Directory · PT
Investment Banking in Portugal
A register of firms and the professionals working at them in the Investment Banking sector based in Portugal. Browse the public index, then filter or export on Kipplo.
Companies
25 on file
Bison Bank
Bison Bank, is an Portuguese bank, based in Lisbon, with more than 20 years track record. Provides services of wealth management, depositary & custody and investment banking services to High Net Worth Individuals and Institutional Clients. Services are undertaken based on a cross-border strategic approach, linking the European market with other global markets. The bank leverages on a comprehensive network of international driven partners to endeavor its global reach rational. Recently we have been awarded the Great Place to Work® certification, an internationally recognized distinction granted to companies with outstanding workplace cultures based on trust and respect. This certification is based on anonymous responses from employees to the Great Place to Work® Trust Index© survey. Registration number with the Bank of Portugal - 63
51 to 200 staff
Liberdade Capital
Liberdade Capital is an independent partner-owned corporate and investment advisory firm based in Portugal. We are the preferred advisor for companies and entrepreneurs who want to raise capital, grow, expand or exit corporate projects. We understand that the vast majority of successful businesses are born out of the will, determination, vision and focus of risk-taking entrepreneurs and managers, and the project becomes a life-enriching experience, many times with generational impact. We also understand that many times there is only one opportunity to sell the company so they must partner with advisors who seek to maximise their return and choose the right partner for the future development of the enterprise. Our path began in 2004, where we understood that the Portuguese market was underserved in terms of high-quality independent investment advisory firms and we quickly built a portfolio of national and international clients. Using our expertise, in 2014, Bluemint and Absolut Midas – a leading Portuguese investment advisory boutique – merged under the Bluemint Capital brand and joined the Globalscope international M&A network, reinforcing the scope and depth of services offered to our clients. In November 2022 the M&A operations of Bluemint Capital were spun off into Liberdade Capital.
1 to 10 staff
Ask - Advisory Services Kapital
ASK is a Portuguese advisory services company acting in the following areas: 1. Corporate Finance and M&A 2. Private Equity/Venture Capital 3. Real Estate ASK was founded in 2006 by private and institutional investors with wide experience in the investment banking industry. Currently has the headoffice in Lisbon and offices in Sao Paulo (Brazil) and Luanda (Angola).
11 to 50 staff
Btg Pactual Chile
BTG Pactual es el banco de inversión más grande de Latinoamérica, con operaciones en las áreas de Investment Banking, Corporate Lending, Sales & Trading, Wealth Management, Asset Management e Inversiones Digitales. Desde su fundación en 1983, ha sido dirigido bajo una cultura de asociación meritocrática, enfocada en los clientes, la excelencia y una visión a largo plazo. Nos hemos destacado como uno de los líderes más innovadores del sector, obteniendo numerosos reconocimientos tanto a nivel nacional como internacional. Actualmente, contamos con casi colaboradores en oficinas distribuidas en Brasil, así como en Chile, Argentina, Colombia, Perú, México, EE. UU, Portugal e Inglaterra.
201 to 500 staff
Gayzer Capital
Gayzer is an independent M&A advisory firm providing buy-side and sell-side advisory across the EMEA region. We focus on sectors where we have deep knowledge and active mandates: Technology, Energy & Infrastructure, Education, Financial Services, Healthcare, and Business Services. Based in Lisbon and Istanbul, our team operates with a hands-on and focused approach, advising clients ranging from founder-led businesses to private equity funds.
