Trim Corporate Finance Trim Corporate Finance S.r.l. v 4.0 Piazza della Signoria, 4 - 50122 Firenze – ITA | Tel.: +39 055 0516171 | Fax: +39 055 0516297 | E-mail: info@trimcf.it | www.trimcf.it
A Long Term Partner Services We Offer Positioning and Competitive Our Values Factors TCF is an advisory firm with the aim of The projects we work on alongside TCF sets itself as a long-term partner , giving support to medium-sized Italian firms and their shareholders working alongside the owner, the businesses in corporate finance (entrepreneurs or Private Equity funds) management team and the board of projects (M&A, Debt Advisory, typically have a significant industrial directors to give the necessary support Restructuring) and to family-owned content and need an extraordinary needed to meet the targets and businesses, besides offering advisory financial support to be realized. objectives of its mandate. services to institutional investors for Our approach to the institutional «alternative Investments» (Private investors is based on experience and Equity, Venture Capital, Private Debt) consolidated methods of analysis and making the most of its partners’ evaluation of the alternative assets. experience, as well as their national and international network. 2 Trim Corporate Finance S.r.l. Piazza della Signoria, 4 - 50122 Firenze – ITA | Tel.: +39 055 0516171 | Fax: +39 055 0516297 | E-mail: info@trimcf.it | www.trimcf.it
Trim Corporate Finance Services’ Portfolio Advisory for institutional investors Corporate Finance Services to families Investment vehicle set up M&A Transactions Debt Advisory Family Governance Alternative investments advisory Internationalization Restructuring Club Deal 3 Trim Corporate Finance S.r.l. Piazza della Signoria, 4 - 50122 Firenze – ITA | Tel.: +39 055 0516171 | Fax: +39 055 0516297 | E-mail: info@trimcf.it | www.trimcf.it
Corporate Finance We advise companies bringing them through all the steps of the project, offering customized support and engaging senior professionals with sector expertise M&A Debt Internationalization Restructuring Transactions Advisory Complete assistance and constant Support in the Development and full Debt lines structuring/minibond support through all the steps of issue for industrial development internationalization expansion implementation of a extraordinary M&A operations: or commercial projects: process: restructuring plan and corporate identification of investment feasibility study, market market and feasibility analysis turnaround: and industrial development of the industrial and/or scouting and selection of the - feasibility study, classes of opportunities; best technical forms; commercial development; borrowers and repayment identification of investors documentation set-up, cash scouting of industrial or strategies analysis; based on defined selection flow planning; strategic partner to support - business/cash flow planning; criteria; scouting and pre-marketing for the development plan; - identification of applicable analysis and preparation of the road map and financial- the collection or placement of technical/legal forms; required documents; required finance; economic plans definition; - coordination of the support to negotiation and support activities to the support to negotiation and interbank and professionals closing. negotiation and closing. deal closing, partnership, JV, in charge table; local incentives plans; identification of CRO. preferential financing identification. 4 Trim Corporate Finance S.r.l. Piazza della Signoria, 4 - 50122 Firenze – ITA | Tel.: +39 055 0516171 | Fax: +39 055 0516297 | E-mail: info@trimcf.it | www.trimcf.it
Advisory for Institutional Investors TCF is specialized in advisory on investment vehicle building and set up and investment vehicle governance rules definition (GPs) (Private Equity, Private Debt, Venture Capital) TCF supports institutional investors and asset managers (LPs) in the definition of the best allocation strategies (PE, PD, VC) as well as in the operational phases such as valuation, investment deals and monitoring . Advisory for alternative Investment vehicle set up investments Full assistance and support in investment vehicle set up : Definition of the best allocation strategies in alternative investments: - identification of the most appropriate structure (SGR, Sicaf, investment holding) and compliance; - b usiness due diligence: governance rules; - - fund track record and management team analysis; - PPM (Private Placement Memorandum) preparation. - investment strategy and governance rules analysis; - support to commitment definition: - side letter and contract negotiation; - presence in advisory Board/Investment Commitee. - portfolio monitoring. 5 Trim Corporate Finance S.r.l. Piazza della Signoria, 4 - 50122 Firenze – ITA | Tel.: +39 055 0516171 | Fax: +39 055 0516297 | E-mail: info@trimcf.it | www.trimcf.it
Advisory for Entrepreneurial Families Family dynamics have a strong impact over corporate issues . Dealing with sensitive topics is part of the experience background that TCF provides to its clients . By their very nature, entrepreneurs are always looking for new opportunities and challenges. TCF seeks business opportunities in order to present them to a selected group of entrepreneurs that, when merged, can create synergies and interesting expected returns on investments . Family Governance Club Deal Support to entrepreneurial families on corporate governance Identification of business opportunities to share with ClubTCF. issues and familiar relationship management: - definition of specific corporate governance rules and procedures; - identification of specific roles for each family member and related responsibilities; - escalation path to follow in case of conflict or deadlock; - succession planning and regulation. 6 Trim Corporate Finance S.r.l. Piazza della Signoria, 4 - 50122 Firenze – ITA | Tel.: +39 055 0516171 | Fax: +39 055 0516297 | E-mail: info@trimcf.it | www.trimcf.it
Our Values Our activity is based on fundamental pillars which add value to each project Ethics and Reputation Consolidated Experience Trim Corporate Finance sets itself as Global Advisor, taking the client by the hand and leading them Focus on client’s needs towards the goal. Broad network 7 Trim Corporate Finance S.r.l. Piazza della Signoria, 4 - 50122 Firenze – ITA | Tel.: +39 055 0516171 | Fax: +39 055 0516297 | E-mail: info@trimcf.it | www.trimcf.it
Approach to the Project The Trim Corporate Finance organization is made up of expert professionals in the field of Corporate Finance , supported by a network of advisors who are able to bring competences and specific relationships to deliver a real, professional and concrete interpretation to its analyses Corporate Finance solid Core Team experience Building up a project Professionals with specific Advisors competences in industrial sectors and The TCF corporate processes Approach Consolidated relationships with Partnership professionals and specialised offices (legal offices, audit companies, consultants, etc.) 8 Trim Corporate Finance S.r.l. Piazza della Signoria, 4 - 50122 Firenze – ITA | Tel.: +39 055 0516171 | Fax: +39 055 0516297 | E-mail: info@trimcf.it | www.trimcf.it
Core Team Lorenzo Betti - CEO Gabriele Cappellini - President - Senior Executive in international companies in - Former CEO of Fondo Italiano d’Investimento FMCG, services, chemicals and luxury sectors - Senior Executive of leading banks and SGR - Advisor for companies and PE funds in M&A - Board Member of international companies in operations and international development different sectors (mechanical, biomedical, PE) - Advisor for companies and banks Massimo Fontanelli – Senior Executive Advisor Marco Figus - Partner - Senior Executive roles in Corporate, Private - Senior Executive investment banking roles in Banking and Retail for primary Italian banks leading international investment banks - Extensive experienced in fig M&A processes - Board Member of international companies and pension funds Donatella Urso - Senior Analyst Lorenzo Pisani - Analyst - Advisor for leading banks in Italy and abroad - Financial Analyst in Real Estate asset - Strategic development projects and business management in collaboration with leading processes restructuring investment funds based in London Manuela Meini – Office Manager 9 Trim Corporate Finance S.r.l. Piazza della Signoria, 4 - 50122 Firenze – ITA | Tel.: +39 055 0516171 | Fax: +39 055 0516297 | E-mail: info@trimcf.it | www.trimcf.it
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