Montana: Majority Stake Acquired by PM & Partners
Deal News | Jan 20, 2025 | PedersoliGattai
Montana SpA, a prominent entity in engineering and environmental services, has signed a binding agreement to sell a majority stake to PM & Partners SGR SpA, managed under the PM & Partners III fund. The strategic transaction, advised by PedersoliGattai, will involve historical shareholders including Gianluca Moro and CEO Laura Contis retaining a 35% ownership, thus ensuring continuity in management. Legal guidance for the sellers was comprehensively furnished by PedersoliGattai's seasoned team, signaling a seamless business transition with preserved management insights.
Sectors
- Engineering
- Environmental Services
- Private Equity
- Legal Advisory
Geography
- Italy – The companies involved, such as Montana SpA and PM & Partners SGR SpA, are based in Italy, making this the relevant geography.
Industry
- Engineering – Montana SpA is a leading company in engineering services, which is central to the article's transaction.
- Environmental Services – Montana SpA specializes in environmental services, directly related to its business operations mentioned in the article.
- Private Equity – PM & Partners SGR is a private equity firm involved in the acquisition of a majority stake, making this sector relevant.
- Legal Advisory – PedersoliGattai, providing legal advisement in the M&A deal, is a key legal advisory player in the article.
Financials
- 35% – The retained ownership stake by historical shareholders including management.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Montana SpA | Target Company | Company | A leader in engineering and environmental services. |
| PM & Partners SGR SpA | Bidding Company | Company | A private equity firm managing the PM & Partners III fund and acquiring a majority stake in Montana SpA. |
| PedersoliGattai | Legal Advisor | Company | Advised the sellers on the transaction with a team led by Giuseppe De Cola. |
| Gianluca Moro | Outgoing Chairman | Person | A historical shareholder of Montana SpA, retaining a 35% stake. |
| Laura Contis | CEO | Person | CEO and part of the management team at Montana SpA retaining a 35% stake. |