Investment banking

Equity Capital Markets (IPOs, equity placements, etc.); Financial Advisory/M&A; Debt Capital Markets and Corporate Finance.

CFO SIM offers its clients:
– Proven experience assisting clients with corporate finance transactions with particular focus on placing operations;
– A sales force of experienced professionals  dedicated to the stock and bond markets, and established relationships with more than 400 investors, from both Italy and abroad
– A qualified Equity Research team.


 

Equity capital markets

CFO SIM assists its clients in Equity Capital Markets operations, such as:

  • IPOs;
  • Capital Increases;
  • Sale of listed investments by shareholders (Private Placements and Block Trades);
  • Tender offers;
  • Buy-back and stabilisation activities.

The roles that CFO SIM can cover are:

  • Global Coordinator;
  • Bookrunner;
  • Sponsor on the MTA market;
  • Nominated Advisor on the Italian AIM (Nomad);
  • Lead Manager;
  • Co-ordinator for takeover offer subscriptions.

Financial Advisory

CFO SIM provides assistance to its clients in corporate finance transactions such as:

  • Company sales;
  • Acquisitions;
  • Mergers;
  • Demergers;
  • Spin-offs;
  • Capital raises (IPOs, search for new investors (financial, institutional, industrial);
  • Fairness opinions/Company valuations;
  • Business Plan preparation and Information Memorandum;
  • Support in the realisation of industrial plans as per art. 67 l.f. of Italian law;
  • Takeover bids;
  • Exchange rate and interest rate risk management.

Debt capital markets

CFO SIM assists its clients in debt capital operations on the Debt Capital Markets, such as:

  • Bond issues;
  • Equity linked Bonds (convertible, exchangeable);
  • Debt Private placements;
  • Mini bonds.

The roles covered by CFO SIM are:

  • Lead Manager/Arranger;
  • Bookrunner.

As a part of its Debt Advisory services, CFO SIM also offers  consultancy in relation to:

  • Definition of the optimal capital structure to support plans for growth;
  • Structuring of syndicated and unsyndicated loans;
  • Negotiation with banks and other lenders.

Specialist and corporate broking

CFO SIM is one of the major players in Specialist and Corporate Broking activities in Italy. CFO SIM’s goal is to constantly stimulate the interest of investors in the companies followed  through the following activities:

  • Liquidity support;
  • Equity research;
  • Meetings with institutional investors both in Italy and abroad;
  • Organisation of events.

Services offered:

  • Specialist: MTA, MTA Star, MIV, AIM Italia;
  • Corporate Broker.

Depository Bank

CFO SIM assists issuers in the performance of all administrative duties related to issued instruments, such as:

  • Dividend coupons and payment of dividends;
  • Requests for ISIN codes;
  • Management of shareholders’ register;
  • Management of Shareholder meetings;
  • Extraordinary activities, such as stock splits or reverse stock splits and the replacement of share certificates.
  • Equity capital markets
  • Financial Advisory
  • Debt capital markets
  • Specialist and corporate broking
  • Depository Bank