What SRI Group does

SRI Group is a privately held Anglo-Italian financial advisory and corporate investment banking firm founded in 2000 by Chairman & CEO Giulio Gallazzi. The UK-registered parent (company n.08056932) operates from primary offices in London, Milan, and Rome, and has extended its footprint with regional offices in Dubai (DIFC, serving the Middle East), Bucharest (Southeast Europe), and Aix-en-Provence (Southern France), plus a Brussels presence dedicated to EU grants and funding access. The firm specializes in the Italian SME segment, where it self-identifies as market leader for companies with €10-50 million in revenue.

The company's core offering spans four service lines: M&A advisory (both sell-side and buy-side mandates, including share disposals, acquisitions, capital increases, and asset sales), corporate finance (ad-hoc debt solutions, bank debt restructuring, and EU grants advisory), international business development (foreign market entry, business planning, corporate restructuring, and change management), and equity proprietary investments (direct stakes in Italian SMEs and financial institutions, typically held alongside advisory clients). Through its wholly-owned Luxembourg subsidiary Fintech Partners SARL, SRI Group also operates a FinTech platform for Italian and European SMEs and serves as a fintech-focused private equity sub-holding.

SRI Group combines fee-based advisory revenue with proprietary equity returns, exemplified by stakes in Banca del Fucino (9.90%), Boato Holding (5%), Etro SpA (49% minority stake alongside Swinger International and Rams Global, plus 60% controlling stake via the L Catterton Europe vehicle S.L.11 Sarl), Addax Biosciences (30%, via Fintech Partners), NOB 4.0 (31.27%), and Prometheus (3.8%). Distribution is sales-led and referral-driven, supported by senior leadership's visibility in Italian business media (Il Sole 24 Ore, Milano Finanza, Corriere della Sera) and high-profile board appointments including seats at TIM S.p.A. and Danieli & C. The firm completed 12 advisory mandates in 2022 (eight sell-side, four buy-side) and operates with a headcount of 11-50 employees.

Name

SRI Group

Legal name

SRI Group Global

Website

https://srigroupglobal.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

SRI Group is a privately held Anglo-Italian financial advisory and corporate investment banking firm serving Italian SMEs and European multinationals with M&A advisory, corporate finance, international business development, and proprietary equity investments across offices in London, Milan, Rome, Dubai, Bucharest, and Aix-en-Provence.

Ownership category

akta.pro rank

Product category

Investment Banking and Financial Advisory

NAICS

Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

akta.pro secondary industries

Financial Management & Performance Improvement Consulting (BPAHACAF), Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI), SME Relationship Management & Advisory (Credit, Growth, Succession) (FSABABAJ)

Keywords

• Corporate investment banking
• M&A advisory services
• Corporate finance advisory
• Equity proprietary investments
• International business development

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. M&A Advisory Fees: Transaction-based fees from buy-side and sell-side M&A advisory mandates, including disposal or acquisition of shares, capital increases, and asset sales.
2. Corporate Finance Advisory: Fees for helping SMEs obtain debt finance solutions and restructure existing bank debt, plus assistance accessing EU grants and funding.
3. International Business Development Consulting: Strategic consultancy fees for foreign market entry and growth services spanning business planning, corporate restructuring, change management, and marketing and sales development.
4. Proprietary Equity Investment Returns: Direct equity stakes in Italian SMEs and financial institutions generate returns through capital appreciation and dividends, with co-investment alongside clients aligning interests.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

SRI Group provides consultancy services covering all stages of the M&A process, including disposal or acquisition of shares, capital increases, asset sales, and related transactions, acting as both sell-side and buy-side advisor. The firm also offers corporate finance services helping SMEs obtain debt finance solutions, restructure existing bank debt, and access EU grants through a specialized Brussels office. Additionally, SRI Group provides strategic consultancy for international business development (foreign market entry, business planning, restructuring, change management, marketing and sales development) and makes direct equity proprietary investments in Italian SMEs and financial institutions.

