Montesino is an independent corporate finance adviser. It works with family-owned companies and investment funds.
The work takes place inside a small number of companies, in three areas: M&A, debt and structured finance, turnaround and strategic advisory. These are the areas entrepreneurs come to it for.
The preliminary analysis costs the company nothing. Retainer and success fee are set with the proposal.
Principles
The mandate follows trust. Towards whoever introduces Montesino to a company, reliability is an obligation.
When an engagement is not right for a company’s size or situation, Montesino says so and points to another adviser.
Montesino accepts only engagements that are sustainable for both sides. No service is proposed just to bill.
Ordinary credit, such as invoice advances and subject-to-collection lines, stays with the banks.
The market is concentrated: reliability is how one enters it.
Accountants, payroll consultants and the company’s own advisers work with Montesino, each in their own role.
Who we serve
Up to €100 million in revenue, in Lombardy, Piedmont and Emilia-Romagna, mostly in metalworking and engineering. Montesino works with the entrepreneur on reorganizations, turnarounds, investments and capital transactions.
Private equity firms and search funds investing in the same segment. Montesino brings sector knowledge and works inside portfolio companies.
The client knows which partner leads the engagement. The same partner sees it through.
The path of an engagement
Five steps, always in this order.
A first meeting, confidential and with no commitment for the company.
Data reconstructed in the field, with the company’s people. At Montesino’s expense.
An overall view, the length of the engagement from a single intervention to three years, the expected results.
A fixed retainer and a success fee, due only if the proposal is accepted.
Debt continues the advisory work. M&A follows a turnaround or a growth phase.
Capabilities
Administrative and management processes, digitalization included.
Org charts, business units, cost centers, selection of senior roles.
Cash cycle, business plan, budget, investment plan.
Working capital, margins and multiples read by segment. Knowing the potential buyers prepares a sale or the entry of a partner.
