Track Record
In this section, we present the transactions we've carried out and the results achieved.
SERVICES
M&A & Financial Advisory
M&A Advisory
Customer
CronosVita
DECEMBER 2025
Sector
Financial services
Mandate
Deal Advisory
Description
Advisor in the quantification of CronosVita unencumbered assets and liabilities pursuant to the spin-off agreement
Customer
BPER Banca
NOVEMBER 2025
Sector
Financial services
Mandate
Deal Advisory
Description
Fairness Opinion for the Board of Directors of BPER Banca on the determination of the exchange ratio in the context of the merger by incorporation with Banca Popolare di Sondrio
Customer
CPT Group
JULY 2025
Sector
Industrial
Mandate
Deal Advisory
Description
Financial advisor to CPT Group in the sale process to Maccaferri an Ambienta portfolio company
Customer
CEBAT
JULY 2024
Sector
Infrastructure
Mandate
Deal Advisory
Description
Financial advisor to CEBAT, an Oaktree portfolio companyportfolio company, in the sale process to Tikehau Capital
Customer
Polieco Group
MARCH 2024
Sector
Industrial
Mandate
Deal Advisory
Description
Sell side Advisor di Polieco Group in the sale of a stake to Redfish Capital Partners
Customer
FSI
APRIL 2023
Sector
Fintech
Mandate
Deal Advisory
Description
Financial advisor on FSI nell’ambito del suo ingresso nel capitale di Bancomat's
Customer
Webuild
MAY 2022
Sector
Infrastructure
Mandate
Deal Advisory
Description
Advisor in the transaction in which Webuild acquired the minority stakes in Cossi Costruzioni held by Banca Popolare di Sondrio
Customer
Webuild
MARCH 2021
Sector
Infrastructure
Mandate
Deal Advisory
Description
Financial advisor on Webuild in the corporate integration process with Astaldi
Customer
Casa della Salute
DECEMBER 2020
Sector
Healthcare
Mandate
Deal Advisory
Description
Strategic and financial advisor to Casa della Salute in the value enhancement and sale process to Italmobiliare
Customer
Intesa Sanpaolo
JULY 2020
Sector
Financial services
Mandate
Deal Advisory
Description
Financial advisor to Intesa Sanpaolo in the context of the public tender and exchange offer for UBI Banca
Customer
Stock Spirits Group
JANUARY 2019
Sector
Food & Beverage
Mandate
Deal Advisory
Description
Financial advisor on Stock Spirits Group in the acquisition of Distillerie Franciacorta
Customer
Fiocchi
JANUARY 2019
Sector
Industrial
Mandate
Deal Advisory
Description
Financial advisor on Fiocchi in the sale of a majority interest to the Charme Capital Partners Fund
Customer
FSI
DECEMBER 2018
Sector
Fintech
Mandate
Deal Advisory
Description
Financial advisor on FSI in the acquisition of a 27% stake in Cadacri Group
Customer
SAPA
AUGUST 2018
Sector
Industrial
Mandate
Deal Advisory
Description
Financial advisor on SAPA in the acquisition of Selmat Automotive’s Italian operations
Debt Advisory
Customer
IMI Fabi
MAY 2025
Sector
Industrial
Mandate
Debt Advisory
Description
Financial advisor to IMI Fabi in the context of the acquisition financing for Elementis
Customer
Breton
DECEMBER 2024
Sector
Industrial
Mandate
Debt Advisory
Description
Robustness analysis of the liquidity plans presented to Breton
Customer
Pizzarotti
2021-2024
Sector
Infrastructure
Mandate
Debt Advisory
Description
Robustness analysis of the liquidity plans presented to Pizzarotti
Customer
Ansaldo Energia
JUNE 2023
Sector
Infrastructure
Mandate
Debt Advisory
Description
Financial advisor to a pool of banks in the context of the refinancing of Ansaldo Energia
Customer
Intesa Sanpaolo
JUNE 2023
Sector
Real Estate
Mandate
Debt Advisory
Description
Opinion on the financial sustainability of the Plan and the robustness of the key assumptions of the MilanoSesto real estate project on behalf of Intesa Sanpaolo
Customer
EuroMilano
JANUARY 2023
Sector
Real Estate
Mandate
Debt Advisory
Description
Opinion on the robustness and consistency of the plan guidelines of EuroMilano
Customer
Petrolvalves
DECEMBER 2022
Sector
Infrastructure
Mandate
Debt Advisory
Description
