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Corporate Advisory · Lausanne, Switzerland

When the stakes are high, choosing the right advisor is a defining moment.

As a boutique corporate advisory firm, Itschner Nicollerat blends multidisciplinary expertise, confidentiality, and complete independence. We don't follow a one-size-fits-all approach - each case is unique. We dive in with full personal commitment, taking a 360-degree approach to ensure every aspect is addressed.

Being entrepreneurs ourselves, we understand the challenges and complexities of pivotal business moments. We take full responsibility for guiding our clients through these events, from start to finish, until every issue is resolved.

Our services →

What we
do.

At Itschner Nicollerat, we work with business owners, executives, and investors navigating pivotal moments in their organizations. Whether your company is at a crossroads, you are considering a strategic exit, or you are managing a complex portfolio, we bring an external perspective that challenges assumptions and opens new avenues for growth and success.

We take a methodical approach to each situation, even in the most critical moments, ensuring that every angle is considered and your interests are protected. Our multidisciplinary expertise allows us to provide tailored and comprehensive support in:

Strategy When important decisions shape the future of a business - supporting business owners define the future of their firm through strategic direction, business transformation and critical shareholder decisions. Strategy
Ownership & Succession When ownership changes hands or a legacy must be preserved - guiding entrepreneurs through succession, management buy-outs, ownership transitions and exit planning to preserve value and continuity. Succession
Corporate Finance When opportunities arise or capital is required - advising on acquisitions, disposals, mergers and capital raising, from valuation and structuring through negotiation and successful execution. Finance
Governance & Leadership When leadership evolves and responsibilities must be clearly defined - supporting boards, shareholders and executives in establishing effective governance structures and managing leadership transitions. Governance
Special Situations When circumstances become complex, sensitive or contentious - providing trusted counsel in high-stakes situations, including restructurings, shareholder disputes, crisis management and discreet investigative assignments involving misconduct, breach of trust or asset misappropriation. Special

Our
approach.

We do not just provide advice - we strive to be an integral part of your decision-making process. Our work is driven by a deep understanding of the stakes involved, and we are committed to navigating complex situations with precision, discretion, and steadfast loyalty. We approach each case as a partnership, taking full responsibility for the outcome and ensuring every decision serves your best interests.

Our process is both thorough and methodical, focusing on the details while never losing sight of the bigger picture. We begin by listening carefully, understanding the full scope of the situation, not just its immediate challenges. We then collaborate with you to develop a clear strategy, exploring all available options and their long-term implications.

We guide our clients through the critical phases of execution with precision, ensuring every step is taken with care and protecting your interests at every turn. Our commitment does not end when the deal is closed or the decision is made - we stay engaged until the desired result is fully achieved, delivering lasting value and peace of mind.

Patrick Itschner et Charles Nicollerat
Every case is handled by senior partners, personally involved from opening to closing.

The team

Patrick Itschner
Partner
Patrick
Itschner
Charles Nicollerat
Partner
Charles Elie
Nicollerat

Ready to discuss
the future of your business?

Whether you are navigating a complex decision or planning for the future, our partners are here to help you chart the best course forward. Get in touch with us today, and let us explore how we can support your business with strategic, actionable advice.

Call us directly +41 21 512 42 22
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