M&A & Search Fund Advisor · Italy

Creating value for your business

We are M&A and Search Fund advisors. We support searchers, investors and business owners at every stage of the deal: valuation, financial and tax due diligence, acquisition structuring and post-closing management. A professional partnership of Chartered Accountants and Statutory Auditors operating across Italy, with a single point of contact for financial, tax and corporate matters.

M&A and Valuations
Search Fund
Corporate Governance
Accounting
Tax Advisory
Incentives
People

Registrations & Certifications

ODCEC
Statutory Auditors
Tax Agency
INPS
INAIL

Six competencies, one integrated approach

We support our clients at every stage of their growth journey, from strategic planning to operational execution. Our multidisciplinary team works in synergy to deliver complete and customized solutions.

01

M&A and Valuations

Complete support in extraordinary transactions: from initial valuation to closing, with focus on financial, tax and legal due diligence. We assist buyers and sellers in deal structuring, negotiation and post-deal integration. Consolidated experience in succession planning and private equity transactions.

M&A Advisory Due Diligence Business Valuations Succession Planning
M&A advisory in detail →
02

Corporate and Governance

Corporate governance structuring for growing businesses. We provide support in defining efficient organizational structures, composition and operation of control bodies, and ongoing corporate advisory. Assistance in managing shareholder relations, drafting shareholders' agreements and bylaws.

Statutory Auditors Governance Corporate Advisory Shareholders' Agreements
03

Accounting and Financial Statements

Precise and timely accounting management for companies of all sizes. Statutory and IAS/IFRS financial statements, periodic reporting for management and investors, regulatory compliance and tax filings. Complete payroll and personnel management service with integrated labor law advisory.

Bookkeeping Financial Statements Reporting Payroll Budget & Forecast
04

Tax Advisory

Strategic tax advisory to optimize the tax burden legally and sustainably. Domestic and international tax planning, assistance in extraordinary transactions, tax litigation management at all levels of appeal. Support for rulings and tax opinions with the Revenue Agency.

Tax Planning International Tax Tax Litigation Transfer Pricing
05

Business Incentives

Specialized expertise in tax incentives and subsidies supporting businesses and investments. Complete assistance in identifying, applying for and managing tax credits, grants, subsidized financing and regional, national and European funding programs.

Tax Credits Grants & Funding Industry 4.0 / 5.0 R&D & Innovation
06

People

Specialized tax advisory for High Net Worth Individuals (HNWI), impatriate regimes and international mobility management. Experts in inbound and outbound taxation, related incentives, and tax optimization of financial assets, real estate and crypto held abroad.

Impatriate Regime HNWI Inbound & Outbound Foreign Assets & Crypto

Partners for value creators

We work with ambitious entrepreneurs and professionals who want to grow. Our approach is tailored for each type of client, because we know that every business has specific needs and deserves dedicated attention.

PMI

We support small and medium enterprises in daily growth and extraordinary challenges. From ordinary accounting to M&A transactions, we stand by entrepreneurs with expertise and availability.

Search Fund

Dedicated support to searchers in all phases: from vehicle incorporation to target search, from due diligence to acquisition, through post-deal management and exit strategy.

Search fund advisory in detail →

Startup

From incorporation to investment rounds: optimal corporate structuring, compliance, investor relations management and ongoing support to founders to scale the business.

Professionals

Tailored tax and accounting advice for professionals: tax optimization, pension planning, personal and professional wealth management.

HNWI & Impatriates

Specialized tax advisory for high net worth individuals, impatriates and expatriates. Preferential tax regime, foreign assets, crypto and international tax planning.

Expertise and discretion

A multidisciplinary team combining technical skills, managerial experience and entrepreneurial sensitivity. We operate with the utmost discretion, focusing on results and long-term relationships with our clients.

Board of Directors

Chairman and Managing Director

Chartered Accountant and Statutory Auditor with over 15 years of experience in M&A, corporate management and strategic advisory. Has managed transactions exceeding €1B in enterprise value, assisting both buy-side and sell-side as financial and/or tax advisor.

Managing Director

Manager with experience in executive roles at a listed Group. Distinctive skills in strategic planning, business development and stakeholder relationship management.

Independent Director

Chartered Accountant and Statutory Auditor ensuring balance and objectivity in corporate decisions.

Operating Team

Of Counsel Lawyer

Lawyer specialized in civil and labor law. Provides integrated legal support for contracts, pre-litigation and labor law advisory, ensuring clients a complete service without the need to engage external firms.

Accounting Manager

Head of accounting and financial statements department with over 20 years of experience.

Let's discuss your project

We're available for an initial meeting with no obligation. Tell us about your needs and together we'll find the best solution to grow your business.

Our details

We operate fully remote across Italy and internationally. We are available for in-person meetings based on your needs.

Office
Via Tacito 50, 00193 Roma
VAT Number
IT09307230962
REA
RM-1635637

Request information

Fill out the form with your details and a brief description of your needs. We'll get back to you within 24 business hours to schedule an initial meeting.

+100
Years of combined experience
+180
Satisfied clients
6
Areas of expertise
Turnkey Solutions

Get started now

Turnkey services to start or manage your business in Italy. Transparent pricing, dedicated support, guaranteed timelines.

Business Incorporation

Incorporation of SRL, SRLS, SPA or VAT number opening. Ideal for startups, searchers, entrepreneurs and professionals looking to start a business in Italy.

Legal form advisory
Bylaws and deed drafting
Registrations and filings
PEC, digital signature, SPID

SRL Share Transfer

Complete management of company share transfers. From valuation to digital signing of the deed, with Companies Register filing included.

Tax assessment of transaction
Transfer deed drafting
Assisted digital signing
Companies Register filing

Impatriate Regime

Specialized advisory for access to the tax incentive regime for impatriate workers. Requirements analysis, complete filing and tax optimization.

Eligibility requirements check
Tax savings simulation
Documentation preparation
Tax filing assistance

Our qualifications

Professional licenses and registrations ensuring expertise, reliability and regulatory compliance in every area of activity.

Professional Partnership registered ODCEC Rome
Statutory Audit Firm
Tax Agency Authorized Intermediary
INPS Authorized Intermediary
Tax Collection Agency Intermediary
Payroll Services ex art. 1, L. 12/1979
CAF Doc Authorized Agent
INAIL Authorized Intermediary
ENASARCO Authorized Intermediary
Aruba Business Partner
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