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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Trim Corporate Finance Trim Corporate Finance S.r.l. v 4.0 Piazza - - PowerPoint PPT Presentation
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
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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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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Services We Offer Positioning and Competitive Factors Our Values TCF is an advisory firm with the aim of giving support to medium-sized Italian businesses in corporate finance projects (M&A, Debt Advisory, Restructuring) and to family-owned businesses, besides offering advisory services to institutional investors for «alternative Investments» (Private Equity, Venture Capital, Private Debt) making the most of its partners’ experience, as well as their national and international network. The projects we work on alongside firms and their shareholders (entrepreneurs or Private Equity funds) typically have a significant industrial content and need an extraordinary financial support to be realized. Our approach to the institutional investors is based on experience and consolidated methods of analysis and evaluation of the alternative assets. TCF sets itself as a long-term partner, working alongside the
the management team and the board of directors to give the necessary support needed to meet the targets and
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
Services to families
Club Deal Family Governance
Advisory for institutional investors
Alternative investments advisory Investment vehicle set up
Corporate Finance
M&A Transactions Debt Advisory Restructuring Internationalization
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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
We advise companies bringing them through all the steps of the project, offering customized support and engaging senior professionals with sector expertise
M&A Transactions Complete assistance and constant support through all the steps of extraordinary M&A operations: identification of investment and industrial development
identification of investors based on defined selection criteria; analysis and preparation of the required documents; support to negotiation and closing. Debt Advisory Debt lines structuring/minibond issue for industrial development
feasibility study, market scouting and selection of the best technical forms; documentation set-up, cash flow planning; scouting and pre-marketing for the collection or placement of required finance; support activities to the negotiation and closing. Restructuring Development and full implementation of a restructuring plan and corporate turnaround:
borrowers and repayment strategies analysis;
technical/legal forms;
interbank and professionals in charge table; identification of CRO. Internationalization Support in the internationalization expansion process: market and feasibility analysis
commercial development; scouting of industrial or strategic partner to support the development plan; road map and financial- economic plans definition; support to negotiation and deal closing, partnership, JV, local incentives plans; preferential financing identification.
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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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definition (GPs) (Private Equity, Private Debt, Venture Capital)
PD, VC) as well as in the operational phases such as valuation, investment deals and monitoring.
Definition of the best allocation strategies in alternative investments:
Advisory for alternative investments
Full assistance and support in investment vehicle set up :
investment holding) and compliance;
Investment vehicle set up
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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background that TCF provides to its clients. By their very nature, entrepreneurs are always looking for new opportunities and challenges. TCF seeks business
synergies and interesting expected returns on investments.
Support to entrepreneurial families on corporate governance issues and familiar relationship management:
procedures;
related responsibilities;
Club Deal Family Governance
Identification of business opportunities to share with ClubTCF.
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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Trim Corporate Finance sets itself as Global Advisor, taking the client by the hand and leading them towards the goal.
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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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 experience Professionals with specific competences in industrial sectors and corporate processes Consolidated relationships with professionals and specialised offices (legal
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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Manuela Meini – Office Manager Massimo Fontanelli – Senior Executive Advisor
Banking and Retail for primary Italian banks
Gabriele Cappellini - President
different sectors (mechanical, biomedical, PE) Marco Figus - Partner
leading international investment banks
and pension funds Lorenzo Betti - CEO
FMCG, services, chemicals and luxury sectors
Donatella Urso - Senior Analyst
processes restructuring Lorenzo Pisani - Analyst
management in collaboration with leading investment funds based in London
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
10 Paolo Paoli
consulting firms with expertise in extraordinary finance operations Francesco Raganelli
companies in FMCG and digital sectors
Massimo Rosi
realities in TLC and Energy sector
firms
Simone Anichini
specialization in corporate finance, industrial plans and restructuring
different sectors Giancarlo Franci
national level
Federica Cremoli
Media) and PE funds in M&A transactions and international development
important multinational in the FMCG sector
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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Borsa Italiana was established in 1998, after the privatization of Stock Exchange markets, and deals with management and functioning of financial markets. Particularly, it manages the Italian financial market, is the ninth most ancient Stock Exchange worldwide and the sixteenth in order of
Gruppo Borsa Italiana and the London Stock Exchange group became effective. The ELITE Project, started by Borsa Italiana in 2012, is an innovative services platform dedicated to Italian small and medium-sized businesses (PMI). Elite allows PMIs to compete with the best international models and practices and to get in touch with a community of excellence to make the most
all the possible business matching
Christian Martino 08 novembre 2018 «Abbiamo raggiuto quota mille!» Luca Peyrano, amministratore delegato di Elite è euforico nell'anticipare al Sole 24 Ore questo straordinario risultato, raggiunto prima del previsto sulla tabella di marcia. «Siamo molto soddisfatti, i risultati sono andati ben oltre le aspettative, a partire dal riscontro internazionale». Elite oggi è presente in oltre 30 Paesi ed è attiva in quasi tutti i continenti attraverso accordi di collaborazione
forse l'aspetto che più ci rende orgogliosi come italiani, in quanto ideatori del modello». Una forte accelerazione al progetto voluto da Borsa Italiana e Confindustria per avvicinare le Pmi al mercato dei capitali, si è avuta dopo l'ingresso, avvenuto nel 2017, di Cassa Depositi Prestiti nel capitale, insieme al fondo cinese NUO Capital. Proprio eri abbiamo assistito all’ultimo ingresso “in massa” di 23 nuove società grazie alla partnership con Intesa Sanpaolo, attraverso Mediocredito. Avete raggiunto quota mille. Perché il modello funziona? Abbiamo ideato un modo nuovo di interpretare la relazione con gli imprenditori, dove sono le esigenze dell'impresa ad essere poste al centro e non le esigenze della finanza. E' stato riconosciuto il nostro atteggiamento neutrale e quindi indipendente rispetto alla destinazione finale in termini di finanza, sia essa la quotazione, l'apertura a un private equity o l'emissione di un bond. Infine è stato premiato il nostro approccio sistemico di architettura aperta. Siamo in assoluta sintonia con il sistema bancario e con il mondo dell'advisory.
