Equita Group SpA · MIL:EQUI
Equita Group SpA — Investor Presentation (June 2024)
19 slides from Equita Group SpA's investor presentation, June 2024
Slide 1: The EQUITA Group Company Presentation
The EQUITA Group Company Presentation Last update – June 2024 1
Slide 2: The leading independent Italian investment bank
#1 #2 Independent Research Broker Team in Italy (1) in Italy (1) The leading independent Italian investment bank As the go-to partner for investors, institutions, listed companies, corporates and entrepreneurs, EQUITA acts as broker, financial advisor #1 #6 and alternative asset management platform
Slide 3: Our Values, Our Purpose
Our Values, Our Purpose We stand out for our independence, integrity, commitment and dedication of professionals to best-serve clients and partners Values Independence, excellence, entrepreneurship, expertise, client and people- centric approach Mission Build long-term alliances with clients by offe
Slide 4: Half-a-Century of Independent Thinking
Half-a-Century of Independent Thinking EQUITA was founded in 1973 as one of the first independent Italian merchant banks. Over the years, it has been part of commercial banks and financial sponsors, allowing the Group to grow and develop strong, long-lasting institutional relationships Euromobiliare
Slide 5: The Group
The Group A diversified and financially sound investment bank, listed on the Italian Stock Exchange and 50+ 200+ €200+m firmly committed to keep growing, in Italy and Market abroad Years of Talented Capitalization (1) Tradition Professionals Simplified Group Structure (2) Today EQUITA is synonym of
Slide 6: Complete and Synergistic Business Model
ECM - Equity Capital Markets The reference financial advisor for listed Complete and Synergistic companies, Italian SMEs, leading national and international private equity funds DCM - Debt Capital Markets Investment & Debt Advisory Business Model Consistently among top M&A Advisors by number Banking
Slide 7: The only One-Stop-Shop in Italy, assisting Partners and Clients
The only One-Stop-Shop in Italy, assisting Partners and Clients IPOs, Rights Issues, Accelerated Book- A complete product offering to best serve all type of customers, buildings, Bond from institutions to corporates, listed as well as non-listed issues… Institutional investors Brokerage of equities,
Slide 8: Increasing Footprint Outside Italy in M&A Advisory and Corporate Finance
Increasing Footprint Outside Italy in M&A Advisory and Corporate Finance 30+ Top 10 Countries 400+ M&A Advisor A solid track record in the execution of covered by Professionals in European cross-border mandates, assisting corporates Claifield mid-market and private equity funds 790+ 80% €30bn Deals
Slide 9: The right Partner to integrate sustainability
The right Partner to integrate sustainability Sustainability is strongly integrated into the model. Our offering includes investment opportunities in renewable infrastructures, financial advisory in green and sustainability-linked bond issues, ESG research reports, events and conferences dedicated t
Slide 10: Our Culture: Constant Effort to Promote Education, Talent and Local Communities
Our Culture: Constant Effort to Promote Education, Talent and Local Communities We are constantly committed to create value for all our stakeholders, both internal and external People are our greatest asset. We offer corporate welfare programs which provide significant monetary and non-monetary bene
Slide 11: Annex: Track-Record
Annex: Track-Record EZEQUITA
Slide 12: Track-Record: 50+ Mandated executed in 2023
Track-Record: 50+ Mandated executed in 2023 Public & Large M&A (selected credentials) Mid-Market M&A (selected credentials) Equity Capital Markets (ECM) Debt Capital Markets (DCM) 12
Slide 13: Annex: Focus on Our Areas of Expertise
Annex: Focus on Our Areas of Expertise
Slide 14: Investment Banking
Investment Banking The only truly independent one-stop-shop in Italy, capable of meeting all financial needs of entrepreneurs, corporate issuers and financial #1 institutions ECM Franchise Teams and Areas of Expertise in Italy (1) Equity Capital Markets (IPOs, Listings, Rights Issues, Takeover Bid
Slide 15: Global Markets
Global Markets The largest independent trading floor in Italy, operating on all major financial instruments and international markets, and offering a best-in- #1 class service to all types of clients, from investors to banks to issuing Independent Broker in Italy companies. Teams and Areas of Expert
Slide 16: Alternative Asset Management
Alternative Asset Management One of the leading multi-asset managers in Italy, offering long-term capital, managerial skills and industry competences ≈€1bn Assets under Teams and Areas of Expertise Management Private Debt (Financing instruments to support the development and growth of small and me
Slide 17: Research Team
Research Team A team supporting institutional investors' decisions with unbiased insights on global financial markets and offering outstanding research #2 with in-depth analysis of listed companies, especially on mid-small caps Research Team in Italy (#1 in unweighted rankings) Areas of Expertise
Slide 18: Disclaimer
Disclaimer This presentation shall be considered as confidential. It may not be reproduced, redistributed or passed on, directly or indirectly, to any other person or published, in whole or in part, for any purpose. The views presented herein, which do not purport to be comprehensive, are for discus
Slide 19: www.equita.eu
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