Case Studies
Selected mandates — all client information is treated with absolute confidentiality.
Confidentiality
GestInvest does not publish client names, transaction values or confidential mandate details. The situations below are described in general terms to illustrate the range of work undertaken.
Sale of a Portuguese Technology Services Business
Advised the founding shareholders of a B2B technology services company on a full sale process. Structured the information memorandum, managed a competitive process with financial and strategic buyers, and negotiated terms through to completion.
Series A Structuring for a SaaS Platform
Advised on the structuring and execution of a Series A round for a B2B SaaS platform. Defined the capital structure, prepared investor materials and managed the process with institutional and strategic investors.
Family Office Governance for a Multigenerational Family
Established an investment policy statement, consolidated reporting framework and governance structure for a family with assets across multiple jurisdictions. Coordinated with existing banking, legal and tax advisors.
Acquisition of an Industrial Services Business
Identified, structured and acquired a privately held industrial services company under the GestInvest acquisition programme. GestInvest acted as searcher and operator; acquisition capital was provided by private co-investors holding a majority position with aligned governance.