Typical client
Banks and financial groups
Commercial, cooperative, and BCC banks, as well as Italian financial groups, evaluating consolidation deals, carve-outs of specific units, or partnerships.
Industry
Financial Services.
Banking, insurance, asset management.
Mid-sized banks, insurers, asset managers, and regulated fintech platforms in Italy are going through structural consolidation. Montesino works on mergers, business unit carve-outs, and group reorganizations.
Who it's for
Banks and insurers.
The sector is concentrating, and investors are more selective about where they enter.
Typical client
Insurance companies
Life and non-life insurers, captives, and insurtechs evaluating deals involving business units, equity stakes, or distribution platforms.
Typical client
Asset & wealth managers
SGRs, independent advisors, multi-family offices, and wealth-tech platforms: aggregation transactions, partnerships, or team transfers.
What we do
Mergers and carve-outs.
In financial services, a deal's outcome depends on a confidential process and on the dialogue with supervisors.
Type
Aggregations and mergers
Advisory on consolidation transactions among banks, SGRs, and insurance companies.
Type
Business unit carve-outs
Sale or spin-off of specific business lines (NPLs, custody, retail asset management, etc.).
Type
Distressed M&A
Transactions on distressed institutions or those under supervision, in coordination with competent authorities.
Type
Distribution partnerships
Structuring of commercial partnership agreements with corporate implications.
Industry insight
Industry research.
REPORT
Sector map and key players
NOTE
Consolidation trends and recent M&A activity
ARTICLE
Current multiples and valuation benchmarks
REPORT
Cross-border outlook and international investors
The team
Lead partners.
Gian Piero Sala
Chartered accountant since 1993, court-appointed expert (CTU) at the Tribunal of Milano (Milan). Cross-border M&A negotiations.
Mirco Galeri
Managing Partner
Thirty years in business management, combining direct entrepreneurial activity and management consulting. CFO and executive committee member at companies in metals and mechanics, chemicals, agriculture and services.
Riccardo Puddu Cortesi
Managing Partner
Business development and SME internationalization.