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
“open space”, a think tank to discuss and debate social and economic issues among perspectives and ideas across the academic, business and financial worlds;
business world and academic research: variety and diversity of perspectives represent our advantage, allowing to deal with research issues important for the civil society in a widely and in depth;
without geographic boundaries vis à vis its scientific interests, lies at the heart of the research issues of daily life that need an urgent, deep, shared and interdisciplinary reflection. We pursue our goals through seminars, workshops, video-interviews, conferences and publications through the participation of high-profile scholars and experts.
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study centre on business sustainability, through the establishment of a think tank named CrossThink-LAB (ctl.tcf.it)
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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2016-2018 Events Working Papers Video Interviews Working Groups
2018 Events Paths Participations
Diversity as a value and precious resource, but also as a challenge full of criticalities: a multilevel route where knowledge and different competencies get in touch to draw possible keeping the person, their rights and their dignity at the centre. The crisis seen as an important chance to reflect at different levels on business and finance, in order to re-think our relationship with goods, money, work and the community we are in. A laboratory to reflect and elaborate possible alternatives. Top Sponsor and Partnership
TO BE CONTINUED
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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Giulia Corrado Think Tank Assistant Alessia Belli Think Tank Manager Piero Castoldi Professor Scuola Superiore Sant’Anna Alessandro Lorenzi Board Member - Eni Vittoria Franco Member of the Italian Senate Gabriele Cappellini President Trim Corporate Finance
Comitato Direttivo Comitato Scientifico Management
Anna Loretoni Professor Scuola Superiore Sant’Anna Alberto Pirni Researcher Scuola Superiore Sant’Anna Lorenzo Betti Co-founder / CEO Trim Corporate Finance Board Member Banca Popolare Etica Nicoletta Dentico Daniela Carosio Senior Partner Sustainable Value Investors
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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statute
Each member of the TCF team devotes 10% of their working time (2 days per month) to charitable initiatives with a contribution in line with our professional experience
10% of the Trim Corporate Finance net profit is annually allocated to associations and non-profit
basis according to the specific projects
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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TCF promotes expression through arts, encouraging and stimulating creativity:
available;
activities in Florence;
We try to unite our attention to arts and the social impact.
Established in february 1975 in the former psychiatric hospital V. Chiarugi in Florence, in a farmhouse close to the walls of the asylum. La Tinaia, far away from the repressive logic of absolute institutions, is a space for free and creative activity for the hospital patients, seeing itself from the very beginning as a revolutionary experience: overcoming the already experimented practices for expressive therapy in the Sixties, among which the 'prima Tinaia' (1963-1970), the atelier puts at the centre the esthetic language and the expressiveness in drawing, painting, clay manufacturing as ways to communicate and break marginalisation and isolation from the world.
La Tinaia
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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SO WHAT
Main outcome of the page
WOW
Surprising finding or strong comment
RESULT
How we did it
STATUS
Level of achievement (5 – 0)
IDEA
Let’s think different!
GRRR
This shouldn’t happen
ACTION ITEM
Something to be done
Rooted in our core values is the attitude to always strive for perfection and deliver the finest and highest quality services. Our services are always customised according to the needs of our clients; we like to distinguish ourselves from the typical standardized service that anyone could offer. It is for this reason that we approached the pinnacle of graphic design and mother of the “Apple Mac” original icons, Susan Kare. Susan, that has worked for companies such as Facebook, Microsoft, Paypal, studied and designed a set of personalized icons for Trim2 to enable us to deliver the best service in the best format. With this we would like to thank the precious work that Susan did for us, adding that it has been a pleasure and an honour for us to get the chance to collaborate with her.
All the icons in our presentation have been developed by Susan, even those that are not present in this legend.
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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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
Luxury Goods ICT Manufacturing Financial Services Healthcare Energy & Utilities Consumer Goods Automotive
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to consolidate diversified competences. TCF Expertise
Global Advisor for nationally relevant M&A
Financial Advisor on acquisition Company divestiture Tier2 components / First plant Financial Advisor for fundraising support Advisor for Buy & Build / pre IPO project Financial Advisor for industrial partnership with shareholding Advisor for international development through partnership Minibond issue supporting an international development project Some recent experiences
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Trim Corporate Finance Srl 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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