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About us

EQUITA Mid Cap Advisory

EQUITA Mid Cap Advisory was established in 1999 under the name K Finance and today is a leading advisory boutique assisting entrepreneurs and family-businesses with M&A and corporate finance advisory.

The team boasts on top-tier knowledge of more than 15 experienced professionals and counts on a track-record of more than 100 transactions closed successfully, most of which represented by cross-border sell-side mandates. 

As co-founder and exclusive member of Clairfield International – a global corporate finance advisory partnership – EQUITA Mid Cap Advisory offers its expertise worldwide.

EQUITA Mid Cap Advisory is part of the EQUITA Group, the leading independent Italian investment bank listed on the Italian Stock Exchange (STAR segment) assisting investors, listed companies, corporates, entrepreneurs and institutions.

Values

WE KNOW HOW

Confidentiality

Loyalty to
customers

Outstanding
technical skills

Absence of
conflict of interest

Common sense

Awareness that
finance is psychology

What makes us to stand out

servizio

Tailor-made approach

Tailored advisory from more than 400 professionals spread in more than 30 countries worldwide

leadership

Leadership

Top-tier advisor in international mid-market transactions

team

Professionality

A cohesive team with more than 25 years of experience and part of EQUITA, a leading player with a long tradition in investment banking

specialist

Corporate discontinuity

Specialized in business discontinuity and complex transactions

industrial

Industrial expertise

Deep industry knowledge in several industrial sectors

regia

Corporate finance

Management of complex corporate finance transactions, in Italy and abroad

management

Management Involvement

Senior partners personally involved at each stage of the deal

management

Independence

No conflicts of interests, fully committed to the Clients' interests

Team

Customers

Entrepreneurial families

Famiglie Imprenditoriali
Famiglie Imprenditoriali

We help entrepreneurs and family businesses in the preservation and growth of corporate assets, as well as managing discontinuity through:

  • Financial planning
  • Execution of growth and internationalization strategies, carried out also via acquisitions
  • Search of equity partners (financial sponsors, private investors, mezzanine funds)
  • Structuring of debt facilities and restructuring of existing debt
  • Buyout transactions
  • Sale of company shares

 

Institutional Investors and Private Equity

Investitori istituzionali
Investitori istituzionali

We are a key partner for domestic and international private equity funds and financial sponsors. We assist them with their investments in family businesses and with the acquisition of assets from large industrial groups. We have developed significant expertise in LBOs, MBOs, MBIs, replacement, development and expansion capital transactions, and through our Clairfield partnership we successfully find, contact, negotiate and complete add-on acquisitions worldwide.

Our strong track record in international auctions ensures a structured, rapid process aimed at maximizing value in the sale of holdings with counterparties of any nationality. The good relationships with the banking system and the experience of our partners allow us to help identify and negotiate the best financial structure.

We are members of AIFI (Italian Private Equity and Venture Capital Association) and members of the Association's M&A committee.

International groups

Gruppi Internazionali
Gruppi Internazionali

Thanks to our in-depth knowledge of Italian SMEs and underlying market, coupled with our experience in cross-border transactions, we assist large corporations with the identification and acquisition of Italian corporates, as well as supporting them with the sale of non-core participations and business units.

Partnerships, affiliations and initiatives

aifi logo
aifi logo

EQUITA Mid Cap Advisory is member of the AIFI association

AIFI, Italian Venture Capital and Private Equity Association, was founded in 1986 to promote, develop, and institutionally represent venture capital and private equity in Italy. AIFI is an organization composed of different entities that, through both direct investment and closed-end funds, are private equity and venture capital investors with the objective of purchasing, managing, and divesting in unlisted companies. EQUITA Mid Cap Advisory is a member of the M&A Commission and developed the “Ethical Code of M&A”, which sets the ethical standards for financial advisors.

ELITE
ELITE

EQUITA Mid Cap Advisory is partner of ELITE

ELITE is Euronext Group's ecosystem that connects companies to different sources of capital to accelerate their growth. An initiative launched by Borsa Italiana in 2012, it aims to support companies in long-term sustainable growth by accelerating the process of accessing capital, expertise and networking. ELITE integrates workshops and coaching sessions with a range of business services and solutions from a network of partners and advisors, supporting entrepreneurs and executives in improving skills and enhancing strategic plan and business opportunities.

LogoKFE Print cut

EQUITA Mid Cap Advisory is partner of KFE

KF Economics is a research and consulting firm focused on rating analysis (creditworthiness of companies) and building econometric models for market analysis and strengthening credit management and supplier selection skills.

Work with us

“Entrepreneurial spirit, passion for corporate finance and strategy, teamwork and focus on young people”

At EQUITA Mid Cap Advisory we look for professionals and young talent. We invest in their education at every step of their careers and hire and reward based on merit.

The EQUITA Group

EQUITA is the leading independent investment bank in Italy.

As the go-to partner of investors, institutions, listed companies, corporates and entrepreneurs, EQUITA acts as broker, financial advisor and alternative asset management platform by offering a broad range of financial services that include M&A and corporate finance advisory, access to capital markets, insights on financial markets, trading ideas and investment solutions, in Italy and abroad, assisting clients with their financial projects and strategic initiatives.

Drawing on half a century of experience, EQUITA is committed to promote the role of finance by creating value for the economy and the entire financial system, thanks to its deep understanding of markets, strategic transactions, and sustainability.

A unique business model, where research is at the core of the strategy and where clients get access to a leading trading floor constantly connected with financial markets globally, a successful track-record in the execution of investment banking transactions – enhanced also by the international partnership with Clairfield who identifies cross-border opportunities for Italian and foreign companies – and a proved expertise in the management of investment funds, especially in illiquid asset classes like private debt, private equity, infrastructures and renewables.

EQUITA stands out for its independence and integrity, the commitment of its professionals to best-serve clients, and the concept of “partnership” that sees its managers and employees as shareholders of an investment bank listed on the Italian Stock Exchange as “STAR” company.