• Prospect Slideshow

    A New Tool to Access Capital Markets

  • Baldi Finance Slide2

    Baldi Finance actively helps and directs companies in finding and raising funds needed to achieve their projects

  • Baldi Finance Slide1
    Baldi Finance is Nominated Advisor (NOMAD) for listings on AIM Italia and financial adviser for transactions on all other markets organised and managed by Borsa Italiana
  • Baldi Finance Slide4

    Baldi Finance assist and supports its clients with proven experience until the accomplishment of their goals

  • Baldi Finance Slide3
    As part of a long standing collaboration with Borsa Italiana, Baldi Finance is also “Partner of Equity Market”, an initiative promoted by Borsa Italiana aiming to support SMEs growth plans through IPO
Equity Crowdfunding

Equity Crowdfunding

Corporate Finance

Corporate Finance

Track Records

Track Records

Our Partner

Our Partner

  • Equity Capital Markets

    Equity Capital Markets

    Baldi Finance support companies throughout all stages of the listing process, from origination to the after-market, acting as Nominated Advisor (NOMAD) for listings on AIM Italia and financial adviser for transactions on all other markets organised and managed by Borsa Italiana.
  • M&A (Merger and Acquisition)

    M&A (Merger and Acquisition)

    Baldi Finance work on both the buy-side and sell-side to create the most appropriate deal structure by analysing its client’s specific traits and the opportunities and challenges presented. The firm drafts business plans and determines the value of economic capital.
    When closing deals and seeking the most suitable counterparties, Baldi Finance can rely on an extensive network of leading operators both in Italy (including a broad network of professionals) and internationally.
  • Private Equity

    Private Equity

    Baldi Finance work with companies to assess the best strategy for maximising value and seeking the most suitable partners.
    Over the course of each project, the firm coordinates all of the advisers participating in the transaction, manages negotiations and sets the technical terms of the deal.
    Baldi Finance also provide advice regarding the structuring of capital increases and public purchase or sale offers for listed issuers.
  • Turnaround

    Turnaround

    Baldi Finance work with companies to identify the forms of funding best suited to their needs and provide assistance throughout the entire fund-raising process, from identifying and selecting the most appropriate financers to drawing up the contracts.
    Baldi Finance also provide complete assistance with debt restructuring and renegotiation deals, including the preparation of turnaround and/or restructuring plans to restore companies to profitability.
  • Equity Capital Markets

    Origination

    • Analysis of financial and organisational requirements for completing listing transactions
    • identification of market of listing, transaction structure and market value of economic capital
    • Planning
    • Support for the client in the choice of the working group and coordination of entire transaction according to an agreed timetable

    Execution

    • For listings on the AIM Italia market, in the official role of NOMAD
    • For listings on the MTA, preparation of all documentation required by the sponsor in accordance with Borsa Italiana and Consob regulations

    After Market

    • All post-listing activities provided for in the AIM Italia Regulations, as NOMAD
    • MTA: obligations required by control authorities with direct intervention or supervision of the preparation of documentation within the timeframe set by regulations
    • Support for management in drafting financial statements and interim reports
    • Development of management control systems with a high degree of information technology integration residing directly on the client’s premises
    • Advice concerning the implementation of corporate governance models functional to establishing an effective administrative body and a reliable internal control system
  • M&A (Merger and Acquisition)

    M&A: an adviser to the buyer or seller

    • Advice concerning the implementation of corporate governance models functional to establishing an effective administrative body and a reliable internal control system
    • Due diligence of a corporate, financial, accounting and fiscal nature
    • Drafting of business plans in support of the definition of the strategies identified in order to maximise the company’s value
    • Search for and identification of the right counterparties aided by longstanding relationships with an extensive network of leading operators in Italy (including a broad network of professionals) and internationally
    • Support in the choice of any external advisers and coordination of the team
  • Private Equity

    Private Equity: an adviser for the company

    • Search for the ideal partner, aided by longstanding relationships with major market players
    • Valuation of the company, document management and coordination of any advisers involved in the deal
    • Advice regarding the structuring of capital increases (for listed and unlisted companies) and public purchase offers
  • Turnaround

    TURNAROUNDS: an adviser for the company during the restructuring process

    • Identification and action in response to the causes of the crisis
    • Organisation of detailed plans to launch profitability recovery strategies
    • Identification of the most appropriate forms of financing and financers
    • Debt renegotiation and/or restructuring

Equity Capital Market: Nominated Advisor (NOMAD) for listings on AIM Italia and financial adviser for transactions on all other markets organised and managed by Borsa Italiana.

