Buy-Side Advisory
FOR INVESTORS, FAMILY OFFICES AND INDUSTRIAL GROUPS
We assist investors, family offices and industrial groups in identifying, evaluating and acquiring companies that align with their growth or diversification strategies.
Our work combines origination, strategic analysis and operational support throughout the acquisition process. We think like operators and industrial investors: we evaluate not only a target's numbers, but also business quality, positioning strength, development potential and alignment with the buyer's plan.
Pre-deal
Acquisition strategy and origination
We support the client in defining the acquisition strategy and identifying opportunities aligned with the desired industrial, financial and strategic profile.
Our market approach is selective and confidential. We favour qualified opportunities, often off-market, and work to create genuine alignment between investor and owner, avoiding dispersive or purely opportunistic processes.
Key activities include:
Definition of the acquisition strategy. Identification of target sectors, company sizes and investment criteria. Identification and screening of potential targets. Preliminary analysis of target companies' industrial and competitive positioning. Direct and confidential approach to owners. Preliminary assessment of owner interest in disposal, partnership or capital opening. Industrial, financial and strategic analysis of selected opportunities. Support in preliminary target company valuation.
Deal execution
Acquisition and process coordination
Once the opportunity has been identified, we guide the client through the acquisition process, coordinating the various operational and negotiation phases.
At this stage we balance economic outcome, industrial alignment and transaction sustainability. The objective is to support the investor in building a solid transaction, comprehensible to the owner and aligned with the future development plan.
Key activities include:
Support in defining the transaction structure. Coordination of the acquisition process. Support in negotiation with the counterpart. Coordination of legal, financial, tax, commercial and industrial due diligence. Interaction with external advisors and professionals involved in the transaction. Support in evaluating due diligence findings. Assistance in defining key economic and contractual terms. Support through to closing.
Post-deal
Post-acquisition industrial development
After the acquisition, Wellington can support the investor or industrial group in the development phase of the acquired company, with an approach focused on medium to long-term growth.
Our contribution does not end with the transaction. When required, we work alongside investors and management to define strategic and operational priorities, helping to translate identified potential into a concrete growth path.
Key activities include:
Post-acquisition strategic advisory. Support in defining the industrial development plan. Analysis of operational and organisational priorities. Business process reorganisation. Placement of key management figures. Temporary management in specific areas, where required. Support for management development and internal structure strengthening.