Loan Agency Services acts as the Agent for the Loan Agreement of the Bracca-Pineta Group, as well as the Calculation Agent and Security Agent in connection with the bond issuance by AVM SGR S.p.A..
The LAS team is coordinated by Equity Partner Domitilla de Nucci, supported by Manager Tatiana Iaizzo, Senior Analyst Sara Lelli and Analyst Michela Agosti.
The signing of the loan agreement and the bond issuance are part of a broader transaction carried out by AVM, which, through the Italian Fine Food Private Capital Fund, acquired a controlling stake in the Bracca-Pineta Group. This group is active in the mineral and oligomineral water sector, with a turnover of around 55 million euros and steady growth. The acquisition was made alongside a pool of private investors, including Alexa Invest, Gruppo Alfano Holding, Aretusa, Alberto Bombassei, Vitaliano Borromeo, Banca Ifis, Massimo Moratti Sapa, and the Gruppo Som of Udine.
The transaction was supported by a pool of banks, including Banco BPM S.p.A., Intesa Sanpaolo S.p.A., BPER Banca S.p.A., Cassa di Risparmio di Fermo S.p.A., Iccrea Banca S.p.A., Banca di Credito Cooperativo di Milano S.C., Banca del Fucino S.p.A., all advised by the law firm Chiomenti. Two Private Debt Funds, Tenax Capital Limited and Finint Investment SGR, also participated, with legal support from Simmons & Simmons.
In this transaction, AVM SGR was advised by Appeal Strategy & Finance and Hoshin Corporate Finance as financial advisors, while the legal aspects were handled by Pedersoli Gattai and LCA Studio Legale. The financial, tax, and business due diligence was carried out by KPMG.
The Bracca-Pineta Group was advised by the law firm of Dr. Roberto Perego, the Agaf Law Firm, and Engineer Marco Costaguta.
For the completion of the transaction, the parties relied on RF Notai.
