Advised on Sale of Company

Financial Services

BPER Banca S.p.A. - Banca Popolare di Sondrio S.c.p.A.

Listed Italian-based commercial banks Italy

Acquisition of a total stake of 39.99%, increasing their previous stakes

Arca Holding S.p.A.

Leading Italian asset management company Italy

Advised listed Italian-based commercial banks on increasing their stakes in Arca Holding S.p.A.

Provided assistance to Banca Popolare di Vicenza S.p.A. in L.C.A. and to Veneto Banca S.p.A. in L.C.A. in the disposal to BPER Banca S.p.A. and to Banca Popolare di Sondrio S.c.p.A. of a total stake of 39.99% in the capital of Arca Holding S.p.A., leading Italian asset management company, active in private banking and asset management, which also holds the entire capital of Arca Fondi SGR.

 

Activities performed:

  • assistance in the analysis of the economic and financial situation of the business;
  • assistance in the research of potential bidders and in the valuation of the strategic alternatives;
  • origination of the transaction and assistance in defining the structure and the terms of transaction;
  • assistance in the negotiations and definition of the agreement with the counterparties;
  • cooperation with legal consultants and liquidators in the negotiation and definition of the legal documentation;
    drafting of a fairness opinion.

 

Deal value: €138m

Experts who worked on the transaction