Join us for an exclusive web workshop hosted by LINDEMANNLAW in Partnership with CFM Partners, focused on the acquisition of banks and asset managers in Switzerland and Liechtenstein. Leading experts will examine recent M&A activity, deal structures, legal and regulatory procedures, financial, legal and tax due diligence, and key tax implications involved in these complex transactions.

This high-level event is tailored for investors, legal advisors, financial executives, and M&A professionals involved in cross-border financial services transactions.

Event Details

Date: 9 September 2025
Time: 14:00–15:00 CET
Format: Online via Microsoft Teams
Language: English

REGISTER HERE

Agenda

14:00 – Welcome & Opening Remarks
Dr. Alexander Lindemann, Managing Partner, LINDEMANNLAW

14:05 – Swiss Banking & Asset Management Sector: Market Overview and Deal Trends
Philipp Arnet, Managing Partner, CFM Partners

• Structure and development of the Swiss banking and wealth management industry (including wealthtec)
• Historical M&A activity
• Historical and future drivers for M&A
• Specifics of M&A transactions in the sector
• Valuation and pricing considerations in M&A transactions
• How CFM can support

14:25 – Legal Framework: Share Purchase Agreements, Due Diligence & Regulatory Approval
Dr. Tatiana Zakharova, Partner, LINDEMANNLAW

• Transaction structures and legal documentation
• Due diligence focus areas
• Key requirements from FINMA and FMA
• Common challenges in the approval process

14:40 – Tax Due Diligence and Structuring Considerations
Dominik Mazur, Partner & Tax Leader, LINDEMANNLAW

• Tax risks in financial institution acquisitions
• Efficient structuring of cross-border transactions
• Post-acquisition tax compliance

14:50 – Q&A Session
Moderated by Dr. Alexander Lindemann, LINDEMANNLAW

Who should attend

• Strategic and financial investors
• Private equity professionals
• Corporate and M&A lawyers
• Financial sector executives
• Tax and compliance advisors
• Corporate development teams

Speakers

Dr. Alexander Lindemann – Managing Partner, LINDEMANNLAW
Dr. Alexander Lindemann is a lawyer and Swiss tax advisor focusing on legal, tax, and regulatory matters for banks, asset managers, and investors. He has held senior roles at Clifford Chance, PwC, and Credit Suisse, and is President of the Swiss Capital Market Forum. He advises across multiple jurisdictions including Switzerland and Liechtenstein.

Philipp Arnet – Managing Partner, CFM Partners
Philipp Arnet is an experienced M&A advisor with over 25 years’ experience in the M&A and financial services sectors. He has led numerous transactions across Switzerland, Liechtenstein, and globally, specializing in banking, asset management, and insurance. Formerly Head of EY’s Financial Services Transaction Advisory in Switzerland, he is a Swiss CPA and holds a BA in Economics.

Dr. Tatiana Zakharova – Partner, LINDEMANNLAW
Dr. Tatiana Zakharova is an international lawyer (NY & Russia) with over a decade of experience advising financial institutions and UHNWIs on cross-border legal and regulatory matters. She specializes in fund structuring, M&A due diligence, and sanctions compliance. Tatiana holds law degrees from Columbia and Moscow State University.

Dominik Mazur – Partner & Tax Leader, LINDEMANNLAW
Dominik Mazur is a Swiss Certified Tax Expert advising financial institutions, investors, and companies on Swiss and international tax matters. His focus includes corporate taxation, regulatory tax compliance, and M&A structuring. He has held senior tax roles at Rothschild & Co, Banco Itaú (Suisse), SIX Group and ZKB, and holds an LL.M. in banking law.

We look forward to welcoming you an insightful and engaging discussion on this highly specialized area of cross-border financial transactions!