Independent strategic and financial advisory that reduces uncertainty and accelerates high‑impact decision‑making.
From structured finance to M&A, and from capital‑raising transactions to real‑estate advisory: we build robust, verifiable and defensible solutions. We speak plainly and back our advice with the numbers.
WHAT WE DO?
We turn complexity into measurable competitive advantage. Our operational pillars are aligned with the company’s corporate purpose.
M&A and Corporate Finance
Mergers, acquisitions, demergers, divestitures, carve‑outs. Independent valuations of companies and business units. Bankable business plans and financial models.
Industrial and Commercial Strategies
Positioning, partnerships and joint ventures. Make‑or‑buy analysis, collaboration agreements and integration with other production units.
Raising and Capital Structuring
Optimal capital structure and sourcing funds for investment and growth. Private debt, club deals, hybrid instruments. No public fundraising.
Equity Capital Markets
Feasibility studies for IPO/delisting/capital increases. End‑to‑end support on regulated markets and MTFs: governance, disclosure, investor communication.
Corporate Debt & Advisory
Corporate and debt restructurings. Ownership and financial structure. Equity and bond transactions. IFRS consistency and legal defensibility.
Real Estate Advisory
Property valuations, project set‑up and execution, SPVs and related transactions (direct and indirect). Highest and best use, exit design, capital stack. All activities requiring a real estate fiduciary license are excluded.
Structured Finance and Derivatives
(advisory only; no issuances)
Securitisations, ABS/ABCP, structured factoring. Interest‑rate and FX risk management: policy, pricing, P&L attribution.
Venture & NewCo Design
Incorporation and promotion of new companies in Italy and abroad. From investment thesis to go‑to‑market, through to post‑closing governance.
Execution & PMO
Data room management, Q&A, timelines, closing checklist, covenant monitoring. Investment‑bank precision with clear.
DISCOVERY WITHOUT FILTERS Analysis of as‑is, risks and constraints. If the numbers don’t hold up, we say so immediately.
THESIS AND SCENARIOS Base, bull, bear. Sensitivity on key variables, returns waterfall, downside protection.
STRUCTURING Term sheet, capital stack, governance, covenants, protective clauses.
EXECUTION Data room, negotiation, closing. No detail left to chance.
MONITORING PMO, KPI, reporting. Radical transparency with sponsors, banks and investors.
ASSURANCE & RISK
Conflicts of interest. Chinese wall, clear mandate letters, ex‑ante and ex‑post disclosure.
Compliance and governance. KYC/AML, GDPR, anti‑bribery and ESG integrated into the process.
Quality control. Internal peer review of valuations, models and documentation.
Business continuity. Operational resilience procedures and disaster recovery.
SCOPE AND INDEPENDENCE
We provide independent advisory services.
We may operate through subsidiaries and third parties; acquire/hold equity stakes;
obtain/issue guarantees not directed to the public. When present, investment structures are offered exclusively to professional/qualified investors.
SELECTED TRACK RECORD
Representative examples. Full details available under NDA.
IPO MTF
Growth
Equity story • Governance • Investor education • +3,2x oversubscription.
Programma di
Copertura Derivati
Policy IR/FX • Hedge accounting • PnL attribution trasparente.
Cartolarizzazione
Trade Receivables
SPV L.130/99 • Senior/Mezz/Junior • Enhancement 18% • IFRS off‑balance.
Buy‑side Advisory Industrial
Acquisizione mid‑market • EV €120m • Debt package club deal • Sinergie OPEX 7%.
JV Real Estate ESG
Rigenerazione urbana • 38k mq • certificazione LEED • Exit forward funding.
Ristrutturazione del Debito
Refinancing multi‑banca €250m • Covenant reset • Estensione 4 anni • Rating improvement.
INSIGHTS & POINT OF VIEW
M&A mid‑market
Valuation trends and drivers of sector consolidation.
Credit and Structured Finance
Volumes, pricing and terms — what to watch closely.
Real Estate Capital Markets
Cycle, rates and exit strategies — how to reduce information asymmetry.
Sede operativa:
Via Pian Scairolo 11
6915 Pambio Noranco ( Svizzera )
Mon - Fri: 8am - 6pm
Saturday: 8am - 1pm
Sunday: Closed