Optima Executes Debt Refinancing with Goldman Sachs
Deal News | Nov 26, 2024 | PedersoliGattai
Optima SpA, owned by Charterhouse Capital Partners, successfully completed a unitranche debt refinancing and a new TAP issue with financing provided by Goldman Sachs. The esteemed advisory firm PedersoliGattai played a pivotal role in advising Charterhouse on tax-related matters, enlisting expert insight from partner Cristiano Garbarini and senior associate Clementina Bastianutti Riccioni. Additionally, PedersoliGattai guided multiple underwriting funds, connected to Goldman Sachs & Co. LLC, through the financial intricacies of the deal with contributions from Lorenzo Vernetti (partner), Marcello Legrottaglie (senior counsel), and Davide Stracquadanio (associate). Senior counsel Alban Zaimaj and counsel Valentina Buzzi managed the associated tax issues, ensuring compliance and efficiency in the financial restructuring.
Sectors
- Corporate Finance
- Investment Banking
Geography
- Italy – Optima SpA is an Italian company, making Italy a relevant geographic focus.
- Global – Goldman Sachs operates globally, emphasizing the international scale of the involved financial advisory and banking firms.
Industry
- Corporate Finance – The article describes a debt refinancing of a company, a critical component of corporate finance involving restructuring and financial strategizing.
- Investment Banking – Goldman Sachs, a global investment banking firm, facilitated financial transactions, highlighting the role of investment banking in this refinancing deal.
Financials
- – The article does not disclose specific financial figures related to the debt refinancing or new TAP issue.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Optima SpA | Target | Company | An Italian company engaged in debt refinancing, owned by Charterhouse Capital Partners. |
| Charterhouse Capital Partners | Owner | Company | A private equity firm that owns Optima SpA. |
| Goldman Sachs & Co. LLC | Bidding Company/Buyer | Company | U.S.-based global investment banking firm that underwrote the debt refinancing. |
| PedersoliGattai | Legal Advisor | Company | Legal firm advising on tax and financial matters in the transaction. |
| Cristiano Garbarini | Tax Advisor | Person | Partner at PedersoliGattai advising Charterhouse on tax matters. |
| Clementina Bastianutti Riccioni | Tax Advisor | Person | Senior associate at PedersoliGattai advising Charterhouse on tax matters. |
| Lorenzo Vernetti | Finance Advisor | Person | Partner at PedersoliGattai advising underwriting funds on financial aspects. |
| Marcello Legrottaglie | Finance Advisor | Person | Senior counsel at PedersoliGattai advising underwriting funds on financial aspects. |
| Davide Stracquadanio | Finance Advisor | Person | Associate at PedersoliGattai advising underwriting funds on financial aspects. |
| Alban Zaimaj | Tax Advisor | Person | Senior counsel at PedersoliGattai managing tax issues for underwriting funds. |
| Valentina Buzzi | Tax Advisor | Person | Counsel at PedersoliGattai managing tax issues for underwriting funds. |