BAMAT Swiss Marketing

Methodic

The Art of Working

Three phases that inevitably lead to a transaction

Phase 1 – Structure Before Marketing

From Asset to Bankable Project

Before an asset becomes visible to the market, it is fully understood, modeled, and structured.

Key elements of this phase:

  • Refinement of use case and revenue model
  • Identification of core cash flow drivers
  • CAPEX / OPEX logic aligned with operational reality
  • Initial risk analysis and structural risk mitigation
  • Project and SPV structuring

At this stage, multiple specialists review the project, including:

  • Transaction and corporate law
  • Real estate and development law
  • Energy and infrastructure law
  • Transaction tax

Outcome:
An asset that is economically, legally, and structurally robust –
and suitable for serious investor engagement.

Phase 2 – Clarity Before Investor Engagement

Establishing Decision and Capital Market Readiness

Only once structure and economics are robust does investor preparation begin.

Core questions addressed:

  • Who is the right investor — and who is not?
  • What capital structure is realistic?
  • Which operator or tenant logic supports the project?
  • What is the credible risk and mitigation framework?

  • Wie sieht eine überzeugende Risiko- und Mitigationslogik aus?

Typical deliverables:

  • Robust financial models
  • Scenario and sensitivity analyses
  • Clear investment narrative:
    Why this asset — why now — why in this structure
  • Preparation aligned with bank, fund, and credit committee logic

This phase integrates targeted banking and capital markets expertise:

  • Credit decision frameworks
  • Covenants and security structures
  • Regulatory-compliant investment structures

Outcome:
A marketable and negotiable investment case — not a marketing document.

Phase 3 – Transaction & Closing

Execution With Precision

In the final phase, focus shifts from concept to disciplined execution.

BAMAT supports:

  • Negotiation leadership
  • Due diligence processes
  • Contract structuring (SPA, SHA, escrow, earn-outs)
  • Closing mechanics, conditions precedent, MAC clauses
  • AML/KYC procedures and investor/bank approvals

In many mandates, we also support:

  • Post-closing initiation
  • Operator or tenant onboarding
  • Critical early-stage operations

Particularly in hospitality, retail, and healthcare real estate,
this phase is an integral component of transaction success.

When Structure Becomes Decisive

Not because it sounds right.
But because it is required.

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