A NEW APPROACH
TO ALTERNATIVE INVESTMENTS

We focus on generating capital appreciation through alternative and ESG investment opportunities minimally correlated to the financial markets

A NEW APPROACH
TO ALTERNATIVE INVESTMENTS

We focus on generating capital appreciation through alternative and ESG investment opportunities minimally correlated to the financial markets

Zurich Dubai investments landsсape
Zurich Dubai investments landsсape
Zurich Dubai investments landsсape
ABOUT

We help realize projects and arrange liquidity

WHAT WE DO

01_
01_

We create alternative investment opportunities with clear proceeds

OUR APPROACH
03_
03_

We have over 100 years of combined experience and industry know-how

EXPERIENCE
02_
02_

We are headquartered in Dubai and have an office in Zurich

WHERE WE ARE
04_
04_
We are a privately owned investment firm with Swiss roots specialized in real estate and private markets opportunities. We focus on helping corporations and projects achieve their financial goals, whilst holding ourselves to the highest standards. We manage our company with a long-term approach by creating and maintaining personal partnerships based on trust.
OUR BUSINESS
.
01_
02_
03_
04_

Private market opportunities, especially ESG, are a favored source of alternative return. We invest in private equity and debt solutions, including sustainable financing, with meaningful diversification uncorrelated to the global markets. We specialize in creating liquidity through bankable securities for various assets, from liquid and tradable projects to illiquid real assets, whereby we syndicate with co-investors such as banks, asset and wealth managers, funds, and financial institutions.

Convertible & Loan Notes
Certificates (AMC) & Private Funds
Direct Equity & Club Deals
Green Finance
Private Markets
Structures & Vehicles:

Private Markets

Structures & Vehicles:
01_
02_
03_
04_

We navigate through the dynamic real estate markets to source the most sought-after and risk-adjusted investment opportunities of simple and complex development projects with the aim to outperform. We go beyond simply providing access to such opportunities through our specialized knowledge and decades of market experience by driving sustainable value across a range of real estate sectors globally. We invest in mezzanine, short- and long-term financing opportunities, aligned to mitigate risk and maximize returns, from developments to income producing assets.

REAL ESTATE

REAL ESTATE

Project & Investment Preferences:

Project & Investment preferences:

Residential, Commercial, and Mixed-Use
01_
01_
Land Developments
03_
03_
Hospitality & Specialized Assets
02_
02_
.
Real Estate Funds & Investment Vehicles
04_
04_
Competencies & Services:
Debt Financing & Restructuring
01_
01_

Project & Development Financing

02_
02_
Mergers & Acquisitions
03_
03_
.

We assist corporates and private businesses across diversified sectors by securing capital through corporate banking facilities. We strive to become part of our client’s success story by adding value to the community and assist them in achieving substantial growth and peak performance.

We distinguish ourselves through our approach of conducting a uniquely structured independent review prior to engaging with prospective financiers or lenders. We work closely with our clients and endeavor to leave a long-lasting positive impact that they benefit from as the evolve and achieve their financial objectives.

CORPORATE FINANCE

CORPORATE FINANCE

Competencies & Services:

HNWI​
Investment and​
private banks​
Asset and wealth​
managers​
Investment​
funds​
Family​
offices​
Europe and UK
Switzerland
GCC
Asia Pacific
We syndicate with professional and institutional investors globally that co-invest in our value-adding products and projects. Our ​long-term experience in the financial markets paired with our extensive distribution network allow us to raise capital in a timely manner. ​
Market segments​
INVESTOR SOLUTIONS​
INVESTOR TYPE​
INVESTOR Domicile
Private equity and debt​
Mezzanine financing​
Seed and
venture capital​
Sustainable
financing
Club deals​
AMC​
and ​
private funds​
Senior loans​
OUR PROCESS
EXIT
FUNDING
MARKETING
LEGAL
STRATEGY
VALUATION
REview
We offer profound advisory, bespoke structuring, and alternative funding solutions across various asset classes, including private equity and debt capital, mezzanine, and long-term financing.​
REAL ESTATE
PROBLEM
solution
Diversified funding solutions
Limited access to alternative funding
02_
01_
Multiple sources of LP’s
Lack of liquidity during initial stages
Early-stage capital contributions
Capital requirements for senior/construction loans
03_
04_
Failure of market opportunities
Additional capacities through partnerships
Financial assessment and review​
Our experienced team is working closely with banks and other institutional investors to arrange funding facilities and structure the most suitable investment solutions that support the business requirements of corporate clients. We distinguish ourselves in the approach that we adopt where we conduct our independent review and provide constructive feedback prior to engaging with prospective financiers and lenders. We well understand the market circumstances and speak the language of both our clients and investors, which ensures seamless execution and transactions.​
CORPORATE FINANCE
SERVICES
Contracting, projects, and trade finance solutions​
Mergers and acquisitions​
Valuation services​
Early, mid, late stage, and mezzanine financing
Expansion strategies​
ADVISORY
SERVICES
Asset-backed facilities and securitization​
Placement of liquid and illiquid securities​
Security
Listed securities, Swiss custody, international clearing (DVP)
Versatility
Project and sector agnostic capital for
many purpose
Transparency
Industry standard methods, trusted legal and accounting partners, independent trustees
Liquidity
Access to deep
liquidity pool through syndication

PORTFOLIO

We provide asset-backed securities in a range of industry sectors across the globe and offer a combination of investment opportunities in private market asset classes.

LEADERSHIP

Founding Partner and CEO
Patrick Oerer
21-year track record in finance and banking within hubs such as Zurich, London, Istanbul, and Dubai.
Managing Director, Corporate Finance
Sami Matraji
18 years’ experience in banking and finance with a specialty in private debt.
Founding Partner & CIO
Philippe Germain
16 years’ experience in real estate development financing and private markets
Partner and CFO
Robert Wagner
21 years’ experience in the financial sector, with expertise in private equity, real estate, and asset management.

