What Terzi and Partners does

Terzi and Partners is an independent professional advisory firm headquartered in Milan, Italy, founded in 2014 by Vittorio Emanuele Terzi after a 30-year career spanning Citibank and McKinsey (latter as Managing Director of the Mediterranean Complex). The firm operates a two-pillar advisory platform: Corporate Advisory, which assists business leaders with strategy, extraordinary finance transactions, governance and corporate structure decisions for value creation; and Private Market Advisory, which serves institutional investors and financial sponsors (PE, VC, private credit, sovereign wealth funds) with capital raising, secondary transaction advisory, and deal origination. Target clients are segmented into four primary groups: family businesses (listed and unlisted firms with founder/hereditary control), high-growth enterprises, institutional investors (family offices, pension funds, insurance, asset managers), and financial sponsors. In 2021 the firm extended its platform with T&P Solutions, a wholly-owned subsidiary focused on technology adoption in organizational processes and operating model transformation.

The firm's core deliverable is senior-led, judgment-intensive consulting rather than a technology platform or productized service. Revenue is generated through quote-based professional services engagements with no publicly disclosed pricing. The team comprises 3 Partners (Vittorio E. Terzi, Salvo Vitale, Leonardo Di Pilato), an Associate Partner (Giovanni Di Salvo), Associates and Fellows (~5), plus 8+ named Senior Advisors drawn from CEO/GM positions at Banco BPM, Banca Aletti, Credit Suisse Italy, NTT Data, Aareon Italia and senior roles at Société Générale, Lehman Brothers, Banque Paribas, McKinsey, Booz Allen and Cap Gemini. Go-to-market is consultative and referral-driven, supported by the founder's positions as Honorary President of the American Chamber of Commerce in Italy, board member of the Italian Institute of Technology, AIFI General Council member, and Senior Advisor to Coller Capital. Case studies span BioPharma, integrated water utilities, TravelTech, blockchain B2B, extended reality, crypto wallets, fintech payments and secondary private markets transactions. The firm operates a single Milan office (Via San Paolo 7, 20121 Milano) and serves clients primarily in Italy with select international mandates.

Name

Terzi and Partners

Legal name

Terzi&Partners Srl

Website

https://terziandpartners.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Terzi and Partners is a Milan-based independent advisory firm serving Italian and international family businesses, high-growth enterprises, institutional investors, and financial sponsors with strategy, M&A, governance, and private capital advisory services, extended by subsidiary T&P Solutions for technology-enabled organizational transformation.

Ownership category

akta.pro rank

Product category

Management Consulting & Financial Advisory

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

akta.pro secondary industry

Buy-Side M&A Advisory (FSAEAGAB)

Keywords

• Corporate advisory services
• Private capital advisory
• Mergers and acquisitions
• Governance consulting
• Strategy consulting

Headquarters

HQ city

Milan

HQ country

Italy

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Corporate Advisory Services: Professional advisory services for companies including strategy consulting, M&A transaction support, governance redesign, and capital structure optimization. Services are delivered through direct client engagements.
2. Private Market Advisory Services: Advisory services for financial sponsors and investors including capital raising, secondary transaction advisory, and investment opportunity sourcing. Revenue generated through consulting engagements with institutional and professional investors.
3. Secondary Transaction Advisory: Secondary market solutions for alternative assets supporting GPs and LPs with liquidity generation, portfolio restructuring, and fund recapitalization.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Terzi&Partners is an independent professional advisory firm that supports business leaders with strategy, extraordinary finance (M&A and capital raising), governance and corporate structure decisions, and assists financial sponsors and private market operators with capital raising, secondary transaction advisory, and access to investment opportunities. The firm serves family businesses, high-growth enterprises, institutional investors and financial sponsors in Italy and abroad, and also operates T&P Solutions (established 2021), a subsidiary focused on technology adoption in organizational processes.

Product overview

Terzi&Partners operates as an independent professional advisory firm offering two primary service lines: Corporate Advisory and Private Market Advisory. The firm assists business leaders in strategy, extraordinary finance, governance, and corporate structure decisions. Additionally, T&P Solutions (established 2021) provides technology-focused advisory services. The overall offering is a unified consulting platform rather than a modular software product.

