M&A & Special Situations Track Record

Track Record

Over 80 transactions in 20 years of independent advisory. Presented by type of problem solved, not by sector or client: what matters is the ability to navigate simultaneous complexities — legal, financial, institutional, international.

Transactions Managed

Years of Experience

Years of Longest Institutional Relationship

10 Transaction Types

1. International Market Entry Advisory

Advising an international developer on entering the Italian market for an ultra-luxury hospitality operation worth hundreds of millions of euros. Access to public European and national funding, coordination with an international law firm, negotiation with institutional bodies. Continuous mandate for over seven years.

2. M&A Advisory & Due Diligence

Full sell-side and buy-side mandates: Virtual Data Rooms structured in up to 10 sections, bilingual information memoranda and teasers, valuation reports, sector reports with 8+ QC revisions, partnerships with four counterparties. Sectors: pharmaceutical distribution, venture builder, hospitality.

3. Complex Refinancing & Escalation to Litigation

Prime real estate asset with multi-million-euro outstanding mortgage, divergent appraisals, inconsistencies in business plans: critical analysis of six discrepancies, management of 100+ emails between counterparties, escalation from advisory to injunction order with a file ready for electronic filing.

4. Governance & Shareholder Crisis Management

Energy-sector company with international shareholders in conflict: multiple board meeting minutes with targeted revisions, analysis of the board’s legal options, signed formal bilingual correspondence, handling of environmental impact and permitting procedures.

5. Due Diligence in Complex Regulatory Contexts

Energy transition (green hydrogen, sustainable aviation fuel, oil&gas): site-of-national-interest procedures with ministerial authorities, 19 regulatory documents chronologically tracked, bilingual governance review, financial model, accounting reconciliation.

6. Equity Capital Markets & Alternative Instruments

Over 15 years of intermediation between Italian listed SMEs and an international fund for alternative capital-raising instruments: equity commitment facilities, put options, powers of attorney. Five transactions on mid/small-cap companies of non-regulated markets.

7. NPL & Distressed Assets

From court-appointed technical consultant to institutional advisor: 12 investment-banking exhibits for a banking-partnership pitch, operational platform with KPI dashboard, closed-deal track record, roadmap and term sheet.

8. Corporate Governance — Listed Company Board Roles

Nominations and roles as independent director in large-cap listed companies (fund-industry list), control and remuneration committees on AIM, statutory auditor, management of creditor-continuity concordats.

9. Venture Capital & Fund Advisory

From a proprietary fund (five early-stage investments in fashion-tech, insurtech, blockchain, metaverse) to referrer for a deep-tech SGR: structured pipeline, communication tracking, desk due diligence for corporate accelerator.

10. Real Estate & Hospitality

Portfolio of more than 15 transactions: ultra-luxury hotels and resorts, industrial conversions, prime historic buildings, car parks with photovoltaic plants. Projects followed for up to 10 years, from feasibility analysis to closing.