EQUITA CAPITAL

One of the leading multi-asset managers in Italy

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We offer alternative investment solutions and provide entrepreneurs with capital and managerial expertise to support their development and growth strategies.

We manage proprietary and proxy products such as closed-end private debt and private equity funds, securities asset lines, and dedicated renewable infrastructure solutions.

4


Asset
classes

30


Private capital
deals
since 2019

1


Assets
under
Management

SGR HP Team (zoom)

EQUITA Capital SGR was established in 2019 to create a platform dedicated to the management of liquid and illiquid assets on behalf of institutional investors and banking groups, looking for highly customized solutions for their retail clients.

Leveraging on its management team of leading professionals with an extensive experience in alternative assets, EQUITA Capital SGR ranks as one of the leading platforms in Italy, with successful track-records in all asset classes under management.

About EQUITA Capital SGR

Commitment to Sustainability

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UNPRI logo

EQUITA Capital SGR has always been committed to promoting sustainability. The importance of deeply understanding ESG factors and the dynamics linked to them are key for us.

Our responsible and sustainable investment process is continuously updated and our governance includes a set of organizational safeguards aimed at preventing and managing potential conflicts of interest.

Recent Credentials

Awards

Private Debt Team 2023
Private Debt Team 2023

EQUITA Capital SGR's unique approach focused on building partnerships with companies, entrepreneurs and leading private equity funds has been well recognized by the market and the financial community for years.

The EQUITA Group

EQUITA is the leading independent investment bank in Italy.

As the go-to partner of investors, institutions, listed companies, corporates and entrepreneurs, EQUITA acts as broker, financial advisor and alternative asset management platform by offering a broad range of financial services that include M&A and corporate finance advisory, access to capital markets, insights on financial markets, trading ideas and investment solutions, in Italy and abroad, assisting clients with their financial projects and strategic initiatives.

Drawing on half a century of experience, EQUITA is committed to promote the role of finance by creating value for the economy and the entire financial system, thanks to its deep understanding of markets, strategic transactions, and sustainability.

A unique business model, where research is at the core of the strategy and where clients get access to a leading trading floor constantly connected with financial markets globally, a successful track-record in the execution of investment banking transactions – enhanced also by the international partnership with Clairfield who identifies cross-border opportunities for Italian and foreign companies – and a proved expertise in the management of investment funds, especially in illiquid asset classes like private debt, private equity, infrastructures and renewables.

EQUITA stands out for its independence and integrity, the commitment of its professionals to best-serve clients, and the concept of “partnership” that sees its managers and employees as shareholders of an investment bank listed on the Italian Stock Exchange as “STAR” company.