Services | Zermatt Capital Advisors

Client Driven and Adaptable

Zermatt Capital is a versatile consulting and investment banking firm, adept at scaling its services to meet any client need. With expertise across early-stage financing to complex mergers and acquisitions, it offers tailored solutions that encompass due diligence, strategic planning, and deal structuring. Emphasizing client-centric relationships, Zermatt Capital ensures personalized, effective strategies for growth and value enhancement, making it a flexible partner for businesses at any stage.

Our Services

Capital Raising

Real Estate (any asset class)

Acquisition Equity & Debt

Development Equity & Debt

Corporate

Growth Capital

Acquisition Financing

Series B+ Capital

Short-Term Working Capital

Refinance

Funds

LP capital raise

Mergers & Acquisitions

Sell Side

Complete Sale

Management Buyout

Recapitalization

Merger

Buyside

Strategic Acquisitions

Strategic Advisory

Consulting

Management consulting

Human Capital Assessment

Business Plan and Implementation

Advisory Board Staffing

Advisory

Fairness Opinions

Preparation of Marketing Material

Due Diligence

Transaction Negotiations

Financial Modeling

Research and Analysis

Our Favorite Industries

Real Estate

Hospitality, Self Storage, Multifamily, NNN single tenant, Industrial, and Retail

Clean Technology

B2B Services, Saas, Tech-Enabled Services, and Utility Services

Manufacturing

Niche Manufacturing, Processing, Fabrication, Paper Products