Edoardo Borsoi Email & Phone Number

Milan, Lombardy, Italy

Milan, Lombardy, Italy

- Collaborated with colleagues and the CEO of a portfolio company to undertake a business Due Diligence for an add-on (portfolio management)- Produced 15+ Company profiles and supported on 4 NBO presentations (execution)- Monitored KPIs and current trading of a portfolio company and supported its strategic business expansion in the United States (portfolio management)- Actively participated in 10+ expert calls for different market niches in the Industrial sector (execution)- Collaborated on the origination of 40+ new investment opportunities from banks, boutiques and local accountants (origination)

Lugano, Ticino, Switzerland

- Created an automated screening for fundamental analysis of the S&P 500 and Stoxx Europe 600 components using Bloomberg BQL Query- Supported the launch of a new Fixed Income Fund, which invests in Private Loans and High Yield Corporate Bonds- Collaborated with senior colleagues on the portfolio strategical allocation in Equity, Fixed Income and Structured Products

Milan, Lombardy, Italy

NUO Spa is an investment firm owned 50% by Exor, one of Europe’s leading family-controlled holding companies, and 50% by WWICL company, the oldest family office in Hong Kong with over 60 years of experience in Asia. NUO focuses on long term private equity investments in Italian mid-sized companies with the potential to grow globally, and especially in fast-growing Asian markets, where it leverages on an extensive network of resources and know-how across industrial and financial sectors. - Conducted 3 active screenings (AIDA) to identify attractive investment opportunities in the Consumer sector (origination)- Produced 20+ Company Profiles and IC documents by analyzing annual reports, info memos and available information (execution)- Collaborated with senior colleagues to make strategical decisions for portfolio companies (portfolio management)- Conducted 5+ industry analyses to assess market size, growth, and competitive dynamics to identify potential acquisition targets

Milan, Lombardy, Italy

Leading Italian independent M&A advisor with worldwide placing power since 1990 with a proven track-record and expertise in the Mid Market.Cross Border has organized its Italian market coverage in order to serve both local private entrepreneurs and multinational players. The firm provides know-how applicable to all industries.Today, Cross Border is a leading Italian independent M&A advisor with worldwide placing power.- Produced 2 pitches and 3 target lists for potential clients in the Italian mid-cap market using Pitchbook, AIDA, Orbis (origination)- Prepared 2 info memos, 10+ teasers and 1 business plan for clients in the Chemical, Petcare, Cosmetic industries (execution)- Performed 10+ Restatements of Balance Sheet, Income Statement and Cash Flow to be presented in the info memos (accounting)

Milan, Italy

Established and currently manage a diversified Global Equity Portfolio consisting of approximately 40 securities, including ETFs and single stocks, with a focus on low beta and strong international diversification (benchmark: MSCI World)

Msc In Finance, 110/110 Cum Laude

Relevant coursework: Investment Banking, Financial Statement Analysis, Asset Management, Structured & Project Finance Dissertation.

Exchange Program, Finance, High Distinction (Hd) - Wam: 85.25/100 - Gpa: 4.0/4.0

Exchange semester Units: • Investment Analytics with Python - Grade: HD • Financial Econometrics - Grade: HD • Advanced Derivatives.

Bsc In Economics And Finance (Clef), 109/110

Relevant coursework: Investments, Corporate Valuation, Financial Accounting, Macroeconomics, Monetary & Fiscal Policy Dissertation.

Exchange Program, 4.0/4.0

Exchange student at Babson College during the Spring term 2021

High School Diploma, 94/100