Track Record

Mandate

Assistance to two business families in organising their wealth and defining their ownership structures: in one case after the sale of the business, in the other in preparation for the transaction.

Activities

Design of the corporate structures through family holding companies, tax planning of the sale and of the subsequent phase, succession planning and valuation of shareholdings and investments.

Outcome

For each family, a coordinated structure of ownership and wealth, consistent with family governance and succession planning. Independent valuations in support of investment decisions.

Mandate

Financial advisor to the shareholders of a family business in the animal health sector, for the identification of the buyer and the structuring of the transaction in the sellers' interest.

Activities

Identification of an industrial group backed by a private equity fund, negotiation of the offer and structuring of the sale.

Assistance in the contribution of the business as a going concern into a newly formed company and in the subsequent sale of the NewCo shares, through to closing.

Outcome

Transaction completed in 2026, with an enterprise value of 10 million euro. The buyer requested continued assistance in the post-closing phase.

Mandate

Assistance to a company that builds and operates renewable energy plants, with several activities concentrated in a single company and significant bank exposure backed by personal guarantees.

The engagement covers the separation of the activities and the preparation of the subsequent debt renegotiation.

Activities

Design of a structure comprising a holding company with service functions and two operating companies dedicated, respectively, to plant operation and to development and technical consulting.

The project provides for the contribution of the business units, supported by the related sworn valuations. The separation of the accounts and cash flows of each activity will form the basis for the discussion with the banks on credit lines and guarantees.

Project status

Engagement in progress. The contributions are scheduled between autumn 2026 and early 2027; the bank renegotiation phase will follow the completion of the reorganisation.

Mandate

External management of the incentives function of a mid-sized industrial company active in energy transition technologies, with responsibility for the Development contract for a new plant in Northern Italy.

Activities

Support throughout the assessment by the managing authority, from additional documentation to the definition of the eligible programme, including the required environmental assessments. Support with the signing of the grant deeds and during implementation: completion deadlines, compliance and expenditure reporting.

Outcome

An investment programme of several tens of millions of euro admitted to incentives, with a non-repayable grant of several million euro. Grant deeds signed.

Mandate

Interim management of the internal function overseeing subsidised finance for a large Italian industrial group with several operating companies and plants in different regions.

Activities

Set-up of the function: working method, document archive by instrument and by company, operating plan and periodic meetings. Management and reporting of research projects funded at European, national and regional level, a system for recording R&D hours in the company ERP, and oversight of tax credits for research, innovation and investment.

Outcome

Function operational, with monthly reporting to management on funded projects and benefits accrued. Engagement ongoing.

Mandate

Interim management of accounting, finance and management control for a company providing technical and professional services to businesses, with revenues of a few million euro and several hundred clients, and support for its growth strategy.

Activities

Reconstruction of the receivables portfolio and reconciliation with bank movements, review of the invoicing cycle, tax compliance checks, renewal of the insurance programme and review of supply contracts, reorganisation of records and sales processes.

Project status

Engagement ongoing, started in 2026.

Mandate

Multi-year support to a family-owned manufacturer in Central and Southern Italy, supplying the international luxury houses, in setting its development priorities and planning its investments.

Activities

Multi-year business plan and a programme of investment in plant, supported through several incentive schemes. A research and industrialisation project on lower-impact production processes, in partnership with a university. Enhancement of the collections and designs under the Patent Box regime. Reorganisation of the family holding company between the shareholders.

Outcome

6 million euro of incentives obtained in five years to support the investment programme. Relationship ongoing.