Services / M&A

M&A advisory for SMEs: sell, acquire or merge a business

Services and guides

A clear process for owners, entrepreneurs and investors

Selling a company, acquiring an established business or bringing in a new shareholder changes much more than ownership. It affects the owner’s plans, the management team, employees and the financial structure. We help entrepreneurs and investors prepare and manage mergers and acquisitions involving Italian small and medium-sized enterprises.

Selling your company

We start with your objectives: a full sale, a partial exit, an investor for growth or a succession solution. We examine the accounts, recurring earnings, debt, cash and the business’s dependence on its owner. A business valuation provides a reasoned starting point for discussing expectations.

The next steps are a confidential presentation, identification of suitable buyers and a controlled exchange of information. An anonymous profile can describe the opportunity without identifying the company. Detailed information is shared according to the agreed confidentiality process. Read how to sell a business.

Buying or acquiring a company in Italy

For an acquisition, we define the target’s sector, size, location and strategic fit before approaching businesses. We assess how an acquisition could contribute customers, skills, technology or market access, and whether its funding is sustainable. The acquisition guide explains target selection, financial checks and negotiation.

Our marketplace includes businesses for sale and company acquisition requests. Published opportunities are a starting point for a confidential discussion; availability and suitability need to be checked for each transaction.

From preparation to closing

  1. Clarify the owners’ objectives and the transaction perimeter.
  2. Review the business, accounts and valuation assumptions.
  3. Prepare the presentation and search for buyers or acquisition targets.
  4. Compare offers and negotiate the principal terms.
  5. Coordinate due diligence and the preparation of agreements with the professionals involved.
  6. Support closing and the agreed ownership or management transition.

Price, funding and execution

A headline price is only part of an offer. Net debt, working capital, payment timing, earn-outs, warranties and the seller’s future role can change its economic effect. We help compare these elements and connect the transaction to a credible business plan.

Progetto M&A combines professional expertise, a marketplace and LEIBNIZ financial technology within an ecosystem whose integration is progressing. The professionals and responsibilities for an engagement are defined for the specific assignment. Use the contact form to describe whether you want to sell, buy or assess a possible transaction.

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Describe your needs, we’ll find the right solution for you

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