Understanding Mandates. Enabling Decisions.
BAMAT prepares corporate and real-asset investment cases for assessment against a specific investment mandate. We connect capital-provider requirements with the commercial circumstances of businesses, property and other real assets.
Target returns, risk budgets, holding periods, financing and operational responsibility are considered together. Funds, family offices and institutional investors receive a clear basis for their own diligence and decisions.
We distinguish investors by their specific requirements rather than assuming that one investor category has a uniform acquisition profile.
Relevant capital-provider groups include real estate and infrastructure funds, pension and insurance capital, and entrepreneurial family offices. The permitted structure and the specific mandate determine what can be considered.
A digital bond or another technical settlement method does not replace a credible investment case. Security, ranking, contractual rights and implementation are assessed individually with the relevant specialist advisers. Investment approval remains with the capital provider.
Share the asset class, region, scale, holding period and material exclusions. We discuss which opportunities and information fit the mandate.
Confidential documents are exchanged once the appropriate arrangements have been agreed.
Swiss Advisory for Strategic Transactions & Complex Real Assets