Your investment advisor
for private market
credit financing

Established
in 2017

Who is Daneo Partners?

A joint venture of partners who complement each other in terms of expertise and experience and who jointly focus on privat market credit financing opportunities for investors in Switzerland and Germany. Founded in 2017 by long-standing independent partner companies. These partners have the specific expertise and proven experience from a combined 40-strong workforce.

  • Zurich & Lucerne
    IFS Independent Financial Services
    • Independent and owner-managed Swiss asset management boutique
    • Specialist in independent advisory services and asset management for institutional and private clients
    • FINMA approved as manager of collective assets
    • Locations in Zurich and Lucerne
    • Founded in 2003, 23 employees

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  • Baar
    Vicenda Group
    • Independent finance services boutique specializing in private debt
    • Located in Baar
    • Founded in 2013, 17 employees
    • Long-term established relationships with borrowers and investors
    • High quality standards and response times
    • Flexible partner in the structuring of transaction

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Team

Advisory Committee / Board of Directors

Mario Almer

Function

Member of the Advisory Committee / Chairman of the Board of Directors

Education

lic. oec. HSG

Professional Experience

  • In his current role at IFS AG, Mario Almer is responsible for advising and supporting institutional investors as well as the conceptional development of investment themes.
  • Prior to that and for about eight years, Mario was Head Investment Consulting/Controlling & Client Relations, Member of the Management Board and investment consultant with Complementa where he covered pension funds, foundations and family offices in Switzerland and neighboring countries. Mario also previously acted as manager and project manager with Credit Suisse and various consulting firms.
  • Mario has been active for more than 15 years in the finance industry.

Daniel Franc

Function

Member of the Advisory Committee / Member of the Board of Directors

Education

Eidg. Dipl. Finanzanalytiker & Vermögensverwalter / CEFA

Professional Experience

  • During his more than 25 years in the financial industry, he has held various positions, including Managing Partner, Head of Equity Trading, Deputy Head of Structured Products Trading, and Senior Global Macro Portfolio Manager.
  • As a proprietary trader and portfolio manager, he managed various mandates focused on equities, commodities, convertible bonds, and derivatives—both on a directional and arbitrage basis. Daniel Franc has worked at financial boutiques (RMF and Horizon 21) and banks (Credit Suisse First Boston, Nomura, and Clariden Leu) in Switzerland and London.
  • He joined Vicenda Group AG as a Managing Partner in early 2014. Today, as a member of the Executive Board, he is responsible for the Asset Management Solutions division and is also involved in the distribution and origination of transactions.

Investment Committee & Portfolio Management

Heinz Zimmermann

Function

Member of the Investment Commitee

Education

AZEK/CIIA & MAS PK Management

Professional Experience
  • Heinz Zimmermann has held various positions at IFS AG since 2004.
  • In the early years, he was a member of the Portfolio Management team before taking over as its head in early 2008. At the end of 2010, he joined the Executive Board and assumed the roles of CIO and COO. In mid-2020, he took over as CEO of IFS AG.
  • Prior to that, he worked as a portfolio manager for a small private bank. Heinz Zimmermann began his professional career at a large cantonal bank, where he held various positions for nearly ten years in the areas of local and international corporate lending and loan syndications. Heinz Zimmermann has been active in the financial industry for more than 30 years. 

Simon Tschupp

Function

Member of the Investment Commitee

Education

HF Banking & Finance, CFA Level II candidate

Professional Experience
  • Simon Tschupp is a Portfolio Manager with IFS AG and shares co-responsibility for investment strategies and the management of discretionary mandates.
  • Simon started his career with Rahn & Bodmer Bankquiers and then joined the Wealth Management unit of Reichmuth & Co Privatbankiers. In his prior role, Simon was with Lienhardt & Partner Privatbank.
  • Simon has been active in the field of Portfolio Management for several years. Simon completed his studies at HFBF in Banking & Finance and is a CFA Level II candidate.

Patrik Jäger

Function

Member of the Investment Commitee

Education

lic.oec.HSG, CFA

Professional Experience
  • Patrik Jäger is in charge of the Asset Management unit at IFS AG. In his prior role, he was a fund manager and financial analyst with BZ Bank.
  • Patrik started his career in Equity Capital Markets with WestLB. Patrik studied economics at University St.Gallen and also holds a CFA Chartered Financial Analyst degree.

Mischa Kocsis

Function

Investment Manager Real Estate Debt

Education

Dipl. Immobilientreuhänder / Dipl. Betriebswirtschafter HF

Professional Experience

Mischa Kocsis, Investment Manager Real Estate Debt, is responsible for the individual financing of real estate projects.

Previously, he was at Empira Group responsible for the Real Estate Debt for the German-speaking region for various investment funds. He is well experienced in equity and debt financing of various real estate classes from land banking to project development.

