23
Oct
Panel: Entering a new phase of dealmaking – Portfolio management strategies to support deal activity and build resilience
The current macroeconomic landscape continues to evolve with high levels of uncertainty. However, investors in Italy are showing encouraging flexibility and adaptability as they seek to understand and manage external risks while prioritising what they can control. A degree of stabilisation and optimism has emerged, reflected in robust capital raising and sustained deployment activity. In 2023, private equity accounted for no less than 60% of all deal value, with the largest deals orchestrated by overseas funds. Consequently, the value creation playbook for investors has rapidly shifted from financial leverage and multiple expansion to operational initiatives focused on growing revenues and earnings margins. This panel will discuss the implications for private equity deal-making, exploring business transformation challenges, including digitalisation and energy transition, and how these factors will stimulate private equity funds' role as enablers and accelerators of change.
- What are the best value creation strategies amid higher cost leverage and limited financing access? How are risk management practices evolving? What approaches are effective for business transformation? How are innovation, digitalisation, and generative AI being leveraged?
- How are regulatory and legislative updates impacting dealmaking? What are the effects on origination? How is due diligence changing? What new considerations are arising in deal execution?
- How are mid-size companies performing? What trends are emerging in the Italian start-up market? How is growth capital evolving? What opportunities do scale-ups present?
- How can investors benefit from vintage portfolios, pent-up buyer demand, and a backlog of failed sale processes?
- What lies behind a successful portfolio in terms of matching GP strategies and LP expectations?
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SpeakersGiovanni Calia Managing Director GOETZPARTNERS
Giovanni Tinuper Partner, Deals Platform and Transaction Services Leader PWC ITALY
Marianna Vintiadis Partner and Head of Forensic Investigations & Intelligence RSM ITALY
Giuseppe Franze Partner, Head of Italy RIVEAN CAPITAL
Andrea Bruschi Partner IGI PRIVATE EQUITY
Rachel Lewis Head of Auctions EMEA, Senior Correspondent MERGERMARKET
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Giovanni is Managing Director of goetzpartners’ Italian office, based in Milan.
As a strategy advisor with more than 26 years of experience in management consulting, Giovanni addresses issues such as corporate strategy development, business due diligence, post-acquisition support, digital transformation, market entry strategy, commercial excellence, customer value management, pricing, product innovation.
In the M&A sector he partners with the most prominent private equity houses and financial investors helping them to make the right investment decisions and enhance value creation.
Prior to goetzpartners, he worked in EY as Head of Commercial Advisory Services and in L.E.K. Consulting as Partner and Managing Director of the Italian office.
Giovanni has more than 25 years M&A experience primarily performed for large international corporates and private equity houses. He is graduated in Business Administration from Università Cattolica del Sacro Cuore in Milan and he isfluent in Italian (mother tongue), English and French.
His main areas of expertise include financial and vendor due diligence, pre-dealanalyses and post-deal integration, carve-outs, value creation analyses. His mainindustry focus is on Healthcare & Pharma, Business Services, Industrial Products and Retail and Consumer
Marianna combines a deep knowledge of corporate intelligence and business investigations with an unconditional love for technology. She has a long history working with tech from her early career in technology transfer at the University of Cambridge. When she joined the industry, she first led efforts to open the Italian market to forensic techniques and then to cyber intelligence & data breach response, becoming an authority in these domains. Marianna rose to become Kroll’s Head of Southern Europe and a member of the company’s risk committee. As a manager she was responsible for both operations and network expansion. Marianna went to found the European intelligence and investigations firm, 36Brains which was merged into RSM.
Marianna has often served as a member of corporate supervisory bodies (Organismi di Vigilanza): anticorruption councils required for large companies in Italy.
Marianna’s expertise is also recognised at an academic level. She regularly holds courses at universities and institutes of higher learning in Italy, the UK and the US.
As a partner and head of Rivean’s Milan office, Giuseppe is actively involved in all Rivean investments in Italy.
Previously, he spent four years at Hg in London focusing on technology deals across Europe. Prior to this, Giuseppe worked for Apax Partners and Merrill Lynch in Milan and London.
Giuseppe has a master’s degree in industrial engineering from Parma University (Italy) and an MBA from Harvard Business School (USA).
Andrea joined IGI in 2018 after 5 years as a Partner of Labs Investments, an M&A boutique, responsible for origination and execution of mainly sell-side primary mid-cap deals.
Previously, he carried out major financial and turnaround operations for an advisory, specializing management control and financial performance analysis.
Andrea graduated in Economics and Law at the Bocconi Un