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Roland Kleeb Corporate Finance and FS Partners AG are merging

More power for a rapidly growing market

In a challenging international environment with increasingly complex legislation, the demand for high-profile finance professionals is constantly growing, and the need for specialised finance experts with many years of experience in operational controlling and CFO roles at international Swiss firms is considerable. The new FS Partners AG has recognised this need and is growing in line with it. Thanks to its merger with Roland Kleeb Corporate Finance, it is now the leading Swiss boutique firm in the field of financial interim and project management.

As of the merger on 1 July 2018, Roland Kleeb has become a shareholder in and managing partner of FS Partners AG. Its range of services includes traditional interim solutions for the CFO role, project management and interim management in the area of finance.

The benefits of this merger for the companies’ demanding clientele are clear: more top-class specialists, more combined experience in more industries and markets, and access to a selected network of interim finance professionals. With its newly acquired offices at a central site near Stadelhofen station, the new FS Partners AG is now ideally placed to provide non-binding consultations, meetings and workshops in two different locations.

Roland Kleeb Corporate Finance and FS Partners AG have been working together successfully for more than two years and have handled more than 20 client briefs together. Now, the two prestigious brands are drawing even closer together, expanding their range of services and pool of partners. Thanks to their new offices at a first-class location in Zurich, they are also closer than ever to their clients.

Experienced CFO for financial security and transparency

The financial experts from Roland Kleeb Corporate Finance have years of experience as CFOs in medium-sized companies and offer you comprehensive knowledge in finance and accounting, and control and project management in both the domestic and international arenas. The handle the financial and business affairs of contracting companies with expertise and passion.

Areas of specialisation

  • Interim CFO
  • CFO services for medium-sized enterprises
  • Projects for CFO
  • Asset management for pension fund assets
  • Family office services
  • Directors for medium-sized enterprises

Contact us for a non-binding introductory consultation: +41 41 420 75 75

Contact us for a non-binding introductory consultation:
+41 41 420 75 75

Interim CFO – action instead of reaction

Your business life is increasingly defined by ever-changing challenges: you’re forced to make adjustments, restructure processes and reorganise business models with increasing frequency and speed. And then there are the unforeseen projects that strain the resources of the organisation.

An effective way of handling these challenges is interim management: receive the precise expertise you require without breaking the bank. With our interim services, we support you in structural changes, reorganisation, acquisitions and mergers, and other transitional phases. We help you maintain your ability to shape events, rather than simply reacting to them.

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Our services

  • Interim solutions for CFO and control roles
  • Assistance during short-term staffing bottlenecks
  • Restructuring and turnaround management
  • Independent, neutral analysis and implementation proposals

Your benefits

  • Secured CFO function
  • Rapid and consistent implementation
  • Efficient, customised solutions
  • Stop-gap support for capacity and capability constraints

Download interim CFO fact sheet

CFO services – customised expertise for your business

Companies need to be able to draw on different capabilities depending on their current phase of development and growth, and individual circumstances. In many cases, for example, basic accounting tasks are organised and handled internally or with the assistance of an accountancy firm. However, in specific situations companies may lack a defined contact within the organisation, or indeed the requisite experience and expertise.

This is where we can step in and act as a sparring partner for owners, boards of directors and CEOs, providing expertise and assistance where needed. For example, we can identify factors such as transparency concerning profitability, or advise on issues such as business plans, budgets, financial and liquidity planning, export financing or the introduction of an ERP system. As the client, you define the scope and disciplines.

Our services

  • On-demand CFO/part-time CFO
  • Post-merger integration
  • Restructuring
  • Implementation of ERP/MIS systems
  • International expansion and development of export markets

Your benefits

  • Customised CFO expertise as required at a reasonable cost
  • Rapid and efficient integration into your company
  • Optimised, lean organisation and processes
  • Targeted, efficient and proven solutions
  • Support in the implementation of measures, knowledge transfer and cover of temporary staff shortages

Download CFO services fact sheet

The advantage of practical knowledge: a wealth of experience that gives you the edge.

