As part of the dynamic and expanding international collaboration within the INFINITA M&A Alliance, we are thrilled to shed light on Octavian AG, a Swiss company that stands as a stalwart member of our esteemed network.

Octavian AG, a prominent member of the INFINITA M&A Alliance, boasts a legacy rooted in expertise and innovation since its founding in May 2017 by eight former members of the Bank am Bellevue team. This dynamic team’s vision has driven Octavian AG to excel in providing insightful research on Swiss equities, corporate finance services, and hosting high-quality investor events. Specializing in comprehensive research and brokerage services for Swiss equities to institutional investors globally, Octavian AG’s local broker approach keeps its ears on the ground and maintains close proximity to companies, ensuring disciplined bottom-up research and investment. Beyond that, Octavian AG serves as a trusted partner in corporate finance advisory and execution services, structuring and executing Swiss equity capital market and M&A transactions with a commitment to senior attention and a high-quality approach. An annual highlight, the Octavian Seminar held in Davos from January 11-13, 2024, showcased the company’s commitment to excellence, bringing together the management of 50 Swiss companies for presentations and 1-on-1 meetings. This flagship event, along with Octavian AG’s comprehensive services, solidifies its role as a Swiss powerhouse within the INFINITA M&A Alliance.

Octavian AG’s affiliation with the INFINITA M&A Alliance strengthens the global reach of our network. The alliance, known for its collaboration of high-quality M&A professionals worldwide, provides Octavian AG with the opportunity to analyze and capitalize on cross-border transactions.

Q: What is Octavian’s USP?

A: Thanks to its longstanding focus on the Swiss market, Team Octavian is well connected with decision-makers of medium to large publicly listed companies on the Swiss stock exchange.

Q: Why did Octavian decide to join the Infinita M&A Alliance

A: Many of Octavian’s Swiss corporate clients are globally oriented and require a partner for cross-border M&A who possesses the appropriate local expertise and proprietary access to deal flow. Thanks to the Infinita M&A Alliance, Team Octavian can offer its clients a global consulting approach as a local boutique.

Q: Looking ahead, what exciting developments or initiatives can we anticipate from the partnership between mayerhöfer & co and Octavian?

A: In Team Octavian, we greatly appreciate having found in mayerhöfer & co a leading, independent corporate finance consultancy in the neighboring country of Germany, an ideal M&A partner with complementary expertise in the DACH region. From our longstanding partnership (both mayerhöfer & co and Octavian were founding partners of the Infinita M&A Alliance), several interesting initiatives have already emerged, and we anticipate further exciting developments in the future.