Corporate Finance Advisory

Over the years, our specialist teams have concluded numerous transactions in support of entrepreneurial families, industrial groups, private equity funds, institutional investors and company managers, achieving a dominant position in providing advisory services in the field of extraordinary finance transactions for mid-sized Italian-based and international family businesses.

Credem Euromobiliare Private Banking supports entrepreneurs and managers in corporate finance transactions, generational handovers, shareholder strengthening and expansion, sales of companies, and to achieve growth and diversification through mergers, acquisitions, and management buy-ins and buy-outs.

Main areas of intervention:

• Sale of minority shareholdings with flotation of capital to industrial and institutional investors aimed at raising funds and acquiring know-how to be harnessed for the new stages of business development, as well as for any partial monetization of the investment by shareholders and for the reconstruction of the ownership structure;
• Sale of majority or entirely-owned shareholdings, selecting domestic and international buyers capable of maximizing the company's value, or of ensuring that the company’s entry into larger groups could bring further business development;
• Acquisitions of target companies to enable client firms to achieve their growth objectives, including incremental increases in size, improving their competitive positioning, accessing new markets, achieving and exploiting synergies and economies of scale;
• Management of buy ins/buy outs, in which management teams take a controlling stake in a company also backed by institutional investors.

• Valuations of companies or business units;
• Drafting of business plans, developing economic, market and financial analyses, and conducting feasibility studies to assist management and shareholders in the company's decision-making and development processes;
• Setting up Joint Ventures with national and international partners;
• Optimization of the financial structure; corporate reorganisation and restructuring.

A personalised support plan is available to assist the customer in all aspects of extraordinary corporate finance including:

• Drafting of company information material, economic and financial documentation;
• Financial structuring of the operation;
• Data room management and due diligence coordination;
• Coordinating legal, tax, accounting and business consultants participating in the transaction;
• Negotiations with counterparties;
• Assistance in defining contractual arrangements.

  
  The whole process is carefully managed with all the necessary procedures in order to keep all information confidential and protect the everyday business operations of the company involved until completion.

The added value of the Corporate Finance Advisory Team is provided by its trademark features fully recognised by the market, such as:

• Excellent track record of successful transactions acquired by the Team’s professionals;
• Market leaders in extraordinary finance transactions in the midsize business segment;
• In-depth knowledge of the family-owned business world;
• Full understanding of our clients’ business sectors and of their strategic objectives;
• Development of a network of significant international relations;
• Personalized service tailored to specific customer requirements;
• Integrated management approach addressing issues affecting customers’ business and personal assets;
• Many years of experience and absolute discretion