Italian Investment Banking Advisor

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Serial No: 10574

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Skills keywords: corporate finance, investment banking, m&a, private equity, wealth management

Short Bio:

Italian Advisor with expertise in Corporate Finance, Investment Banking and Wealth Management: proficiency in assessing corporate finance deals and in assisting corporate clients. Proven experience in origination of deals, relationship management of corporate and high-net worth clients and ability to develop new business relationships with companies, banks and financial institutions.

Current location:  Emilia-Romagna, Italy - View on map

Nationality: Italian

Preferred Sector of Employment:  Banking Insurance and Financial Services, General Management, Marketing

Spoken languages: english, italian

Location I am interested in working: Anywhere

PRESENT JOB

Oct. 2012 to date BSI MERCHANT BANK – BSI BANK GROUP S.A. – BANCA DELLA SVIZZERA ITALIANA

Merchant & Investment Banking Advisory Boutique fully owned by BSI Bank SA, headquartered in italian speaking Switzerland.

Bologna (Headquarters in Milan), Italy.

Central Italy Coverage – Corporate Finance Advisor and Business Originator with responsibilities of origination and financial advisory on corporate finance deals: assistance to companies on corporate finance deals through the Individualization of investment opportunities and industrial developments (M&A: sell side advisory, buy side advisory, LBO and MBO advisor; equity investment, private equity, fund raising, ecc).

Mar. 2012 to date ASSOII – SUISSE, Association of Italian Entrepreneurs in Switzerland

Bologna Branch , Italy (Headquarters in Zurich, Switzerland).

Chairman of the Bologna Branch: the association takes a role of protection and promotion of associated enterprises in front of political institutions and economic, social and cultural organizations and puts itself as a promoter of local development, working with all subjects operating in that area and giving its own specific competence.

PREVIOUS JOB EXPERIENCES

Oct 2011 – Sept. 2012 INDEPENDENT ADVISOR IN CORPORATE FINANCE AND WEALTH MANAGEMENT

Bologna , Italy.

Advisor, in collaboration with a leading Italian professional firm involved in consultancy work on taxation, accounting and corporate matters on behalf of numerous companies.

May 2008 – Sept. 2011 CFO – CORPORATE FAMILY OFFICE GROUP

CFO – Corporate Family Office SIM Spa (Private Banking and Capital Markets)

CFO – Corporate Family Office Servizi Srl (Advisory in Corporate Finance)

CFO – Corporate Family Office RE Srl (Advisory in Real Estate Finance)

Bologna Branch (Headquarters in Milan), Italy.

Corporate Finance and Private Banking Relationship Manager (Head of Bologna Office) with responsabilities to start up of the new branch office in Bologna and tasks of management and leading a team of Advisors, business development and acquisition of high-net worth clients and corporate clients, responsibilities of financial advisory on:

– corporate finance deals: M&A, equity investment, debt restructuring, capital finding, etc..;

– wealth management: focus on the global management of entrepreneurial family’s wealth, encompassing various aspects such as protecting, growing and monitoring assets and fulfilling family’s strategy;

– real estate finance deals: real estate planning and investments.

Dec. 2006 – Apr. 2008 UBS AG – WEALTH MANAGEMENT AND BUSINESS BANKING

Wealth Management International Division – Business Unit International Italy – Country Team Italy Lugano, Switzerland.

Director (Front Management – Corporate Finance Relationship Manager – Deals Originator for Corporate Clients – Entrepreneuers & Business Global Client Advisor) with responsabilities of management and leading a team of 28 Client Advisors with reference to the relationships with existing international corporate clients and acquisition of new corporate clients, tasks of origination and financial advisory on Merchant Banking Deals (Corporate Finance, M&A, Private Equity, Corporate Business Match-Making etc), Investment Banking Deals (Capital Markets, IPO, Forex/Hedging for Corporates, etc.), Wealth Planning International (Trust & Foundation, Tax Planning, etc), Business Banking Deals (Trade & Export Finance, “Cross-border” Financing, etc).

Oct. 2001 – Oct. 2006 UNIPOL MERCHANT BANK

Corporate and Investment Bank of the Unipol Banking & Insurance Group

Headquarters – Bologna, Italy.

– Merchant Banking Dept. Corporate Finance Advisory Team and Structured Finance Team.

– Corporate Credit Dept.: Lending Team; Credit and Structured Finance Origination Team

Senior Advisor in Corporate Finance/Structured Finance/Corporate Credit – Deals Originator with tasks of:

– In the Merchant Banking Dept.: financial advisory for midsized/big private companies on corporate finance and structured finance deals (extraordinary financing transactions – mergers and acquisitions, private equity, joint ventures and partnerships, disposals and spinoffs, corporate restructuring – LBO/MBO, company valuations, due-diligence) and responsibilities of origination of deals, client relationship management, modelling, structuring, documentation, evaluation and distribution of deals into the marketplace.

– In the Corporate Credit Dept.: business origination, client relationship management, investment credit assessment for corporate lending and financial advisory on structured finance deals. Responsabilities include: origination and evaluation of new medium-long term investment credit proposals, arrangment and syndication of medium-long term loans to corporates (negotiation of loan and security documentation with borrowers / arranger banks / lawyers, in accordance with term sheet / mandate / credit approval), management of credit process (analysis of balance sheet, P&L and cashflows, analysis of credit information, analysis of industry trends and challenges, preparation of credit reviews, sector reviews and transaction memos), approval of credit review and presentation of analysis to credit committee, advisory on liabilities/debt restructuring, debt acquisition finance.

