Target Information

Borletti Group and Quadrivio & Pambianco have successfully acquired full ownership of the renowned Italian fashion label Twinset through their investment vehicle, Made in Italy Fund II. This acquisition highlights the strategic focus on accelerated global growth within the affordable luxury segment. The investment, executed on a 50/50 basis, includes Narval Investimenti, which will also appoint a representative to Twinset's board to guide the brand's forthcoming development.

Established in Carpi in 1990, Twinset is recognized for its unique blend of alternative luxury, characterized by a romantic and bohemian aesthetic. The brand houses four distinct collections: Twinset, Actitude, U&B, and Girl. In 2024, Twinset reported impressive revenues exceeding €200 million and an EBITDA surpassing €30 million. The company operates over 150 points of sale, complemented by a rapidly growing digital division that is achieving double-digit growth annually.

Industry Overview

The Italian fashion industry is renowned for its influential impact on global luxury trends. As a hub for high-quality craftsmanship and innovative design, Italy maintains a competitive edge with brands that range from elite haute couture to accessible luxury. The country's fashion market has shown resilience and adaptability in face of economic fluctuations, with brands increasingly leveraging digital platforms to enhance consumer engagement.

In recent years, the affordable luxury segment has gained considerable traction, driven by evolving consumer preferences for quality combined with price competitiveness. Italian consumers, in particular, are embracing brands that offer a blend of exclusivity and accessibility, which has allowed companies like Twinset to flourish.

Factors such as an increasing focus on sustainability and a shift towards more casual aesthetics have also reshaped the industry landscape in Italy. Brands are now challenged to redefine their value propositions and engage effectively with a socially conscious consumer base.

The combination of Italy's rich heritage in fashion and the rising demand for affordable luxury positions the industry for continued growth. This sets a promising stage for brands like Twinset to enhance their market presence both domestically and internationally.

Rationale Behind the Deal

The rationale behind the acquisition of Twinset by Borletti Group and Quadrivio & Pambianco revolves around the brand's potential for substantial expansion in the affordable luxury market. With increasing interest from consumers in quality fashion at accessible price points, the new owners aim to amplify Twinset's brand visibility through strategic marketing initiatives.

The investors plan to enhance Twinset's retail footprint by expanding flagship locations and optimizing digital integration. Key priorities include growing the franchise network while refining the selective wholesale strategy, thereby ensuring that Twinset is positioned alongside other leading fashion house offerings globally.

Investor Information

Borletti Group is a prominent investment firm known for its focus on the fashion and lifestyle sectors. The firm has demonstrated a strong commitment to nurturing brands that possess a unique identity and market potential. Quadrivio & Pambianco, another leading player in the investment landscape, specializes in driving value creation in the management of fashion investments.

Through the Made in Italy Fund II, both investors underscore their commitment to boosting Italian brands on a global stage, recognizing the unique charm and competitiveness of the Italian fashion industry. Their combined expertise and resources position them well to lead Twinset into a new era of growth and expansion.

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Dealert’s perspective on this acquisition highlights it as a strategically sound investment, given Twinset's established market presence and the increasing popularity of affordable luxury. The planned initiatives to enhance brand awareness and retail visibility are poised to yield positive outcomes, especially in a market that is gravitating toward quality yet affordable offerings.

The integration of Narval Investimenti into the board will provide valuable insights and support, ensuring that Twinset's strategic vision aligns with market demands. With the fashion sector evolving rapidly, the investors' proactive approach to marketing and expansion signals a promising future for the brand.

Moreover, Twinset's solid foundations and impressive financial performance make it a compelling case for investment. The increasing digitization of retail and the brand's current growth trajectory further reinforce optimism regarding potential returns.

Overall, this acquisition aligns with ongoing trends within the fashion industry, making it a noteworthy opportunity for both immediate and long-term value creation.

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