Corporate reorganisation
Companies currently find themselves in a very dynamic economic and financial situation, both nationally and transnationally. In this environment, the Firm combines its in-depth experience of business dynamics, financial debt and investment instruments, and tax and corporate law, with well-established relationships with players in various fields (M&A companies, private equity, venture capital, law firms and their foreign equivalents).
Therefore, BGR can provide the best possible assistance to families, entrepreneurs and companies in their strategic choices, both in decision-making, where required and in their implementation.
BGR follows companies through their various life stages, assisting them with incorporation, in acquiring other companies or in business combinations, or the opening of capital to third parties, as well as in the implementation phase.
BGR also helps entrepreneurs and families pursue their capital management or generational transition goals for corporate and family assets.
Merger & Acquisition
Over the years, BGR has built up a consolidated client base in a wide range of sectors, including manufacturing, chemicals, food, publishing, integrated services, banking, finance, and tourism, etc…
Thus, the Firm has the in-depth knowledge of the different business sectors necessary to structure and negotiate merger and acquisition deals to meet the client’s needs and objectives.
BGR can therefore assist clients with projects, including cross border ones, for
- the acquisition and disposal of shareholdings
- mergers and demergers
- joint venture agreements
- the sale and purchase of goods and companies
In particular, the Firm can assist not only in the analysis of the tax aspects of operations, but, in cooperation with law firms or the client’s other professionals, also in the various negotiation and drafting stages of letters of intent, acquisition contracts and any additional agreement related to such operations (i.e. shareholders’ agreements, put and call option agreements, articles of association, etc.), and with the documents necessary for closure and in sourcing the necessary financial resources.
We act on behalf of buyers, sellers, investors and private equity funds in operations involving listed and unlisted companies.
Due Diligence
The Firm has gained extensive experience in the due diligence processes involved in the purchase and sale of companies, business units or equity investments, and in corporate restructuring and reorganisation operations. It has a high professional standing as an accounting and tax advisor.
BGR’s knowledge of the various sectors in which client companies operate and its specialised business lines and relevant sectoral legislation equip it to carry out tax accounting -due diligence assignments, performing an integrated and shared audit activity with a consolidated methodology. Within this methodology, the teamwork between professionals, such as chartered accountants and lawyers, builds on their individual skills, with significant savings and process efficiencies to the client’s benefit.
The Firm’s professional staff support the client with their specialist skills throughout the due diligence process. They enable the client to assess both the actual benefits of the planned transaction and the potentially significant risk areas.
Wealth management and generational transfer
In an increasingly complex world, the Firm helps families and entrepreneurs navigate the generational transition of businesses and personal assets.
BGR’s knowledge of the various legal institutions and its solid experience and knowledge of the financial markets, and partnership with Italian and foreign law firms and notaries enables it to provide clients with the best solution to meet their targets. The Firm helps them identify the most effective instruments for the possession, management, protection and transfer of their assets.
The Firm and its team of dedicated accountants and tax lawyers helps entrepreneurs plan for the generational transition of companies, both in terms of efficient capital transition and stable governance consistent with the client’s objectives.
