Business Unit
Corporate
Finance.
Strategic-financial advisory for family groups, investment funds, and financial institutions.
Eight specialist practices, eight reference sectors, three audiences — under partner-led leadership. M&A, capital advisory, debt, real estate, special situations, valuation, and corporate advisory combine according to the dossier, maintaining direct partner oversight from set-up to execution.
Practices
Eight specialist practices.
Technical competencies organized by area of action. Practices combine according to the dossier: M&A, capital, debt, real estate, special situations, valuation, governance.
Mergers & Acquisitions
Buy-side and sell-side strategic transactions for family groups, investment funds, and corporates.
→ 02Equity Capital Markets
Listings on Euronext Milan and Euronext Growth Milan, capital increases, public offerings.
→ 03Private Capital
Minority and majority capital raising from PE, family offices, and industrial strategics.
→ 04Debt Advisory
Structuring of bank financing, acquisition financing, mini-bonds, and direct lending.
→ 05Real Estate & Structured Finance
Advisory on real estate transactions, holding structures, sale & lease-back, project finance.
→ 06Restructuring & Special Situations
Restructuring plans, negotiated settlement procedures, going-concern arrangements, complex carve-outs.
→ 07Valuation & Fairness Opinion
Independent valuations, fairness opinions for boards of directors, related party transactions, tender offers.
→ 08Corporate Advisory
Recurring strategic-financial advisory, support to boards of directors, governance, M&A readiness.
→Sectors
Eight reference sectors.
Vertical specialization by sector: understanding of value drivers, competitive dynamics, and reference metrics for each industry.
Who we serve
Three audiences, one platform.
Practices and sectors are activated in different combinations depending on the client. We build continuous, multi-deal relationships with each of the three types of counterparty.
Entrepreneurial Families
Italian family groups with significant industrial assets. We support them in growth transactions, opening of capital, generational transition, and strategic debt structuring.
- M&A & strategic transactions
- Opening of capital (PE, strategics)
- Generational Transition
- Strategic debt & refinancing
- Operating and strategic real estate
- Governance and recurring advisory
Investment Funds
Italian and international private equity, family offices with direct investment capacity, search funds. Advisory across the entire investment cycle, from origination to exit.
- Buy-side on proprietary targets
- Add-on and buy-and-build
- Complex carve-outs and spin-offs
- Structured acquisition financing
- Portfolio support and value creation
- Exit advisory (sell-side, IPO)
Banks & Institutions
Commercial and investment banks, asset management companies, financial institutions. Independent advisory on complex corporate situations, restructurings, real estate finance, and valuation.
- Debt advisory and structuring
- Restructuring and special situations
- Real estate finance
- Independent valuation & fairness
- Second opinion on complex transactions
- Workout and corporate NPL management
How we work
Four principles, one method.
Our approach does not change between Corporate Finance and UHNWI Advisory: direct senior oversight, execution orientation, integration of competencies, and dialogue with qualified capital providers.
Partner-led
Every mandate has a stable senior point of reference from set-up to closing. Specialist competencies are activated under Montesino's leadership, maintaining continuity of relationship and accountability on the dossier.
Execution-oriented
We do not stop at advisory: we accompany the entire transaction cycle, including counterparty management and technical negotiation.
Integrated approach
We activate cross-cutting competencies — M&A, capital, real estate, UHNWI — according to the complexity of the dossier, not the rigidity of the practice.
Dialogue with capital providers
Qualified relationships with investors, banks, family offices, and industrial operators, activated when consistent with the mandate and with the applicable regulatory perimeter.