Investment thesis
We translate return, size, sector and risk objectives into clear sourcing and decision criteria.
All services
Informed access to opportunities in Portugal
Investor Advisory
We help domestic and international investors identify, assess, structure and execute investment and acquisition opportunities in Portugal, including the establishment and organisation of investment vehicles.
Discuss a transactionOur perspective
Local knowledge and execution capability reduce information gaps and make the investment process more efficient.
The challenge
Local access, independent analysis and coordinated execution.
Investing in a new market requires more than identifying available assets. It calls for an understanding of sector dynamics, counterparty quality, execution risks and the most efficient structure for completing and monitoring the investment.
Fenix Capital Partners represents investors on the ground, from defining the investment thesis and proprietary origination to financial analysis, vehicle establishment, negotiation and coordination of the advisers required.
Market access
We draw on local knowledge and relationships to identify opportunities within and outside formal sale processes.
Integrated execution
We coordinate financial structure, investment vehicle, due diligence and negotiation through to completion.
How we can help
From initial assessment to completion.
- ✓Proprietary opportunity sourcing
- ✓Screening and financial analysis
- ✓Buy-side advisory and target searches
- ✓Structuring and establishment of investment vehicles
- ✓Financial and commercial due diligence
- ✓Negotiation and execution support
Our process
A structured approach with direct involvement.
Mandate
We define criteria, the investment thesis and sourcing priorities.
Origination
We map the market and approach relevant businesses and opportunities.
Transaction
We support analysis, valuation, negotiations and process coordination.
Mandate and deliverables
Practical work to move the decision forward.
The scope is tailored to the transaction, the stage of the process and the needs of management or shareholders.
- 01
Mandate definition and investment criteria
- 02
Market mapping and opportunity sourcing
- 03
Screening, valuation and return models
- 04
Structuring and establishment of investment vehicles
- 05
Coordination of due diligence, negotiations and completion
When to talk to us