A New Tool to Access Capital Markets

Baldi Finance in his role of Corporate Advisor on Prospects market, organized and managed by Malta Stock Exchange, guarantees it has adopted all the necessary and requested procedures in order to maintain full independence, confidentiality and impartiality towards any applicant issuer.
To this purpose Baldi Finance has adopted a Procedures to prevent and detect conflicts of interest whit the aim of identify and mitigate any conflict of interest including the possibility that Baldi Finance it self and its connected person may invest or trade securities issued by their client Prospects Companies (link to the Procedure according to article 3.01.07.02 of Prospects Rules)

Should not be possible to eliminate or mitigate any conflict in compliance with the rules stated in the above mentioned procedure, Baldi Finance will provide full disclosure (in the Issuer’s Information Document or in any other relevant and proper place to the satisfaction of the Exchange) of the conflict and all related actions to be put in place to mitigate or eliminate it.


Prospects creates an opportunity for SMEs to access capital markets relatively easily and efficiently, and to benefit from the advantages which, so far, have only been available to much larger entities. Small and medium-sized businesses will now be able to raise capital by issuing bonds, issuing new shares, or selling existing shares to a pool of investors far greater than their own family or business partners.

Prospects provides cost-effective access to capital – there is no need for security or collateral, though investor and market confidence are required for success. Companies considering admission to Prospects require the services of a corporate advisor, both before and following an admission process. The involvement of a corporate advisor by the SME ensures that transparency and corporate governance efficiencies are achieved and retained, thus instilling greater investor confidence.

Prospects’ key features:

  • Compliant with Markets in Financial Instruments Directive (MiFID) which harmonises the regulation of investment services and Multilateral Trading Facilities (MTFs)
  • Admission granted by the MSE
  • A corporate advisor is required
  • A business plan is required
  • There is no minimum value for the IPO, though the MSE envisages IPOs of between €1 million and €5 million
  • Any number of shares may be floated – there is no requirement for a minimum percentage of shares to be held by the public
  • This product is not passportable within the EU*
  • Securities admitted on Prospects will benefit from the MSE brand and reputation

*When approved by the MSE

Facilitated Finance

Facilitated Finance

Finanza Agevolata
The Facilitated Finance is one of the company Finance branch that deals with the procurement of funds for financing the Company at better conditions than those of the market, using public issue of European financing instruments facilitated, national or local, which are periodically created by the institutions in order to facilitate business development in geographical development perspective, competitive and managerial.
Baldi Finance&Organization

Baldi Finance&Organization

Organizzazione Aziendale

Business Organization

The Consulting Division, “Baldi Finance & Organization” is responsible for:
  • Assessment & Diagnostics, in order to assess the adequacy of the organizations at the current competitive environment;
  • thorough analysis of the processes through Lean methodologies and Six Sigma;
  • Process improvement, either through the direct management of projects either through Training and Coaching to internal resources
  • Innovation and Development of New Products / Processes according to the Quality by Design approach;
  • Plant re-layout;
  • Lean Leadership;
  • SChange Management
Grid Stack ImageGrid Stack Image

From the idea to reality

Investi-re.it is a new Italian Equity Crowdfunding platform dedicated to Startups and Mid & Small innovative enterprises.

Through Investi-re.it you may submit your entrepreneurial idea to a broad range of investors potentially interested in endorsing your projects.

Investi-re.it it’s a fund raising supportive platform.

Go to the Website

TEAM

Profiles, Roles, Contacts

  • Dott. Carlo Baldi
  • Dott. Guido Prati
  • Dott. Antonio Boccia
  • Dott. Luca Carra
  • Dott. Marco Caprari
  • Ing. Alberto Baldi
  • Ing. Laura Pellesi
  • Dott. Carlo Baldi

    Dott. Carlo Baldi

    President

    President of Board of Directors
    Born on April 29, 1939
    in Reggio Emilia.

    Record my contact on your smartphone directly from the screen.

    Profile

  • Dott. Guido Prati

    Dott. Guido Prati

    Vice President

    Vice President of Board of Directors
    Head of Corporate Finance

    Born on november 18, 1965
    in Reggio Emilia

    Record my contact on your smartphone directly from the screen.

    Profile

  • Dott. Antonio Boccia

    Dott. Antonio Boccia

    Member of Board of Directors
    Head of Corporate Finance Origination and Ipo execution

    Born on August 21, 1973
    in Bisceglie (Bari).

    Record my contact on your smartphone directly from the screen.

    Profile

  • Dott. Luca Carra

    Dott. Luca Carra

    Member of Board of Directors and Co-Head o Corporate Finance
    Born on October 28, 1961
    in Reggio Emilia

    Record my contact on your smartphone directly from the screen.

    Profile

  • Dott. Marco Caprari

    Dott. Marco Caprari

    Financial Advisor – IT Manager
    Born on September 8, 1972
    in Scandiano (Reggio Emilia).

