EQUITA Group has entered a binding agreement to acquire a 70% stake in CAP Advisory, aiming to strengthen its debt advisory capabilities and expand its investment banking services.

Target Information

EQUITA Group S.p.A. has announced a binding agreement to acquire a 70% stake in CAP Advisory S.r.l., a well-established financial advisory firm based in Milan. Founded in 2020 as a spin-off from Cassi e Associati, CAP Advisory specializes in corporate finance solutions, particularly debt advisory services, including restructuring, redefining, and consolidating the financial structures of its clients. Over the past three years, CAP Advisory has successfully completed over 45 transactions, generating revenues exceeding €3 million in 2023.

Industry Overview in Italy

The financial advisory sector in Italy is characterized by a growing demand for specialized services, particularly in debt consulting and corporate finance. The post-pandemic economic recovery has propelled businesses to seek expert guidance in navigating complex financial landscapes, increasing the value of advisory services. Moreover, institutions are increasingly looking for tailored strategies to optimize their capital structure and support growth through prudent financial management.

Additionally, the rise of alternative financing options has created a competitive environment, necessitating that advisory firms differentiate themselves by ex