Corporate Advisory

Globally connected, locally active - our Corporate Finance services are designed for small and medium-sized Italian companies.  

Consultant talking to a couple over a desk in a office

Our Corporate Advisory solutions are designed to support entrepreneurs when it comes to one-off and strategic corporate transactions, such as: 

  1. The acquisition and sale of a company
  2. Seeking strategic and financial partners, nationally and internationally
  3. Capital-raising in the form of equity and/or debt to finance investments and/or acquisitions
  4. Listing on Euronext Growth

A dedicated Corporate Advisory team

We’re a dedicated team, with over 15 professionals based in Italy and specialized in the small and medium-sized family business segment.

Our experienced advisors have deep knowledge of the needs of Italian entrepreneurs and the  sectors they operate in. And we can offer access to a network of more than 60 UBS Corporate Advisors worldwide and the best counterparties globally.

UBS's global presence, combined with its industry experience and knowledge of the markets, means we can connect you with a wide spectrum of potential stakeholders including leading institutional, financial and industrial players.

Solutions for every stage of your company's life

  • IPO Advisory – advisory for listing your operations on national and international financial markets dedicated to SMEs
  • M&A buy side – advisory in the acquisition of equity of up to 100% in a company, or of a stake in a potential target company
  • M&A sell-side – advisory in the sale of up to 100% of company equity, and involvement in the capital of a financial or industrial partner
  • Debt Advisory - assistance in the search for structured financing, hybrid debt or in the renegotiation of performing bank debt

Your benefits

Access the resources of a large global bank and the expertise of a local team experienced in balancing the objectives of shareholders with those of the company.

Solid track record, with significant number of international transactions

Specialization in small and medium-sized family businesses    

International network, with presence in over 50 countries worldwide

Privileged access to all types of counterparties without geographical limits

Seamless UBS-wide collaboration (UBS Wealth Planning, UBS Fiduciaria and UBS Investment Bank)

High sensitivity to confidentiality and confidentiality