Investment banking

The only independent one-stop-shop in Italy that offers a complete set of investment banking services

Equita is one of the leading independent investment banks by number of transactions in Italy. Its Investment Banking team of highly qualified professionals with proven experience and wide-ranging know-how offers a full range of services to businesses, institutional clients and investors.

Independence - due to the absence of corporate lending positions and major shareholdings - combined with the leadership position in capital markets and highly experienced Research Team, allows Equita to assist clients in any sector and in any financial transaction involving listed and private companies and financial institutions.

Equita has continued to expand its range of services in recent years, partly by recruiting a number of senior professionals dedicated to new products, whilst also improving its positioning on the market.

 

A simple map of our services

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Equity Capital Markets

The Equity Capital Markets team offers a whole range of services to raise equity capital by leveraging the distribution capacity and long-term relations Equita has built up with institutional investors over the years.

In the last few years, Equita's well-established leadership in mid-corporate transactions has been accompanied by growing involvement in system-oriented measures to support large-corporates and economic development in Italy.

 

Debt Capital Markets & Debt Advisory

The Debt Capital Markets and Debt Advisory teams offer corporate issuers and financial institutions expert and independent advice on defining, structuring and raising the debt capital most suited to their specific needs, using both the banking channel and placements on capital markets.

The team is dedicated to raising debt capital through corporate bond placements, leverage buyouts and merger & acquisition financing. In addition to raising debt capital, the team offers debt advisory & restructuring services focused on assisting clients with refinancing, special situations, restructuring and distressed M&A transactions.

 

M&A Advisory

In recent years Equita has established itself among the top 10 M&A advisors in Italy by number of deals and has expanded its team and recruited highly experienced professionals dedicated to both corporate clients and financial institutions.

In 2020 the team grew significantly with the acquisition of K Finance (today Equita K Finance), a company with more than 20 years experience in corporate finance advisory that boosts on a solid track-record of M&A transactions with Italian corporates and private equity firms. K Finance is also founding partner of Clairfield International, a global corporate finance partnership covering 20 countries with 35 offices.

CLAIRFIELD PARTNERSHIP

Over the years, the deep knowledge of stock markets has enabled Equita to become the advisor of choice for top listed Italian companies in M&A deals and to consolidate its absolute leadership position in proxy fight situations. Equita is also strategically focused on offering advisory services to mid-sized Italian companies – as proven by the acquisition of K Finance - to assist with value creation strategies, and to mid-sized Italian financial institutions in mergers and corporate restructuring.

The M&A team has also gradually established in the business of advisory services for top Italian and international private equity funds in both buy-side and sell-side transactions involving Italian companies.

 

Corporate Broking

Corporate broking business has continued to grow in the last three years, with a significant increase in the number of contracts. Equita helps listed issuers to identify existing and potential investors with the aim of improving their visibility on the market and, consequently, the liquidity of stocks. It also acts as a Specialist.

Corporate broking and specialist contracts generally have a duration of three-years, allowing for a stable and lasting relationship with issuers. We are at the full disposal of the management teams and Boards of Directors of listed companies. Our team closely monitors any potential conflicts of interest and adopts the appropriate internal measures. It organises meetings with the financial community and with other areas of the Equita Investment Banking team to provide support for valuation and execution of corporate transactions.

 

More information about our Investment Banking team?

Would you like to get more information about our investment banking services? Contact us at info@equita.eu and visit the webpage of recent transactions.

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