Mischa Kocsis is a certified real estate trustee with 15 years of experience in the financial industry where he worked for large banks in Switzerland and independent financial advisory firms.

Nina Grahovac

Function

Investment Manager Real Estate Debt

Education

Bachelor degree in Banking & Finance

Professional Experience

Nina Grahovac is a manager in IFS's Real Estate team, responsible for the financing of investment properties and has extensive expertise in real estate finance and property valuation

Sven Zucko

Function

Investment Manager Private Debt

Education

M.A. Universität St. Gallen (HSG)

Professional Experience

Sven's main responsibilities include the analysis, structuring and negotiation of Private Debt and Special Opportunities transactions across the capital structure. Prior to joining Vicenda, Sven was part of the European leveraged finance business at Credit Suisse, focusing on leveraged buyouts, M&A led finance and growth financings. He gained further experience in M&A and advisory from UniCredit. Sven holds a Bachelors degree in Business Administration and a Masters degree in Finance from the University of St. Gallen (HSG).

Schahin Gohari

Function

Member of the Investment Committee of the Daneo Swiss Residential Property Debt Fund
Member of the Advisory Committee of the Daneo Private Debt Fund II

Education

BSc in Banking & Finance, CFA Charterholder

Professional Experience

Schahin Gohari is a Portfolio Manager at IFS and jointly responsible for the investment strategy in the private client business as well as for the management of discretionary mandates. He began his professional career at UBS before continuing his work at Julius Baer. Since 2020, he has been part of the Portfolio Management team at IFS.
Schahin Gohari has extensive experience in portfolio management, studied Banking & Finance at the Fernfachhochschule Schweiz, and has been a CFA Charterholder since 2022.

Origination & Structuring / External Advisor

Roman Zulauf

FUNCTION

Origination & Structuring

EDUCATION

Bachelor and Master in Banking and Finance at the University of St. Gallen

PROFESSIONAL EXPERIENCE

Roman Zulauf is part of the Origination team at Vicenda. His responsibilities include deal sourcing, structuring and placement of non-listed credit investment opportunities.

Prior to joining Vicenda, he worked as a global macro portfolio manager at Magma Capital and as an analyst in physical commodity trading at Trafigura Beheer BV. He gained further experience in asset management and trading at Morgan Stanley, Wiliam Blair and Merrill Lynch.

Herbert Michel

Function

External Investment Adivsor

Education

Business Economist

Professional Experience

Herbert Michel has been Managing Director of MIAG Mutschler Immobilien AG, Zurich, since 1999, specializing in real estate development in the residential, office and retail sectors as well as structuring and closing equity and debt financing transactions in Switzerland and the USA. At the same time, he is Chairman and Member of the Board of Directors of the subsidiary Premium Property, USA Inc, Wyoming.

Previously, he worked for many years as a director and deputy managing director of the US real estate department for the listed Intershop Holding AG Zurich. 

Prior to that, he spent ten years in the U.S. in management positions at Bank of America in the areas of investment banking and private equity, as well as on the board of directors of NYSE-listed investment funds. 

Herbert Michel has many years of experience in setting up and managing real estate companies in Switzerland and the United States.

In addition, he advises various board memberships and advisory mandates in Switzerland and abroad.

Business Development

Florian Wegmann

Function

Business Development

Education

M.Sc. Management, Technology & Economics, ETH Zurich

Professional Experience

Florian Wegmann is responsible for Business Development at Daneo. In this role, he focuses on the distribution of Daneo’s collective investment solutions to professional and institutional investors. He has around 15 years of experience in private markets, with a particular focus on private equity and private debt. Prior to this, he was responsible for Capital Formation and Investor Relations at Bellevue Private Markets. He also founded a boutique advisory firm specializing in capital raising and deal origination. He began his professional career in investment banking at UBS. Florian holds a Master’s degree in Management, Technology & Economics from ETH Zurich.

PRIVATE DEBT

Private Debt is a globally growing asset class, which, especially in Europe, still possesses enormous potential. It pertains to external capital, predominantly provided by institutional investors outside of the banking sector through private financing contracts to companies and projects.

Due to regulations like Basel III & IV, banks find their business model in lending constrained. This results in credit-seeking companies facing increasing challenges in securing financing. At the same time, institutional investors in Europe are increasingly looking for alternative investment opportunities to optimize their returns.

Daneo Partners offers professional investors access to Private Debt, thereby addressing the financing needs of credit-seeking companies, primarily in German-speaking Europe (DACH region).

When the wind of change blows, some people build walls, others build windmills.

Chinese Proverb​​​​​​​

Nice to meet you.

Daneo Partners AG
Oberneuhofstrasse 3
6340 Baar
Switzerland

Contact us

 

For borrowers

Corporate Private Debt

Real Estate Mezzanine