Info

MilleniumAssociates is an independent mergers & acquisitions advisory firm specialising in the financial services industry with particular emphasis and experience in global wealth and asset management as well as insurance. The company, founded in May 2000 and based in Switzerland, provides mergers and acquisitions advice and strategy consulting for domestic and international clients across the entire range of wealth management and financial services businesses on a worldwide basis. This includes private banking, fund management, life and non life insurance, securities brokerage and other related businesses. MilleniumAssociates is not part of an integrated investment house and is therefore uniquely positioned to offer independent and un-conflicted advice in order to maximize shareholder value for its clients. MilleniumAssociates is in the sole ownership of its founding partners. The firm does not carry out related financial activities that often give rise to conflicts within financial groups. The Team has experienced participating in numerous transactions in the past few years covering key aspects including origination, valuation, due diligence and contract negotiations. The company also receives advice on a regular basis from a Global Advisory Board consisting of independent senior professionals from the financial services industry with extensive know-how and market reach and with significant global experience. MilleniumAssociates has entered into a Strategic Collaboration with Berkshire Capital Securities, the US-UK investment banking boutique and specialist financial services industry M&A advisory practice. The firm is currently involved in numerous active wealth management and other financial industry advisory projects. Assignments include supporting clients with expanding global strategies as well as those seeking to determine their ideal strategic options including partnerships and alliances. The ongoing mandates are both domestic and international in scope.