trium is a reliable and safe partner for all types of M&A and corporate finance projects. Our advisory team has a wide range of backgrounds and competencies from the fields of banking, finance, accounting and strategy.
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Carlos M. Borobia
Carlos is a corporate finance professional who leads all corporate and mergers & acquisitions practices at TRIUM. Carlos obtained a degree in banking and economics from the University of Applied Sciences and Arts and worked several years in investment banking and structured finance at Merill-Lynch and Citicorp. For over 30 years, Carlos has advised numerous companies, entrepreneurs and family offices across the globe on their important strategic transactions.
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Daniel B. Hauri
Daniel is a banking professional with comprehensive education from UBS Basel and vast experience in private banking and portfolio management. He served as a head of finance of two branch offices of UBS and later switched to Bank Austria in Zurich as senior portfolio manager, with the rank of a member of management. Since 1998, Daniel has been a co-founder of an asset management firm in Basel. In addition, Daniel Hauri is a member of the board of directors of a trust company.
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Evgenia Ushakova
Evgenia holds a PhD in Management and a prestigious master’s degree in Strategy and International Management from the University of St. Gallen (HSG). With several placements in Russia, Switzerland and Germany, she gained practical experience in engineering and industrial companies such as Continental. She has been with TRIUM for more than eight years, leading several M&A projects. Her professional interests range from business model innovation to financial modelling, planning and valuation.
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Yao Ma
Yao holds a PhD in Management from the University of Neuchâtel and master’s degrees in Banking and Finance and International Affairs from the University of St. Gallen (HSG). As a member of ACCA and a candidate for CFA Level III, she has professional qualifications in corporate finance and equity investment. Prior to joining Trium, Yao gained experience in private equity and venture capital in China. With a cross-cultural background, Yao is dedicated to facilitating cross-border transactions between East and West.
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Joshua is currently pursuing a master’s degree in finance and accounting at the University of St. Gallen and holds a bachelor’s degree in business administration from the same institution. Joshua’s professional background includes roles in management consulting, the startup ecosystem, and a global think tank. He has worked on high-impact projects across sectors such as Finance, Information Technology, Manufacturing, and Hospitality. His professional interests include financial analysis, business strategy development, strategic planning, and corporate valuation.
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Benjamin Speerli
Benjamin is currently pursuing a master’s degree in Law and Economics at the University of St. Gallen, where he also holds a bachelor’s degree in the same subject. Before joining TRIUM, Benjamin gained experience at Ramus & Company, where he supported the team in M&A advisory and corporate finance. He later joined EY’s tax financial services practice. His professional interests include tax, private equity and strategic planning.
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Alex completed technical and commercial education with a federal diploma in sales and marketing of higher VET. Over the course of his career, Alex changed his work experience from the control, high frequency and measuring techniques he to sales and marketing domain. He was acting as sales and export manager and as CEO in Swiss and international trading companies and groups in the electro and electronic industry. Since 1993, he has been a managing partner at a Swiss consulting company in the area of mergers & acquisitions and corporate finance.