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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

brunello cucinelli2

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

GRUPPO HERA june 2014 full
Hera S.p.A. (the "Company") has made a bond issue against the Euro Medium Term Notes(EMTN) programme in a total aggregate principal amount of €500m, to be placed exclusively with institutional investors.

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

esperia
The social bonds sold by Banca Esperia are bonds which finance social activities. Starting from 2015, through a collaboration between the Fondazione San Patrignano and Banca Esperia, the 50:50 joint venture between Mediobanca and Mediolanum, it will be possible for investors to participate in a series of initiatives executed by the San Patrignano community by acquiring particular bonds.

 

The “Duemme Comitato Maria Letizia Verga” fund

Banca Esperia, the private bank set up by Mediobanca and Mediolanum, and the Comitato Maria Letizia Verga, whose mission is to study and treat leukaemia in children, unveiled the “Duemme Comitato Maria Letizia Verga” philanthropic fund to an audience of potential investors at an event held at Villa Reale in Monza. The fund is available for subscription by investors starting form Thursday, 15 October 2015. The aim of the project is to provide a social finance instrument to provide ongoing financial support for the Committee’s activities.

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

Banca Esperia, the private bank owned by Mediobanca and Mediolanum, has become the first Italian bank to set up a charitable trust, as opposed to more traditional charitable instruments such as foundations. The Esperia charitable trust’s mission is enshrined in its deed of constitution, allowing it to become one of the first such funds in Italy to attain the status of non-profit organization (“onlus”), and so benefit from the tax breaks provided by the Italian regulations for organizations of this kind. The mission of Esperia Philanthropy onlus (the charitable trust’s name) is the “exclusive pursuit of social solidarity initiatives, by donating money to non-profit-making organizations”. The trust fund will be replenished by Banca Esperia, and will also be open to donations from third-party benefactors, who may indicate a specific use for their contribution. In this way it will be possible to participate actively in developing projects with exclusive guarantees in terms of efficiency and security, while at the same time taking advantage of the relevant tax benefits.

  

Last update: 22/12/2015