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    Profile

  • Ing. Alberto Baldi

    Ing. Alberto Baldi

    Consultant senior
    Born on May 25, 1976
    in Reggio Emilia.

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    Member of Board of Directors and Co-Head o Corporate Finance

    Profile

  • Ing. Laura Pellesi

    Ing. Laura Pellesi

    Consultant
    Born on October 31, 1985
    in Reggio Emilia.

    Record my contact on your smartphone directly from the screen.

    Profile

Pubblicazioni

  • Football & Finance: Exploring the Capital Markets

    Over the last few decades the business of football has grown significantly. The worldwide broadcasting of sport events by global media conglomerates, and the rapid acceptance and development of sport sponsorship have changed the traditional business model of football clubs, which historically has relied on match day revenues...

    Leggi Tutto

Track Records

  • 2018

    2018

    Promoters and Presidency BoD

  • 2018

    2018

    Financial, Legal and General Advisor
    ABK/CFP2: Listing on AIM Italia trought merger with CFP2 (SPAC)

  • 2018

    2018

    Advisor on MTA Transition

  • 2018

    2018

    M&A Advisor sell side
    Acquisition by BRABANT GROUP

  • 2017

    2017

    Attempted acquisition by FERCAM
    Role: Adviser to the buyer

  • 2017

    2017

    Attempted acquisition by FERCAM
    Role: Adviser to the buyer

  • 2017

    2017

    BPT Acquisition by DANA
    Role: Tax Advisory

  • 2017

    2017

    BFP Acquisition by DANA
    Role: Tax Advisory

  • 2017

    2017

    Acquisition by private equity
    Role: Adviser to seller

  • 2017

    2017

    Acquisition by Digicom
    Role: Adviser to seller

  • 2017

    2017

    Acquisition by Legrand Group
    Role: Adviser to seller

  • 2017

    2017

    Company Reorganization and Precidency BoD

  • 2017

    2017

    Promoters and Presidency BoD

  • 2016

    2016

    Acquisition by private equity fund
    Role: Adviser to seller.

  • 2015

    2015

    IPO

  • 2014/2015

    2014/2015

    100% acquisition by Interpump
    Role: Adviser to Walvoil sharehoders

  • 2014

    2014

    REVERSE TAKE OVER

  • 2013

    2013

    IPO

  • 2013

    2013

    ADMISSION TO TRADE

  • 2013

    2013

    Disposal of a 20% stake held by Asia Spa to Aplomb S.p.A. – Adviser to Asia

  • 2013

    2013

    CHANGE OF NOMAD

  • 2012

    2012

    CHANGE OF NOMAD

  • 2011

    2011

    Sale of Sabart S.p.A., Tecomec S.r.l., Comet S.p.A. and Raico S.r.l. to the subsidiary Emak S.p.A., listed on the STAR segment of the MTA
    Role: Financial adviser to Yama S.p.A.

  • 2011

    2011

    Acquisition from the Arkimedica Group, listed on the MTA, of Karismedica S.p.A. by HMG
    Role: Financial adviser to HMG

  • 2011

    2011

    Acquisition from the Bioera Group, listed on the MTA and in extraordinary administration, of Natfood
    Role: Financial adviser to the buyer

  • 2010

    2010

    Listing on AIM Italia
    Role: Financial adviser to the issuer

  • 2009

    2009

    Investment by PE fund
    Role: Financial adviser to the company

  • 2008

    2008

    Listing on MTA
    Role: Financial adviser to the issuer

  • 2008

    2008

    Acquisition of Amnu S.p.A. and merger into Enia
    Role: Financial adviser to the buyer

  • 2008

    2008

    Acquisition of Tailong Ltd
    Role: Financial adviser to the buyer

  • 2008

    2008

    Acquisition of Bertolini S.p.A. and merger of Bertolini S.p.A. into Emak
    Role: Financial adviser to the buyer

  • 2007

    2007

    Listing on MAC
    Role: Financial adviser to the issuer

  • 2007

    2007

    Fusione in Gruppo Minerali
    Ruolo: Adviser fi nanziario dell’incorporanda

  • 2007

    2007

    Listing on MTA
    Role: Analysis of management control system and drafting of memorandum on system

  • 2006

    2006

    Listing on MTA, STAR segment
    Role: Financial adviser to Penta Holding S.r.l. (parent of Bolzoni) Analysis of management control system and issuance of comfort letter for sponsor

Partners

  • Logo Partner Equality Nero
  • Indipendent Member Logo
  • BandP Logo

Our Contacts

Legal Office

Milan

Via S. Damiano, 9
20122 - Milano (IT)
T. +39.02.58318214
F. +39.02.58310893

Head Office

Reggio Emilia

Via G. Gutenberg, 3
42124 - Reggio Emilia (IT)
T. +39.0522.271220
F. +39.0522.271432