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Marco Polo Advisor's activity strengthen in 2023: 12 transactions completed and good market perspectives for the future.
Despite the presence of a declining market for M&A activity in 2023, Marco Polo Advisor offered a positive result with an increase in all main KPI: with twelve transactions completed and 240 million euro total transaction value, 2023 presented a good growth compared to 2022 (eight transactions for a value of 150 million euros).
The transactions completed were related to six sale mandates, three assistances in acquisition, two capital raising for start-up/scale-up companies, one crises management. As to sectors, four involved the industrial and business services sector, three the TMT sector, two the Health Care sector, two the Energy sector and one consumer products.
The activity carried out in the small-mid cap range remained significant despite negative external geopolitical factors (with war scenarios in Europe and the Middle East) and economic trends (with high levels of interest rates, unpredictability of energy costs, supplies shortage).
The motivations for transactions in this phase are linked to generational transitions, or to integration processes into more competitive groups on a global basis and maintain their strength even in the presence of the new, less favourable market scenario.
2023 saw the entry of two new analysts in our organization - (Armando Zampella and Francesco La Torre), who completed the team's staff.
Marco Polo and its associated companies have also started a more structured participation in direct investments. The investments followed are mainly in companies and assets where specific knowledge was developed with Marco Polo Advisor, or which present synergies with the advisory activity. Six investments of this type have been made so far, among which we would like to highlight Colombo Tecnologie in the digital sector and an investment in the energy sector. Furthermore, assistance to family offices and investors in the planning and control of investments was strengthened.
Around ten projects during the year were conducted in collaboration with colleagues from Aica, Alliance of International Corporate Advisors, the international organization which includes around 40 corporate finance companies in the world, of which Marco Polo Advisor is a founding member.
According to Filippo Rozzanigo CEO of Marco Polo Advisor: “Our structure and our network of contacts with companies and investors, in Italy and around the world, have been strengthened in 2023 with good results and an overall growth in the level of our activity. We look to 2024 with optimism as there are many opportunities to continue to encourage the evolution and transformation of Italian businesses and the constitution of stronger and more competitive corporate groups."
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Marco Polo Advisor is a financial consultancy company specialized in extraordinary operations: acquisitions and sales of companies and shareholdings, capital raising and financial consultancy projects for companies, investors and family offices. With three offices in Italy (Bologna, Padua and Milan), a staff of 12 dedicated professionals, 15 years of experience and over 70 completed transactions under its belt, it represents one of the most active advisors in the small and medium-sized transactions segment in Italy. He is a founding member of AICA, Alliance of International Corporate Advisors, an organization with which he collaborates on various cross-border projects and which includes around 40 M&A and financial advisory companies in the world.