1 to 10 staff
Imagine Capital Group
Imagine Capital Group is a global merchant bank and strategic advisory firm focused on fintech, private equity, and financial services. We advise growth-stage fintechs on M&A, capital formation, and strategic partnerships. We support private equity funds with value creation strategies, commercial due diligence, and platform transformation. We help financial institutions navigate digital disruption through strategic consulting, operating model redesign, and innovation strategy. Our model blends investment banking execution with deep operating insight — bridging founders, funds, and financial incumbents across North America, Europe, and growth markets. With decades of experience in fintech, banking, payments, and wealth management, our team brings a proven ability to originate, structure, and scale transformational opportunities. We maintain trusted relationships with growth equity firms, family offices, and strategic acquirers globally. Imagine Capital Group is licensed through Wellesley Hills Financial, a registered broker-dealer (FINRA/SIPC). The investment banking business focuses on private equity and debt capital raising of $10-$75MM for fintech firms and $50MM-$250MM for fund managers. Our consulting practice focuses on strategic due diligence, digital transformation and program management. ICG aggressively seeks to discover, invest, and nurture those FinTech firms by providing growth stage capital, industry expertise and act as a trusted advisor for global expansion. You dream it, we'll do the rest. Securities Offered through Wellesley Hills Securities LLC. Member FINRA/SIPC
11 to 50 staff
Sofid, S.A
Criada em 2007, a SOFID tem como objetivo contribuir para o crescimento económico de países emergentes e em vias de desenvolvimento, articulando com os objetivos e a estratégia do Estado Português em matéria de economia, cooperação e ajuda pública ao desenvolvimento. Através da oferta de serviços e produtos financeiros junto de empresas privadas ou públicas (desde que geridas de forma comercial), a SOFID deve contribuir para o incremento das relações a nível produtivo e comercial entre Portugal e os países emergentes e em desenvolvimento, de modo a estimular o seu progresso económico e social. O financiamento de atividades privadas sustentáveis é um pilar fundamental para o desenvolvimento económico e social de países em transição.
11 to 50 staff
Insignya Capital Partners
Insignya Capital Partners provides sophisticated services to the unique needs of mid-sized companies and investors. We pride ourselves on a hands-on approach, deep insight, expertise and execution dedicated to every single client. Clients first, always.
1 to 10 staff
Podium Capital
O processo de poupança e investimento deve ter como principio uma análise completa e profunda das preferências, restrições e fundamentalmente dos objetivos individuais, das famílias e dos investidores institucionais. A nossa equipa tem um vasto conhecimento das alternativas existentes nos mercados financeiros e a experiência necessária para o ajudar a definir a melhor estratégia na gestão do seu portfólio de investimentos.
1 to 10 staff
Accent Capital
Accent Capital is a new project created by its founders after more than 20 years’ experience in cross-border European M&A corporate finance advisory to small and mid-cap enterprises. Accent Capital was born to provide outstanding strategic and customised Corporate Finance services to CEOs of private companies, family-owned business owners, Private Equity and corporate investors, in a fast evolving economic and global environment. Accent Capital's team of professionals are dedicated to achieving successful results for your business through our expertise and experience, together with our pillar values of integrity, transparency, and high level commitment in everything we do. We provide: Mergers & Acquisitions advisory (sell-side & buy-side) Advisory on strategic mergers and joint ventures Advisory on specialty Private Equity transactions such as MBO, LBO and MBI Capital solutions advisory such as growth capital Valuations & Strategic advisory House Banking We have a specialisation in intervening on the Portuguese market together with cross-border operations on the French, Spanish and Benelux markets.
1 to 10 staff
Serra De Estrela Investments Ltd
Private multi-Family office with a portfolio focuses on technology, sustainability, and Lusophone Africa energy.
