CFO Sim

CFO Sim

CFO Sim was founded in 2000 in Milan. It operates as a multi-family office serving entrepreneurial families with wealth management, succession planning, and corporate advisory. The firm deploys capital across private equity, private credit, real estate, infrastructure, and fund-of-funds vehicles. It also executes direct co-investments and secondaries. Confirmed advisory clients include Digital Value, Orsero, Italian Wine Brands, and Pattern, several of which it supported through Euronext Growth IPOs between 2015 and 2020. Geographies include Europe with additional exposure to North America, Asia, and Africa. AUM stands at $2.22 billion. The firm maintains no disclosed additional offices. It holds Borsa Italiana IPO Partner status and has acted as Euronext Growth Advisor on multiple transactions. No operational events from the last 24 months appear in available records. CFO Sim functions simultaneously as a multi-family office and a regulated SIM providing equity research and specialist services. This dual structure creates direct access to private-company information flows through its corporate-broker mandates.