Skip to main content
Equita Group logo

Equita Group — Investor Relations & Filings

Ticker · EQUI ISIN · IT0005312027 LEI · 815600CF5C54AA9C0721 XMIL Financial and insurance activities
Open in API
Filings indexed 915 across all filing types
Latest filing 2020-08-03 Declaration of Voting R…
Country IT Italy
Listing XMIL EQUI

About Equita Group

https://www.equita.eu/en/index.html

Equita Group is an independent financial services provider that operates as a broker, financial advisor, and alternative asset management platform. The company offers a broad range of services across four complementary business areas. The Investment Banking division provides advisory on M&A, corporate finance, equity and debt capital markets, and corporate broking. The Global Markets division offers sales and trading services to institutional and retail clients. The Research division supports investor decisions with unbiased analysis of financial markets, with a focus on mid- and small-cap companies. The Alternative Asset Management arm provides investment solutions including private debt, private equity, renewable infrastructures, and liquid strategies. The group serves a diverse client base of investors, institutions, corporates, and entrepreneurs.

Recent filings

Filing Released Lang Actions
Notice about the total voting rights pursuant to Article 85-bis, paragraph 4-bis, of the Issuers' Regulation
Declaration of Voting Results & Voting Rights Announcements Classification · 98% confidence The document is an official notice from Equita Group S.p.A. titled "NOTICE ABOUT THE TOTAL VOTING RIGHTS PURSUANT TO ARTICLE 85-BIS, PARAGRAPH 4-BIS, OF THE ISSUERS' REGULATION". It details a change in the total number of voting rights due to a share transaction, presenting a comparison of the previous and current share capital composition. This type of announcement, which reports on changes in ownership structure or voting rights that cross regulatory thresholds, aligns directly with the definition of Major Shareholding Notification (MRQ). Although it relates to voting rights, it is a notification of a change in shareholding structure rather than the results of a vote (DVA) or director dealing (DIRS).
2020-08-03 English
Comunicazione dell'ammontare complessivo dei diritti di voto ai sensi del'art. 85-bis, comma 4-bis, del Regolamento Emittenti
Declaration of Voting Results & Voting Rights Announcements Classification · 99% confidence The document is an official communication ('Informazione Regolamentata') from Equita Group S.p.A. dated August 3, 2020. The subject ('Oggetto') explicitly states: 'Comunicazione dell'ammontare complessivo dei diritti di voto ai sensi dell'art. 85-bis, comma 4-bis, del Regolamento Emittenti' (Communication of the total amount of voting rights pursuant to art. 85-bis, paragraph 4-bis, of the Issuers Regulation). This document details a change in the total number of voting rights due to a change in shareholding structure, presenting a comparison table of the previous and current capital structure in terms of shares and voting rights. This directly corresponds to the definition of 'Declaration of Voting Results & Voting Rights Announcements' (DVA), which covers official results from shareholder votes or related announcements concerning voting rights structure.
2020-08-03 Italian
Estratto del patto parasociale comunicato a Consob ai sensi dell'art. 122 del TUF e Regolamento Emittenti
Regulatory Filings Classification · 99% confidence The document is an 'Informazione Regolamentata' (Regulated Information) from Equita Group S.p.A., dated July 16, 2020. The subject ('Oggetto') explicitly states it is an 'Estratto del patto parasociale comunicato a Consob ai sensi dell'art. 122 del TUF e Regolamento Emittenti' (Extract from the shareholders' agreement communicated to Consob pursuant to art. 122 of the TUF and Issuers' Regulation). This concerns changes in significant share ownership and voting rights agreements among shareholders, which falls under the scope of major shareholding notifications or governance/insider activity reporting. Since the content details the adherence of new parties to a shareholders' agreement ('patto parasociale') and reports the resulting percentage of capital and voting rights involved (47.6% and 64.5%), it directly relates to changes in significant share ownership thresholds and control structures. This aligns best with the 'Major Shareholding Notification' (MRQ) category, as it details changes in ownership structure that cross reporting thresholds, or potentially 'Governance Information' (CGR). However, the specific focus on the *patto parasociale* and the resulting shareholding percentages strongly suggests a notification related to ownership thresholds, making MRQ the most precise fit among the provided options, although it also touches upon governance. Given the explicit reference to art. 122 TUF (which governs transparency obligations regarding shareholdings), MRQ is selected over the broader CGR.
2020-07-16 Italian
Equita completes the acquisition of K Finance and consolidates its role among top 10 M&A advisors in Italy
M&A Activity Classification · 98% confidence The document is an official regulatory filing notification from the Italian market (indicated by 'Informazione Regolamentata' and 'MTA - Star'). The 'Oggetto' (Subject) clearly states: 'Equita completes the acquisition of K Finance and consolidates its role among top 10 M&A advisors in Italy'. The body details the acquisition of a majority stake in K Finance, including price, payment structure, and management appointments. This transaction involves a significant corporate action (M&A/Acquisition) and is being disclosed via a regulatory channel. Since the document describes a major corporate transaction (Merger/Acquisition activity) and is not a standard periodic report (10-K, IR) or a simple announcement of a report (RPA), the most fitting category is M&A Activity (TAR). Although it is a regulatory filing, TAR is more specific than the general RNS fallback.
2020-07-14 Italian
Equita perfeziona l'acquisizione di K Finance e consolida il proprio posizionamento tra i top 10 M&A advisor in Italia
M&A Activity Classification · 99% confidence The document is an official regulatory announcement (Informazione Regolamentata) from Equita Group S.p.A. dated July 14, 2020. The subject ('Oggetto') explicitly states: 'Equita perfeziona l'acquisizione di K Finance e consolida il proprio posizionamento tra i top 10 M&A advisor in Italia'. The text details the completion of an acquisition (M&A activity), including the percentage acquired, the consideration paid (cash and shares), and subsequent management appointments. This clearly falls under the category of Merger & Acquisition (M&A) activity or a significant corporate transaction announcement. The closest matching category is 'M&A Activity' (TAR). Although it is a regulatory filing, TAR is more specific than the general RNS fallback.
2020-07-14 Italian
Equita - K Finance acquisition (July 2020)
Investor Presentation Classification · 99% confidence The document is a detailed presentation dated July 9, 2020, announcing and explaining the rationale, structure, and impacts of Equita acquiring a 70% stake in K Finance. It includes executive summaries, deal structure tables, governance details, pro forma financial impacts (EPS, ROTE), and rankings related to M&A advisory. This content strongly aligns with an Investor Presentation (IP), which typically details strategic transactions, financial projections, and market positioning for investors. It is not a formal regulatory filing like a 10-K, a short earnings release (ER), or a simple announcement of a report (RPA).
2020-07-09 English

Browse filings by year

10 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.