Business area

SMC operates as a financial consultant assisting its clients in structuring and implementing extraordinary transactions such as:

• mergers and acquisitions
• sales of businesses, business divisions and/or shareholdings
• spin-offs
• joint ventures
• restructuring
• recapitalizations

SMC supports Italian and international companies, as well as institutional and private investors during the entire process:

• analysis of strategic objectives
• assistance in identifying and selecting the counterparties to be involved in the transaction
• business planning, market analysis and benchmarking
• company valuation
• operation analysis and structure optimization
• preparation of the information memorandum
• search for potential Italian and international industrial and financial partners
• coordination of due diligence and of all professionals involved in the process
• assistance in negotiations, evaluation and comparison of offers received
• integration plans

SMC develops tailor-made financing solutions for its customers. The customization is based on the specific structural features, financial needs and planning of companies’ investments.

• Corporate lending
• Syndicated Loans and Club Loans
• Debt restructuring
• Bond issues: Private Placements, Minibonds (under private placement or listed), structured finance transactions such as Project, Acquisition and Leveraged Finance
• Securitisations
• Credit Management: extrajudicial, judicial recovery
• Derivative hedging contracts.

SMC supports Italian and international customers throughout the entire process:

• Identification and structuring of the best financial solution
• Editing of the Business Plan and Term Sheet
• Identification of lenders/investors and management of the relationship
• Coordination of the arrangement process
• Definition of the technical parameters of the bond, structuring and organization of the issue
• Advisory on the negotiation and purchase of Non Performing Loans (NPLs).

Thanks to the consolidated experience in M&A and Debt Advisory, SMC is able to offer a unique access to investment and development opportunities in Real Estate. SMC can count on particular expertise and proven track record in the sectors of senior living, RSA, hospitality, commercial and logistics along with consolidated collaboration relationships with operators specialized in technical analysis, due diligence and planning.

• Selection and evaluation of investment opportunities
• Identification of institutional and private investors
• Identification of the best valorization / investment strategy
• Advisory in the field of fixed income transactions, development, repositioning
• Identification of the optimal financial structure (debt / equity)
• Non Performing Loans (NPLs)

“Growth Bond” is an initiative addressed to selected SMEs which have started a growth process to be financed by issuing Mini Bond, with the following characteristics:

• Promotes a partnership between the issuing company and investors
• Provides investors with a fixed and a variable return; the variable return is linked to the achievement by the issuing company of predefined growth economical target
• Addresses qualified investors but also the Retail market through an online platform

SMC selects only SMEs worthy of sustaining financing and with a strong growth track record

SMC will:

• Define the product structure: yield, duration and various conditions of the Mini Bond
• Carry out the Due Diligence process
• Conduct marketing activities to detect parties or companies interested in supporting business growth

Thanks to the distinctive skills acquired by its management in Private Equity (more than thirty years of experience) and Investment Banking, SMC has a proven and qualified capacity for the origination and execution of direct investment opportunities in the form of Club Deals in unlisted small and medium-sized target companies. In this context, in order to maximize the skills and investment opportunities, SMC can make use of strategic partnerships with players strongly present on the market.

• Ability to intervene in any financial sector: equity, private debt, hybrid solutions
• Huge capacity of transaction generation and execution capabilities
• Careful evaluation of transactions based on valid investment criteria
• Focus on target companies with:
  • High growth potential
  • High margins
  • Positioned in market niches
  • Active both nationally and internationally
  • With a distinctive positioning in its market segment
• Management and governance support for the target company

Club Deals’ structure present peculiarities that differentiate it from other forms of direct investment and that make it particularly flexible, streamlined and efficient.