Evaluation and introduction of an ERP solution at KIBAG Group, Zurich

  • Project sponsor and member of the steering committee
  • Process management, change management and concept
  • Evaluation of the ERP solution
  • Implementation, training and commissioning of the ERP solution (Abacus)

Sale of beverage business of Eichhof Holding AG to Heineken

  • Takeover bid for Amazys Holding AG by Eichhof Holding AG
  • Evaluation of a takeover offer from a SWX-listed company
  • Buyer due diligence
  • Leverage financing

Closure of UD Print AG and Turnaround

  • Decommissioning of operations/production
  • Sale of division
  • Restructuring and turnaround

Introduction of TM1 and Cognos Controller from IBM

  • Process management, change management and solution evaluation
  • Solution concept, implementation and commissioning

Development of a centralised ICT department

  • Consolidation of various decentralised structures
  • State-of-the-art ICT department and IT strategy
  • Definition of processes and quality control

Divestment of the property division of Eichhof Holding AG

  • Spin-off into a separate operating unit
  • Portfolio development
  • Sale to institutional investor

Divestment of the property division of KIBAG Group

  • Spin-off into a separate operating unit
Dialogue – news and information on CFO matters
Interims CFO real-life case

Interims CFO real-life case

When management vacancies occur unexpectedly, an expert interim CFO is often the ideal solution. The interim CFO ensures financial security, control and sustained success. Demand for interim CFOs is on the rise. Cooperation based on mutual trust and the application of proven methods and instruments are the foundation of our work. Discretion is expected as [...]

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(DE) Integrierte Finanzstrategie

(DE) Integrierte Finanzstrategie

Sorry, this entry is only available in DE.

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(DE) Die Rolle des CFO generell

(DE) Die Rolle des CFO generell

Sorry, this entry is only available in DE.

Read more

Articles

  • Recent Posts

    • (DE) Case Study: Restrukturierung und Wandlung
    • (DE) CFO on Demand
    • (DE) Die Rolle des CFO generell
    • (DE) Integrierte Finanzstrategie
    • Interims CFO real-life case

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Roland Kleeb and Martin Gasser – your CFOs

Martin Gasser

Thirteen years as CFO and member of group executive management for a global technology company

Many years of international management experience in finance, and accounting and controlling – including eight years in Asia

Reorganisations, process optimisation and successful group-wide ERP introductions

Construction and integration of market organisations in Europe, the Middle East and Asia

Executive management of family holding with investment control, business development and property development, and family office tasks

Financial expert in the network of the SME growth initiative of the Swiss Economic Forum, www.sef4kmu.ch

Directorships and leadership of audit committee

symbol   social-media   social-media

Roland Kleeb

Many years of experience as CFO and member of the group management of family-run and listed medium-sized companies

Extensive expertise in the establishment of reporting, control and MIS systems, as well as experience in the introduction of ERP complete and industry solutions in medium-sized enterprises

Experience in dealing with turnaround situations and the restructure of organisations, processes and systems

Management of holding companies and control of holdings

Set-up, reorganisation and development of property companies and projects

Many years of experience as foundation board member and member of the investment committees of pension funds

symbol   social-media   social-media   social-media

Areas of expertise
  • On-demand CFO/part-time CFO for your business
  • Development of export markets: From strategy definition to project management and on-site implementation assistance
  • CFO ad-interim projects and post-merger integrations
  • Executive management of family holding and directorships
Industries

MEM industry, ICT, technology, fastening technology, trade, real estate

Education
  • Swiss Board School, Zurich
  • MAS Corporate Finance, IFZ Zug
  • Dipl. Fiduciary Expert, University of Applied Sciences, Basel
Experience

EAO Holding AG, Olten

  • Member of the Board of Directors and head of Audit Committee since 2015

 

Reichle Holding AG, Zug

  • Executive management since 2012

 

Reichle & De-Massari Holding AG, Wetzikon

  • Group CFO to 2015

 

Hilti AG, Schaan, LI and Asia

  • Project manager Schaan, LI, to 2002
  • Sales director, Sydney, Australia, to 2001
  • Region Controller Europe to 1999
  • Director of finance and accounting for Hilti subsidiaries in Korea and Japan to 1996
Areas of expertise
  • Interim CFO for special situations in medium-sized enterprises
  • Interim management in turnaround situations and implementation of reorganisation projects
  • Management of operational family offices with industry holdings
Industries

