Typical client
Italian Family Businesses
Governance, generational transition, shareholders' agreements, holding structures, preparation for investor entry, and stabilization of the company-family relationship.
Corporate Advisory
Governance, ownership structures, and preparation of the most sensitive transitions.
Corporate Advisory is the practice where company, family, capital, and governance intersect. We advise Italian family businesses, funds, and banks through the moments when the corporate structure must be clarified before a transaction, a succession, or a new growth phase.
Who it's for
The most cross-cutting practice of the platform.
It is needed when the issue is not purely financial, but concerns the architecture of power, rights, and continuity. The practice often works upstream of strategic transactions: before opening the capital, negotiating with investors, reorganizing a holding, or addressing a generational transition.
Typical client
Investment Funds
Portfolio governance, management alignment, co-investor agreements, preparation of capital transitions, and exit readiness.
Typical client
Banks
Analysis of the corporate structure and governance of complex corporate clients, in connection with transactions, credit, reorganizations, or sensitive stakeholder transitions.
What we do
Governance, corporate structures, and transaction preparation.
We work at the points where a capital decision or industrial transition requires first clarity on shareholders, roles, rules, and responsibilities.
Primary service
Ownership architecture and governance
We redesign governance and ownership structures to prepare the company for growth, capital opening, succession, or a new strategic phase.
Strategic readiness
Strategic plan and transaction preparation
Support to plan definition and corporate cleanup before a capital event, investor entry, or strategic process.
Governance design
Governance redesign
Redefinition of roles, delegations, bodies, and decision-making processes to make governance readable and sustainable.
Shareholder agreements
Shareholders' agreements and coexistence rules
We build clear frameworks for rights, transferability, deadlock, exit, and governance of the shareholder relationship.
Succession
Family succession and continuity
Support pathways in generational transitions, with attention to powers, timing, and family alignment.
Investor preparation
Preparation for investors, sponsors, and market
Cleanup of information, governance, and positioning ahead of capital entry or market engagement.
Holding structure
Holding simplification and corporate restructurings
Simplification of control chains, realignment of equity stakes, and redesign of corporate structures.
The method
How we work.
How we support entrepreneurs, families, sponsors, and boards through transitions.
01
Long-term relationship
Corporate advisory is by nature ongoing: we build a multi-year relationship with entrepreneurs and families, not a transactional one.
02
Integrated view
We bring together industrial strategy, financial structure, governance, and taxation in a coherent and communicable view.
03
Independent judgment
We are an advisor independent of the banking system: our voice answers only to the client's interest.
04
Preparation for the future
We accompany the company on a path to prepare for future strategic transactions, if and when they arise.
Industries
Eight reference industries.
Industrial & Manufacturing
Ongoing strategic advisory to Italian manufacturing groups: industrial plans, corporate reorganizations, supply chain governance.
Real Estate
Strategic advisory to developers, REITs, and managed real estate operators. Holding simplification and asset allocation design.
Financial Services
Advisory to banks, asset managers, and trust companies on positioning strategies, partnerships, and governance.
Infrastructure & Logistics
Strategic advisory to logistics and infrastructure operators on industrial plans, M&A pipeline, and reorganizations.
Digital Infrastructure
Strategic advisory to telco and infrastructure operators on consolidation scenarios, investments, and governance.
Digital Finance
Strategic advisory to fintechs and digital financial operators on scaling, institutional partnerships, and governance.
Retail & Consumer
Advisory to Italian consumer brands and retail groups on internationalization strategies, branding, and M&A.
Life Sciences
Strategic advisory to healthcare, pharma, and private healthcare operators on industrial plans and strategic transactions.
Sector insight
Practice insights.
Report
Italian entrepreneurial families 2026: governance and succession
Note
Family pact vs. trust: two instruments compared
Article
Independent directors in SMEs: when and why
Report
Preparing the company for PE: the 12-month checklist
The team
Lead partner.
Ugo Zampieri
Partner
Senior expert with over 25 years in M&A and debt restructuring across IT, business services, and healthcare, with Italian and cross-border experience. Originator of mandates for several IPOs on the EGM segment (formerly AIM Italia of Borsa Italiana).
Gian Piero Sala
President
Chartered accountant, expert in shareholders' agreements, family pacts, and trust structures for entrepreneurial families.
Mirco Galeri
Managing Partner
Thirty years of strategic and operational management, combining direct entrepreneurial activity and executive advisory. CFO and Executive Committee member at top-tier companies, with cross-sector experience in metals & mechanics, chemicals, agriculture, and services.
Riccardo Puddu Cortesi
Managing Partner
Business development and long-term relationships with Italian and foreign entrepreneurial families.