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Wealth management and corporate finance advisory services

Rocky mountain peaks above the clouds – PMMB Advisory, independent financial advisory

An independent team of financial, legal and technology specialists. We offer effective, flexible and forward-looking financial advice to a select group of families, investors and companies, beyond the limits of traditional banking.

Wealth advisory for families and investors

PMMB acts as investment advisor to high-net-worth individuals and families. We provide wealth structuring, asset and liability management and asset-backed financing, and we draw on our regional network to connect investors across geographies and create unique investment opportunities.

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Tailored portfolios

Customized investment proposals and access to exclusive opportunities, with unbiased selection of private banking products and external asset managers.

Glass and steel dome seen from below – tailored investment portfolios

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Real estate investment

Sourcing and evaluation of real estate opportunities, transaction structuring, financing, acquisitions and refinancing, brokerage and property management.

Curved wooden architectural slats – real estate investment

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Private equity and venture capital

Special purpose vehicles to invest in individual private market transactions, and early-stage opportunities in technology and digital businesses.

Green and white marble texture – private equity and venture capital

Corporate finance and M&A advisory

Tailored corporate finance advisory and creative debt and equity solutions: debt and equity placements, private equity and M&A advisory, board advisory, strategic reviews and valuation analysis.

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With extensive reach, strong deal sourcing and deep corporate finance and private equity expertise, PMMB offers investment and co-investment opportunities in both the new economy and traditional international markets.

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Debt and equity raising

Bond and bank loan financing, bridge and shareholder loans, debt refinancing, private placements, pre-IPO and start-up investments, and co-investment opportunities.

Circular concrete opening to the sky – debt and equity raising

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Mergers & acquisitions

Deal sourcing and origination, buy-side and sell-side advisory, private equity investment advice, deal execution, cross-border transactions and co-investment opportunities.

White curved architecture – mergers and acquisitions advisory

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Valuation and strategy

Business and project valuation, feasibility and KPI studies, return analysis and access to industry experts.

Glass building facade with vertical lines – business valuation
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