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GestInvest

Businesses

M&A & Transactions

Strategic transactions. Senior-level execution.

GestInvest advises business owners, shareholders and investors on the sale, acquisition and strategic restructuring of privately held businesses.

Positioning

Transactions are
defining moments.

A transaction is more than finding a buyer or a seller. It is preparation, positioning, valuation, the identification of the right counterparties, negotiation, structure and a competitive process carried through to closing.

What We Do

We work alongside owners
and investors, start to finish.

From strategic preparation through execution and closing.

01

Sell-Side M&A

Full or partial sale of businesses — transaction preparation, valuation positioning, buyer identification, process management, negotiation and closing support.

02

Buy-Side M&A

Acquisition of companies and participations — target identification, strategic screening, approach, valuation, negotiation and transaction coordination.

03

Business Sales

Preparing and positioning privately owned businesses — especially family-owned companies — for a successful ownership transition.

04

Strategic Acquisitions

Acquisitions as a growth tool — geographic expansion, consolidation, capabilities acquisition and market entry.

05

Shareholder Transactions

Shareholder exits, partial liquidity, ownership changes and management or shareholder transactions.

06

Succession Transactions

Situations where family or business succession leads to a sale, new investors, or a change in ownership.

Who We Work With

Direct relationships with those
who make significant decisions.

01Business
Owners
02Founders
03Family
Businesses
04Shareholders
05Corporate
Buyers
06Private
Investors

When We Become Involved

Situations that call for
senior-level advice.

A shareholder considering a full or partial exit
A family business facing succession
A company seeking an acquisition
A shareholder requiring liquidity
A business preparing for strategic investment
An international buyer entering Portugal or Iberia
A company evaluating strategic alternatives

Our Process

From assessment
to closing.

01

Strategic Assessment

Objectives, ownership, timing and alternatives.

02

Preparation & Positioning

Information, valuation, equity story and transaction structure.

03

Market & Counterparty Approach

Identification and confidential approach to buyers or investors.

04

Negotiation & Execution

Proposals, structure, negotiation and due diligence.

05

Closing

Coordination through to completion of the transaction.

Discretion

Discretion by
default.

Processes are conducted on a reserved and selective basis, particularly for family businesses, shareholders and sensitive operations. Discretion is the default, not the exception.

Cross-Border Transactions

Based in Portugal.
Connected across Europe.

Portugal as a base, with the capacity to connect businesses and capital across Iberia, France and other European markets — through direct relationships, not claimed offices.

Track Record

Selected Transactions

All Transactions

Hospitality

Portugal · Sell-Side M&A · 2024
Lead Advisor
€43M

Additional mandates are held in strict confidence. Confidential transactions are shown anonymised rather than in full.

Start a Conversation

Considering a transaction?

Whether selling, acquiring or reviewing strategic alternatives, discussions begin privately.

Discuss a Transaction