1 to 10 staff
Yoda Partners
Yoda Partners strongly believes that all companies, big corporates, financial institutions and SME, deserve to have access to top notch advisory services. This is especially relevant for value enhancing corporate finance advisory. Founded in 2016 by experienced professionals from top-ranked investment banks, venture capital companies, and consulting firms, Yoda Partners aims to provide the best corporate finance services to ambitious entrepreneurs, fast growing companies, acquisitive groups, investors, and the odd firm in need of financial restructuring. We pride ourselves of finding innovative and original solutions for intricate issues. Knowledge, hard-work and common sense are our preferred tools to find our way in an increasingly complex financial and entrepreneurial ecosystem. Our core competency is executing M&A transactions for middle-market companies. However, we also are happy to raise equity and debt for fast growing companies and help them with their strategic financial issues. We also like to do some small investments on the side, whenever we feel that we can add value to investee companies and there is no conflict of interest with our primary advisory activity. Yoda Partners are fully independent, unencumbered by relationships or undertakings other than the ones that tie us to our customers. We like to see our customers grow and succeed and are committed to build close and lasting relationships with our clients. With us you get simple answers to difficult questions, with no
1 to 10 staff
Oaklins Portugal
United by a strong belief that we can achieve the extraordinary. Oaklins is a global team of 800+ financial advisory professionals in 40 countries providing M&A, growth equity, ECM, debt advisory and corporate finance services to support entrepreneurs, corporates and investors in reaching their goals. Our dedicated team in Portugal has a wide range of expertise, executing transactions for private business owners, private equity as well as large corporations. By seamlessly collaborating across borders, we combine our local experience in buy-side, sell-side and corporate finance advisory with the local insight and industry expertise from our colleagues around the world. As the corporate finance advisor of choice, we at Oaklins Portugal meet our clients where they are. We ensure the best and most attractive solution, locally as well as globally. Our experience from 6,500 completed transactions globally, gives us unique access to relevant buyers, sellers and financing resources.
11 to 50 staff
Haitong
Haitong Bank is an EU regulated Bank incorporated in Lisbon, Portugal, with operations in Iberia, the UK, Poland, France, Brazil and Macau. Haitong Bank combines its long-standing expertise in Europe and LatAm with the Group’s cross-border origination skills. To know more about us, please visit us at
201 to 500 staff
Caixa - Banco De Investimento
Caixa - Banco de Investimento (CaixaBI) is the investment banking platform of Caixa Geral de Depósitos Group (CGD Group), the largest Portuguese banking group and a reference in our financial system. As part of the CGD Group, CaixaBI actively benefits from all the synergies inherent to the Group, becoming a solid partner for anyone who wants to invest nationally and/or internationally. With a team consisting of the best industry professionals, CaixaBI has developed its activity with an architecture based on rigour and transparency transferred in the support to the customer, aiming at the best opportunities to expand their business. A close relationship with customers is paramount to CaixaBI’s commitment to deliver quality, innovation and performance, whether being a financial advisor, or arranger and bookrunner on all kinds of capital markets operations, or yet a project finance leader. CaixaBI’s commitment is horizontal to different product areas - Debt Capital Markets, Equity Capital Markets, Financial Advisory, Project Finance, Structured Finance, Brokerage, Corporate Consulting and Risk Management, Venture Capital and Research. These characteristics, recognised by many analysts and substantiated by several distinctions, allows CaixaBI to position itself as a Bank of excellence in the Portuguese financial system, and a reference partner not only for Portuguese companies, but also for foreign companies with interests in Portugal.
51 to 200 staff
Beresford Capital Advisors
Beresford Capital Advisors is an independent, partner-owned corporate and investment advisory firm based in Portugal, dedicated to creating long-term value for our clients. We are the preferred advisors for companies and entrepreneurs seeking to raise capital, grow, expand, or exit their ventures. We understand that successful businesses often stem from the vision, determination, and resilience of ambitious entrepreneurs and managers. For many, their company is a life-enriching journey, often leaving a generational impact. At Beresford, we recognize the importance of timing in selling a business, often with just one chance to maximize returns and secure the ideal partner for future growth. As entrepreneurs ourselves, our partners understand the complexities and nuances of M&A deals. We know that finding the right partner, at the right valuation, at the right moment, is the key to a successful transaction. Our commitment extends beyond the deal. We see ourselves as long-term strategic partners, trusted to provide sound advice not only during transactions but in future endeavors as well. With deep expertise and creative problem-solving capabilities, Beresford Capital partners design optimal deal structures for complex financial situations, including mergers, acquisitions, divestitures, restructurings, and raising equity or debt through public or private markets. Founded in 2004, Beresford emerged to fill a gap in Portugal’s investment advisory landscape. Since then, we’ve built a strong portfolio of national and international clients and continue to expand our services, particularly in cross-border transactions.
