Davide Poletti Email & Phone Number

Milan, IT

Milan, Lombardy, Italy

• Managing and supporting the CAI Corporate & ESG Finance Team in originating and structuring deals (e.g.: M&A, capex, ESG linked loans);
• overseeing overall execution and profitability of each deal;
• direct coverage of key clients of CAI and primary Advisory firms (e.g. PwC, Deloitte, KPMG, Fineurop);
• mentoring and training junior staff.

Milan Area, Italy

• Originating and structuring deals, as principal, trough the direct coverage of top tier clients and primary Italian and international Private Equity firms (e.g. BC Partners, Alpha PE, Neuberger Berman, Capvis, EQT) and.
• closed 70+ loans (30+ as Mandated Lead Arranger or equivalent) to provide debt in corporate deals or in private equity-backed leveraged buyouts, generating over €18 million in upfront fees;
• negotiated Senior Facilities Agreements with a cumulative Crédit Agricole final take of over €1,5 billion, interacting with financial sponsors, legal counsels, top management and other lenders;
• mentoring junior staff and interns.

Milan Area, Italy

• Covered Northwest Italy, with 40 relationship managers, and structured more than 30 customized loans aimed at corporate acquisitions, capital expenditures, debt structure optimization and leveraged buyouts;
• small to medium-sized deals, up to €1,2 billion total credit facilities. 18 deals as Lead Arranger or equivalent;
• performed financial modelling, sensitivity analysis, cash flow analysis, financial statement analysis (IFRS and ITAGaap).

Milan Area, Italy

• Structured financial packages aimed at leveraged buy outs:
• small sized deals, up to €200 million total credit facilities;
• business plan and credit analysis, due diligence report analysis, signing/closing support.

São Paulo, Brazil

• Independent teacher working with several language schools (e.g.:Skill Idiomas, Ohana EE, BluePrint Idiomas);
• classes up to 12 students.

Milan Area, Italy

• In charge of communications between Stemcor’s Italian branch and offices in India, Russia and China;
• supporting senior traders and administering orders from contract through to payment.

San Francisco, California

• Organized meetings for San Francisco’s citizens and a TV debate broadcasted on Channel 29;
• researched citizen’s satisfaction, to better focus LWV’s meetings.

International Corporate Banking, Banking, Corporate, Finance, And Securities Law

Master'S Degree, International Relations

English

Bachelor'S Degree, Political Science

Education record