Ceresio Investors Assists Sifte Berti in Strategic Acquisition by Planzer

Deal News | Nov 11, 2024 | Finance Community IT - 1 Corporate M&A

Ceresio Investors Assists Sifte Berti in Strategic Acquisition by Planzer

Ceresio Investors, through its Corporate Advisory & Investment Banking team led by Alessandro Santini, successfully advised the Berti family, owners of Sifte Berti, in the sale of the company to the Swiss family-owned firm Planzer. Established in 1969, Sifte Berti is a key player in Italy's logistics sector, operating on both national and international levels. The acquisition is a significant step in Planzer's growth strategy, bolstering its presence in Italy. Ceresio Investors acted as the lead financial advisor and structured the deal for the selling family. Additionally, Studio Bolelli Sportelli de Pietri-Tonelli provided tax advisory services, while legal matters were handled by studio legale Conte Maienza e associati. On the buyer's side, Baker McKenzie managed M&A aspects and regulatory issues. Leonardo De Luca and SCTS Studio Tributario e Societario were involved in financial coordination and tax structuring, respectively. The transaction underscores Ceresio Investors’ ability to facilitate cross-border investments between Italy and Switzerland, leveraging its deep industrial market knowledge and the reliability of its Lugano headquarters.

Sectors

  • Logistics and Transportation
  • Investment and Advisory

Geography

  • Italy – Sifte Berti is an Italian logistics company, reflecting the geographic focus of the transaction.
  • Switzerland – Planzer is a Swiss family-owned group, providing the international element of the deal.

Industry

  • Logistics and Transportation – Sifte Berti operates within the logistics sector, a key industry context of the transaction.
  • Investment and Advisory – Ceresio Investors specializes in investment banking and advisory, integral to facilitating this M&A transaction.

Financials

    Participants

    NameRoleTypeDescription
    Ceresio InvestorsLead Financial AdvisorCompanyCeresio Investors advised Sifte Berti on the sale to Planzer.
    Sifte BertiTarget CompanyCompanyAn Italian logistics company sold to Planzer.
    PlanzerBidding CompanyCompanySwiss family-owned firm acquiring Sifte Berti.
    Studio Bolelli Sportelli de Pietri-TonelliTax AdvisorCompanyProvided tax advisory for the selling family.
    Conte Maienza e AssociatiLegal AdvisorCompanyHandled legal matters for the selling family.
    Baker McKenzieLegal and Regulatory AdvisorCompanyManaged M&A aspects and regulatory issues for Planzer.
    Leonardo De Luca (De Luca Advisory)Financial CoordinatorPersonCoordinated financial advice and deal structuring for Planzer.
    SCTS Studio Tributario e SocietarioTax AdvisorCompanyAssisted Planzer with tax profiles of the deal.