A journey for the enhancement of human relationships and property assets that we will make together with you with care, transparency and professionalism. And through a range of services:
Financial Strategy and Management, Real Estate Investment, Securities Investment, Private Equity and Club Deal.
All with a strongly tailored, human and innovative approach that focuses on results and their maintenance over time.
Through targeted strategy, we assist our clients in managing their assets and follow them step by step through appropriate investment solutions to meet their interests and goals.
UTurn’s signature investment strategies are customized with full respect for your history, culture and economic possibilities. Each strategy is the result of a careful analysis and study phase, a preliminary phase that presents the main factors of the investment solutions, and arrives at a planning phase and a real investment project of which we manage every step including verifications and monitoring.
We share our extensive network, pass on the know-how and financial culture to future generations holding family wealth.
For more information write to gianpiero@uturn-investments.it
With this service we select the platforms and professionals with the most added value among Wealth Management and Investment Banking counterparties at the Italian and international level taking into consideration the inclinations of our client family.
We introduce the concept of cost at fair value with counterparties and, through strategic negotiation, seize opportunities related to services or synergies offered by each of them. Our work concludes with advisory and monitoring services in the case of direct trading.
For more information write to gianpiero@uturn-investments.it
Our Venture Capital strategy is based on a fundamental cornerstone: investing in Italian excellences with strategic vision and strong international vocation. We invest with patient capital, looking at a long time horizon, through direct and constant contact with the founders.
Time, patience, listening and prudence are the guidelines of our VC choices.
Through the enhancement of our network and following the vision on which our activities are based, we have carried out operations in companies with a strong potential for international expansion and in brands that are already well-known and established in the market, with 4 main modes of investment: direct, in Venture Capital Funds, in Sicaf and with collaborations to support the entrepreneurship of nascent Italian startups.
Thanks to our presence within StartupGym’s Startup Studio incubator, in particular, we receive advisory with which we can learn about and explore the potential of nascent Italian startups and with which to advance our philosophy and vision of supporting the ecosystem. StartupGym’s founders also include Enrico Pandian, a leading investor in innovative realities such as Supermarkets24 and CheckoutTechnologies.
We oversee and manage family real estate assets; make assessments of new investment opportunities in the market.
Successful financial real estate operation
Acquisition of a farm with barn from which the necessary authorizations were obtained for the construction of a single property project of approx. 700m2 with 8 bedrooms and an adjoining indoor and outdoor swimming pool.
Operation opened in 2021 and closed in 2023 with an IRR of 45% on invested capital.
Through this service we analyze, select and manage partnerships with Private Equity, Venture Capital and Business Angels funds through direct contacts with proven historical experience.
We advise on existing family industrial holdings.
For more information write to luca@uturn-investments.it
Club Deal is UTurn’s exclusive service. With Club Deal we mean the search, selection and management of direct investment opportunities in high-potential SMEs with a BUY&BUILT policy that creates value in the medium-long term.
What types of SMEs are Club Deal’s focus?
Club Deal is focused on privately held Italian SMEs in the development, change or business transfer phases. Our particular interest is the manufacturing industry and business-to-business services with good current and prospective profitability prospects.
What is Club Deal’s objective?
Our Club Deal model is strongly oriented towards the future of SMEs and has the desire to build something beautiful and lasting in the society in which we live. We want to enhance the investments with growth and aggregation projects and with investments in the social and entrepreneurial fabric, all without pre-established exits that could sacrifice or distort the companies being invested in.
Who are the managers promoting the Club Deals?
It’s us with our direct entrepreneurial experience and participation in risk capital. We take care of the entire investment cycle: from the research and selection activity, evaluation and ad hoc structuring of the single deal, to the subsequent management.
| What results have we achieved? December 2022 |
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| At the end of 2022, we acquired the majority of 3T, a historic Italian bicycle brand from Presezzo (BG) and with offices in Taiwan and North America. The objective is to consolidate and support the path of growth and international expansion of Made in Italy excellence. An operation that goes against the trend: if in recent years the most important Italian bicycle manufacturers have been acquired by foreign investors, we have invested in the majority and, in continuity with the entrepreneurs René Wiertz and Gérard Vroomen, who joined in 2007 and 2015 respectively, we aim to make it an even more prestigious brand on global markets. |  |
| May 2023 | |
| In May 2023, we purchased a minority share of the MPE SpA Group, an industrial conglomerate point of reference for the production of expanded polypropylene and synthesized expanded polystyrene products, which includes the companies MPE SpA, MPE Polypropylene Division, Domogel, Dampe and Limar . The group, based in Costa di Mezzate in the province of Bergamo, has played a fundamental role in the transformation of expanded polystyrene and polypropylene in key industrial sectors such as packaging, thermo-acoustic insulation, thermo-hydraulics, automotive and protection systems such as helmets and car seats. The acquisition by UTurn is aimed at further developing MPE’s growth at an international level, also exploiting a potential aggregation process of other companies in the sector. |  |
| May 2023 | |
| In May 2023, we acquired 48.5% of Kleos Hotel Group and will lead as Lead Investor the Club Deal for the creation of a new group specialized in the management of resort hotels with this first structure in Milan. We have therefore entered the high-end hotel and hospitality sector thanks to the fourth Club Deal operation in less than 6 months which will intensify the investment work in key sectors of the Italian real economy. The hotel in Milan, a few meters from the Blue Metro which will connect the structure with Linate airport and the city centre, offers 55 rooms, for business and leisure tourism, and has a Technogym equipped gym, business area and lounge . After Milan, towards the end of 2023, Kleos Hotel Group acquired the management of three other structures, a hotel structure in the hilly area in Valpolicella (VR), a Ski Bar & Great Food in Val di Fiemme (TN) and a hotel in Engadine (Switzerland). The group is in the process of searching for other structures in other key cities of leisure tourism with cutting-edge hotels and resorts, capable of offering a new approach to the Italian hotel industry. |
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For more info, contact luca@uturn-investments.it