
ABOUT US
WE SUPPORT ENTREPRENEURS AND
BUSINESS-OWNING FAMILIES IN DECISIONS
THAT SHAPE THE FUTURE OF
THE BUSINESS AND ITS OWNERSHIP.
We are an independent advisory firm that brings Corporate Finance and Family Business together in a single approach to help align the objectives of the business, its owners and the family, and create long-term value.

OUR APPROACH
We start with people.
The market often underestimates the human factor. We start from the human factor to analyse, plan and complete the most suitable and balanced transaction for the owners and the wider system of stakeholders.
We work alongside entrepreneurs and families who are looking not only for professional expertise, but for someone able to understand the personal, family and organisational context, as well as the financial context. We bring experience, method and the ability to deliver, turning complex and sometimes emotionally significant objectives into decisions that are concrete, sustainable and consistent over time.
01
AN INTEGRATED VIEW
We look at the business, wealth, family dynamics and investment strategies together. We bring these perspectives together in a coordinated approach.
02
A FLEXIBLE METHOD
A structured yet adaptive method, tailored to each client. The most suitable choice, not just the technically perfect one.
03
INDEPENDENT JUDGEMENT
An independent point of view, for a dialogue focused on finding the most appropriate solution.
THE TEAM
The people who will work with you
Professionals with integrated expertise in strategy, finance, tax and corporate governance, supporting decisions that affect the business, the family and its wealth.
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 SystemsINDEPENDENCE AND VALUES
Behind every business there are people.





That is where
our work begins.