EQUITA Group S.p.A. announced that key shareholders have joined its Shareholders' Agreement following the acquisition of 70% of CAP Invest, enhancing its financial advisory capabilities.

Target Information

EQUITA Group S.p.A. has recently announced that on May 7, 2025, shareholders Cassi & Associati S.r.l., Purple Advisory S.r.l., and Matteo Pattavina have joined the EQUITA Group Shareholders' Agreement (the "Agreement"). This Agreement, which has been in effect since April 1, 2025, was initially signed on March 31, 2025, by 38 shareholders of the Company. The inclusion of these three shareholders strengthens the partnership between EQUITA's management following the Company's acquisition of 70% of the shares of CAP Invest S.r.l., the sole shareholder of CAP Advisory S.r.l., a leading financial boutique renowned for its expertise in corporate finance and debt advisory.

Due to this acquisition, the aforementioned shareholders will not be subject to the lock-up provisions outlined in Article 5 of the Agreement, as they have independently committed to a three-year lock-up period concerning EQUITA Group shares as of May 7. Consequently, the agreement now covers a total of 19,139,728 ordinary shares (36.4% of the share capital) and 33,104,090 voting rights (46.9% of total voting rights and 48.3% of exercisable voting rights at the General Meeting).

Industry Overview

The financial advisory sector in Italy has been experiencing significant growth, driven by increased demand for corporate finance advice and debt restructuring services. As companies navigate complex financial environments and seek optimization solutions,