Financial advisor in the refinancing of Petrolvalves
Customer
Casa della Salute
JULY 2022
Sector
Healthcare
Mandate
Debt Advisory
Description
Financial advisor in the refinancing of Casa della Salute
Customer
Pizzarotti
NOVEMBER 2021
Sector
Infrastructure
Mandate
Debt Advisory
Description
Financial advisor on Pizzarotti on the refinancing of its facilities with a pool of banks and on obtaining a POSC under Patrimonio Rilancio
Customer
SAPA
JULY 2020
Sector
Industrial
Mandate
Debt Advisory
Description
Financial advisor on SAPA subscribed by a pool of banks
Customer
Cossi Costruzioni
MARCH 2019
Sector
Infrastructure
Mandate
Debt Advisory
Description
Financial advisor on Cossi Costruzioni debt restructuring and the sale of control to Salini Impregilo
Customer
Nexi
DECEMBER 2019
Sector
Financial services
Mandate
Debt Advisory
Description
Opinion on the debt sustainability of Nexi in the context of the acquisition of Intesa Sanpaolo’s acquiring business
Customer
Vodafone
SEPTEMBER 2019
Sector
TMT
Mandate
Debt Advisory
Description
Opinion on the debt sustainability of INWIT INWIT in the context of the combination with the Towers Business of Vodafone
Valuation & Opinion
Customer
Anima Holding
DECEMBER 2025
Sector
Financial services
Mandate
Fairness Opinion
Description
Fairness Opinion to the Related Parties Committee of Anima Holding on the fair market value of certain assets subject to purchase
Customer
CronosVita
DECEMBER 2025
Sector
Financial services
Mandate
Fairness Opinion
Description
Fairness Opinion on the economic value of the 5 branches subject of spin-off from CronosVita in favor of shareholders
Customer
PosteVita
OCTOBER 2025
Sector
Financial services
Mandate
Valuation Opinion
Description
Support to PosteVita in the analysis of strategic options following the integration of the former branch of CronosVita
Customer
Delfin
AUGUST 2025
Sector
Financial services
Mandate
Fairness Opinion
Description
Fairness Opinion to Delfin in the context of the tender offer aimed at the delisting of Mediobanca launched by Banca Monte Paschi di Siena
Customer
Not disclosed
2024-2025
Sector
TMT
Mandate
Valuation Opinion
Description
Opinion on the economic value of the stakes in SpaceX and X.AI held by a leading Italian company
Customer
Cassa Depositi e Prestiti
JUNE 2025
Sector
Financial services
Mandate
Fairness Opinion
Description
Fairness Opinion to Cassa Depositi e Prestiti on the value of its investment, as LP, in FSI I
Customer
FSI
FEBRUARY 2025
Sector
Financial services
Mandate
Fairness Opinion
Description
Fairness Opinion to FSI in the context of the tender offer aimed at the delisting of Anima launched by Banco BPM Vita
Customer
Prima Assicurazioni
FEBRUARY 2025
Sector
Financial services
Mandate
Valuation Opinion
Description
Fairness Opinion on the adequacy of the issue price of Prima shares in the context of a capital increase
Customer
F2i
FEBRUARY 2025
Sector
Infrastructure
Mandate
Fairness Opinion
Description
Fairness Opinion for F2i in the context of the transaction to consolidate its stakes in FHP Group and Compagnia Ferroviaria Italiana
Customer
Anima Holding
DECEMBER 2024
Sector
Financial services
Mandate
Valuation Opinion
Description
Valuation of the incentive instruments granted to Kairos management in the context of the acquisition by Anima Holding
Customer
Vodafone
DECEMBER 2024
Sector
TMT
Mandate
Trademark valuation
Description
Valuation of the Vodafone trademark licence agreement of Vodafone in the context of Swisscom’s acquisition of Vodafone Italia S.p.A. by Swisscom
Customer
BusForFun
SEPTEMBER 2024
Sector
TMT
Mandate
Valuation Opinion
Description
Opinion on the market value of BusForFun in the context of the entry of a new shareholder and the conversion of a loan into equity
Customer
Generali
SEPTEMBER 2024
Sector
Financial services
Mandate
Fairness Opinion
Description
Fairness Opinion to Generali in the context of the tender offer aimed at the delisting of Intermonte launched by Banca Generali S.p.A.
