Fabio Balza

Fabio Balza

Counsel, Milan

"I advise on domestic and cross-border transactions to which I bring a commercial and pragmatic approach to taxation with a depth of experience and knowledge."

Overview

Professional experience

Education and qualifications

Published works

Overview

Fabio is a counsel in the Milan tax department. He joined Linklaters only recently in mid-January 2020.

Fabio regularly advises on Italian tax aspects of M&A and private equity deals following all Italian tax aspects including tax due diligence, structure memorandum, negotiation of tax clauses of transaction and finance documents and assistance in post-closing reorganisations.

Fabio also advises on the Italian tax aspects of real estate, financing and refinancing transactions including management incentive plans, tax audits and tax litigation.

Work highlights

Inter alia, Fabio assisted:

  • a pool of lenders in a EUR 2bn financing to the Italian State owned conglomerate Leonardo S.p.A.
  • a pool of lenders in the negotiation of the commitment documents for the financing of the acquisition by Permira of the luxury sneakers’ maker, Golden Goose (2020);
  • Superstada Pedemontana Veneta S.p.A. in the issuance of a EUR 1.5bn project bond to finance a toll road (2018/2019)* and in the subsequent waivers for tax related matters to bond documentation.

*working in another law firm.

Professional experience

Before joining Linklaters Fabio was responsible of the tax department in the Milan office of an international law firm.

Fabio is a member of tax committee of Assoimmobiliare, the Italian national association of real estate operators, which aims to lobby for tax incentives in the real estate sector. He is also a speaker at the tax conferences sponsored by Assoimmobiliare.

Education and qualifications

Fabio graduated in Business Administration from Bocconi University. He qualifies as “dottore commercialista” and “revisore legale”.

Published works

His recent published works include a contribution the book “Investire nel Real Estate Strumenti di investimento e di finanziamento nel settore immobiliare italiano”.