M&A Advisory
Independent advisory for acquisitions, disposals and strategic transactions.
M&A Advisory.
Value Protection. Execution Discipline.
GestInvest advises shareholders and boards on mergers, acquisitions, disposals and strategic transactions where value protection, governance and execution discipline are paramount.
We act in situations where transactions are not merely financial events, but strategic inflection points with long-term implications for ownership, control and organisational direction.
Our role is to ensure that transactions are strategically justified, correctly structured and executed in the best interests of our clients.
M&A in the Portuguese Mid-Market
The Portuguese SME market — companies with €500k to €10M EBITDA — is systematically underserved by M&A advisory. Most boutiques focus on larger transactions; investment banks require minimum deal sizes that exclude the majority of Portuguese businesses. GestInvest was built specifically for this segment.
Who We Work With
Shareholders and boards considering a sale, acquisition or merger
Founders preparing an exit or transition of ownership
Sell-side Process
Buy-side Process
Why Sellers Choose GestInvest
We understand the emotional and practical complexity of selling a business built over decades
We manage the entire process — sellers focus on running the business, not the transaction
We bring competitive tension to negotiations without burning relationships
We protect confidentiality throughout — information is shared selectively and under NDA
We align our commercial interests with the seller — performance-based fee structure
Due Diligence Framework
Financial DD — quality of earnings, working capital, debt and off-balance sheet
Commercial DD — market position, customer concentration, competitive dynamics
Legal DD — corporate structure, contracts, IP, employment and regulatory
Tax DD — historical positions, exposures and post-closing optimisation
Our Services
Sell-side Advisory
Sale preparation, information memorandum, buyer identification, process management and negotiation.
Buy-side Advisory
Target identification, valuation, due diligence coordination, structuring and negotiation support.
Transaction Structuring
Deal architecture, tax efficiency, governance framework, SPA negotiation and close mechanics.
Post-Transaction Support
Integration planning, 100-day governance, KPI framework and stakeholder communication.