Gruppo Excellence acquires Concentric, a company specialized in relaunching performance

Milan, 04/16/24Gruppo Excellence has acquired the majority of Concentric, a consultancy company founded in Milan in 2004, with over 220 clients in 20 years of activity in Italy and abroad, specialized in supporting the commercial management of banks, insurance companies and networks of financial advisors to plan the evolution of their teams and their performance.

With this initiative, the Group founded in 2007 by Maurizio Primanni and Renato Ferri Pacini, active since the beginning in the banking, insurance and asset management sectors, is enriching its offering, which has grown over time, giving life to new specialized companies such as “Excellence Education” (HR management and Change Management) and “Excellence Digital Innovation” (digital platform development) or by acquiring high potential companies such as “Dataskills” (data science and AI) and “Red Public” (sustainability and inclusion strategies).

“We are thrilled – says Robert Finch, CEO of Concentric – to become part of a group like Excellence. – Through this step, we want to become a market leader in the professional development of commercial management and networks, banks, insurance companies and consultant networks and beyond. Through the integration and expansion of skills and mutual tools shared with Excellence, we will be able to propose more complete projects with more stimuli and ways of engaging the user. The hope is to encourage the integration of our mutual consultancy, teaching and technological approaches to propose an all-round consultancy vision.”

“We are pleased – declares Maurizio Primanni, CEO of the Excellence Group – to welcome Concentric into our organization, whose working methodologies and pragmatic approach I have appreciated since the beginning of our acquaintance which will strengthen our action: to name a few skills, from projects for improving the commercial results of sales networks, through progressive training courses, to those for the evolution of the role of financial consultants from financial advisory and wealth management”.


L’Istituto del “Whistleblowing” è riconosciuto come strumento fondamentale nell’emersione di illeciti; per il suo efficace operare è pero cruciale assicurare una protezione adeguata ed equilibrata ai segnalanti. In tale ottica, al fine di garantire che i soggetti segnalanti siano meglio protetto da ritorsioni e conseguenze negative, e incoraggiare l’utilizzo dello strumento, in Italia è stato approvato il D.Lgs. n.24 del 10 marzo 2023 a recepimento della Direttiva (UE) 2019/1937 riguardante la protezione delle persone che segnalano violazioni.

Il decreto persegue l’obiettivo di rafforzare la tutela giuridica delle persone che segnalano violazioni di disposizioni normative nazionali o europee, che ledono gli interessi e/o l’integrità dell’ente pubblico o privato di appartenenza, e di cui siano venute a conoscenza nello svolgimento dell’attività lavorativa.


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