YOUR MOMENT, OUR STARTING POINT
What challenge are you facing?
I AM CONSIDERING SELLING THE BUSINESS OR BRINGING IN NEW SHAREHOLDERS
We work alongside the entrepreneur to define the strategic options and the objectives of the transaction. We value the business, identify and select potential strategic or financial partners and manage the entire process of bringing in new shareholders or selling the business, supporting the owners until the new corporate and governance arrangements are formally in place.
Practice areas involved: Corporate Finance & M&A - Family Business
I WOULD LIKE TO PLAN SUCCESSION IN THE FAMILY BUSINESS
We work with business-owning families to develop a succession plan that balances business continuity, family relationships and the protection of family wealth. We work on the corporate and governance structure, define the roles and responsibilities of the next generation and, where needed, assess the introduction of external managers and the financial solutions that support the reorganisation of ownership.
Practice areas involved: Family Business - Corporate Governance & Internal Control Systems - Corporate Finance & M&A
I WOULD LIKE TO GROW THROUGH ACQUISITIONS
We turn a growth objective into a structured path: from defining the strategy to identifying targets, from valuation and negotiation to the financial structuring of the transaction, working alongside the entrepreneur to define the corporate and organisational structure needed to sustain the business at its new scale.
Practice areas involved: Corporate Finance & M&A - Debt Advisory
I NEED TO PROTECT AND ENHANCE THE FAMILY’S WEALTH
We start from a comprehensive view of the family’s wealth, in all its components, to build structures that can preserve and enhance its value over time.
Practice areas involved: Family Business - Corporate Finance & M&A
I NEED TO REVIEW THE COMPANY’S GOVERNANCE STRUCTURE
We help owners and management build a governance model suited to the size and complexity of the business. We define roles, responsibilities, delegated powers and decision-making processes and, where needed, support the owners in strengthening the management team by bringing in external professional expertise.
Practice areas involved: Corporate Governance & Internal Control Systems - Family Business
I NEED TO OPTIMISE THE COMPANY’S FINANCIAL STRUCTURE
We analyse the company’s invested capital, funding requirements and debt-servicing capacity to build a structure consistent with its development plans. We work on existing debt and on new financing needs, optimising sources, types of facility, maturities and terms, and we handle discussions and negotiations with lenders directly.
Practice areas involved: Debt Advisory
I NEED TO MAKE A NEW INVESTMENT
We assess the financial viability of the project and develop a business plan to evaluate its expected returns. We then identify an appropriate financing structure and support the company in securing the funding needed to implement it.
Practice areas involved: Corporate Finance & M&A - Debt Advisory
I WOULD LIKE TO ANALYSE FUTURE SCENARIOS FOR THE COMPANY
We build economic and financial scenarios that enable the owners to assess the financial implications of different strategic options. Through business plans, sensitivity analyses and business valuations, we turn assumptions about the future into practical tools that support medium- to long-term decisions.
Practice areas involved: Corporate Finance & M&A - Family Business
I WOULD LIKE TO DEVELOP MANAGEMENT REPORTING AND PERFORMANCE MANAGEMENT SYSTEMS
We design planning and control tools built around the characteristics of the business and the information needs of owners and management. Budgets, reporting, KPIs and variance analysis become part of an integrated system that improves the quality of decisions and makes it possible to monitor performance and objectives promptly.
Practice areas involved: Corporate Governance & Internal Control Systems
OUR POINT OF VIEW
The market focuses on executing transactions and underestimates the human dimension.
We start from the human dimension to build the right transaction.
The most important decisions are not only about finance: they involve the balance within the family, relationships and personal needs, in a system that connects family, business and wealth.
Independence
No conflicts of interest. No products to sell. Only your objective to pursue.
Integration
Corporate Finance and Family Business brought together in a single approach, drawing on complementary expertise.
Continuity
A stable, lasting presence built on trust and reliability.
Every relationship begins with listening and grows stronger through trust.
We discuss our experience, projects and results in confidence, tailoring the conversation to each prospective client’s needs.
WHAT WE CAN DO FOR YOU
Our areas of work
For every decision you need to make, there is a tailored solution.
THE TEAM
The people who will work with you
Marcello Priori
Corporate Finance & M&A, Family Business, Debt Advisory, Corporate Governance & Internal Control Systems
Lorenzo Basola
Corporate Finance & M&A, Family Business, Internal Control Systems
Marco Baschirotto
Corporate Finance & M&A, Family Business, Debt Advisory
Simone Dalledonne
Corporate Finance & M&A, Family Business, Debt Advisory, Corporate Governance & Internal Control Systems
Laura Guazzoni
Corporate Finance, Family Business, Corporate Governance & Internal Control Systems
Carlo Tavormina
Corporate Finance, Family Business, Corporate Governance & Internal Control Systems
Maria Carla Serpe
Corporate Finance, Family Business, Internal Control Systems
INSIGHT
Turning complexity into decisions
Analysis and perspectives for those facing important financial and family decisions.
