Typical client
Family offices as investors
Single and multi family offices seeking a curated channel of Private Equity, Private Debt, Real Estate, and co-investment opportunities generated by the Montesino network.
Deal Flow Access
Channeling liquid wealth toward selected investment opportunities.
Selection of and access to Private Equity, Private Debt, Real Estate, and co-investment deals generated by Montesino's practices and partner network. The family gains a curated flow of opportunities aligned with its strategic asset allocation.
Who it's for
Who this practice serves.
Typical client
Families with liquidity
Families with significant liquid balances awaiting deployment who want to diversify the portfolio with selected private markets and co-investments.
What we do
Deal Flow Access.
- Mapping the family's asset allocation and identifying gaps.
- Access to Private Equity, Private Debt, and Real Estate deals originated by Montesino's practices.
- Co-investment alongside the practices in selected transactions.
- Coordination with the family's external managers for integration into the portfolio.
The method
How we work.
01
Asset allocation
Mapping of current asset allocation and identification of gaps versus target. Definition of the annual budget for private markets and co-investment.
02
Origination
Deal flow generated by Montesino's Corporate Finance practices (M&A, Private Capital, Real Estate, Restructuring) and by the international partner network.
03
Selection and analysis
Filtering for fit with the family's strategy, technical analysis of the deal (sponsor, asset, structure, exit), benchmarking against sector comparables.
04
Co-investment and monitoring
Support on the investment decision, subscription alongside the practices, portfolio monitoring, and coordination with the family's external managers.
Output
What we deliver.
Every mandate concludes with concrete, formal, and archivable deliverables.
- Curated deal pipeline
- Analysis memo for each opportunity
- Co-investment terms alongside the practices
- Quarterly portfolio reporting
The team
Lead partner.
Gian Piero Sala
President
Chartered accountant since 1993, court-appointed expert (CTU) at the Tribunal of Milano (Milan). Cross-border M&A negotiations.
Riccardo Puddu Cortesi
Managing Partner
Business development and SME internationalization. Cross-border coordination with Montesino Associates LLC.