Why Financial Intelligence

After a thirty-year career in corporate financial advisory — much of it spent abroad — I decided to open a boutique office dedicated to independent financial consulting. My clients today include companies, entrepreneurial families, and institutional investors.

My objective is to create value through a fiduciary and confidential relationship with each client. My areas of expertise include corporate finance, M&A transactions, and, upon request, personal and family financial advisory as well as official financial opinions.

Experience has shown that for certain types of projects, a discreet, thoughtful, and long-term approach is often more effective than the dynamic — and sometimes aggressive — style typical of large corporate finance firms.

My professional activity is conducted under the supervision of the Italian Body of Financial Advisors (OCF), and I am registered as an Independent Financial Advisor.

Marco Moschetta