Lynx: Holding dei Fratelli Moretti Riaquisesisce Quote da FSI

Deal News | Mar 24, 2025 | FSI SGR SpA

Lynx: Holding dei Fratelli Moretti Riaquisesisce Quote da FSI

The Moretti family's holding company has successfully completed the buyback of Lynx Spa shares from FSI SGR SpA. Matteo and Federico Moretti, CEO and General Director of Lynx, will continue to drive the company's growth, supported by FSI and an investment from Carlyle. The transaction, financed through Carlyle's Global Credit platform, also led to reconfiguration of Lynx's Board of Directors, including Nicola Falcinelli from Carlyle and Angelo Rosiello from Oliver Wyman. Lynx, a digital solutions provider in sectors like utilities and finance, aims to strengthen its market position through further innovation and acquisitions. The firm, with revenue exceeding Euros 130 million, has tripled its revenue over the last three years, aided by strategic acquisitions. FSI remains a committed partner, emphasizing continued support while Carlyle's involvement highlights Lynx's promising trajectory in the digital market.

Sectors

  • Private Equity
  • Technology and Digital Services
  • Financial Services

Geography

  • Italy – Lynx is an Italian company and the transaction involves Italian institutional investor FSI, also highlighting Italian financial advisors.
  • Europe – Carlyle's investment and strategic roles are based in Europe, emphasizing trans-European financial collaboration.
  • Latam – Lynx has operations in Latam (Latin America), indicating geographical expansion and influence beyond Europe.

Industry

  • Private Equity – FSI SGR SpA is a prominent institutional investor, specializing in supporting growth through partnerships and capital investment, exemplified by their involvement in Lynx's equity transactions.
  • Technology and Digital Services – Lynx specializes in digital solutions for sectors such as utilities, banks, and public administration, highlighting its role in the tech and digital service industries.
  • Financial Services – Carlyle and other financial advisors involved are part of the broader financial services sphere, providing strategic and monetary support for the buyback and future growth ambitions of Lynx.

Financials

  • 130 million euros – Lynx's annual revenue surpassing 130 million euros as part of its recent financial performance.

Participants

NameRoleTypeDescription
FSI SGR SpAVendorCompanyAn Italian institutional investor involved in selling Lynx Spa shares to the Moretti family's holding company.
Lynx SpaTargetCompanyA digital solutions provider involved in the buyback transaction led by its leadership, Matteo and Federico Moretti.
Holding dei Fratelli MorettiBuyerCompanyFamily holding company of Matteo and Federico Moretti, responsible for repurchasing Lynx shares from FSI.
CarlyleStrategic InvestorCompanyGlobal investment company providing financial backing and board member for Lynx's strategic growth.
IMI (Gruppo Intesa Sanpaolo)Debt AdvisorCompanyProvided financial structuring advice for the Moretti family's transaction to repurchase Lynx shares.
Livingstone PartnersFinancial AdvisorCompanyAdvised Moretti's holding on financial aspects of the Lynx share repurchase.
DLA PiperLegal AdvisorCompanyLegal firm involved in advising the transaction.
Mediolanum Investment BankingFinancial AdvisorCompanyAdvised FSI SGR SpA on financial matters of the transaction.