Franchisee of Expense Reduction Analysts
June 11 – current
Bought Franchise (06/2011) and Master Franchise Switzerland (12/2016) of Expense Reduction Analysts (www.expensereduction.com) serving owners and managers of Swiss SME’s (100+ FTE’s) with advice and full implementation of programs to reduce indirect spent by double-digit percentages and increase efficieny. ERA is a market leading franchise system with more than 650 partners in 25+ countries and serviced in DACH region alone more than 1.700 clients.
Functions: Responsible for origination, planning & execution of cost cutting projects in Swiss industrial and service sectors, including logistics, facility management, IT, telecom, labour, energy, packaging. Responsible for selling 2 franchises per year in Switzerland and new franchisees coaching in business development; certified sales coach for ERA Europe;
Results: Origination and execution of >150 projects since June 2011 for own Franchise of Expense Reduction Analysts in Switzerland; sold 6 franchise licenses (55k € each), achieved top ranking as franchisee coach & in client testimonials. 2013-2017 yearly winner of ERA’s European GOLD Award “for Excellent Level of Dedication & Professionalism to Clients & the Network”, within Top-50-Ranking of European Franchisees in terms of Fee Income since 2014 (approx. 250 franchise owners in Europe). Winner of DACH Top-Ten Award in 2016 & 2017 (within in Top-10 Fee Income of approx. 130 Franchisees in DACH Region).
Founder of VenGrow Corporate Finance Ltd., Pfaeffikon SZ
Aug. 04 – March 09
M&A and private equity boutique served Swiss and German entrepreneurs with corporate finance advice (business successions, M&A) and financial products distributors with mid-market private equity fund solutions; financial crises lead to re-orientation of shareholders, ‘phase-out’ & liquidation of business in 2009.
Functions: Founder & Managing Partner, head of origination, consulting, marketing & sales
Results: Origination >20 mid-market deals & research projects in Switzerland and Germany incl. MBO, MBI, equity- and debt financing; responsible for origination, research, financial models, deal planning & execution, sell-side and buy-side contacts, contract design, client consulting, structuring of three private equity funds. Business development and fund raising activities in Switzerland, Germany, UAE, London (Private equity investors). Liquidation in 2009 due to loss in net asset value of investements during global economic crises 2008/2011.
Founder of BIR & InvestServices Ltd., Zurich & Pfaeffikon
Dec. 91 – Oct. 00
Founded & built European pioneer for bank-independent, fundamental investment research reports and advice (print and electronic products), in co-operation with VNR Verlag für die Deutsche Wirtschaft which acted as publisher of "Die Aktien-Analyse". Achieved market leading position in Germany & Switzerland in 1993, merged company with asset manager 1997, sold remaining own equity stake in 2000.
Functions: Founder & CEO (1991-1997), after merger in 1997/98 COO/Principal; head of research & analysis, product innovation, marketing & sales; Managed team of 12 employees and 30 freelance financial analysts
Results: Developed a client base of 5.000 customers in DACH region; responsible and co-produced <6.000 sector & equity research reports from 1990-2000; developed innovative analytical software systems and fundamental databases to screen universe of <400 internationals stocks; developed publication software for monthly publication volume of 160 pages research reports; developed internet-based research database with credit card payment facility in 1999; developed bond rating prediction models to steer subscription activity of high-yield fund; manager of the year with Swiss Equity Fund in 1998.