Mediobanca is the leading investment bank in Italy.
For over 60 years we have helped our clients grow, offering high-quality advisory services and providing finance in all its various forms, from more traditional bank credit to the most sophisticated solutions available on capital markets.
Discretion and prompt execution are the hallmarks of our service, delivered by a streamlined unit of skilled bankers noted for their keen team spirit and strong sense of corporate identity, whose actions are always based on the highest ethical values and principles.
In Italy Mediobanca has always been near to the top of the M&A and IPO league tables.
We have helped execute some of the most complex and innovative transactions in the country, and we are increasingly involved in deals with strong ethical, social and environmental content.
Some of our most important deals in this area include:
Brunello Cucinelli S.p.A. is an Italian fashion company operating in the luxury goods sector specializing in cashmere. In little time it has become one of the most exclusive brands worldwide in the informal luxury segment.
The success of Brunello Cucinelli S.p.A. draws on the company’s “made in Italy” culture, based on high quality, skilled craftsmanship, relevance and exclusiveness of products.
The company has always gone about its business in the medieval hill town of Solomeo, just outside Perugia.
Mediobanca is financial partner of Brunello Cuccinelli, an entrepreneur who is unique in terms of the originality and ethical content of his products and strategies, which seek to create value for the local area, history and people
Hera green bonD
The proceeds from the issue will be used to repay early some of the company’s borrowings taken out to finance some eco-sustainable projects and to finance new projects of this kind.
Such projects are aimed in particular at pursuing the following objectives: tackling climate change; improving air quality; improving water purification quality and waste material recovery.
Mediobanca was Joint Bookrunner and Dealer Manager on the offer.
Banca Esperia social bonds
The “Duemme Comitato Maria Letizia Verga” fund
The “Duemme Comitato Maria Letizia Verga” fund is the second in a family of philanthropic social instruments which Banca Esperia has devised and instituted, starting from April 2015, with the launch of the Duemme San Patrignano fund, and which will see other initiatives launched in the coming months.
The “Duemme Comitato Maria Letizia Verga” fund is a balanced fund with global diversification, managed by Duemme SGR, the Banca Esperia group fund management company, adopting a flexible style to ensure optimal exposure to global equity and bond markets while at the same time guaranteeing ongoing and scrupulous risk management. From the investors’ perspective, the fund has low risk and daily liquidity levels, enabling them to achieve returns similar to those for the best products on the market, and at the same time provide continuous support for philanthropic activities. Philanthropic funds guarantee that a percentage of the assets is distributed on a regular basis, for all the years in which the sums continue to be invested, thus allowing the beneficiaries to plan their activities and projects.
The philanthropic aspect of the fund revolves around the fact that Banca Esperia, via Duemme SGR, manages this instrument by applying management fees which are 50% lower than the market average, with the fees not collected being used to finance the Committee’s activities. Furthermore, no performance fees are charged. In this way, the overall cost incurred by the investor is in line with market standards, while at the same time allowing the Committee’s activities to be financed.
“We’re delighted to have this opportunity to continue with the initiative launched in the first half of this year, and that the Comitato Maria Letizia Verga will be the second charity to benefit”, said Andrea Cingoli, Chief Executive Officer of Banca Esperia. “This venture forms part of the philanthropy advisory services which Banca Esperia makes available to its clients and which take the form of three different areas of activity: governance of philanthropic projects, identification of social finance instruments, and developing impact investing instruments via private club deals to invest in philanthropic or social impact initiatives”.
Banca Esperia launches the first charitable trusts