11 to 50 staff
Innovative International Investments A.G
Notre société A.G est une entreprise spécialisé dans le domaine de l'investissement et de l'intermédiation.
11 to 50 staff
Rivierazul Advisors
RivierAzul Advisors is a private investment banking firm providing mergers & acquisitions and corporate finance advisory services. We assist and provide counseling to small and medium sized companies in their development. We also invest alongside founders and professional investors. We have a presence in Paris and Lisbon with a qualified (multi-sectoral) and experienced team that can help to find the best solution to all financing and fundraising issues. Jérôme Frank, Managing Partner at RivierAzul Advisors, was Managing Director at Merrill Lynch (1981-1992), Bear Stearns (1993-1994) and BNP Paribas (1995). He was also the co-founder of the investment company Aurel, now Aurel BGC, which he managed as a member of the management board until 2003 and then as Chairman until 2011. Then, Jérôme was Chairman of the Supervisory Board of Nextstage A.M. Bernard Sagon, Managing Partner at RivierAzul Advisors, has advised many companies and groups in their commercial and international development, including Dessange Group, of which he was CEO for several years. He also managed the American subsidiary Dessange Inc. Bernard has en entrepreneurial and managerial backgrounds for several medium-sized companies, to which he has contributed his expertise in brand development. Then, he has managed the international network of Paris Corporate Finance and advised many groups in their international development or fundraising. Bernard has also given several conferences and training courses on brand and company development strategy.
1 to 10 staff
Goldensand Capital Advisors, Lda
Goldensand Capital Advisors is an advisory investment banking firm, founded in 2012 by Artur da Silva Fernandes, focusing its activity on three areas: i) Financial Services and Insurance ii) Real Estate and Tourism High Tech Our Firm performs under the strict principles of expedite execution, non-conflict of interest, confidentiality, top-tier quality services, fully focused project teams and best achievement of client interests and goals. Goldensand was born out of the idea of exploiting the Founder’s seasoned experience of more than 3 decades in the financial services and real estate industries, where he steered capital investments of over €5bn in Portugal, Spain, Eastern Europe, Brazil, and the US markets. The firm focuses on structuring, advising, and co-investing in landmark projects in a proactive and long-term partnership with its clients, in bending towards its company motto. In various forms of mezzanine or equity type of instruments, the Goldensand management team and its private group of investors, is able to commit to co-invest its own capital in generated deals to align its interests with those of its clients, acting in both capacities of investment advisor/manager and local partner/investor. Since inception, the Goldensand Group of companies, have generated, assessed the risk, DD, valued or executed, more than 500 transactions of different types, sizes, sectors, capital development stages and financial structures, either in the form of investment, merger or takeover, brokering, advisory service role, or leading a capital raising deal or a private placement sponsorship. Goldensand Partners in Business geral@goldensand.pt
1 to 10 staff
Nova Mergers & Acquisitions Club
Welcome to the Nova Mergers and Acquisitions Student Club! We are a vibrant community of ambitious students who are passionate about the exciting world of Mergers and Acquisitions. In our club, we strive to create a dynamic environment where members can deepen their knowledge, expand their network and explore the complex field of M&A. Whether you are a prospective investment banker, a future corporate strategist or simply fascinated by the fast-paced nature of the business, our Club provides a platform for you to learn, network and grow. Through engaging events, discussions and exclusive industry insights, we aim to equip our members with the skills, resources and connections they need to succeed in the competitive M&A industry. We understand the importance of hands-on experience. That's why we are looking forward to partner with top professionals and leading M&A firms to provide unique opportunities. Engage with like-minded professionals, gain insights from seasoned industry experts and tap into a world of opportunities in the exciting field of mergers and acquisitions. Let's redefine the future of M&A at Nova.
