Planzer enhances logistics portfolio with Sifte Berti acquisition
Deal News | Nov 11, 2024 | Legal Community Italy
Baker McKenzie has advised the Planzer Group, a significant player in the transportation and warehouse logistics industry, in a strategic acquisition of the logistics and transport business arm of Sifte Berti. This acquisition involved a dedicated team of legal experts from Baker McKenzie, led by Partner Paolo Ghiglione. The team addressed various aspects of the merger and acquisition process, regulatory and environmental issues, as well as labor law considerations. In addition to Baker McKenzie's role, the buyer's fiscal aspects were managed by Scts Studio Tributario e Societario, with Partner Antonio Zambon focusing on tax implications. De Luca Advisory provided coordination and financial advisory services, with Leonardo De Luca playing a pivotal role in deal structuring. On the other side, the selling family was represented legally by Conte Maianza & Associati, with Mario Maienza and Carola Calvi leading the effort. Bolelli Sportelli de Pietri Tonelli handled the seller's fiscal concerns. Lastly, Ceresio Investors, under Alessandro Santini, acted as the financial advisor and played a crucial role in the deal structuring process for the seller.
Sectors
- Transportation and Logistics
- Legal Advisory
- Financial Advisory
Geography
- Italy – The acquisition discussed in the article involves Italian companies and legal and financial advisors, indicating Italy as the primary geographical area of interest.
Industry
- Transportation and Logistics – The article focuses on a significant acquisition within the logistics and transportation sector, highlighting the expansion of Planzer Group in these industries.
- Legal Advisory – Multiple law firms were involved in advising both the buyer and the seller, illustrating the legal advisory industry's integral role in M&A transactions.
- Financial Advisory – The involvement of financial advisory firms underscores their importance in structuring and advising on the fiscal aspects of mergers and acquisitions.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Planzer Group | Acquirer | Company | An active participant in the transportation and warehouse logistics sectors, expanding its portfolio through acquisition. |
| Sifte Berti | Target | Company | The business arm involved in logistics and transport being acquired by Planzer. |
| Baker McKenzie | Legal Advisor for Acquirer | Company | A law firm providing legal advisory services to Planzer during the acquisition process. |
| Scts Studio Tributario e Societario | Tax Advisor for Acquirer | Company | Provided tax-related advisory services to the acquirer. |
| De Luca Advisory | Financial Advisor for Acquirer | Company | Handled financial advisory and deal structuring for the acquirer. |
| Conte Maienza & Associati | Legal Advisor for Seller | Company | Provided legal services to the selling family involved in the transaction. |
| Bolelli Sportelli de Pietri Tonelli | Tax Advisor for Seller | Company | Handled tax advisory for the seller's family. |
| Ceresio Investors | Financial Advisor for Seller | Company | Advised the selling family in financial matters relating to the deal. |