Services
From the first valuation to closing, alongside those who make the decisions.
Areas of expertise
Five capabilities working under a single direction.
Every mandate is followed by a team that knows the transaction as a whole, so that valuation, financial structure, tax matters and investor relations all move along the same line.
Mergers & acquisitions
M&A Advisory
30,000+
Investors and strategic buyers reachable through Valida’s international network.
We support companies and investors in the sale and acquisition of companies and shareholdings, following every operational and negotiating step through to closing with a structured, confidential process designed to bring out the value of the assets and of everything the business has built over time.
Sell-side and Buy-side
Support in the sale and acquisition processes of companies and shareholdings.
Valuation and Information Memorandum
Valuation, preparation of information materials, search for and selection of the investment fund or buyer.
Direction through to closing
Coordination of all the professionals involved, from the first phase of the process to signing.
Capital raising
Capital Markets Advisory
We support companies in raising capital and accessing financial markets, with strategic and operational advice on equity and debt transactions shaped around the objectives of each project.
Equity Capital Markets
Access to risk capital through venture capital, private equity and stock market listings.
Debt Capital Markets
Loans and credit lines to support acquisitions, investments and refinancing.
Documentation and investors
Financial plans, information memoranda and investor materials, together with the search, selection and management of investor relations through to closing.
Family wealth
Family Office
We support entrepreneurial families and private investors in creating, structuring and enhancing their Family Office, overseeing its internal organisation and operational support and selecting new investment opportunities, so that our assistance continues throughout the life of the project.
Structuring
Setting up and organising the Family Office.
Portfolio
Analysis, monitoring and performance evaluation.
Temporary Management
Managerial oversight and financial back office.
Governance
Defining governance and reorganising the group.
New investments
Scouting, monitoring and management of opportunities.
Strategic advisory
Strategic Advisory
We support entrepreneurs and management in the choices that redefine the structure and prospects of the business, reading strategy, tax and management control together.
Corporate Strategy & Development
Strategic direction and development plans.
Tax & Law Advisory
Tax and legal advice, incorporation of companies and joint ventures.
Management control
Control systems and Investor Relations.
Business valuations
Company valuations and appraisals.
Due Diligence
Financial, tax and legal due diligence.
Valida Capital
Co-investments
Valida Capital is the group’s investment division and offers direct access to selected, diversified asset classes.
Private Equity
Stakes in unlisted companies.
Venture Capital
High-growth-potential businesses.
Real Estate
Real estate transactions and assets.
Transactions are accessible directly, with a GP/LP structure, or through Club Deals.