Services

From business plan to exit: services that grow the value of your company

We support business owners and investors at every stage: planning, finance, acquisitions, operational leadership and business continuity. Six service lines that can be engaged individually or combined into a single programme.

An end-to-end approach

We follow the entire value-creation process, not just one stage

It is a journey we have led first-hand from start to finish, taking on management roles inside the company where needed: from the business plan to the sale to an international industrial group.

  1. Business plan

    Growth strategy, value targets and capital requirements.

  2. Capital

    Finding and selecting the investment fund, structuring its entry.

  3. Acquisitions

    Selecting target companies, negotiating and closing the deals.

  4. Integration and growth

    Integrating the acquired companies and expanding abroad.

  5. Exit

    Preparing the company and managing the sale.

Finance and planning

V · Valuation

Corporate finance

We analyse short and medium-term financing needs and identify the most suitable forms of funding. We check that objectives and strategies are sustainable in light of financial commitments and expected returns on capital, and we support the company in its dealings with banks and lenders.

  • Financial needs analysis and financial planning
  • Capital budgeting and investment appraisal
  • Business valuation
  • Finding and selecting banking and financial partners
A · Analysis

Business planning

The business plan is the starting point of every growth journey. We build it together with the owner: it defines the project, how it will be delivered and the expected results, and it is the document the company uses to present itself to banks, funds and potential buyers. It makes the value of the business objective and measurable.

  • Industrial and business plans
  • Market analysis and competitive positioning
  • Budgeting, management control and executive reporting
  • Documentation for banks, investors and extraordinary transactions

Extraordinary transactions

R · Relationship

Mergers & Acquisitions

We manage acquisitions and disposals across all their strategic, operational and financial aspects, from the first analysis to signing. We also lead growth-by-aggregation (build-up) projects: we select target companies, carry out the acquisitions and oversee their integration into the group, because the value of a deal is realised after closing.

  • Buy-side and sell-side advisory
  • Build-up projects: target search and selection
  • Valuation, negotiation and closing support
  • Post-acquisition integration
  • Sale to industrial groups and investors
O · Opportunity

Private equity

We help shareholders and companies open their capital to investment funds: we prepare the company, identify the investor best suited to the project and structure the transaction. We remain alongside the shareholders and the fund after the investment, as the plan is delivered and until the stake is sold.

  • Preparing the company for an incoming investor
  • Finding and selecting the investment fund
  • Structuring the transaction and the shareholders' agreement
  • Delivering the growth plan agreed with the investor
  • Exit preparation and management

Governance and continuity

L · Leadership

Management consulting and interim management

We help owners and managers identify the critical areas of management and achieve consistent growth, with proven approaches to organisation, processes and information systems. When a project requires it, we join the company in interim roles, up to general management, to lead growth, reorganisation and entry into new markets first-hand.

  • Interim management and executive roles
  • Organisational restructuring and process redesign
  • International expansion and opening of foreign subsidiaries
  • Information systems and decision support
E · Enhancement

Business succession

Drawing on decades of experience, we offer solutions to simplify and properly manage the delicate phase of generational change in family businesses. A structured method helps avoid the most common mistakes and leads to efficient planning, including from a tax and inheritance perspective.

  • Analysis of the family and corporate structure
  • Succession plan and family governance
  • Coordination with tax and legal advisers

Which service is right for you?

A project often touches several areas. We start with an introductory meeting to define the scope of the engagement together.

Let's talk