Lombard Odier establishes a Corporate Advisory centre of expertise

Lombard Odier is strengthening its value proposition by creating a new service for its entrepreneur clients: Lombard Odier Corporate Advisory. The service will support them in all strategic decisions related to the sale, transfer and governance of their businesses.

Dynamic market context and added value for our clients

In the next five years, nearly 2,000 SMEs in French-speaking Switzerland and 35,000 businesses in Switzerland as a whole will change ownership due to a sale outside of the family circle. To respond to this market dynamic and to provide its clients with holistic support, Bank Lombard Odier & Cie SA has inaugurated a Corporate Advisory centre of expertise, with the aim of offering a high-quality service in the area of company acquisition, sale and governance.

In establishing this new value proposition, the Bank has appointed Maxime Dubouloz and Jules Boudrand to lead Lombard Odier Corporate Advisory. Through their acknowledged skills, substantial experience in the domain of Corporate Advisory and ability to develop a dedicated team, they will broaden the Bank’s ecosystem of services and consultancy for the benefit of its business-owning clientele. Having joined the Bank in November 2022, Maxime and Jules both report to Gérard Felley, Limited Partner and Head of Swiss and Francophone Private Client Markets.

Maxime Dubouloz has spent more than 16 years managing projects involving the sale, acquisition and valuation of SMEs associated with families in Switzerland and Europe. In his previous role as Head of Deals Western Switzerland at PwC, Maxime led the team responsible for acquisitions, mergers, divestitures and supporting clients in their succession plans.

Jules Boudrand has over 17 years of experience in mergers, acquisitions, divestitures and valuations in Switzerland and the United States for SMEs and entrepreneurs. Prior to joining Lombard Odier, Jules was head of the Corporate Finance Advisory team for French-speaking Switzerland at Deloitte, where he worked for nearly 15 years.

With a network of local and international investors, the Corporate Advisory team will support entrepreneurs and family businesses in the small and medium-sized company market. Operating under a dedicated advisory mandate, our experts will support mergers and acquisitions, financial and strategic structuring, and family business transfers.