Heritage is a family backed investment platform partnering with carefully selected alternative asset managers with a long-term mindset.

Advised in the listing of a $115m SPAC on the Nasdaq

Supported cross-border M&A transactions in the technology sector, with a sectorial focus on SaaS , fintech, marketplaceAssisted in deal origination, due diligence, and negotiation processes, working collaboratively with clients and internal teamsDeveloped and presented pitch decks tailored to various technology subsectors, effectively communicating the value proposition and deal structures to potential clients and stakeholdersEngaged in business development initiatives, identifying and targeting potential clients across diverse technology segments to contribute to the firm's growth and revenue generation

Spearheaded external capital raising efforts, successfully securing funds from diverse sources such as P2P, banks, credit funds, family offices and HNWIsLed cross-functional teams and overseeing the structuring of various credit facilities and investment vehiclesImplemented and enforced country-specific credit policies to safeguard investors' capitalBoard member of Aspire Capital

Managed key business functions, including Capital Markets, Strategy & Planning, Finance and Accounting, and Investor RelationsCoordinated with global partners to drive financial growth and streamline operations

Supported the company in its hyper-growth phase across Singapore, Vietnam, Thailand, and Indonesia, and in its growth from 15 to 100+ FTEs Oversaw process optimization and streamlined workflows to improve efficiency and reduce costsCollaborated with cross-functional teams to identify and implement key operational improvements, ensuring business continuity and enhanced performance

Played a key role in launching the front-office investment banking divisionOriginated and structured numerous cross-border structured and acquisition finance deals, leveraging UniCredit's global platformIntroduced complex financial modeling and capital structure advisory elements within the branchManaged a corporate loan portfolio of over 50 global clients and coordinated deal execution and credit reviews between HQ and other branches

Corporate Structured Finance analyst specializing in Italian Infrastructure and TMT Conducted transaction analyses, including in-depth market research, financial analysis, and cash-flow modelingDeveloped tailored acquisition financing solutions by optimizing repayment/maturity profiles and coordinating with DCM, M&A, and other product unitsPrepared information memorandums, pitch materials, meeting presentations, credit applications, and internal papers for decision committeesParticipated in UniCredit Talent Management Review (TMR Program) and International Graduate Program, with rotations in FIG Coverage, Capital Structure Advisory, M&A, and High Yield Debt Capital Markets

Prepared pitch and reporting materials for Corporate and FIG clients and investorsManaged documentation and bookkeeping activities for the desk's bespoke-CDS trading operations, totaling over €2bn in nominal amountWorked on transactions involving deleveraging of overdue receivables and NPLs, as well as conduit-financing securitization of a €150m loans portfolioProduced presentations and speeches on the economic outlook of the desk on ABS, CLOs, and Structured Credit markets for conferences and upper-management meetings

Prepared pitching material for Fortune 500 investment-grade companiesProvided credit market updates and secondary pricingDrafted structured notes’ term sheets, to be used for new bond issuancesSupported the DCM and Syndicate teams in the execution of 9 US corporate bond transactions, for a total value of USD 20.85bn

Performed market and competition analysisFinancial modeling: P/L scenarios, Sales managementUpdated event-related surveys and ad campaigns