Kitra Advisory advises Banca Investis on the sale of its stake in BIM Vita
Details
Client: Banca Investis
Date: July2025
Activity: M&A Advisory
Description of the Deal
Kitra Advisory advised Banca Investis on the sale of its stake in BIM Vita S.p.A. to Unipol Assicurazioni S.p.A. The transaction allows Unipol to take full control of the company, simplifying its governance and strengthening its presence in the private life insurance sector.
Company Profile
BIM Vita is a specialised life insurance company, offering investment, protection, and supplemental pension solutions. Established as a joint venture between Banca Investis and its leading insurance group, it operates with a distribution model based on the bank’s private banking network and selective partnerships..
Rationale of the Deal
For Unipol, the deal was part of its strategy to consolidate its life insurance assets and vertically integrate its distribution channels. Full control of BIM Vita will allow it to streamline its product offering, leverage commercial synergies with the group’s networks, and strengthen its ability to meet the savings and protection needs of high-end customers.
