Services
Seven areas of practice, one trusted partner.
We accompany our clients through the full financial cycle — identifying real needs and structuring the right solution, with independent advice at every step.
Corporate Finance
All businesses have their own life cycle, and we want to be alongside our clients at every phase — from creation and growth to maturity, transaction and restructuring.
- Valuation
- Mergers, acquisitions and the sale of companies or businesses
- Due diligence, negotiation support and fairness opinions
- Financial structuring and modelling
- Business plans and feasibility studies
- Business spin-offs
- Restructuring plans
- Strategic plans, corporate governance and risk management
- Internationalisation plans
Capital Raising & External Financing
Every business that grows — organically or through acquisition — or is restructured needs capital or refinancing. We analyse your projects, identify the best way to fund or refinance them, and find the right solution, in debt or equity.
- Financing investment plans
- Financing and refinancing restructuring plans
- Traditional bank financing and structured finance
- Project finance (funded by the project's own cash flows)
- Debt markets: commercial paper and bond issuance
- Green-bond issuance
- Private equity and institutional investors
- Business angels and venture capital
Foreign & Financial Investment
We know the market and our opinion is independent. We help investors find the best opportunities in Portugal, and help companies invest their surplus cash flows wisely.
- Identifying and assessing investment opportunities
- Economic and financial feasibility analysis
- Supporting foreign direct investment into Portugal
- Structuring financial assets and businesses by maturity, liquidity and risk profile
- Asset & liability management (ALM) for free cash flows
Outsourcing of CFO, IT & Cybersecurity services
Focus on what you do better than your rivals and leave the rest to specialists. We take on functions that benefit from senior, external expertise.
- Outsourced CFO — CFO as a service (finance function, new markets, financing)
- Financial, administrative and accounting outsourcing
- IT outsourcing and infrastructure management
- Cybersecurity functions outsourcing
- Training and capability building
Training in Finance
In a fast-changing environment, focused training is essential to build capability and support better decisions.
- Identifying training needs
- Structuring and delivering custom training programmes
- Structured programmes: Valuation, M&A, Project Valuation, and Finance for Non-financial Professionals
Real Estate
The key challenge in real estate is to hold a medium- and long-term strategy while resisting excessive leverage. We detect opportunities, test their feasibility and structure the best way to fund them.
- Real-estate appraisals and valuations
- Economic and financial feasibility studies
- Real-estate asset management
- Setting up funds and vehicles (SICAFI, SICAV, SPV/SPE)
- Structured finance and real-estate club deals
Cybersecurity & NIS2
Cybersecurity is a management responsibility and an operational priority. We help organisations assess how the NIS2 framework and Portugal's Cybersecurity Legal Framework apply to them, establish a proportionate roadmap and lead implementation — from governance and risk management to incident readiness, supplier security and auditable evidence.
- NIS2 applicability and readiness assessments
- Entity qualification and implementation roadmaps
- Cybersecurity governance and board advisory
- NIS2 implementation programme management
- Incident response and regulatory-reporting readiness
- Supply-chain and third-party cyber risk
- NIS2 compliance office and vCISO support
- Executive, management and workforce training
- Coordination of specialist technical remediation