11 to 50 staff
Itaú Bba In Europe
Itaú BBA Europe operates in the Corporate and Investment Banking (CIB) segment working with and for clients, developing long-term relationships with large corporates and financial investors who recognise in the “Itaú” brand a standard of quality and excellence. The CIB operations are concentrated in IBBAInt (London) and in the Lisbon subsidiary. Our portfolio includes products and services such as hedging instruments for FX and interest rate risks, broader advisory services (M&A, ECM, DCM and project finance) and deposits among others. All of our solutions are designed by our teams of specialists based on the specific profile and needs of each client. We want to be a part of our clients' success, which is why we have established a presence in key European financial centres, including London, Lisbon, Madrid (Rep Office), Paris (Rep Office) and Luxembourg (Branch).
51 to 200 staff
One Key Crédito
Na One Key encontra profissionais experientes que o ajudam na escolha aa solução de crédito mais adequada a si! A One Key iniciou atividade em Portugal na intermediação de crédito em 2017. Desde então, a nossa equipa de profissionais encontra-se preparada para dar resposta efetiva às diversas solicitações de crédito- Crédito pessoal, onde o acompanhamos profissionalmente em todo o processo, comparando as diferentes opções e escolhendo a mais adequada para SI- Crédito Consolidado, onde encontra a melhor solução de crédito para consolidar os seus créditos num único- Crédito automóvel com prazos alargados e taxas competitivas para qualquer tipo de automóvel, caravana, motociclo, barcos, entre profissionais ou particulares- Crédito Smart, onde encontra as melhores condições de financiamento para os seus pequenos projectos como as suas férias/viagens, reparações automóvel, entre outros- Crédito Habitação, usamos o nosso poder negocial e know-how do mercado junto das entidades bancárias para lhe conseguir entregar as melhores condições financeiras. VALORES ASSUMIDOS- Aconselhamento financeiro nas soluções de financiamento mais coerentes com as suas expetativas de evolução dos seus projetos e dos seus rendimentos- Perseverança na procura das soluções possíveis para viabilização dos seus projetos- Profissionalismo e rigor no atendimento, tratamento processual e respostas a cada um dos nossos clientes e a cada um dos processos em carteira- Simplicidade e eficácia de processos, com vista á eliminação de redundâncias e fases de processo desadequados- Ética e transparência em todas as fases de processo.
1 to 10 staff
Jp Crédito E Seguros
Intermediação de Crédito Mediação de Seguros
1 to 10 staff
Mpc - Católica Lisbon M&a And Private Equity Club
The purpose of the MPC is to introduce students to the highly attractive field of Mergers & Acquisitions and Private Equity, to show them the opportunities that this industry offers and to increase their practical knowledge and experience. Club members will gain a competitive edge by working on real-world projects, informational workshops, interview preparation simulations, and further events centred around the M&A process. These events offer students the opportunity to acquire additional essential skills for their future careers. The club aims at working out cooperative agreements with Investment Banks, Boutiques, and Private Equity Funds to collaborate on real projects and cases. Members will have the possibility to get to know day-to-day operations by working out marketing materials (sector studies, company profiles, longlists, etc.) for selected institutions. Social events serve as an opportunity for club members with different educational backgrounds to build their network. Additionally, the club maintains a university internal database consisting of interview experiences and contact information of active club members, students, and alumni to enhance personal and professional networks, as well as optimize the performance of Católica students in highly competitive recruitment processes. Are you interested in a joint project or want to join the club? Become a part of MPC to bring impact, expand your horizon and to build your network. Just send us an email to: mpc.clsbe@ucp.pt
1 to 10 staff
