Strategic Consulting and Planning

Strategic Consulting and Planning

Strategic consulting and planning begin with a rigorous analysis of the business model, competitive positioning, and financial performance. Setting clear objectives, translating them into a credible and measurable industrial plan, and building a disciplined execution path is often the difference between a strategy that looks good on paper and one that actually delivers results. Bambino & Partners supports entrepreneurs and management in defining growth and reorganisation strategies, turning them into operational plans and governance tools for the business. The engagement encompasses context and market analysis, the evaluation of strategic options, and the development of a structured industrial plan with verifiable assumptions and alternative scenarios. The plan is translated into figures through financial and economic models that measure profitability, cash flow, funding requirements, and sustainability, with particular focus on investment planning and the company's capacity to finance its own growth. Downstream, we support management in establishing KPIs and monitoring systems, so as to maintain control over execution, course-correct in a timely manner, and present the project effectively to shareholders, banks, and investors.

M&A and Extraordinary Transactions

M&A and Extraordinary Transactions

M&A transactions originate from a structured process of analysis covering strategic, financial, and fiscal aspects. The correct structuring of the transaction and the prior optimisation of the key variables often represent the true critical success factor of the initiative. Bambino & Partners acts as Advisor in merger, acquisition, and disposal transactions involving companies, business units, and shareholdings, assisting Italian and international companies and investors throughout all phases leading to closing. The scope of work includes the analysis of strategic objectives and the definition of the transaction rationale, economic and financial valuation, and the assessment of the most effective alternatives in terms of structure, perimeter, and timeline. We further support the identification and selection of potential targets or buyers, the search for industrial and financial partners in Italy and abroad, and assistance throughout the negotiation phases, from the letter of intent to the definition of the principal economic and contractual terms, including price, conditions, and warranties. We also coordinate fiscal and legal aspects in conjunction with the advisors involved, overseeing the entire process through to the finalisation of the transaction.

Governance

Governance

Governance is not a formal exercise: it is the set of rules, delegations, and controls that determines how a company makes decisions, manages risk, and ensures continuity over time. A governance structure that is clear and consistent with the size and complexity of the business reduces inefficiencies, prevents internal conflicts, and strengthens relationships with banks, investors, and stakeholders. Bambino & Partners supports entrepreneurs and management in designing and strengthening corporate governance, with a practical approach oriented towards transparency and accountability. The engagement begins with an analysis of the group structure and corporate chart, covering shareholding arrangements, control chains, roles, and functions, in order to assess consistency, identify potential criticalities, and explore opportunities for simplification. We then intervene on the definition of roles and delegations, the composition of corporate bodies, decision-making rules, and key control processes, with particular attention to adequate organisational, administrative, and accounting arrangements and compliance oversight. The objective is to build a governance framework that is clear, defensible, and functional to day-to-day management, capable of supporting growth, extraordinary transactions, and generational transitions without leaving room for ambiguity.

Business Appraisals and Valuations

Business Appraisals and Valuations

Business appraisals and valuations are decisive instruments when it is necessary to assign a defensible value to a company or an asset: in extraordinary transactions, reorganisations, contributions in kind, mergers, demergers, generational transitions, investor entry, or disputes. A well-executed valuation is not an arbitrary figure: it is a structured analysis, grounded in data, consistent assumptions, and recognised methodologies, capable of withstanding scrutiny from shareholders and banks alike and, where necessary, in legal proceedings. Bambino & Partners supports entrepreneurs, companies, and investors in the preparation of appraisals and economic-financial valuations of businesses, business units, and shareholdings. The engagement begins with an analysis of financial statements and business drivers, including normalisation adjustments and an assessment of the sustainability of results, leading to the construction of valuation models consistent with the purpose of the assignment. Depending on the case, we apply the principal recognised approaches, including income-based, asset-based, mixed, DCF, multiples, and market methods, clearly setting out the assumptions, multipliers, and sensitivities. The objective is to deliver a clear, rigorous, and actionable document that supports decisions and negotiations with transparency and substance.

Debt Advisory

Debt Advisory

Bambino & Partners acts as Debt Advisor and, where required, as Arranger in supporting the management of financial requirements related to the execution of investment plans and the coverage of working capital needs. The correct structuring of these requirements is often one of the determining factors for the stability and competitiveness of a business: it is not enough to "find financing" — it must be structured properly, with maturities, covenants, and sustainability consistent with the underlying business. Precisely because of the criticality of these aspects, such engagements require analysis, planning, and the involvement of an advisor with experience in structuring and negotiating transactions. Bambino & Partners supports companies through debt advisory processes that include the use of syndicated loans to finance growth, financial structure reorganisation and refinancing transactions, working capital instruments such as self-liquidating and revolving credit facilities, and, where appropriate, structured finance solutions including securitisations.

Real Estate Securitisation (Pursuant to Article 7.2. of Italian Law 130/1999)

Real Estate Securitisation (Pursuant to Article 7.2. of Italian Law 130/1999)

Securitisation pursuant to Article 7.2 is an advanced structured finance instrument that allows certain assets and cash flows to be transformed into financial resources through the use of a dedicated vehicle (SPV), the correct segregation of assets, and the structuring of contractual arrangements among the parties involved. When properly structured, it can improve liquidity management, enhance the efficiency of the financial structure, and create bespoke solutions for funding, reorganisation, or disposal requirements. Bambino & Partners supports companies and investors in the feasibility analysis and structuring of securitisation transactions pursuant to the applicable regulatory framework, with particular focus on structures governed by Article 7.2 of Law 130/1999. The scope of work includes the assessment of assets and cash flows, the definition of the financial architecture of the transaction, the analysis of economic, fiscal, and risk profiles, and the coordination of work with legal advisors, servicers, arrangers, and financial counterparties. The objective is to build sustainable and defensible transactions, with clear rules, robust figures, and a coherent contractual framework, overseeing the process from design through to execution.