Product overview

SRI Group is a financial advisory and corporate investment banking firm that operates as a single unified service offering rather than a platform-plus-modules architecture. The company provides four core services: M&A Advisory (covering both buy-side and sell-side transactions), Corporate Finance (debt finance solutions and EU funding access), International Business Development (strategic consultancy for market entry), and Equity Proprietary Investments (direct equity stakes in Italian SMEs and financial institutions). The group also operates through its subsidiary Fintech Partners SARL, which develops a FinTech platform for SMEs and serves as a private equity investment vehicle in the fintech sector.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory Services Consultancy services covering all stages of the M&A process, including disposal or acquisition of shares, capital increases, sale of assets, and related transactions. Operates as both sell-side advisor (finding suitable counterparts to maximise value and create synergies) and buy-side advisor (identifying potential European acquisition targets for institutional and industrial investors).
• Corporate Finance Services Specialised debt finance solutions for SMEs meeting their specific needs, plus restructuring of existing bank debt. Through the Brussels office, expertise is offered in accessing both direct and indirect EU grants and funding.
• International Business Development Strategic consultancy services helping SMEs and multinationals reach international business objectives through foreign market entry and growth, including business planning, corporate restructuring, change management, and sales & marketing development.
• Equity Proprietary Investments Direct equity investment of the group's own resources to become an equity shareholder, typically in Italian SMEs and financial institutions.
• Fintech Partners SARL A next-generation independent FinTech platform designed and created for Italian and European SMEs to access an integrated digital offer of Banking and Financial Services. Operates as a sub-holding of private equity investments in the fintech sector.

Quantifiable outcome

• 12 advisory mandates completed in 2022 with 8 sell-side and 4 buy-side engagements
• +2 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• Swinger International (Novalux)coreStrategic or Co-development Partner · 1 December 2025Swinger International, through its related company Novalux, co-invested with SRI Group in Etro SpA to reach 49% stake. SRI Group acted as buy-side financial advisor to Swinger International.
• Rams GlobalcoreStrategic or Co-development Partner · 1 December 2025Turkish Rams Global co-invested with SRI Group and Swinger International in acquiring 49% of Etro. The investor group completed buyout of family's minority stake in December 2025.
• Bernardo Vacchi (FinVacchi)coreStrategic or Co-development Partner · 1 February 2022SRI Group partnered with FinVacchi, the investment holding of Bernardo Vacchi, creating a solid partnership. SRI Group helped develop FinVacchi with estimated asset value exceeding €130M and acquired 5% stake in Boato Holding.

Scale indicators5 records

Recent moves12 records

Expansion highlights6 records

Direct peers

• Lincoln International: Global mid-market M&A advisory firm with a strong Italian presence, directly comparable to SRI's cross-border SME and mid-market transaction advisory.
• Equita Group: Leading independent Italian investment bank offering M&A advisory, corporate finance, and capital markets services to Italian corporates and SMEs, competing directly in SRI's home market.
• Alantra: European mid-market investment bank and asset manager combining advisory with proprietary/co-investment activities, mirroring SRI's advisory-plus-investing hybrid model across Southern Europe.
• Ethica Group: Independent Italian advisory boutique specializing in M&A for entrepreneurial and family-owned SMEs, closely mirroring SRI's target segment and model.
• Clairfield International: Independent cross-border mid-market M&A advisory network with Italian coverage, directly comparable to SRI's international SME transaction advisory and EU deal corridors.
• Vitale & Co (Vitale & Associati): Independent Italian financial advisory boutique focused on M&A and corporate finance for mid-market companies, directly overlapping SRI's core Italian SME advisory franchise.

Broad incumbents

• Mediobanca: Major Italian investment bank with deep M&A and corporate finance capabilities; a larger incumbent competing for advisory mandates and co-investment opportunities in Italy.
• Lazard: Global independent advisory firm with Italian operations covering M&A and restructuring; a larger incumbent whose corporate finance work overlaps SRI's advisory services.
• Houlihan Lokey (Italy): Global independent advisory firm active in mid-market M&A and restructuring in Italy, overlapping SRI's advisory offering at larger scale.

Regional players

• Banca Profilo / Arepo (BIM-style boutiques): Italian financial boutique providing advisory and investment services to SMEs and institutions, comparable in market and offering within Italy.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sri-group-network
• Xx.com/srigroupglobal
• Facebookfacebook.com/srigroupglobal

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SRI Group