01
The generational transition is coming
When the family has to choose whether to sell, open up capital, or restructure governance before discontinuity arrives unprepared.
For family groups and equity holdings
The advisor at the entrepreneurial family's table.
We support entrepreneurs, family holdings, and shareholder families through the transitions that touch ownership, capital, governance, and industrial continuity. Our job is to bring order to the path: before the decision, during the transaction, and afterwards.
Typical scenarios
When we get the call.
02
Capital is needed to grow without losing control
Qualified minority transactions, club deals, hybrid equity+debt structures where the family retains leadership.
03
A sale becomes the right call
Confidential processes, targeted counterparty selection, value maximized but with discretion and quality of the table at the center.
Our approach
What we bring to the family's table.
Partner-led oversight
The partner signs, runs, and closes. No delegation to junior teams, no intermediate voice between the family and the decision-maker.
Institutional discretion
Processes built to protect the reputation of the family and the business. From preliminary stages to closing.
Integrated multidisciplinary view
M&A, family governance, capital, debt, real estate — all covered in-house at Montesino, with no handoffs.
Long-term relationship
We don't sell a transaction: we accompany the family through the key transitions of its entrepreneurial history.
Practices
Practices relevant to entrepreneurial families.
Mergers & Acquisitions
Sales, acquisitions, generational transition, shareholder reorganizations.
→Private Capital
Opening capital to funds, family offices, and club deals.
→Corporate Advisory
Family holdings, shareholders' agreements, governance.
→Real Estate & Structured Finance
Securitizations and structured finance on real estate assets.
→Sectors
Sectors where we work with families.
The team
Lead partner.
Ugo Zampieri
Partner
Senior expert with over 25 years in M&A and debt restructuring across IT, business services, and healthcare, with Italian and cross-border experience. Originator of mandates for several IPOs on the EGM segment (formerly AIM Italia of Borsa Italiana).
Gian Piero Sala
President
Chartered accountant since 1993, court-appointed expert (CTU) at the Tribunal of Milano (Milan). Cross-border M&A negotiations.
Riccardo Puddu Cortesi
Managing Partner
Business development and SME internationalization. Cross-border coordination with Montesino Associates LLC.