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Family Office

CFO Sim

Milano, Italy

Type

Family Office

Check size

n/a

Verticals

wealth management, family office, investment banking

Investment thesis

CFO Sim is an Italian advisory firm specializing in investment banking and financial services, with a focus on supporting small and medium-sized enterprises (SMEs). Established in Milan, the company offers services such as corporate finance advisory, equity capital markets, and M&A transactions. CFO Sim is recognized for its expertise in assisting companies with listing processes on the Italian stock exchange, particularly on the Euronext Growth Milan segment. The firm has built a reputation for its tailored approach and strong relationships within the Italian entrepreneurial ecosystem, contributing to numerous successful IPOs and capital-raising initiatives in recent years.

Partners

4 partners on file at this firm, with the firm's email pattern for cold outreach.

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Investment focus

Business models

services

Customer segments

High-net-worth individuals, Families, Entrepreneurs, Mid-market enterprises

Geography

Europe

Links

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CFO Sim is based in Italy. Browse other active investors in the same country.

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