We are an independent boutique in strategic-financial advisory. We work with Italian family businesses, investment funds, and banks in the phases that demand method, judgment, and senior presence.
Italian corporate finance is crowded with structures. We choose the opposite direction: a selective number of mandates each year, led directly by partners, built around the client's context. We do not serialize transactions. We do not delegate the substance to juniors. We do not sell pre-packaged products.
Every table has a story, an ownership dynamic, a decision window. Our job is to understand that story before setting up the transaction — and then bring it to closing with execution discipline.
Our principles
The partner who signs the mandate personally leads the process and stays at the table through closing.
No conflicts of interest, no product to place. Only the best advice in the client's interest.
In-depth technical analysis, institutional-quality deliverables, disciplined execution.
Integrated expertise across M&A, capital, debt, real estate, restructuring, governance, and valuation.
Who We Serve
We stand alongside entrepreneurs and families through the milestones that put ownership, continuity, and industrial vision in play: succession, opening of capital, corporate reorganizations, M&A transactions, and financial structure. Our job is to protect entrepreneurial continuity while capital evolves.
We work with financial sponsors when the situation requires an advisor capable of overseeing execution, governance, debt structure, and valuation with the discipline of a peer at the table. Speed of analysis, quality of materials, attention to contractual detail — standards of a peer, not of a vendor.
We engage with banks and institutions in the moments when technical independence matters: complex restructurings, second opinions, fairness opinions, real estate finance, and corporate situations with high decision sensitivity. We deliver rigorous analysis and absolute confidentiality.
The client must know who leads the mandate, who takes a position at critical moments, who stays at the table to the end. At Montesino there is no distance between who signs and who executes. That is our form of reliability.