We value diversity and see it as a source of creativity. We empower our employees to take ownership and foster opportunities along with creating an engaging work environment.

This website uses cookies. Cookies remember your actions and preferences for a better online experience
ok
$76M
Secured Loan with
Preferred Equity Component
Maturity
Return
Size
Asset Class
2027
39.2%
INVESTMENT OPPORTUNITY
$6M
Sector
Location
Project size
AgriTech
Québec, Canada
An innovative producer of fruits and medicinal herbs
Equilibrium
River Creek GP
A combination of two mixed-use development projects located along the Hudson River
Beacon,
New York, USA
Real Estate Development
GDV
Location
Sector
$219M
INVESTMENT OPPORTUNITY
38.2%
2026
Asset Class
Size
Return
Maturity
Secured Loan and Preferred Equity
$11M
IBITU GOSTOSO
A 107-villa high-end residential development with first-class amenities within the community
São Miguel do Gostoso, Brazil
Real Estate Development
GDV
Location
Sector
$46.6M
INVESTMENT OPPORTUNITY
39.6%
2024
Asset Class
Size
Return
Maturity
Secured Senior Loan with
Preferred Equity Component
$4M
W Motors
The first developer of high-performance sports cars and electric vehicles in the Middle East
Dubai, UAE
Automotive
Location
Sector
INVESTMENT OPPORTUNITY
29%
2026
Asset Class
Size
Return
Maturity
Secured Convertible Notes
$50M
PREV PROJECT
Meatpacking Plaza
A flagship retail and office development located in a trending district
of New York City
New York City, USA
Real Estate Redevelopment
GDV
Location
Sector
$340M
INVESTMENT OPPORTUNITY
8.75%
2023
Asset Class
Size
Return
Maturity
Secured Notes
€22M
KOI
A hybrid between AI technology and the globally growing ride-hailing market offering luxurious transfers at low-cost
Dubai, UAE
Tech for Mobility Services
Location
Sector
INVESTMENT OPPORTUNITY
25%
2024
Asset Class
Size
Return
Maturity
Secured Notes with Conversion Option
$15M
Edgewater
Multi-family residential development featuring a 253 unit apartment community comprised of 7 buildings
Beacon,
New York, USA
Real Estate Development
GDV
Location
Sector
$118.9M
INVESTMENT SUMMARY (COMPLETED)
18%
2024
Asset Class
Size
Return
Maturity
Secured Notes
$14M
+ 10 years profit participation
Pangea
Student housing and hotel development complex comprised of two buildings
Québec, Canada
Real Estate Development
GDV
Location
Sector
CAD 87.9M
INVESTMENT SUMMARY (COMPLETED)
13%
2024
Asset Class
Size
Return
Maturity
Secured Notes
$10M
+ 10 years profit participation
$40M
Secured Notes
Maturity
Return
Size
Asset Class
2026
10%
INVESTMENT OPPORTUNITY
Sector
Location
Education
Dubai and Singapore
International school based on
a co-educational International Baccalaureate Curriculum
Meraki Education
$25M
Secured Convertible Notes
Maturity
Return
Size
Asset Class
2026
20%
INVESTMENT OPPORTUNITY
Sector:
Location:
Tech for Mobility Industry
Zug, Switzerland
A Swiss data science company that has built the first traffic accident prediction technology for the mobility industry
kasko2go
(or equivalent)
W&L
Seven different residential projects development and redevelopment across Germany
Germany
Real Estate
Location:
Sector:
INVESTMENT OPPORTUNITY
6.75%
2026
Asset Class:
Size:
Return:
Maturity:
Secured Bond
€20M
PLatonia
Verified forest conservation project situated between a deforestation front and two natural reserves.
Gran Chaco, Paraguay
ESG
Location:
Sector:
INVESTMENT OPPORTUNITY
13.9%
2026
Asset Class:
Size:
Return:
Maturity:
Secured Green Standard Bond
$6.5M
LAFORGE
Project LaForge is a mixed-use development in Cité Multimedia, Montreal, Canada
Cité Multimedia, Montreal, Canada
Real Estate
Development
Location:
Sector:
INVESTMENT OPPORTUNITY
21.2%
2025
Asset Class
Size
Return
Maturity
Mezzanine Secured Loan with Bonus Interest
CAD 6.2M
GDV
CAD 33.5M
River Creek Phase 1
Phase 1 involves the development of three buildings located at 248 Tioronda Avenue
Beacon,
New York, USA
Real Estate
Development
Location:
Sector:
INVESTMENT OPPORTUNITY
17.4%
2025
Asset Class
Size
Return
Maturity
Mezzanine Secured Debt with Equity Participation
$11.6M
GDV
$50.1M
Peninsula Property
The project includes three distinct projects located in coastal cities in Poland and Spain.
Poland & Spain
Real Estate Development
Location:
Sector:
INVESTMENT OPPORTUNITY
21.9%
2028
Asset Class:
Size:
Return:
Maturity:
Actively Managed Certificate
€31M
Carbonia
Production of biochar project, enabling carbon dioxide avoidance, sequestration, and durable storage.
UAE
ESG
Location:
Sector:
INVESTMENT OPPORTUNITY
12.07%
2028
Asset Class:
Size:
Return:
Maturity:
Secured Green Standard Bond
$9.2M
Hydro4earth
German patented technology for water purification without chemicals or filters.
Switzerland
ESG
Location:
Sector:
INVESTMENT OPPORTUNITY
10.5%
2034
Asset Class:
Size:
Return:
Maturity:
Bearer Debenture Bonds
Up to €115M