Detailed information

Key concepts to consider when evaluating the best options for selling or acquiring a company or its business unit, as well as enhancing corporate performance

Due Diligence

Due Diligence is a fundamental in-depth investigation for assessing all areas of a business. It is conducted on the entire company or on parts of it, such as individual assets. It is carried out before initiating negotiations, such as for the acquisition of a business unit or the entire company, or for investment purposes

The objective is to evaluate risks and opportunities, providing a clear view of the corporate, financial, tax, operational, social, and environmental situation

This process helps to make important decisions and negotiate appropriate contractual conditions. The Due Diligence we offer is carried out by our internal experts with the assistance of consultants from the companies involved in the extraordinary transaction

Sustainability Reporting

In addition to due diligence, we offer Sustainability Reporting (EU Directive 2022/2464 CSR -> Italian Legislative Decree 125/2024), where our Team conducts a comprehensive 360° evaluation of the company, incorporating Sustainability aspects by analyzing Impacts, Risks, and Opportunities (I.R.O.) based on the principle of Double Materiality. This examines how corporate decisions impact both internally and externally, especially when pursuing social, environmental, and digital sustainability

The objective is to measure the impact of economic activities on the environment, society, and the economy (In-Out perspective), and conversely, the external effects influencing the Company (Out-In perspective). This process recognizes the importance of balancing economic growth, environmental protection, and social well-being for long-term success

The initial assessment is based on three fundamental principles:

Economic Sustainability: This involves analyzing Business Continuity to ensure that profitable economic activities can be maintained in the medium and long term by modulating activities with so-called Stakeholders, which may include individuals and environments external to the Enterprises themselves
Social Sustainability: This entails overcoming mechanisms that do not encourage internal or external dialogue within the Enterprise with every social sphere where the Enterprise itself has an impact, promoting social well-being also through equitable, fair, and inclusive choices
Environmental Sustainability: This focuses on preserving the environment's ability to regenerate for future generations, while always maintaining a focus on the Enterprise's needs
Digital Sustainability: This aims to increase the potential of new technologies where they can guarantee high performance, financial balance, and ever-greater inclusivity and accessibility for all

Economic and Financial Analysis

In certain cases, it is advisable to implement the economic and financial analysis of the company

It is a fundamental process carried out by Professionals to assess the soundness, performance, and credit rating, and combines various disciplines to provide a comprehensive view of the financial situation. It is an indispensable tool for consolidating the success of any economic activity

It supports strategic business decisions, evaluating investments, mergers, acquisitions, and credit risks

Our primary objective is effective financial planning, encompassing the setting of realistic goals and strategies, the identification and assessment of financial risks, and the promotion of preventive measures

Furthermore, we facilitate transparent communication with stakeholders by providing reliable information to investors and the market

Mergers and Acquisitions (M&A)

These are extraordinary and strategic operations, including spin-offs, contributions, and other types, through which two or more companies decide to join their forces, activities, and skills

A merger occurs when two companies combine to create a new, larger, and more competitive entity

An acquisition, on the other hand, involves the process of acquiring a branch of another company or the entire company, gaining control of it

These types of operations are undertaken for various reasons, including business growth, expansion into new markets, acquisition of new technologies or talent, cost reduction, or strategic foresight

They are complex processes that require accounting, tax, financial, and strategic expertise

Temporary Management and Business Management

Temporary Management involves the temporary delegation of the management of a company or its specific area to an external expert in the sector in order to address a phase of transition, change or transformation

Thanks to the presence in our Team of sector Professionals, we are able to offer Companies that turn to us a wide range of strategies aimed at improving their corporate structure to achieve KPIs defined with the company itself based on the corporate Core

The presence of independent directors can also support a company when intervention in business management is necessary. For example, some companies have relied on us for the implementation or optimization of management control, as well as for the application of so-called adequate organizational and administrative structures, including through Model 231 (Legislative Decree 231/2001)