Blue Tree Group has been active as an internationally operating investment banking boutique since 2013, with its headquarters in Munich. The firm is led by two partners and operates from its offices in Munich, Düsseldorf and St. Gallen.

The founding partner previously spent many years in the Technology & Software team at Jefferies International and established the foundation for Blue Tree Group’s Technology sector team.

Today, Blue Tree Group is organised into three sector teams: Industrials, Consumer, Retail & Services, and Technology.

We are looking for entrepreneurs and shareholders who built successful companies with unique business models. We seek clients who are operating businesses in both national and international geographic markets, offering robust growth prospects. Our interest lies in identifying leading businesses that operate within niche markets and possess compelling business models.

We are creating sustainable value through M&A and financing advisory by leveraging deep sector expertise and a strong strategic perspective. We act as a strategic partner to management teams and shareholders from the outset—well before the launch of a financing or M&A process.

Through rigorous strategic financing analysis and independent valuation, we provide a clear, objective foundation for informed decision-making and optimal transaction preparation.

We advise management teams and shareholders in succession situations, supporting owners in evaluating and executing the partial or full divestment of their shareholdings to the right strategic or financial partner. In addition, we partner with growth-oriented companies exploring equity partnerships with strategic investors and financial sponsors, as well as those seeking to raise debt capital to accelerate their expansion.

We support both shareholders and management teams in all aspects of corporate finance and M&A. Our range of services addresses the following situations:

• Business succession or shareholder transition
• The search for a strategic partner or financial investor to support the company’s further development
• Partial or full sale of shareholdings (majority or minority stakes)
• Financing of growth, international expansion or strategic investments
• Optimisation or restructuring of existing financing structures
• Financing of acquisitions or buy-and-build strategies
• Preparation and support for complex bank or capital markets financing transactions

Blue Tree Group and its partner operate from three locations:

Munich (Headquaters)

Blue Tree Group GmbH: Emil Riedel Str. 2, D-80538 München

St. Gallen

Blue Tree International AG: Geltenwilen Str. 17, CH-9000 St. Gallen

Amsterdam