ist mehr als nur ein Datenraum. Wir unterstützen Sie während des gesamten Transaktionszyklus mit unserer sicheren, kollaborativen Software, von der Vorbereitung von Transaktionen bis hin zu Marketing, Due Diligence und Post-Merger-Integration. Wie auch immer Sie Ihre M&A-Deals abwickeln – Datasite ist der Ort, um sie durchzuführen.
Kontakt: Zhanina Panova
E-Mail: zhanina.panova@datasite.com
Website: www.datasite.com
Die M&A REVIEW ist seit mehr als 30 Jahren das Fachmagazin rund um Mergers&Acquisitions im deutschsprachigen Raum sowie international. Monatlich finden die Leser der M&A REVIEW in der neuen Ausgabe die relevanten und aktuellen Analysen und Fachbeiträge zum Thema.
Contact: Carolin Reiter und Stefan Schneider
Tel.: +49 151 44822744
E-Mail: carolin.reiter@manda.com, stefan.schneider@ma-review.com
Website: www.ma-review.de
Die ZHAW School of Management and Law (SML) ist die schweizweit grösste Business School auf Stufe Fachhochschule und die einzige mit AACSB-Akkreditierung. Unsere international anerkannten Bachelor- und Masterstudiengänge sowie die zahlreichen Weiterbildungsangebote sind wissenschaftlich fundiert, interdisziplinär und praxisorientiert.
Contact: Dr. Markus Braun
Tel.: +41 58 934 74 33
E-Mail: markus.braun@zhaw.ch
Website: www.zhaw.ch/de/sml/
Der 1902 gegründete Zürcher Bankenverband vertritt die Interessen des Finanzplatzes Zürich gegenüber Behörden, Politik und Öffentlichkeit. Mit seinem Engagement für Bildung und Information trägt er dazu bei, dass Zürich auch in Zukunft ein Finanzplatz von Weltbedeutung bleibt.
Contact: Christian Bretscher
Tel.: +41 43 244 55 83
E-Mail: info@zuercher-bankenverband.ch
Website: www.zuercher-bankenverband.ch
Als branchenübergreifender Wirtschaftsverband vertritt die Zürcher Handelskammer (ZHK) die Interessen von rund 1100 Mitgliedern in den Kantonen Zürich, Zug und Schaffhausen. Die ZHK baut Brücken zwischen Wirtschaft, Politik und Gesellschaft. Sie identifiziert Zukunftsthemen, ist Katalysator für politische Forderungen und engagiert sich für einen attraktiven Wirtschaftsraum mit liberalen, marktwirtschaftlich geprägten Rahmenbedingungen.
Contact: Dr. Regine Sauter
Tel.: +41 44 217 40 50
E-Mail: direktion@zhk.ch
Website: www.zhk.ch
EIGHT ADVISORY ist ein international tätiges, unabhängiges Beratungsunternehmen, das auf Transaktions-, Restrukturierungs- und Transformationsberatung spezialisiert ist. Wir bieten Unternehmern, Geschäftsführern, Investoren und Banken finanzielle, steuerliche und operative Expertise. Diese unterstützt sie in ihrer unternehmerischen Entscheidungsfindung bei Unternehmenstransaktionen, Umstrukturierungen und Umwandlungen.
Kontakt: Patric Roth und Michael Horwat
Website: www.8advisory.com
PREMIUM ENTRY FOR CORPORATE REPRESENTATIVES
As a corporate representative, you are invited to benefit from a VIP/premium price of CHF 400. Private equity firms, lawyers, consultants, bankers and other service or data providers can benefit from a discount if they are Finanz und Wirtschaft subscribers.
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