Opportunity Review
Initial review of selected situations, requirements and professional context.
Switzerland-based private advisory platform
Selected private transactions. Curated access.
Through Heriat, we work in an advisory and coordination capacity around selected private asset-backed opportunities, structured private transactions and strategic partnerships.
06
Selected Verticals
12+
Jurisdictions
50+
Institutional Relationships
Private
Access Framework
Advisory & Coordination Framework
Professional alignment before sensitive information is exchanged.
Heriat Asset Management is positioned around discreet transaction coordination, strategic introductions and professional alignment between relevant principals, asset owners, buyers, sellers, investors, capital sources and sector specialists.
The platform is not designed as a public marketplace. Opportunities, requirements, documentation and counterparties are handled selectively, with attention to mandate clarity, process discipline and the appropriate professional channel.
Counterparty Alignment
Clarification of role, relevance, mandate and decision-making channel.
Strategic Introductions
Discreet introductions between relevant principals and professional counterparties.
Documentation Discipline
Support around information flow, documentation readiness and process clarity.
Transaction Coordination
Coordination support across selected private transaction processes.
Private Access
Further materials are reserved to approved counterparties only.
Selected Vertical Coverage
Multi-asset coverage, handled through a private access framework.
The verticals below are not public listings. They indicate the principal areas through which Heriat may review qualified requirements, coordinate professional alignment and route selected situations through the appropriate private channel.
Deal Lifecycle
Controlled, discreet and process-driven.
01
Initial Alignment
Relevance, role, mandate, counterparty fit and practical reason for engagement are clarified before sensitive materials are exchanged.
02
Controlled Disclosure
Opportunities and requirements are not broadly circulated. Information is shared only when the channel and context are appropriate.
03
Documentation & Verification
Where relevant, parties proceed through appropriate documentation, compliance, due diligence and verification steps.
04
Correct Channel
Introductions and next steps are coordinated through the appropriate professional channel, with discretion and process discipline.
Curated Access
Access is reserved.
Further information is made available only to selected and approved counterparties, invited partners and relevant professional contacts.