Breakingviews - Mediobanca great escape has more twists ahead
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 12 2025
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Source: Reuters
Mediobanca's Strategic Move: CEO Alberto Nagel has successfully boosted Mediobanca's stock price by pursuing a 6-billion-euro acquisition of Banca Generali, positioning the bank above a hostile takeover bid from Banca Monte dei Paschi di Siena (MPS), although he faces shareholder opposition and requires majority approval for the deal.
Challenges Ahead: Despite the positive market reaction, Nagel must navigate potential resistance from major shareholders like Francesco Gaetano Caltagirone and Delfin, as well as uncertainties regarding Assicurazioni Generali's willingness to sell Banca Generali, while MPS is also exploring its own options to counter Mediobanca's moves.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
