Navigating Financial Success

Empowering founders, family businesses, SMEs, and high-growth companies with hands-on financial advisory that drives real results.

€1Bn+ Transaction Experience
Tailored Solutions
Founder Perspective
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Strategic Growth
M&A Excellence
Capital Optimization

Why AM Capital Advisors?

Discover the unique strengths that drive our client success

Real Founder & Investor Experience

Our team brings genuine insights from both founding and investing backgrounds, combining hands-on entrepreneurial experience with institutional finance expertise.

Focus on Execution, Not Just Advice

We prioritize actionable strategies that lead to successful outcomes for our clients, going beyond mere recommendations to ensure practical implementation.

Flexible, Transparent & Tailored

Our services are customized to meet the unique needs of each client, ensuring clear communication, adaptability, and transparent pricing structures.

Services We Offer

Comprehensive financial advisory services for businesses, founders and investors

Fractional CFO

Comprehensive CFO services for growing businesses that need senior financial leadership without full-time commitment. Strategic financial management and operational excellence.

  • Strategic financial planning
  • Cash flow management
  • Management reporting & KPIs
  • Budget planning & control
  • Accounting coordination
  • Performance monitoring

M&A Advisory

End-to-end M&A advisory supporting buy-side and sell-side transactions across multiple sectors. From target identification and due diligence to deal structuring, negotiation, and transaction closing.

  • Target identification & screening
  • Financial Due Diligence
  • Process coordination
  • Valuation & financial modeling
  • Deal structuring & negotiation
  • Engagement with investors/advisors
  • Transaction contracts review

Corporate Finance & Capital

Business planning, financial modeling, investment analysis, and capital raising strategies. From feasibility studies to fundraising execution and capital structure optimization.

  • Strategic business planning
  • Financial modeling & analysis
  • Company valuations
  • Feasibility studies
  • Fairness opinions
  • Equity & debt advisory
  • Capital optimization strategy

Strategic Advisory

Specialized advisory for company formation, joint ventures, strategic partnerships, and greenfield projects. Supporting businesses in structuring new ventures, partnerships, and investment opportunities across diverse sectors.

  • Company set-up & structuring
  • Joint Ventures
  • Strategic Partnerships
  • Greenfield projects advisory
  • Investment & benchmarking analysis

Our Expertise

Deep sector knowledge and proven track record across industries

€1Bn+ Transaction Value
20+ M&A Deals
Multi-Sector Expertise
Cross-Border Capability

Sector Experience

Banking & Insurance
Healthcare
Fintech & Payments
Real Estate
Food & Beverage
Hospitality
Asset Management

Selected Credentials

Proven track record delivering results across diverse sectors and transaction types

Fractional CFO

Sinner Smash

Fractional CFO

Ongoing CFO-as-a-Service engagement providing comprehensive financial leadership for this dynamic Food & Beverage business. Acting as fractional CFO with full strategic and operational responsibility for financial management and reporting.

Key Responsibilities & Deliverables:
  • Strategic Financial Planning: Development of annual budgets, forecasting models, and long-term financial strategy aligned with business growth objectives
  • Accounting Coordination: Interface and coordination with certified accountant to ensure compliance and accuracy of financial records
  • Cash Flow Management: Monthly presentation of detailed cash flow mapping with short, medium, and long-term treasury forecasting for liquidity planning
  • Management Reporting: Monthly comprehensive reports with financial results, KPIs, variance analysis, and detailed presentations for management decision-making and performance monitoring
Fractional CFO Financial Strategy Cash Flow Planning Management Reporting

M&A Advisory

Edicare Editora

M&A Sell-Side Enterprise Value: Not Disclosed

Comprehensive sell-side M&A advisory for this specialized children's book publisher, guiding shareholders through a complete divestment process with strategic and financial optimization.

Transaction Services & Process Management:
  • Business Plan and Marketing Materials: Comprehensive business plan preparation and professional information memorandum development to maximize company valuation and attract suitable buyers
  • Financial Valuation: Business valuation using multiple methodologies including DCF, market multiples, and precedent transactions analysis
  • Investor Process Management: End-to-end management of investor identification, due diligence coordination, and negotiation with strategic and financial buyers
  • Deal Execution: Transaction structuring, legal coordination, and deal completion through successful closing
Business Planning Marketing Materials Business Valuation Due Diligence Deal Execution

Corporate Finance & Capital

NewCo Fintech Payments

NewCo Fintech Payments

Corporate Finance Advisory Investment Amount: To be disclosed

Comprehensive corporate finance advisory for fintech start-up developing a Payment Institution specializing in international remittances and digital financial services. Led business planning, financial projections, and investment documentation in the context of fundraising process for Portugal-Angola corridor operations with multi-market expansion strategy.

Corporate Finance & Investment Advisory:
  • Business Plan & Financial Projections: Comprehensive business plan development with detailed financial forecasts for remittances and digital payments operations across multiple corridors
  • Investment Teaser & Documentation: Professional investment memorandum preparation showcasing market opportunity, competitive positioning, and growth strategy for investor presentations
  • Capital Structure & Investor Support: Design of optimal capital structure model and comprehensive Q&A support for investor due diligence and regulatory compliance requirements
  • Market Expansion Strategy: Financial modeling and business case development for scaling from Portugal-Angola corridor to Europe, Latin America, and African markets
Payment Institution Investment Documentation Financial Projections Capital Structure Multi-Market Strategy

Corporate Finance & Capital

Sinner Smash

Debt Advisory & Fundraising Fundraising Amount: €100k+

Capital raising and debt advisory for F&B business launch, including feasibility analysis for financing, fundraising execution, and company structuring to support growth and expansion.

Capital & Financing Advisory:
  • Feasibility Study: Comprehensive business case development and viability analysis for debt financing approval
  • Debt Financing: Banking negotiations and debt structuring to secure optimal funding terms for business launch
  • Company Set-up: Corporate structuring and legal entity formation to support financing and operational requirements
  • Capital Optimization Plan: Strategic capital management framework to support growth and expansion objectives
Feasibility Study Debt Financing Company Set-up Capital Optimization

Strategic Advisory

BRIDGE CAPITAL

Bridge Capital

Strategic Advisory

Ongoing financial advisory for boutique real estate firm, providing comprehensive support across all financial aspects including institutional presentations, investor materials, and recurring strategic guidance for property investments and opportunities.

Real Estate Financial Advisory:
  • Institutional Presentations: Development of professional company presentations and corporate materials to enhance market positioning and credibility
  • Investment Teasers: Creation of investor teasers and marketing materials showcasing real estate opportunities and investment propositions
  • Financial Analysis: Comprehensive financial modeling and analysis for property investments, valuations, and opportunity assessments
Real Estate Advisory Institutional Presentations Investment Teasers Financial Modeling

Get In Touch

Ready to discuss your financial advisory needs? Let's start the conversation.

Email

info@amcapitaladvisors.pt

Phone

+351 910 307 005

LinkedIn

AM Capital Advisors

Location

Rua Marquês Sá da Bandeira N88, 2º Esq, 1050-015, Lisbon