AdriAlpAADVISORS
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CROSS-BORDER M&A · ITALY · ALPE-ADRIA

TRIESTE · ITALY · CROSS-BORDER M&A

A defined M&A workstream. Ready for your review.

For advisory firms needing seller preparation, acquisition screening or a draft transaction pack. Agree one assignment, review the evidence and retain control of the client relationship.

Review the illustrative analyst pack ↗Discuss one assignment ↗
Advisory collaboration study
Conceptual illustration · not a client asset

ADRiALPA / ADVISER COLLABORATION

What an initial collaboration can produce

Your mandate. An agreed supporting role.

The initial scope identifies the lead adviser, permitted contact, confidentiality, deliverables, reviewer, fee and acceptance criteria. No client or counterparty is contacted without agreed authority. A sample review can be the first conversation; no client documents are required.

Led from Trieste by Massimo Di Ciliegi

Investor and strategic adviser. Executive education: Harvard Business School, Program for Leadership Development. His personal background is distinct from Adrialpa’s firm track record.

Massimo Di Ciliegi ↗

ADRiALPA FIELD NOTES

A useful first step, before the first meeting.

01 / EN

The co-advisory scope checklist

Agree responsibilities before introductions or document access.

View worksheet ↗Download the free worksheet

Free and ungated. Complete it privately; send only a short introductory enquiry.

Discuss a specific preparation or research task ↗Open the English illustrative sample ↗

Review a concrete sample before discussing an assignment.

Our illustrative analyst pack shows an anonymous teaser, a proposed EBITDA adjustment bridge, an evidence register and a CIM outline. It uses entirely fictional data and is not a client case study. Figures are traced to labelled inputs; unsupported adjustments remain unaccepted.

Open the English illustrative sample ↗

One bounded assignment. Clearly assigned responsibility.

A proposed initial assignment covers one business, agreed input documents, a draft teaser, an evidence register, earnings questions and a CIM outline, with one review and revision. Timing and fee are agreed after checking the information set. The responsible adviser reviews and approves materials before use. No buyer introduction, formal valuation or full due diligence is included.

Agree document handling before sharing client material.

Start with an anonymous brief. Before real documents are accepted, agree confidentiality, permission to use any tools or subprocessors, approved access, retention and deletion. AI-assisted drafting is available for reviewed analytical work; no zero-retention, enterprise-security certification or blanket regulatory compliance is asserted.

Where we can contribute

Seller readiness, public-source target screening, buyer mapping against verified criteria and preparation of international analytical materials. Each assignment has a named responsible person and agreed deliverables.

Agree roles before introductions

Confirm client authority, existing mandates, disclosure permissions, conflicts, the paying party and the fee mechanism in writing. Cooperation does not authorise bypassing an incumbent adviser or claiming a mandate that we do not hold.

Introduce a potential collaboration

Send your firm's website, geography, sector focus and the type of support required. Start anonymously where appropriate. Confidential material follows only after the relevant permissions and confidentiality arrangements are established.

Optional: prepare your collaboration brief

ADRiALPA / DECISION WORKBENCH

Turn seven questions into your next step.

Mark what you can already answer. Get a private preparation summary immediately; no email required. This is a self-review, not a valuation or professional assessment.

1. Authority — Identify the client, the party holding the mandate, the authorised decision maker and any exclusivity restrictions. Confirm whether cooperation is permitted before approaching another party.
2. Contribution — Define the specific work: readiness review, target screening, buyer research or analytical materials. State what is excluded and who remains responsible for the client relationship.
3. Deliverables and acceptance — List the outputs, required inputs, named reviewer, delivery trigger and permitted revision rounds. Define acceptance by the agreed work, not by an assumed transaction outcome.
4. Disclosure — Agree which facts may be shared anonymously, who may receive named information and who approves release. Establish confidentiality arrangements before access to client material.
5. Data handling — Specify approved tools and subprocessors, access permissions, allowed AI use, storage, retention and deletion. Do not assume that API use automatically means zero retention or regulatory compliance.
6. Commercial terms — Identify the paying party, fee basis, currency, taxes, payment triggers and any credit against another fee. Record conflicts and required disclosures; do not assume an introduction creates a commission entitlement.
7. Execution boundaries — Allocate legal, tax, accounting, technical and any regulated activities to the appropriate parties. Agree escalation, termination, handover and the single next action with an owner and date.

Nothing is sent until you submit the contact form. No subscription or fee is created.

M&A / PROCESS MAP

Explore the transaction process

Illustrative sequence. Scope, timing and professional responsibilities are agreed for each assignment.

01 / 05

Define the objective

Clarify ownership, objectives, authority and existing adviser relationships before approaching a transaction.

02 / 05

Prepare the evidence

Organise financial history, challenge proposed adjustments and make missing information visible.

03 / 05

Qualify counterparties

Work from agreed criteria and permissions. A buyer profile is not confirmed interest or available funding.

04 / 05

Review alternatives

Compare structure, conditions and evidence, not just headline price. Specialist review informs the decision.

05 / 05

Decide and execute

Coordinate the agreed workstream with responsible legal, tax and financial professionals. The client approves commitments.

Start a private introductory conversation

  1. Firm and website
  2. Geography and sector focus
  3. Your role and client authority
  4. Support required and timing

Your contact details and short enquiry are sent to TRIQUETRA COMPANY W.L.L. to respond to your request. No newsletter subscription. Please do not include financial documents or sensitive personal information.

Privacy and contact information ↗

Email the Adrialpa office ↗

If your email application does not open, write to ai@adrialpa.com using the questions above.

Sell a business ↗
Acquire a business ↗
Adviser partnerships ↗
Hospitality ↗

Before you share a company file

Does downloading a worksheet start an engagement?

No. The worksheet is freely available and creates no mandate, subscription or payment obligation.

Can I send confidential documents now?

Start with a short non-confidential enquiry. Document access, confidentiality and permitted processing are agreed before client records are accepted.

Is Adrialpa the legal or tax adviser?

The agreed scope identifies the responsible professionals. Legal, tax, formal valuation and other specialist opinions are not implied by an introductory enquiry.