Tax

We provide tax advice and planning for Italian and international companies, private equity funds and financial intermediaries in the context of:



  • Extraordinary transactions (including acquisitions, mergers, demergers, contributions, transfers of businesses and going concerns, joint ventures, restructurings, start-ups, issuance of financial instruments and listing on regulated markets, venture capital, extraordinary finance, project financing).

  • The structuring of compensation package for directors, executives and key people (including stock option plans, personnel compensation structures and pension funds).
  • The setting of transfer pricing policies.

  • Day-to-day management - including supporting the tax compliance function and strategic and organizational development - in direct and indirect tax and financial statement issues.
  • The real estate sector.


We assist individuals and companies, both Italian and international, in identifying the most appropriate asset holding structure, in planning for generational transition and in relation to tax monitoring issues.


We provide assistance in dealing with tax authorities in the context of:



  • tax audits, pre-litigation and settlement agreements;

  • tax litigation before the Tax Courts and the Supreme Court.


2026

High Net Worth Individual

Advised on corporate governance and ownership structure matters, as well as on the corporate and tax aspects of the sale process of a family-owned business

2026

High Net Worth Individual

Advised on corporate and tax aspects relating to the ownership structure following an inheritance

2026

High Net Worth Individual

Advised on corporate and tax aspects relating to the division of an inherited estate

2025

High Net Worth Individual

Advised on the structuring the generational handover by setting up a dormant trust to be funded upon the opening of the succession in accordance with the settlor’s testamentary instructions

2025

Confidential client

Advised an executive on the structuring of a remuneration package – including equity instruments – upon resignation from an industrial group controlled by a U.S. investment fund

2025

Sermetra Holding

Advised Sermetra Holding in connection with the management of relations with the minority shareholders of Pratico.it and the acquisition of their shares

2025

Euclidea SIM

Advised Euclidea SIM on the sale of its entire share capital to a leading financial institution

RASSEGNA STAMPA
2024

Valgroup

Advised Valgroup in the merger leveraged buy-out of Clio and Valgroup into Valgroup Italia.
Valgroup Italia is a leading manufacturer of PET and recycled PET preforms

2024

Tes Pharma

Advised TES Pharma on its capital increase. TES Pharma is a biotech company engaged in the research and development of active pharmaceutical ingredients for therapeutic use

2023

Valgroup

Advised Valgroup in the acquisition of 100% of the Italian companies Garda Plast and IFAP, manufacturers of PET preforms also with multilayer technology for bottling mineral water, soft drinks, detergents and personal care products

2022

Koinos Capital SGR

Advised Koinos Capital in the strengthening of its management team with the addition of Andrea Munari to the management team already made up of of Beppe Fumagalli, chairman, Marco Airoldi, CEO, Marco Morgese, Francesco Fumagalli and Tommaso Meregalli

2022

Koinos Capital SGR

Advised in the acquisition of the Platum group, leader in the R&D, engineering and distribution in the micro-mobility sector – in particular with e-scooters and e-bikes under prestigious brands such as Ducati, Pininfarina, Lamborghini, Aprilia, VR 46, Jeep – and gaming accessories

2022

CLUB DEAL

Advised on the acquisition of shares in connection with the admission to trading of Technoprobe – world leader in the semiconductor and microelectronics sector – on Euronext Growth Milan

2022

Valgroup

Advised Valgroup in the acquisition of 100% of the Italian companies Nuovaplast and 3R. Nuovaplast is a leading manufacturer of PET and recycled PET preforms, while 3R is active in the production of recycled PET

2021

FLY

Advised FLY in the voluntary tender offer for the entire share capital of Carraro, listed company and world leader in the production of axles and transmissions for off-road vehicles

RASSEGNA STAMPA
2021

BDF

Advised an Italian real estate fund BDF, managed by Namira SGR, on the tax side of the acquisition of a development area in Ventimiglia (Italy) from the group headed by Ferrovie dello Stato Italiane

RASSEGNA STAMPA
2021

Koinos Capital SGR

Advised on the reorganization of Koinos Capital SGR, the management company of the Koinos Uno fund, through the acquisition by Beppe Fumagalli of the shares in the SGR, and part of the quotas of the fund held by Gianni Mion and Carmine Meoli

RASSEGNA STAMPA