Corporate finance, M&A and strategic advisory

Clear advice for consequential corporate decisions.

Prima Ordia provides trusted, discreet advice to business owners, boards and management teams navigating corporate finance, M&A, strategic change and selected AI initiatives.

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Trusted judgement Professional discretion Attentive execution

Prima Ordia

Independent advice, grounded in commercial reality.

Founded in 2008, Prima Ordia is an independent consulting company based in Zurich. We support owners, boards and management teams where finance, strategy, governance, technology and execution meet.

The work is principal-led and shaped around the matter itself: understand the facts, identify the value drivers and risks, present the choices clearly and remain close to implementation.

Founded
2008
Headquarters
Zurich, Switzerland
Perspective
Finance, legal, governance and technology

What we do

Advice built around the decision in front of you.

Focused engagements can address one defined question or stay alongside a wider strategic process—from initial analysis and board preparation through negotiation and execution.

01

Corporate finance

Rigorous, detail-focused analysis of capital structure, valuation and funding options, shaped around the matter at hand—not a pre-set product.

02

M&A and transactions

Confidential preparation and decision support for acquisitions, disposals, due diligence, transaction structuring, negotiation and other strategic corporate events.

03

Strategic consultancy

Independent, ethically grounded analysis for boards, owners and management teams working through growth, transformation, complexity or competing priorities.

04

AI strategy and projects

Practical advice on AI opportunities, operating models, product concepts, governance and implementation—connected to commercial objectives and accountable decision-making.

Selected experience

Transaction and leadership experience behind the advice.

The following selected experience reflects the professional track record brought to Prima Ordia across consulting, finance, audit, legal, technology and board work. It does not imply that every engagement was undertaken under the Prima Ordia name.

US$250m

Buy-side acquisition

Advised a purchaser on an agricultural cattle-station acquisition, including commercial and financial analysis, due diligence, structuring and stakeholder coordination.

US$500m+

Dual M&A takeover

Advised the target and subsequent purchaser in the takeover of a Las Vegas resort and casino group.

US$150m

Fintech growth and exit

Led fundraising and market launch from initial investment through to a US$150m market capitalisation and subsequent exit.

20+ countries

Cross-border leadership

Built and led distributed teams while developing senior client, investor and adviser relationships across finance, technology and regulated sectors.

Institutional and sector exposure

Experience across complex and regulated environments.

Professional experience has included work involving Morgan Stanley, AXA, Boeing and Wynn Hotels, alongside financial institutions, government-related organisations and businesses across property, aviation, hospitality, agribusiness and technology.

Governance and execution

Board-ready analysis through to practical action.

Experience includes cross-border structures, joint ventures and investment vehicles; board papers and executive presentations; governance and compliance frameworks; cyber-security education; and senior board and advisory responsibilities.

AI and emerging technology

Practical AI projects, governed with business judgement.

AI is treated as a strategic and operating question—not a novelty. The starting point is the business outcome, the information involved, the risks that need to be controlled and the people accountable for the result.

Advisory capability

AI strategy, governance and delivery

Support for organisations assessing where AI can create value, how projects should be prioritised and governed, and what a credible path from concept to implementation should look like.

  • Use-case and investment assessment
  • Board and management decision support
  • Risk, governance and responsible-use frameworks
  • Product, workflow and implementation planning

When we can help

Bring structure to a decision before momentum takes over.

  • A transaction is being considered, prepared or negotiated.
  • Capital is required and the available routes need to be compared clearly.
  • A board or owner needs an independent view before committing.
  • Financial information must become a credible, decision-ready story.
  • An AI investment, product or operating model needs commercial and governance scrutiny.
  • A complex initiative needs disciplined analysis, stakeholder alignment and attentive execution.

How we work

Trusted judgement. Professional discretion. Close attention to every material detail.

Ethical and independent

Advice is grounded in evidence, sound professional judgement and the client’s stated objectives.

Confidentiality and discretion

Engagements are handled carefully, with clear boundaries, appropriate confidentiality and professional discretion throughout.

Attention to the matter

We remain close to the facts, the process and every detail that may affect the decision.

LinkedIn company profile

Follow Prima Ordia’s work and company updates.

Visit the Prima Ordia company profile for current projects, AI product updates, articles and perspectives across consulting, technology and responsible innovation.

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Contact us

Tell us what decision is in front of you.

Every enquiry is approached with professional discretion. Start with a concise note about your organisation, the situation and the outcome you are considering. We will respond directly to arrange an initial conversation if the work appears to be a suitable fit.

Please do not send confidential or market-sensitive information before an engagement scope, conflicts position and secure communication method have been agreed.

Prima Ordia provides corporate finance, transaction, strategic and AI advisory services. Services are agreed in writing for each engagement. Nothing on this website is investment, legal, tax or accounting advice, an offer of securities, or a commitment to arrange finance.