1. M&A GROUP

2. Section
Page
M&A Project 3
M&A Market 15
Strategey Plan 19

3. The Integra members from Barcelona, Malta and Rome have proposed the setting up of a specilaised company with the aim of establishing a centre of expertise to promote and provide services to M & A related business. 3

4. The idea of the promoters is to create a limited liability company in which all other interested Integra International member firms can particpate in this business as founding partners. 4

5. Its main features will be:
The new platform shall foster and develop expertise in the area of M&A both within member firms of INTEGRA and beyond.
Its main features will be:
….. 5

6. Addressed only and exclusively to professional offices that: 1
Addressed only and exclusively to professional offices that:
Are really keen on developing an M&A business;
Have experience in such activity;
See this platform as a business opportunity. 6

7. 2
The founders will be active members of INTEGRA, although in a second phase, other members recommended by the founders may be permitted to join. 7

8. 3
The company will be established in Milan which will also be its seat of general and ordinary administration.
The management & strategic direction of the company shall be vested in its board of directors which shall initially be made up of Francesc Bellavista, David Borg, (Don Degrazia), & Tito Scibetta. 8

9. 4
The company shall own and manage all intellectual property in connection with its brand and website.
In principle, there will not be any staff or premises. Everything will be managed through the Internet platform (website) and the person in charge will issue an invoice for his work. 9

10. 4
The web page will provide information about the services offered by the M & A Company.
There will be an intranet for partners to exchange offers, business opportunities, experiences, documents and statements. 10

11. Annual maintenance fee (1.500€/year).
To become a partner of the company, the following payments will be due:
Entrance fee (2,500€).
Annual maintenance fee (1.500€/year).
5% referral fee on the fees collected by the partners due to the business opportunities offered by the platform . 11

12. 6
The stakeholders in the company are obliged to organize meetings, conferences and other activities with potential clients, banks and other targets in their country in order to promote the M&A company.
They have to regularly provide updates of any such activity using the company’s web platform. 12

13. 6
The company shall from time to time organise webinars, conference calls and similar in which all stakeholders would be expected to participate and provide feedback and share ideas and prospects. 13

14. 7
It is important to achieve global coverage for this project to be successful. The members that have so far shown their interest in participating include:
USA: (Philadelphia, Washington, San Diego, New York?); Europe:Vienna/Rome/Milan/Malta/Barcelona/Berlin/ London.
Africa: Cape Town. 14

15. The participation of member firms in China, India, Japan, Brazil, Mexico and other geographical locations is very important to achieve maximum coverage.
The board of directors will continue to reach out to prospective members, explaining the activity and objectives of this business and obtaining their commitment to participate. 15

16. The board of directors shall circulate a prospectus determining how the parties involved shall interact and collaborate in a structured manner. 16

17. 8
The company will give a mandate to a marketing consultancy showing a clear track record of its experience.
This consultancy shall be tasked with promoting the company via its website, social network, advertising and other mediums. 17

18. Section
Page
M&A Project 3
M&A Market 15
Strategy Plan 19

19. Activities that the M&A Group can perform and advertise19

20. Target
Business Angels
Companies
Banks
Funds/Private Equity 20

21. M&A Market Strengths Weakness The Association Experience
Integrated skills
Integrated skills with other functions (Tax, legal, consulting and others)
Relationship with a big number of targets (clients, banks and others)
Competition
Low visibility
Lack of track record in this segment 21

22. Section
Page
M&A Project 3
M&A Market 15
Strategy Plan 19

23. Strategy
Contacts
Banks and
Professionals
International
Marketing
Structure
Individual Firms
Integra Association
Consolidating contacts and relationships with customers at all levels inside each Firm 23

24. Leveraging contacts and knowledge within the Association
Strategy
Contacts
Banks and
Professionals
International
Marketing
Structure
Individual Firms
Integra Association
Leveraging contacts and knowledge within the Association 24

25. Strategy
Contacts
Banks and
Professionals
International
Marketing
Structure
Individual Firms
Integra Association
Enhancing existing relationships by identifying opportunities (Funds, Business Angels, Entrapeneurs, and others) 25

26. Banks: on their assets (sell-side) and as originator of opportunity.
Strategy
Contacts
Banks and
Professionals
International
Marketing
Structure
Individual Firms
Integra Association
Banks: on their assets (sell-side) and as originator of opportunity.
Professionals: consolidating / strengthening relations also with forms of collaboration / incentive 26

27. Strategy
Contacts
Banks and
Professionals
International
Marketing
Structure
Individual Firms
Integra Association
Consolidate the relationship with the association and focus on specific coverage of some developing markets 27

28. Strategy
Contacts
Banks and
Professionals
International
Marketing
Structure
Individual Firms
Integra Association
External communication: ad hoc tools and dedicated platform to facilitate the exchange of information, knowledge and opportunities.
Work closely with external marketing consultancy to help drive the business. 28

29. Structure and organization of the working team (Team & Pitching)
Strategy
Contacts
Banks and
Professionals
International
Marketing
Structure
Individual Firms
Integra Association
Structure and organization of the working team (Team & Pitching) 29

30. M&A GROUP
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