Typical client
Family-owned companies
Industrial SMEs that need to put processes and numbers in order before growing or opening their capital.
Turnaround & Strategic Advisory
On-site work, from a single intervention to three years.
Montesino works inside the company on processes, organization and corporate finance, and leads the turnaround when one is needed. The preliminary analysis is at its expense. The proposal sets the length of the engagement and the expected results.
Who it’s for
Three situations.
Growth the organization can no longer carry, falling margins, cash strain, a generational transition.
Typical client
Investment funds
Portfolio companies that need work on organization and cash cycle.
Turnaround
Companies under strain
Falling margins or a liquidity crisis: cash plan and negotiation with banks and creditors.
What we do
Seven interventions.
The work takes place inside the company, with the entrepreneur and their advisers. Objectives and timing are written into the proposal.
Core service
Reorganization and turnaround
Diagnosis, an action plan and support in execution, through to turnaround. The expected results are written into the proposal.
Processes
Processes and digitalization
Administrative and management processes, from order-to-invoice to payroll.
Organization
Org charts and cost centers
Business units, cost centers and delegations sized to the company’s stage.
People
Senior roles
Selection of the finance director, the operations director and other key roles.
Corporate finance
Cash, plan and budget
Cash cycle, business plan and budget. Investment planning.
Turnaround
Financial strain
Cash plan, financial restructuring, negotiation with banks and creditors. Formal crisis-resolution tools when needed.
Governance
Generational transition
Family roles and shareholder rules, ahead of a succession or a new partner.
The method
Four steps.
From the first meeting to execution.
01
Introduction
A first meeting, with no commitment for the company.
02
On-site analysis
Data reconstructed in the field, at Montesino’s expense.
03
Proposal
Length, from a single intervention to three years, and expected results.
04
Execution
Hands-on support inside the company, with its advisers.
Industries
Eight industries.
Industrial & Manufacturing
The industry most represented among clients, mainly metals and mechanics. Work on shop-floor processes and the cash cycle, through to turnaround.
Real Estate
Companies and groups with real estate holdings: a simpler corporate structure and a financial plan for investments.
Financial Services
Growing asset managers and trust companies: org chart, delegations and management control.
Infrastructure & Logistics
Logistics and infrastructure service operators. Industrial plan and reorganization when fleets and facilities absorb cash.
Digital Infrastructure
Telecom and connectivity operators: a network investment plan and consolidation scenarios.
Digital Finance
Growing fintechs, when administrative processes and the org chart have to keep pace with volumes.
Retail & Consumer
Consumer brands and retail chains: a plan for expansion abroad and margin control by channel.
Life Sciences
Pharmaceutical companies and private healthcare: an industrial plan and preparing the company for a strategic transaction.
Insights
Publications.
Report
Italian entrepreneurial families 2026: governance and succession
Article
Independent directors in SMEs: when and why
Report
Preparing the company for PE: the 12-month checklist
The team
Partners.
Gian Piero Sala
Chartered accountant, expert in shareholders' agreements, family pacts, and trust structures for entrepreneurial families.
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 long-term relationships with Italian and foreign entrepreneurial families.