The service
Independent M&A advisory for Italian SMEs and mid-market
I support entrepreneurs, management teams and investment funds through extraordinary finance operations. Buy-side, sell-side, special situations. Each deal is structured with the same rigor a board applies to an irrevocable strategic decision.
20+ years of experience · 80+ closed operations · long-term relationships with Italian investment banks, institutional funds and law firms.
An M&A operation is worth as much as the quality of decisions made at the non-obvious moments: term sheet, due diligence, price negotiation. Everything else is execution.
Working principle
Operating areas
Four types of operation
01 — Buy-side
Strategic acquisitions and add-ons
Target origination aligned with industrial strategy, valuation, multidisciplinary due diligence, SPA negotiation. Board support through closing and Day-1 of integration.
Tipico: industrial group seeking tech bolt-ons or geographic expansion.
02 — Sell-side
Company sales and beauty contests
Company preparation for market, Information Memorandum, buyer selection, data room management, term negotiation through best-and-final. Competitive process management to maximize value.
Tipico: entrepreneur evaluating an exit or a strategic partner.
03 — Special situations
Turnaround, NPL and complex refinancing
Operations on companies in crisis or financial stress: refinancing, debt restructuring, NPL/UTP portfolio sales, bank syndicate agreements, litigation escalation when needed.
Tipico: company in stress with multi-stakeholder dynamics.
04 — Executive advisory
Industrial plans and company valuations
Business plan and industrial plan drafting for boards, company valuations (DCF, comparables, LBO), fairness opinions, board and director delegation support. Integration of AI-supported methods where they add rigor.
Tipico: board needing an independent senior advisor.
The method
How I work on deals
Each deal follows an explicit discipline that reduces subjective variables and makes the process governable for the client board. Four recurring phases:
- Strategic scoping (1-2 weeks) — framing the operation within its market, regulatory and financial constraints. Output: 1-page decision memo for the board.
- Structured execution (6-16 weeks) — teaser/IM, due diligence coordinated with legal/tax advisors, data room management, Q&A process. One or more negotiation rounds with counterparties.
- Terms negotiation (2-6 weeks) — SPA, reps & warranties, earn-out clauses, MAC clause, escrow, lock-up. Goal: transfer residual risk to the right party.
- Closing and Day-1 (2-4 weeks) — conditions precedent, signing, closing memo, first post-deal board. Operational integration or separation where applicable.
An independent advisor adds value when problems span more than a single domain — financial, legal, regulatory, industrial, relational. An M&A deal contains all of them.
Differentiators
Why work with a senior individual advisor
- ▸Clear accountability. One person responsible for the deal, not a rotating team. Who signs is who answers.
- ▸No conflicts of interest. Zero cross-selling of banking products, no commissions from counterparties. Advisory is paid only by the client.
- ▸Cross-domain specialization. M&A, Special Situations, AI Strategy integrated. Complex deals touch all three.
- ▸Public track record. 80+ operations, 6 published books, LinkedIn & CV verifiable. Reputation is the product.
- ▸Direct access. The client communicates with me, not an analyst. Decision timing collapses.
Want to discuss M&A Advisory for your company?
A 30-minute conversation, free, to see if there's an actual fit. I respond within 24h.