Sept. 2000 – Oct. 2001 BHW DER BAUFINANZIERER BANK

German land loan bank with offices in Italy

Regional Branch, Bologna, Italy.

Branch Director and Relationship Manager/Sales Team Manager with responsibilities of: management a team of consultants, business origination, acquisition of new private clients and management of existing clients, financial advice on real estate investments and financial products (credit/lending/saving).

Sept. 2000 – Oct. 2001 J. LAMARCK – FINANCIAL ADVISORS IN BIOTECHNOLOGY

Swiss financial advisory and consulting company in biotechnology

Bologna and Verona (Italy); Zurich (Switzerland).

Financial Advisor Representative with responsibilities of acquisition of new clients (high-net worth individuals, institutions and corporation) and advice on investment in quoted stock of biotechnology companies regularly quoted at NYSE, NASDAQ and LSE.

Nov. 1996 – June 2001 CONFINDUSTRIA – ITALIAN NATIONAL ASSOCIATION OF INDUSTRIES

Confederation of Industries of Emilia – Romagna Region, Economic Dept.

Bologna, Italy.

Assistant Researcher and Analyst with responsibilities of assistance and advice for the associated industries on economic and financial issues at regional, national and international level. From 1998, Regional Manager, Consultant – Quality Assessor; Regional Secretary of the Italian Quality Award for Small and Medium Sized Enterprises APQI – Committee of Emilia-Romagna Region (APQI – Italian Quality Award Association is part of the European Quality Award and is held by Confindustria and other italian associations of industries) with responsibilities of: organization, promotion and advice for small and midsized associated companies on the introduction of the Total Quality Management principles in the finance area.

Jun. 1998 – May 1999 EURO STRATEGIES CONSULTING

Consulting company in European Union issues,

Perugia and Bologna, Italy.

Consultant and Advisor with responsibilities of acquisition of new private clients, banks, indutries and companies training and advice on European Union issues (introduction of EURO currency and european community and international financial funds).

July 1996 – Feb.1997 UNIDO – UNITED NATIONS INDUSTRIAL DEVELOPMENT ORGANIZATION

Industrial Development Agency of the United Nations

Vienna, Austria.

Intern Analyst at the Country Programme and Funds Mobilization Division – Asia and Pacific Bureau – Field Office and at the HR, Enterprises and Private Sectors Development Division with task of assistance in projects with governments, business associations and individual companies regarding the industrial problems of the developing and transition countries.

OTHER PROFESSIONAL EXPERIENCES

– C.I.R.E (Center of European and Regional Enterprise), in collaboration with C.I.S.D.C.E (International Center of Studies on

European Communities), Milan, Italy.

Assistant Lecturer at postgraduate courses of specialization in European Community Programs: lessons scheduled on financing of European Investment Bank, ECSC, EEAC; introduction of Euro; EU research and innovation technologies policy.

– QUALIFIED ACCOUNT OFFICE Stefano Melodia, Lecce, Italy.

Analyst and Collaborator with responsibilities of auditing of balance sheets and preparation of yearly financial reports for small and mid-sized companies.

– FAMILY WHOLESALE TRADE COMPANY, Lecce, Italy.

Sale manager, during university years, responsibilities of relationship management with suppliers and import companies of fireworks and management of customer relationships.

EDUCATION 

1999 MASTER’S PRAGRAM IN ECONOMICS AND FINANCE (attended as visiting student); Venice International University – Cà Foscari University, Venice, Italy.

1996 MASTER – ADVANCED DIPLOMA IN EUROPEAN STUDIES; European College of Parma, Parma, Italy

1994 BACHELOR DEGREE (LAUREA DEGREE) IN ECONOMICS AND BUSINESS ADMINISTRATION; University of Urbino, Pesaro, Italy.

1987 HIGH SCHOOL SCIENTIFIC BACCALAUREAT; Scientific Institute C. De Giorgi, Lecce, Italy.

Other postgraduate courses of specialization and financial qualifications

2007 Course for Entrepreneurs & Business Client Advisor; UBS AG, Lugano (Svizzera).

2005 Course in Local Government Debt Management; SDA Bocconi, Milano.

2004 Course in Corporate Banking and Companies Reliability; Il Sole 24 Ore, Milan, Italy.

1998 Course for Institutional Investors in Venture Capital; Italian Venture Capital Association, Milan, Italy.

1997 Course in International Finance and Currency Management; University Foundation M. Tirandi, Brescia, Italy.

1997 Course in European Affairs; School of Management and Business Administration, Modena, Italy.

COMPUTER KNOWLEDGE AND FOREIGN LANGUAGES

Windows XP using wordprocessing (Word, Wordstar) and dataprocessing (Exel, Access); Internet; Internet Mail.

Italian: mother tongue; English: fluent; Spanish: basic.

FELLOWSHIPS AND WORKING PAPERS

Scholarships granted to attend post-graduate courses and fellowships granted to carry out researches published.

Publications and working papers on economic and financial issues.