What we do
Acquisitions and corporate finance, serving entrepreneurs, family businesses and financial sponsors
Acquisitions
Acquisitions, both domestic and, especially, international, are the only way to compete in global markets in a historical phase characterized by low growth in Europe.
We work alongside our clients and partners to help them grow through domestic, international outbound and international inbound acquisitions.
Divestments
We have developed and established a strong track record of managing international competitive auction processes that enable the achievement of above-market multiples and maximization of shareholder value.
Shareholders value maximization
- International divestments competitive processes
- Selection of strategic partners
- Entry of private equity funds into the company’s capital
- Replacement of non operative / non strategic partners
Divestments of non – strategic assets
- We assist multinational companies and entepreneurial families in the divestments of non – strategic assets
Equity and Debt
Capital raising (equity, debt)
- capital increases
- debt raising
- subordinated equity or mezzanine debt collection
Financial structure optimization consulting
We provide consulting services, including ongoing, for optimizing and rebalancing the financial structure, rationalizing the corporate structure, and managing debt with the aim of making the structure of financial sources consistent with the company's strategic investment objectives
- financial structure optimization
- refinancing and restructuring of bank debt
- debt/equity ratio optimization
Listing on the stock-exchange or on secondary markets for SMEs
It is often necessary to play a leading role on the market to improve the company image and to diversify with regard to fund raising. Equita K Finance will advise clients through all the preparatory stages of listing, including in-depth knowledge of the markets and major European stock exchanges such as the evaluation of the pre-listing company, the selection of the actors involved in the process, the presentation of the company to the investors.
Corporate Finance
We help our clients to transfer the logics of value creation and financial risk to corporate strategy. Evaluating the present position of the company, understanding its roots, planning where to go, always with an aim: creating value, managing the financial risk.
- strategic and financial planning
- mid-term planning of the company's value growth
- financial planning, budget, business plan
- application of our vision
- Valuations and Fairness Opinions
Indipendent evaluations for listed and non listed companies in order to carry out M&A deals, divestments, mergers.
Acquisitions
Acquisitions, both domestic and, especially, international, are the only way to compete in global markets in a historical phase characterized by low growth in Europe.
We work alongside our clients and partners to help them grow through domestic, international outbound and international inbound acquisitions.
Divestments
We have developed and established a strong track record of managing international competitive auction processes that enable the achievement of above-market multiples and maximization of shareholder value.
Shareholders value maximization
- International divestments competitive processes
- Selection of strategic partners
- Entry of private equity funds into the company’s capital
- Replacement of non operative / non strategic partners
Divestments of non – strategic assets
- We assist multinational companies and entepreneurial families in the divestments of non – strategic assets
Equity and Debt
Capital raising (equity, debt)
- capital increases
- debt raising
- subordinated equity or mezzanine debt collection
Financial structure optimization consulting
We provide consulting services, including ongoing, for optimizing and rebalancing the financial structure, rationalizing the corporate structure, and managing debt with the aim of making the structure of financial sources consistent with the company's strategic investment objectives
- financial structure optimization
- refinancing and restructuring of bank debt
- debt/equity ratio optimization
Listing on the stock-exchange or on secondary markets for SMEs
It is often necessary to play a leading role on the market to improve the company image and to diversify with regard to fund raising. Equita K Finance will advise clients through all the preparatory stages of listing, including in-depth knowledge of the markets and major European stock exchanges such as the evaluation of the pre-listing company, the selection of the actors involved in the process, the presentation of the company to the investors.
Corporate Finance
We help our clients to transfer the logics of value creation and financial risk to corporate strategy. Evaluating the present position of the company, understanding its roots, planning where to go, always with an aim: creating value, managing the financial risk.
- strategic and financial planning
- mid-term planning of the company's value growth
- financial planning, budget, business plan
- application of our vision
- Valuations and Fairness Opinions
Indipendent evaluations for listed and non listed companies in order to carry out M&A deals, divestments, mergers.
Our client needs
Internal development programmes
SMEs, which have the possibility of launching new products or conquering new markets, often see their development constrained by a lack of adequate financial resources. As a result, this exceeds the normal scope of bank credit facilities. EQUITA Mid Cap Advisory assists companies with their financial requirements and raising necessary capital through a business plan analysis and evaluation. Afterwards, the new business plan is presented to the financial community to for potential investors.
External dimensional growth
Acquisition of competitive or complementary companies are the quickest way of increasing company value and achieving the minimal optimal dimensions required by new competitive dynamics of global markets. EQUITA Mid Cap Advisory helps companies draw up their strategic growth plans, single out their target acquisition companies, and deal with evaluations and negotiations until the operation closes, while searching for the funds to finance the acquisition simultaneously.
Generational change
Many entrepreneurs find themselves in a situation where they are projecting, planning and facilitating their company’s transition. Differing attitudes and strategic orientations within the company may call for changes in the corporate direction. In this case, EQUITA Mid Cap Advisory provides management support by introducing planning and controlling systems, new managerial resources, and financial partners. This allows liquidation for some parts of the company that may be an obstacle for development.
Converting part of one’s own investments into money
The sale of minority shares to institutional investors is appropriate when one wants to enhance the value of part of one's entrepreneurial investments while retaining control of the company. We undertake the valuation of the company, the search for the institutional investor and the negotiation of its terms of entry.
Sale of companies, assets and participations
The sell of companies, branches or not anymore strategic investments allows resources to become available and to be allocated towards profiting investments or the core business. EQUITA Mid Cap Advisory can manage the discarding processes, by researching the parties that are interested in buying the definition of the merger’s conditions.
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.