Advisory & Club Deals in Real Assets
Ace & Co. Financials
specialized consultancy
Ace & Co. Financials is a consultancy boutique specializing in club deals, investor engagement and business development for financial institutions, corporates and real estate. Founded in London in 2009 as a fund raiser for foreign hedge funds seeking to penetrate the Italian market, ACE has evolved over the years in line with changes in the market, now encompassing diverse areas of interest.
Ace & Co. Financials is now a dynamic network of senior independent senior professionals and entrepreneurs with specific expertise in their respective sectors. Over the years, this has allowed the firm to build an extensive and consolidated network of relationships with institutional investors, including professional and qualified investors as well as family offices when eligibles, throughout Italy as main Country of reference, with a primary focus on Lombardy, Veneto and Lazio.
ACE & Co. Financials' comprehensive and codified approach, specific expertise and the network built by each professional throughout their careers, are the key pillars of its activity.
Cross-cutting
approach
1. EVALUATION– assessment and positioning
Our approach is cross-functional and is characterized by the initial assessment of the deal (feasibility study), including evaluation, discussion with top management and definition of the investment case to be proposed and the relevant storytelling to be enhanced, particularly if it already involves a company with its own market positioning.
2. STRATEGY – strategy and definition
The Client is then presented with a development path, the various opportunities available as well as the different financial instruments available. Finally, a cluster of potential institutional and professional investors is shared with the client, along with the appropriate approach.
3. ACTION – execution and closing
Based on this definition, we proceed with the presentation to institutional investors in a timely manner. This is followed by ongoing Client feedback to improve efficiency and the closing of the mandate.
The added value of our transversal approach lies in the plurality and specificity of the subjects we address, as well as in the variety of needs we satisfy, using a simple and direct approach.
Who we work with
Institutional Investors
Banks and Credit institutes | Insurances | Pension Funds | Foundations | Eligible Family Offices | Alternate Funds and Fund of Funds | SGR, SIM and other regulated counterparties | Qualified and professional investors | Crowd funding platforms | Corporates
Targets
Private Equity | Private Debt | Real Estate (focus on Funds and Hospitality) | Hedge Fund
ACE also cooperates with different legal, fiscal and accountancy firms.
