Efficient and qualified
consultants

RELIABLE PARTNER FOR A WIDE RANGE OF PROJECTS

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.

Carlos M. Borobia

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Managing Partner //

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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Member of the board //

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.

Evgenia Ushakova

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Head of M&A Advisory //

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.

Yao Ma

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Senior Advisor //

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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Analyst //

Luca Fischaess

Luca is currently completing his Master’s degree in Accounting and Corporate Finance at the University of St. Gallen (HSG), where he previously earned his Bachelor’s degree in Business Administration. He gained professional experience in investment banking as well as in M&A and private equity. His professional interests include corporate valuation, and financial analysis.

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Analyst //

Emil Kattwinkel

Emil is currently pursuing a bachelor’s degree in business administration at the University of St. Gallen (HSG). He gained his first practical experience in the financial operations department of a Swiss health insurance company. Alongside his studies, he is passionate about sports and brings discipline and teamwork skills from his long-standing involvement as both a football player and referee. His professional interests include M&A transactions, financial analysis and strategic advisory.

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Analyst //

Erik Dokic

Erik is currently completing his Bachelor’s degree in Business Administration at the University of St. Gallen (HSG). He gained professional experience in controlling as well as in client advisory within the insurance industry. His professional interests include macroeconomic topics and entrepreneurship.

Alex E. Gall

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Senior Associate //

Alex E. Gall

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.