About

 
Three Keys is an independent investment bank committed to three fundamental principles…

Three Keys is an independent advisory and merchant banking firm built on fundamental principles that foster trust and confidence in all our business dealings and relationships:

Insight: A deep understanding of sector-specific dynamics, global industry trends, and market participants

Intelligence:
 Extensive M&A, corporate finance and capital markets expertise, track record of successful execution, and experience with various types of advisory assignments

Integrity:
 The highest level of ethical standards, discretion, commitment and focus on excellence

 …while delivering exceptional expertise and service…

Our senior team brings to our clients decades of advisory experience obtained at leading global financial institutions but with attention and focus only achievable by an independent boutique.  Our teams develop bespoke, creative, and innovative solutions to the most complex financial and strategic issues facing our clients. 

 …in various advisory roles and situations…

We have advised clients on various types of assignments and situations, including the full sale of a company, minority stake sales, business/asset carve-outs, buy-side assignments, restructurings, general strategic advisory, business development, and strategic capital raisings.  Our broad M&A experience includes working with multiple types of clients (public companies, family owned  businesses, family offices, financial sponsors, and GSEs) across the world.  The principals of Three Keys have advised on over $300 billion in M&A transactions over their careers.

To each project, we bring our deep industry knowledge and extensive relationships developed over many years.  This experience provides our clients with unique insights and advice and allows us to tailor our services to the needs and wishes of our clients.

 …across borders…

Three Keys has offices in New York, USA and Zurich, Switzerland, as well as affiliations with independent advisors in other jurisdictions such as China, India, and Latin America.  We are actively involved in various engagements across the world and have significant cross border advisory experience.  Our principals have transaction experience throughout the Americas, Western and Eastern Europe, Russia/CIS, Africa, Israel, and Asia.  The majority of our engagements have cross border elements. 

 …through relationships built on trust and independence…

We look at every client as a long-term relationship and strive to consistently provide exemplary service and value-added advice.  Our engagements are structured to avoid conflicts of interests and align our financial incentives with our clients.  We are not driven by transaction volumes and our fees are based on offering advice that is in the best interest of our client, whether by closing a transaction or by advising against one.

 …while always providing our clients senior level, personalized service.

A key differentiating factor for Three Keys is our senior banker focus on every aspect of a transaction – we treat every deal as our most important project and commit extensive resources of our senior bankers to every aspect of the relationship through deal completion.