THE LIQUIDITY EVENT
Antonio Fontanarosa
International Financial Advisor??Luxembourg | Managing Partner of Aeffe Capital | Wealth Strategies Expert | Helping UHNWI Families and Entrepreneurs Grow and Protect their Wealth
Are you a banker and do you work with entrepreneurs? Are you familiar with the "liquidity event"?
The term 'liquidity event' describes a process by which an investor liquidates his investment position in a company for cash. For the private banker/financial advisor, the "liquidity event" is an important driver for increasing his or her AUM. It is the result of the trust that he or she has been able to build with the client and, with the support of companies specialising in M&A, has been able to realise.
Aeffe Capital acts as advisor in the realisation of mergers, acquisitions, sales of companies, business units or equity investments, assisting Italian and international companies and institutional investors during the entire process necessary to reach the "closing" of the transaction.
Our experience allows us to work alongside private bankers/financial advisors through every stage of the merger and acquisition process. Our professional know-how, our partnership with leading legal and tax firms and our independence from international financial groups, while maintaining the standards offered by the main international investment banks, with a confidential and be-spoke approach, allow us to identify and defend the client's interests and always favour the banker, the sponsor of the transaction.
If you are a private banker or advisor, I invite you to contact us to analyse a concrete case and support you in the realisation of the 'liquidity event'.