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.


2025

Sermetra Holding

Legal and tax assistance to Sermetra Holding in connection with the management of relations with the minority shareholders of Pratico.it and the acquisition of their shares

2025

Confidential client

Tax assistance to an executive in connection with the structuring of the remuneration package – including equity instruments – upon resignation from an industrial group controlled by a U.S. investment fund

2024

Valgroup

Assistance 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

Assistance in the capital increase of Tes Pharma – biotech company engaged in the research of active ingredients for therapeutic use

2023

Valgroup

Assistance 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

Valgroup

Assistance 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

2022

CLUB DEAL

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

2022

Namira

Assistance to 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

2022

Koinos

Assistance 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

Koinos Capital SGR

Support to 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

2021

KOINOS CAPITAL

Assistance in the reorganization of Koinos Capital SGR, 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
2021

BDF

Assistance to 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

FLY

Assistance to 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