WORKFLOW

Project Definition and Preliminary Analysis

We develop a business plan tailored to the transaction, supporting the client in understanding objectives, opportunities, tax implications, and generational transitions.

Assessment and Mapping

We conduct an in-depth financial analysis of the companies involved, using rigorous, proven methods to ensure the success of the transaction. We identify the corporate perimeter and the optimal transaction structure.

Preparation of Materials

We prepare the Information Memorandum and related blind teaser, ensuring clarity and confidentiality.

Data Room and Investor Presentation

We set up a secure and well-organised data room and present the documentation to qualified Italian and international investors, including industrial, institutional players and family offices.

Confidentiality and Expressions of Interest

We manage NDAs and handle the selection, contact, and collection of expressions of interest from investors.

Analysis and Negotiation Support

We analyse the received expressions of interest and support the client in negotiations, ensuring a strong and transparent position.

Due Diligence

We provide support during investor-led due diligence, coordinating the process to ensure efficiency and completeness.

Final Negotiation

We assist in negotiating the price, adjustment mechanisms, sale agreement terms, and guarantees—ensuring a balanced, sustainable outcome.

Signing

Supportiamo la formalizzazione dello SPA ( Sale and Purchase Agreement) con l’assistenza necessaria per la firma dei contratti, assicurando che tutte le condizioni concordate siano rispettate.

Closing

We oversee the entire closing process, coordinating the transfer of assets and receipt of proceeds—ensuring accuracy and punctuality.

Post-Closing Support

We offer support in the post-closing phase to ensure continuity and proper fulfilment of agreements.

Indicative workflow duration: 6–12 months.
All information shared with MARINI and its advisors is handled with the utmost confidentiality and never disclosed to third parties without authorisation, in full respect of the client’s privacy and interests.

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