Allied for growth in fiduciary services

Fidalia Partners is the group uniting ambitious Treuhand entrepreneurs across Switzerland.

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Our Model

Fidalia Partners provides you with a fair valuation for your Treuhand, ensures you remain independent in managing your day-to-day operations, and opens you access to a network of ambitious Treuhand entrepreneurs across Switzerland.
Fidalia Partners, allied for your growth.

  • Get a fair valuation for your TreuhandFidalia Partners acquires a majority ownership in your Treuhand firm at a fair market valuation, ensuring you get the right value for your most important asset, and de-risk your net worth.
  • Keep your independence and local rootsKeep your brand, your employees, and your clients. Fidalia Partners allows you to keep running your business the way you see fit, and respects your local roots and expertise that your clients value the most.
  • Benefit from the Group's value creationFidalia Partners gives you access to a generous re-investment scheme, which allows you to benefit from the value creation generated from building a larger national group.
  • Learn more
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    Our Advantages

    Your Treuhand deserves the best partners. When joining Fidalia Partners, you will always be in good company.

    The right value for your business

    Get the right valuation for your Treuhand today by selling the majority of the capital to Fidalia, and benefit from your life's work.

    Remain independent

    Fidalia allows you to keep running your Treuhand the way you see fit. Your customers, your brand, your employees - nothing changes.

    Invest for the future

    Benefit from the growth and the value creation of the whole group with us, on equal terms.

    Boost your growth

    Digitalization, training, recruiting, commercial strategy... Fidalia provides you with all the right tools for your Treuhand to succeed and thrive.

    Go further, together

    Join a community of Treuhand entrepreneurs across Switzerland, who are all passionate about their business, and share your learnings with them.

    Preserve your business

    Fidalia Partners is not a private equity fund. We will never sell any Treuhand we acquire, and we will take care of them, their clients and employees, forever.

    A simple process to join

    Step 1: Introduction

    We have a first friendly call so that you can get to know us, ask us all your questions about Fidalia Partners. We determine together if Fidalia is the right partner for your Treuhand. If we are all interested in moving forward, we sign a non-disclosure agreement (NDA) so that you can share more information about your business with us.

    Step 2: Letter of Intent (LOI)

    We get back to you with a proposal to buy the majority of the capital of your Treuhand firm, with precise details on the purchase price, the project for your Treuhand, and the way to conclude a deal, all personalized for you.

    Step 3: Deal Closing

    We pay you the price we agreed, and your Treuhand is now part of Fidalia Partners. You continue running your business the way you want, and we support you to grow faster. Life is good.
    Become a Partner

    Contact us now

    Are you interested in joining the group ?
    Get in touch with us today !

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    Frequently asked questions

    What are the criteria to join Fidalia Partners ?

    We look to partner with Treuhand firms across Switzerland with 5 or more employees, and CHF 1 000 000 total turnover or more.

    Do you acquire Treuhands in specific regions only ?

    We look to partner with Treuhand firms across all regions of Switzerland. Everyone is welcome at Fidalia Partners.

    What are the real benefits of joining Fidalia Partners for a Treuhand owner ?

    Fidalia Partners acquires the majority of the capital of your Treuhand at a fair market price. By joining the Group, you get liquidity on your most important asset, while de-risking your net worth, and can keep running your Treuhand the way you like it.

    How will the day-to-day management of my business change if I join Fidalia Partners ?

    We truly respect the identity, local roots and specialization of every Treuhand partner who joins Fidalia. Just like Switzerland is a federation of cantons where citizens decide what is best for themselves locally, we are a federation of entrepreneurial Treuhand owners who keep running their business the way they want. Fidalia Partners assists you with tools, best practice, and help on the topics that matter most to you, but you stay in charge of your business.

    How does Fidalia create value for me as a Treuhand owner after I join the Group ?

    The objective of Fidalia Partners is to become the best Group of independent Treuhands across Switzerland. When you join Fidalia Partners, you can re-invest a part of your proceeds into the Group, and benefit from the value creation of a larger Group which gets a better valuation than a standalone Treuhand business.

    Are you a private equity fund ? I don't want to sell to a financial investor !

    Fidalia Partners is not a private equity fund, and has a completely different logic. Private equity funds buy to flip, Fidalia Partners buys to hold, and will never sell any Treuhand we acquire. Your business will be in safe hands, forever.
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