Independent strategic-financial advisor
STRATEGY CAPITAL FUTURE
M&A, equity capital markets, private capital, debt, real estate, restructuring, valuation and fairness opinion. Wealth structuring for entrepreneurial families and new residents, with tax oversight, family governance, and deal flow access.
Read moreFew mandates. Senior oversight. Institutional confidentiality.
We work on a selective number of transactions each year. Every dossier is led directly by a partner, from set-up to closing. The client relationship is built on the individual mandate, not on product distribution.
Independent boutique
Italian by origin.
International in scope.
Montesino is a partner-led boutique headquartered in Milano (Milan). We operate on Italian and cross-border mandates, activating specialists under internal leadership based on the dossier. No product agenda: the relationship is built on the quality of the table.
What We Do
Mergers & Acquisitions
Sales, acquisitions, and ownership restructurings under partner-led leadership, from mandate to closing.
Read moreEquity Capital Markets
Support through listing on Euronext Growth Milan and Euronext Milan: dossier, equity story, and investor relations.
Read morePrivate Capital
Minority and majority capital entry from PE, family offices, and institutional investors for growth plans.
Read moreDebt Advisory
Structuring of bank financing, acquisition financing, mini-bonds, and direct lending for SMEs and mid-caps.
Read moreReal Estate & Structured Finance
Real estate securitizations, SPVs under L.130/99, and structured finance on residential, commercial, and operating assets.
Read moreRestructuring & Special Situations
Certified plans under art. 56 of the Italian Code of Corporate Crisis and Insolvency (CCII), negotiated settlement procedures, restructuring agreements, and distressed transactions.
Read moreValuation & Fairness Opinion
Expert reports under art. 2343 of the Italian Civil Code, fairness opinions under art. 2391-bis cc (related party transactions), and independent business valuations.
Read moreCorporate Advisory
Ongoing strategic advisory: business plans, corporate reorganizations, group governance.
Read moreWho we serve
Family groups, investment funds, and financial institutions.
The same advisory platform addresses different needs: ownership continuity and governance for family groups, execution and capital structure for financial sponsors, independent analysis and management of complex situations for banks and financial institutions.
- Family groups Generational transition, opening of capital, M&A, refinancings, holdings, and governance.
- Funds Buy-side, add-on, carve-out, acquisition financing, portfolio support, and exit.
- Banks Debt advisory, restructuring, fairness opinion, real estate finance, and independent reading of sensitive corporate tables.
Track Record
Recent public transactions.
Montesino transactions documented by the industry press. Partner-led mandates, followed from process set-up to closing. The track record will be updated progressively as further transactions are made public.
- M&A Sale of Multi Manutenzione (facility management) to Service Key, a group controlled by EMK Capital · 2026
- M&A Sale of Centro Radiologico Polispecialistico di Ternate to Simago, a platform controlled by Ardian · 2025
Goffredo Sala Insights
Insights for entrepreneurs, financial sponsors, and banks.
How to prepare a company to become "deal ready" in 12 months
Governance, reporting, numbers, and process: what to put in order before opening a table with investors or buyers.
ExpandHow to structure a hybrid fundraising (equity + debt)
When capital and debt must work together: industrial rationale, financial sustainability, and negotiation of terms.
ExpandESG and real estate: which assets will attract more capital
Efficiency, location, tenant quality, and bankability: the factors that drive asset liquidity.
ExpandNegotiated settlement procedure: the operational manual for the entrepreneur
Timing, documents, cash plan, and dialogue with creditors in the first weeks of the crisis.
ExpandImpact
Advisory as part of the context.
Montesino believes advisory must also contribute to the territory in which it operates. We support cultural initiatives that represent values of merit, long-term construction, and responsibility toward the community.
- Culture BA Film Festival