Differentiator

Problem solved

Functional benefit

Brands

• T&P Solutions: An innovative and pragmatic approach to client support, focused on the value that adoption of new technologies can bring to organizational processes and their impact on operating models.

Products and services

• Corporate Advisory Advisory services supporting companies in value creation journeys through strategy definition, extraordinary finance transactions (including M&A and capital raising), and governance and corporate structure redesign to maximize shareholder returns. Targeted at family businesses and high-growth enterprises.
• Private Market Advisory Advisory services for institutional investors and financial sponsors, including capital raising from institutional and professional investors, secondary transaction advisory for alternative assets (GP-led liquidity, portfolio restructuring, fund recapitalization), and financial sponsor coverage for Private Equity, Private Debt, Venture Capital and other Private Market operators.
• T&P Solutions Wholly-owned subsidiary offering innovative and pragmatic client support focused on the value that adoption of new technologies can bring to organizational processes and their impact on operating models. Led by Salvo Vitale as Co-Founder and CEO.

Named customers13 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• American Chamber of Commerce in ItalycoreStrategic or Co-development Partner · 1 January 2009Simone Crolla serves as Managing Director of the American Chamber of Commerce in Italy since 2009. The firm maintains close ties with this non-profit organization that promotes economic and political relations between the United States and Italy. Vittorio E. Terzi serves as Honorary President of the American Chamber of Commerce in Italy.
• T&P SolutionscoreStrategic or Co-development PartnerEstablished in 2021, T&P Solutions is distinguished by its innovative and pragmatic approach to client support, with particular attention to the value that adoption of new technologies can bring to organizational processes and operating models. Salvo Vitale serves as Partner, Co-Founder and CEO of T&P Solutions.
• Italian Institute of TechnologyminorOthersVittorio E. Terzi serves as board member of the Italian Institute of Technology.
• AIFI - Associazione Italiana Private Equity e Venture CapitalminorOthersVittorio E. Terzi serves on the General Council for Private Equity at AIFI (Italian Private Equity and Venture Capital Association).
• Coller CapitalminorOthersVittorio E. Terzi serves as Senior Advisor to Coller Capital.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Mediobanca: Italy's leading independent investment bank with deep M&A advisory, capital raising, and sponsor coverage practices. A larger incumbent competitor operating in the same Italian mid-market advisory space as Terzi&Partners.
• Rothschild & Co: Global independent advisory firm specializing in M&A, restructuring, and sponsor coverage. Competes with Terzi&Partners on cross-border mid- and large-cap M&A and private market advisory mandates.
• Lazard: Global financial advisory and asset management firm with a strong European M&A and capital advisory practice. Overlaps with Terzi&Partners in serving European family businesses, sponsors, and institutional investors on strategic transactions.
• Houlihan Lokey: Global independent advisory firm with leading M&A, capital markets, and sponsor coverage practices. A scaled competitor for the cross-border mid-market mandates Terzi&Partners targets.
• KPMG Italy (Corporate Finance): Big 4 advisory practice in Italy offering M&A, strategy, and governance advisory. Competes with Terzi&Partners on Italian mid-market and family-business mandates, with materially greater scale and global reach.
• Roland Berger Italy: Global management consultancy with a strong Italian presence serving family businesses, corporates, and financial institutions. Overlaps with Terzi&Partners' strategy and corporate advisory offerings; shares a senior advisor (Maurizio Faroni) with the firm.

Direct peers

• Value Italy: Italian financial advisory firm supporting private and public companies in M&A, joint ventures, and listings. Directly comparable to Terzi&Partners on Italian mid-market M&A and corporate finance, and shares Senior Advisor Marco Canale.
• Equita: Italian independent investment bank offering M&A advisory, capital markets, and sponsor coverage to mid-market corporates and financial sponsors. Comparable in serving Italian family businesses, high-growth enterprises, and financial sponsors with similar product lines.
• Vitale & Co: Italian independent corporate finance and M&A advisory firm focused on mid-market deals, family businesses, and extraordinary transactions. Closely comparable to Terzi&Partners in terms of boutique scale, Italian client base, and family-business/sponsor advisory focus.
• Alantra Italy: European independent financial advisory and asset management firm with a strong Italy presence in mid-market M&A, sponsor coverage, and secondary transactions. Overlaps with Terzi&Partners' Private Market Advisory line and Italian family-business mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/terzi-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Terzi and Partners