Customer
CDP Equity
JULY 2024
Sector
Financial services
Mandate
Fairness Opinion
Description
Fairness Opinion to CDP Equity on the value of its investment/commitment, as LP, in FIAF
Customer
Unipol
FEBRUARY 2024
Sector
Financial services
Mandate
Fairness Opinion
Description
Valuation advisor to Unipol in the context of the merger with UnipolSai Assicurazioni and other group companies
Customer
Webuild
JULY 2023
Sector
Infrastructure
Mandate
Valuation Opinion
Description
Support to Webuild in the context of the valuation of the M4 project
Customer
Poste Italiane Group
JULY 2023
Sector
Infrastructure
Mandate
Fairness Opinion
Description
Fairness Opinion on the economic value of
a company active in the delivery business of the Poste Italiane Group
Customer
Prima Assicurazioni
APRIL 2023
Sector
Financial services
Mandate
Fairness Opinion
Description
Fairness Opinion on the adequacy of the issue price of Prima shares in the context of a capital increase
Customer
PrestiPay
MAY 2023
Sector
Financial services
Mandate
Fairness Opinion
Description
Fairness Opinion on the economic value of PrestiPay in the context of the sale by Deutsche Bank and Cassa Centrale Banca - Credito Cooperativo Italiano
Customer
Farmacie Italiane
DECEMBER 2022
Sector
Healthcare
Mandate
Fairness Opinion
Description
Fairness Opinion on the economic value of Farmacie Italiane in the context of the proposed capital increase
Customer
PosteVita
SEPTEMBER 2022
Sector
Financial services
Mandate
Fairness Opinion
Description
Fairness Opinion for the Board of Directors of PosteVita on the consideration offered in the tender offer launched on Net Insurance
Customer
Piteco
JULY 2022
Sector
TMT
Mandate
Fairness Opinion
Description
Fairness Opinion for the Independent Directors of Piteco on the consideration offered in the tender offer launched by Limbo S.r.l.
Customer
Coima RES
JULY 2022
Sector
Real Estate
Mandate
Opinion 2343-ter
Description
Contribution in-kind report ex art. 2343 of the Italian Civil Code on Coima RES shares in the context of the share and cash tender offer launched by Evergreen S.p.A.
Customer
Prima Assicurazioni
APRIL 2022
Sector
Financial services
Mandate
Fairness Opinion
Description
Fairness Opinion on the value of Prima shares held by the holding company FTH in the context of their distribution to its shareholders
Customer
La Doria
MARCH 2022
Sector
Food & Beverage
Mandate
Fairness Opinion
Description
Fairness Opinion for the Independent Directors of La Doria on the consideration provided for under the tender offer launched by Amalfi Holding S.p.A.
Customer
Cassa Depositi e Prestiti
MARCH 2022
Sector
Financial services
Mandate
Fairness Opinion
Description
Fairness Opinion in the interest of Cassa Depositi e Prestiti on the disposal price of its stake in FSI
Business Plan & IBR
Customer
Risanamento
2025
Sector
Real Estate
Mandate
Business Plan / IBR
Description
Analysis of Risanamento capital and financial sustainability in the context of the update of the remediation cost estimates relating to the Milano SantaGiulia initiative
Customer
Fondazione Milano-Cortina
2025
Sector
Infrastructure
Mandate
Business Plan / IBR
Description
Independent Business Review of the plan of Fondazione Milano-Cortina aimed at securing the funding sources required to cover emerging needs
Customer
Axial Fans International
2024
Sector
Infrastructure
Mandate
Business Plan / IBR
Description
Support to Axial Fans International in the preparation of the business plan
Customer
CEBAT
2024
Sector
Infrastructure
Mandate
Business Plan / IBR
Description
Industrial advisor in the preparation of the business plan of CEBAT an Oaktree portfolio company
Customer
Irplast
2023
Sector
Industrial
Mandate
Business Plan / IBR
Description
Support to Irplast in the preparation of the business plan
Customer
Polieco
2023
Sector
Infrastructure
Mandate
Business Plan / IBR
Description
Support to Polieco in the preparation of the business plan
Customer
Saipem
2022
Sector
Infrastructure
Mandate
Business Plan / IBR
Description
Independent Business Review of the financial plan of Saipem in the context of the refinancing and recapitalization transaction in support of the 2022-25 Industrial Plan
Customer
Tesmec
2022
Sector
Infrastructure
Mandate
Business Plan / IBR
Description
Strategic advisor in the update of Tesmec’s industrial plan
Customer
Pizzarotti
2022
Sector
Infrastructure
Mandate
Business Plan / IBR
Description
Robustness analysis of the financial plan of Pizzarotti
Customer
Tikedo Label Group
2022
Sector
Industrial
Mandate
Business Plan / IBR
Description
Support to Tikedo Label Group in the preparation of the business plan
Customer
Risanamento
2022
Sector
Real Estate
Mandate
Business Plan / IBR
Description
Opinion on the economic and financial sustainability plan of Risanamento
Customer
Arcelor Mittal - CLN Group
2021
Sector
Industrial
Mandate
Business Plan / IBR
Description
Independent Business Review of Arcelor Mittal – CLN Group’s financial plan in the context of the granting of a credit facility
Customer
DBA Group
2021
Sector
Infrastructure
Mandate
Business Plan / IBR
Description
Support to DBA Group in the preparation of the business plan
SERVICES
Family Business Advisory
