Premier Investment Bankers You Can Trust with Your Future

Prioritise advisers with a proven Portuguese track record and recent transactions in your sector. Assess English fluency, responsiveness, and cross‑border experience, especially if stakeholders are outside Portugal. Request references, sample credentials, and a clear scope with deliverables, timelines, and reporting, plus clarity on confidentiality and conflict management to ensure alignment.

Yes—Lisbon’s investment banking and advisory boutiques commonly operate in English and serve international clients. Many teams are bilingual or multilingual, supporting cross‑border investors across Iberia, the EU, and Lusophone markets. Expect English‑language documentation, bilingual negotiation support, and flexible communication via video calls, email, and phone.

Lisbon firms advise on buy‑side and sell‑side M&A, capital raising, debt solutions, valuations, restructurings, and project finance. They also support equity and debt capital markets work, fairness opinions, and strategic reviews. Sector strengths include technology, real estate, tourism, renewable energy, and industrials, with strong ties to European and UK investor networks.

Costs vary based on scope, deal size, sector, and complexity. In Lisbon, indicative project budgets can range from low five figures for limited advisory or valuation work to six figures for full sell‑side mandates on mid‑market deals. Prices are set by each firm and paid directly to the provider; public rate cards are uncommon.

Timelines depend on preparedness, buyer or investor interest, and regulatory steps. Typical SME sell‑side M&A processes run 4–9 months from preparation to closing, while early‑stage fundraising can complete in 2–6 months. Complex carve‑outs, heavily regulated sectors, or cross‑border approvals may extend the schedule.

Review recent tombstones, case studies, and client references, and check for sector expertise relevant to your transaction. Ask about their buyer or investor coverage, diligence approach, and confidentiality safeguards. For regulated activities, verify the institution’s authorisations on the CMVM or Banco de Portugal registers and confirm how they handle potential conflicts.

Prepare audited or management financials (last three years), forecasts, KPIs, customer concentration, cap table, and key contracts. A concise teaser and draft information memorandum help accelerate marketing. Organise a secure data room with legal, commercial, HR, tax, and IP records to streamline due diligence and minimise delays.

Yes—Lisbon hosts a strong boutique advisory scene geared to startups and mid‑market companies, offering fundraising support, partial or full exits, and strategic partnerships. Prioritise advisers with deep venture and growth‑equity networks across Iberia, the UK, and Europe, and experience positioning Portuguese companies for international investors.

Most reputable Lisbon advisers handle cross‑border processes, coordinating with foreign lawyers, tax specialists, and lenders. They navigate multi‑currency issues, bilingual documentation, and cultural nuances, and can access buyer pools across Iberia, the EU, the UK, and Lusophone markets. Ask for past international deal examples and references.

Expect clear project plans with milestones, weekly or fortnightly updates, and shared data rooms for transparency. Communication is typically hybrid—meetings in Lisbon or via video, supported by email and phone. Ensure they provide English‑language materials and are comfortable coordinating across time zones and professional advisers.