The Legacy Location

GI is a Swiss consulting company based in Meggen/Lucerne. 

GI advises a medium-sized Swiss family-owned company in the field of high-quality commercial real estate and (experience) services (events, catering, etc.), which is preparing for a succession/future solution for private reasons. In this context, a buyer is being sought for both the commercial property and, optionally, for the ongoing operating business. GI is exclusively assisting the owners/company within the scope of a comprehensive consulting and M&A mandate. 

[Brief description of interested party or support] ... [Short name] – or its owner – are either potential buyers themselves or have a large network of wealthy contacts, some of whom could be potential buyers. [Short name] intends to examine its own interest in purchasing or to support GI in the search for buyers for the VOLANTE project. 

To protect the interests of all parties involved (GI, [short name], potential prospective buyers and, above all, the client company and its team in their ongoing business operations), the parties to this confidentiality agreement agree as follows: 

1. Within the scope of the cooperation, confidential information will be made available to each other. The contracting parties undertake to keep all confidential information received in this context, either directly or indirectly, confidential, not to disclose it to third parties or sell it, and in particular not to use it for their own interests to the detriment of the interests of GI and its client. 

2. The contracting parties undertake to maintain confidentiality regarding all knowledge, documents, business processes, and data that they obtain in the course of the upcoming discussions, analyses, and negotiations. Without the prior written consent of the other contracting party, information may not be disclosed to third parties or used for other purposes. 

3. The contracting parties shall take appropriate precautions to ensure that no unauthorized persons have or gain access to confidential information. These precautions shall at least correspond to the measures taken by the contracting parties to protect their own confidential information. The contracting parties acknowledge that all information and documents disclosed to them remain the property of the disclosing contracting party. 

4. The documents may be copied, reproduced, or stored by the contracting parties exclusively for the purpose of negotiations and may only be used internally. 

5.       This agreement shall be valid from the date of signing. The obligation to comply with the above provisions, in particular confidentiality, shall continue to apply for a period of three years after termination of the business relationship. 

6. The contracting parties undertake to disclose the information, documents, etc. received to their employees, consultants, and other third parties involved only to the extent necessary for the examination of the student research project. The contracting parties shall ensure that their employees, consultants, and other third parties involved comply with this agreement. 

7. If the law or the authorities require the disclosure of information, the affected party shall immediately inform the other party and take all necessary measures at its own expense to prevent further dissemination or to restrict it to the authorities. 

8. This agreement is governed by Swiss law; the place of jurisdiction is Lucerne, Switzerland. 

9.       Amendments and additions to this agreement must be made in writing and signed by all contracting parties. 

10. Should individual provisions of this contract prove to be invalid, the remainder of the contract shall remain valid. The invalid provision shall be amended or supplemented in such a way that it comes as close as possible to the intended legal and economic purpose of the contracting parties in a legally permissible manner.