Giacomo
Family Office Relationship Manager | Former CFO, Investment Banker, Member of the board
Milan, Italy
With over a decade of experience in investment banking, capital markets, and asset management, I've established myself as a trusted financial advisor, offering valuable insights to clients across diverse industries. Currently, as a Relationship Manager at a family-owned private equity fund, I expertly guide the top 30 Italian families in navigating complex financial landscapes. My journey began at UniCredit, where I played a pivotal role in setting up their Asian operations and turning around the Singapore branch. Later, I joined Aspire, an ASEAN neobank backed by Y Combinator and Sequoia, as Executive Director and Regional CFO. I contributed to its growth from a 9-person team to an organization of over 400 professionals across five countries. Building on this experience, I broadened my horizons at GP Bullhound in Paris. Holding an MSc in International Management from ESADE Business School in Barcelona and a BSc in Economics from Bocconi University in Milan, I combine strong leadership skills and a dedication to client success. I'm committed to helping organizations unlock their full potential, offering strategic financial guidance tailored to their unique needs and goals.
Domain experience
Relevant Total Experience: 12 years
Seniority Level: Senior
Sector Experience:
Alternative Finance Asset Management Bank Platform Software Diversified Financials Personal Finance and Planning Risk and Compliance Software and Services Technology Hardware and EquipmentSkills
Skilled in: Financial Planning & Analysis (FP&A), Sell-side M&A
Technical Skills: Microsoft Excel, PowerPoint
Languages: Spanish, Italian, English, French
Work Experience
HH | Private Equity MFO
Senior Relationship Manager
●01/09/2022
- Now
GP Bullhound
Investment Banker
●01/01/2022
- 01/09/2022
FIDES Holdings
Investment Professional
●01/09/2020
- Now
Aspire
Head of Capital
●01/07/2020
- 31/01/2022
— Drove external capital raising strategy across countries and type (P2P, banks, credit funds, HNWIs) and structured different credit facilities and investment vehicles — Developed and enforced country specific credit policies to preserve investors’ capital
Aspire
Ad-interim Head of Operations
●01/11/2019
- 31/01/2020
Aspire
VP of Finance & Capital Markets
●01/03/2019
- 30/06/2020
— Led and oversaw Capital Markets, Strategy & Planning, Finance and Accounting, Investors Relations
UniCredit
Associate Director
●01/09/2016
- 31/03/2019
Contributed to the start-up of the front office investment banking arm of the Bank by covering different roles: — Origination and structuring of several cross-border structured and acquisition finance deals, leveraging on UniCredit global platform. Introduced complex financial modeling and element of capital structure advisory in the branch — Credit Analysis: managed a corporate loan portfolio exceeding 50 global clients, coordinating deal execution and credit reviews between HQ and other branches
UniCredit
Associate
●01/04/2013
- 30/09/2016
Corporate Structured Finance analyst covering Italian Energy/Utilities and TMT industries. — Transactions analyses (in-depth market research, financial analysis, cash-flow modeling) — Developed tailored acquisition financing solutions (cash-flow and market oriented optimization of repayment/maturity profile, transaction pricing and process coordination with other product units such as DCM, M&A, etc.) — Prepared information memorandums, pitch materials and meeting presentations — Prepared credit applications and internal papers for decision committees Member of UniCredit Talent Management Review (TMR Program). International Graduate Program. Rotations in: — FIG Coverage — Capital Structure Advisory — M&A — High yield Debt Capital Markets
BANCA IMI SECURITIES CORP
Credit Solutions Group
●01/05/2012
- 30/11/2012
— Prepared pitching and reporting material for Corporate and FIG clients and investors — Managed the documentation and book-keeping activities of the desk bespoke-CDS trading operations, for an aggregated nominal amount of over EUR 2bn — Worked on several transactions of deleveraging of overdue receivables and NPLs — Worked on a conduit-financing securitization of a EUR 150mln loans portfolio — Produced presentations and speeches on the economic view of the Desk on ABS, CLOs and Structured Credit market given to conferences and upper-management meetings
BANCA IMI SECURITIES CORP
Debt Capital Markets
●01/01/2012
- 31/03/2012
— Prepared pitching material for Fortune 500 investment-grade companies — Provided credit market updates, secondary levels and new issue possibilities — Drafted structured notes’ term sheets, to be used for new bond issuances — Supported the DCM and Syndicate teams in the execution of 9 US corporate bond transactions, for a total value of USD 20.85 bn
China Offshore
Intern - Sales
●01/08/2011
- 31/08/2011
— Performed market and competition analysis — Financial modeling: P/L scenarios, Sales management — Updated event-related surveys and ad campaigns
Education
Università Bocconi
Business Administration and Economics
●01/01/2007
- 31/12/2010
Esade
International Management, CEMS
●01/01/2010
- 31/12/2011
CEMS Exchange Semester at UCD – University College Dublin Henkel Iberica SA – CEMS Business Project. PSA Peugeot Citroën – Winner of a case study competition: “Impact study of the new European Union regulations on high-emission vehicles.”; Project presented to the company’s CEO of southern Europe McIntire University (VA, United States) – ESADE study tour. Intensive course: “Corporate leadership”, Grade: 10/10; UniCredit – Skill Seminar: Managing ambiguity in a complex organization
Plekhanov Russian University of Economics
International Business
●01/01/2009
- 31/12/2009
Korea University
International Economic Policies
●01/01/2009
- 31/12/2009
Keio University
International Economic Policies
●01/01/2009
- 31/12/2009
University College Dublin
International management
●01/01/2011
- 31/12/2012
The London School of Economics and Political Science (LSE)
Business Administration and Management, General
●01/01/2009
Licenses / Certificates
International Monetary Fund
Financial Development and Financial Inclusion
●01/05/2020
SDA Bocconi
Private Equity and Venture Capital
●01/12/2019
CFA Institute
Passed Level I of the CFA Program
●01/12/2013
Want to work with Giacomo?
Sign up on the Fintalent platform to get in touch with Giacomo and 2,500+ other M&A freelancers!