Real estate, construction industry, solar industry, services, consumer goods industry

Education
  • MAS Corporate Finance, IFZ Zug
  • Dipl. Fiduciary Expert, Zurich
  • Business Economist, University of Applied Sciences, Zurich
Experience

Reussegg Holding AG (previously UD Medien Holding AG), Lucerne

  • Member of the Board of Directors since 2008
  • President of the Board of Directors since 2011
  • Printing and media industry

 

p-4, property developer, Zug

  • Member of the Board of Directors since 2014

 

Occupational pension scheme KIBAG, Zurich

  • Member of the Investment Committee
  • Member of the Property Committee to 2015
  • Member of the Foundation Board to 2014

 

INFRA, industry association of infrastructure construction firms, Zurich

  • Board member, finance portfolio to 2015

Martin Gasser

Thirteen years as CFO and member of group executive management for a global technology company

Many years of international management experience in finance, and accounting and controlling – including eight years in Asia

Reorganisations, process optimisation and successful group-wide ERP introductions

Construction and integration of market organisations in Europe, the Middle East and Asia

Executive management of family holding with investment control, business development and property development, and family office tasks

Financial expert in the network of the SME growth initiative of the Swiss Economic Forum, www.sef4kmu.ch

Directorships and leadership of audit committee

symbol   social-media   social-media

Areas of expertise
  • On-demand CFO/part-time CFO for your business
  • Development of export markets: From strategy definition to project management and on-site implementation assistance
  • CFO ad-interim projects and post-merger integrations
  • Executive management of family holding and directorships
Industries

MEM industry, ICT, technology, fastening technology, trade, real estate

Education
  • Swiss Board School, Zurich
  • MAS Corporate Finance, IFZ Zug
  • Dipl. Fiduciary Expert, University of Applied Sciences, Basel
Experience

EAO Holding AG, Olten

  • Member of the Board of Directors and head of Audit Committee since 2015

 

Reichle Holding AG, Zug

  • Executive management since 2012

 

Reichle & De-Massari Holding AG, Wetzikon

  • Group CFO to 2015

 

Hilti AG, Schaan, LI and Asia

  • Project manager Schaan, LI, to 2002
  • Sales director, Sydney, Australia, to 2001
  • Region Controller Europe to 1999
  • Director of finance and accounting for Hilti subsidiaries in Korea and Japan to 1996

Roland Kleeb

Many years of experience as CFO and member of the group management of family-run and listed medium-sized companies

Extensive expertise in the establishment of reporting, control and MIS systems, as well as experience in the introduction of ERP complete and industry solutions in medium-sized enterprises

Experience in dealing with turnaround situations and the restructure of organisations, processes and systems

Management of holding companies and control of holdings

Set-up, reorganisation and development of property companies and projects

Many years of experience as foundation board member and member of the investment committees of pension funds

symbol   social-media   social-media   social-media

Areas of expertise
  • Interim CFO for special situations in medium-sized enterprises
  • Interim management in turnaround situations and implementation of reorganisation projects
  • Management of operational family offices with industry holdings
Industries

Real estate, construction industry, solar industry, services, consumer goods industry

Education
  • MAS Corporate Finance, IFZ Zug
  • Dipl. Fiduciary Expert, Zurich
  • Business Economist, University of Applied Sciences, Zurich
Experience

Reussegg Holding AG (previously UD Medien Holding AG), Lucerne

  • Member of the Board of Directors since 2008
  • President of the Board of Directors since 2011
  • Printing and media industry

 

p-4, property developer, Zug

  • Member of the Board of Directors since 2014

 

Occupational pension scheme KIBAG, Zurich

  • Member of the Investment Committee
  • Member of the Property Committee to 2015
  • Member of the Foundation Board to 2014

 

INFRA, industry association of infrastructure construction firms, Zurich

  • Board member, finance portfolio to 2015
Contact

Roland Kleeb Corporate Finance
Dufourstrasse 49
8008 Zürich

+41 79 241 75 57
info@rolandkleeb.ch
www.rolandkleeb.ch

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Contact address

Roland Kleeb Corporate Finance
Dufourstrasse 49
8008 Zürich

+41 79 241 75 57
www.rolandkleeb.ch
info@rolandkleeb.ch

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