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Intermonte Partners Sim — Investor Relations & Filings

Ticker · INT ISIN · IT0005460016 LEI · 8156007125B2DED00348 XMIL Financial and insurance activities
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Filings indexed 187 across all filing types
Latest filing 2024-12-19 M&A Activity
Country IT Italy
Listing XMIL INT

About Intermonte Partners Sim

https://www.intermonte.it/en/index.html

Intermonte Partners Sim is an independent investment bank and securities firm operating through four main business lines: Investment Banking, Global Markets, Brokerage (Sales & Advisory), and a Digital Division (Websim). The company provides a range of services including institutional research, sales, and trading across multiple asset classes, as well as advisory for mergers, acquisitions, and Initial Public Offerings (IPOs). Its primary target markets are small and medium-sized enterprises (SMEs) and institutional investors, both domestic and international. Through its digital channel, it also offers consultancy to retail clients and financial advisors. A key strength is its dedicated equity research team, which provides extensive coverage of the local equity market.

Recent filings

Filing Released Lang Actions
PR | The BoD of Intermonte Partners SIM approves the statement by the Issuer
M&A Activity Classification · 100% confidence The document is explicitly titled as a "PRESS RELEASE" concerning a "VOLUNTARY PUBLIC TENDER OFFER ON ALL THE ORDINARY SHARES OF INTERMONTE PARTNERS SIM S.P.A.". It discusses the Board of Directors approving the offer consideration and references specific Italian regulatory articles (TUF, CONSOB Regulation) related to tender offers and the required '103 Notice'. A tender offer is a form of corporate action related to the acquisition or change of control of a company, which often involves a formal proposal to buy shares. This fits best under the category for Merger & Acquisition Activity (TAR), as a tender offer is a primary mechanism for a takeover bid. It is not an Annual Report (10-K), an Earnings Release (ER), or a Dividend Notice (DIV). Since it is a direct announcement about a takeover proposal, TAR is the most appropriate classification.
2024-12-19 English
PR | Il CdA di Intermonte Partners SIM approva il comunicato dell’Emittente
M&A Activity Classification · 99% confidence The document is explicitly titled "COMUNICATO STAMPA" (Press Release) and details the approval by the Board of Directors of Intermonte Partners SIM S.p.A. regarding a voluntary takeover bid ('OFFERTA PUBBLICA DI ACQUISTO VOLONTARIA TOTALITARIA'). It references specific Italian regulatory articles (TUF, Regolamento Consob) related to takeover bids and the required disclosure document ('Documento di Offerta'). This subject matter—a takeover bid or merger proposal—directly corresponds to the definition of M&A Activity (TAR). Although it is a press release announcing the board's approval, the core subject is the M&A transaction itself, making TAR a more specific classification than a general Regulatory Filing (RNS) or Report Publication Announcement (RPA).
2024-12-19 Italian
INTERNAL DEALING
Director's Dealing Classification · 100% confidence The document is titled 'MODELLO DI NOTIFICA E DI COMUNICAZIONE AL PUBBLICO DELLE OPERAZIONI EFFETTUATE DA PERSONE CHE ESERCITANO FUNZIONI DI AMMINISTRAZIONE, DI CONTROLLO O DI DIREZIONE E DA PERSONE A LORO STRETTAMENTE ASSOCIATE.' This translates to a notification model for transactions carried out by Persons Discharging Managerial Responsibilities (PDMRs) and their closely associated persons. Section 4 details an 'Acquisto' (Purchase) of 'Azioni ordinarie' (Ordinary Shares) by a closely associated entity of Alessandro Valeri, the Chairman of the Board of Directors. This structure and content directly correspond to insider trading or director's dealing reports, which in the provided schema maps to 'Director's Dealing' (DIRS).
2024-11-26 Italian
INTERNAL DEALING
Director's Dealing Classification · 100% confidence The document is a formal notification template, written in Italian ("MODELLO DI NOTIFICA E DI COMUNICAZIONE AL PUBBLICO DELLE OPERAZIONI EFFETTUATE DA PERSONE CHE ESERCITANO FUNZIONI DI AMMINISTRAZIONE, DI CONTROLLO O DI DIREZIONE E DA PERSONE A LORO STRETTAMENTE ASSOCIATE"). This translates to a notification model for transactions carried out by persons discharging managerial responsibilities (PDMRs) or their closely associated persons. Section 4 details an 'OPERAZIONE 1' involving the 'Vendita' (Sale) of shares by an individual (Alessandro Valeri) who holds a management position ('Presidente del Consiglio di Amministrazione'). This directly corresponds to the definition of insider trading reports or director's dealings, which is classified as 'Director's Dealing' (DIRS) in the provided schema. The document explicitly reports personal share transactions by an executive.
2024-11-26 Italian
Intermonte Partners - Cambiamento sostanziale in materia di assetti proprietari
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled "COMUNICATO STAMPA AI SENSI DELL'ART. 17 DEL REGOLAMENTO EMITTENTI DELL'EURONEXT GROWTH MILAN" (Press Release pursuant to Article 17 of the Euronext Growth Milan Issuers Regulation) and concerns a "CAMBIAMENTO SOSTANZIALE IN MATERIA DI ASSETTI PROPRIETARI" (Substantial Change in Shareholding Structure). This involves the transfer of a significant stake (8.01%) by one shareholder to another entity controlled by the same individual, resulting in a change in the ownership structure table. This type of mandatory disclosure regarding changes in major shareholdings, triggered by regulatory requirements (Art. 17 of the Issuers Regulation), directly corresponds to the definition of Major Shareholding Notification (MRQ). Although it is a press release, the core content is the notification of a change in ownership thresholds/structure, making MRQ more specific than the general Regulatory Filing (RNS). The document length (4940 chars) is substantial enough to contain the full details, not just an announcement of a report.
2024-11-25 Italian
RICEZIONE DI COMUNICAZIONE EX ARTICOLO 102 DEL D. Lgs N. 58/98
M&A Activity Classification · 98% confidence The document is a press release dated September 16, 2024, from Intermonte Partners SIM S.p.A. The core subject is the receipt of a communication (Comunicazione 102) regarding a voluntary public takeover bid (offerta pubblica di acquisto volontaria) launched by Banca Generali S.P.A. This announcement concerns a major corporate transaction involving a takeover bid, which falls under the category of Merger & Acquisition (M&A) activity. The filing type code corresponding to M&A activity is 'TAR' (Takeover/Merger Activity). The document is an announcement about the bid, not the bid document itself, but 'TAR' is the most specific category for takeover news.
2024-09-16 Italian

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