M&A
A company sale is often the most significant transaction in an entrepreneur's life. Too important to approach without the right partner.
Overview
Behind every company sale there is more than a transaction.
It is about a life’s work. About responsibility toward employees, families, and often several generations.
At Wealthgate, M&A is not conceived as an isolated service but as an integral part of a holistic wealth strategy. The sales process stands at the centre — with an eye on the full picture: from preparation through negotiation to what comes after.
From practice
Three decades of building. No successor in the family. And the question: How do you let go of a life's work - without losing it?
The right timing, the right structure, the right buyer - none of it was obvious. A story about the difference between a closing and a good closing.
Your Wealthgate Specialist
Personal care begins with personal responsibility.
Dr. Clint Magg, LL.M.
Director M&A
Dr. Clint Magg has accompanied more than 20 transactions in the mid-market segment over 15 years - succession arrangements, company sales, management buyouts, portfolio management, and estate execution. His core focus is owner-managed and mid-sized companies in transactions up to EUR/CHF 250 million.
What sets him apart from a traditional M&A advisor: at Wealthgate, his work does not end with the contract signing. The interdisciplinary approach ensures that transaction strategy and wealth strategy are aligned from the very beginning.
„Selling a company is less about finding the optimal moment — and more about consciously embracing it as one."
Related Insights
We combine the expertise of our team with reliable assessments from practice to create a relevant advantage for our clients.
Lutz Meschke helps shape WEALTHGATE's strategic direction
Former Porsche CFO and Deputy Chairman Lutz Meschke has been a shareholder at WEALTHGATE since 2018 and is making his role public for the first time.
Auswirkungen des Iran-Kriegs / Ölpreisschocks auf den Biotechsektor
Geopolitische Eskalationen und steigende Ölpreise sorgen kurzfristig für Verunsicherung an den Kapitalmärkten. Historische Erfahrungen zeigen jedoch: Der Biotech‑ und Gesundheitssektor ist strukturell weniger abhängig von Energiepreisen und erholt sich nach anfänglichen Rückschlägen häufig schneller als zyklische Branchen. In unserem aktuellen Update ordnen wir die Situation ein und zeigen, warum volatile Marktphasen im Biotechbereich auch Chancen …
Fondsupdate Februar 2026
Wir freuen uns, Ihnen das aktuelle Monatsupdate für den WEALTHGATE Multi Asset zur Verfügung zu stellen: Monatliches Fondsupdate Februar 2026 Der Bericht bietet Ihnen wie gewohnt eine kompakte Übersicht zur Fondsentwicklung, zu relevanten Marktbewegungen sowie zu strategischen Anpassungen innerhalb des Portfolios. Für Rückfragen oder einen vertiefenden Austausch stehen wir Ihnen jederzeit gerne zur Verfügung.