09.7.2024

Gardant Investor SGR launches the new Caesar fund EUR 100 million raised and first investment already made

Rome, 4 July 2024

Gardant Investor SGR S.p.A., an asset management company belonging to the Gardant Group, a leader in credit management in Italy, announces the establishment of the “Caesar” fund.

Caesar is a credit fund intended to provide secured real estate financing in Italy. This strategy aligns with the experience and track record of the Gardant Group – originally evolved from a banking entity – in the entire credit sector, from performing loans, to the management and investment in distressed credit. Caesar focuses on providing financing to enterprises and real estate projects, i.e. refinancing or debt restructuring for companies with solid fundamentals and underlying real estate assets.

Guido Lombardo, Chief Investment Officer and Director of Gardant Investor SGR S.p.A., stated: “This operation is a perfect example of how our SGR positions itself in the market, leveraging the Gardant Group’s ecosystem, and represents a major signal for the Italian lending sector. In a short span of time, Gardant Investor SGR has become a benchmark for Italian and foreign investors who want to invest in Italy also in the sector of performing loans, thanks to the extensive skills and experience our team has developed over the years.”

Caesarhas been subscribed to by institutional investors for an amount of EUR 100 million: through this operation, Gardant Investor SGR, managed by General Manager Federico Roggerini, exceeds EUR 700 million of funding and EUR 140 million of real estate financing approved.

Mirko Briozzo, Chief Executive Officer of the Gardant Group, commented: “The fund is part of the Gardant Group’s positioning strategy, which aims, also through Gardant Investor SGR, to establish itself as the leading fully integrated operator in the Italian credit sector, capable of working alongside investors and banks across the entire value chain – from direct lending activities to the management of reperforming and non-performing assets.”

Caesar, managed by Antonio Alfano, Head of Lending Strategies at SGR, has already completed its first investment operation in favour of a leading Italian construction and real estate development company.

Gruppo Gardant
Gardant S.p.A. is an Italian company, headquartered in Rome, serving as the parent company of the Gardant Group, a leading operator in Italy within the field of alternative asset management for credit and the servicing of portfolios of distressed credits. With funds raised exceeding EUR 550 million, over EUR 40 billion in administrated credits, and approximately EUR 20 billion in credits managed as a special servicer, the Gardant Group offers the broadest range of products and services for investors and banks in the realm of illiquid and distressed credits. Special Gardant, equipped with a license pursuant to Art. 115 of the Consolidated Text of Laws on Public Security (“TULPS”), specializes in both judicial and extrajudicial recovery activities. Master Gardant, a financial intermediary pursuant to Art. 106 of the Consolidated Law on Banking (“TUB”), specializes in supporting the management of Unlikely to Pay (UTP) credits and serves as a servicer for securitization vehicles. Gardant Investor SGR is the Group’s management company, focusing on alternative investments in the credit sector. Since 2019, Gardant has been engaged in a longterm
strategic partnership with BancoBPM Group through the controlled joint venture Gardant Liberty Servicing.

For further information

Gardant – Contacts
Daniele Biolcati
Mobile +39 337 1689124
E-mail: daniele.biolcati@gardant.eu

SEC Newgate Italia
Daniele Pinosa, +39 335 7233872, daniele.pinosa@secnewgate.it
Michele Bon, +39 338 6933868, michele.bon@secnewgate.it
Fabio Santilio, +39 339 8446521, fabio.santilio@secnewgate.it
Chiara Andreotti, +39 340 3613320, chiara.andreotti@secnewgate.it

Documents
Gardant Investor SGR launches the new Caesar fund