CFO as a Service, corporate finance and M&A advisory for growing businesses — senior expertise without the full-time cost.
We are an independent advisory firm for founders, businesses and investors — built on real operating experience, and focused on execution, not just advice.
AM Capital Advisors · Lisbon, Portugal
What we do
Your finance function, without the full-time cost.
A senior CFO on a flexible retainer or project basis — a genuine finance partner, not a visiting consultant. We build the financial infrastructure a bank, investor or board expects: reliable reporting, forward-looking cash management, and the discipline to make decisions with confidence. Operational within two weeks, scaled to your stage.
Scope of work
Capital strategy and transaction-grade materials.
When a business raises debt or equity, the quality of its materials sets the tone of the conversation. We produce investor-grade models, investment cases and pitch materials, and stand beside you through the process — from framing the story to engaging institutional counterparties and structuring the capital.
Scope of work
End-to-end execution, from screening to close.
Whether selling a business, acquiring one, or forming a partnership, we run the full process — identifying and approaching counterparties, preparing for due diligence, valuation, and negotiating structure and terms — so you reach the negotiating table prepared.
Scope of work
The economics
Full-time CFO in Portugal
€70,000+
Total annual employment cost — salary, social charges, benefits and overhead — plus 3–6 months to recruit and onboard. For most SMEs, commercially unjustifiable.
CFO as a Service — the advantages
Monthly retainer or project fee, sized to what your business actually needs — not a fixed executive salary.
No recruitment process, no onboarding cycle. Senior financial leadership from the first month.
Cross-sector background spanning M&A and capital markets — perspective one career in one industry can't offer.
The engagement grows and contracts with your needs — expand into fundraising or M&A support, or scale back after intensive phases.
Who we serve
Track record
15+
years of combined M&A and corporate finance experience
50+
transactions and advisory mandates delivered
10
sectors — from insurance and banking to F&B and real estate
Sell-side, buy-side and JV transactions across Portugal and internationally — including major M&A mandates in the financial services sector.
Experience in complex equity and debt capital markets transactions — IPO advisory, bond issuances, credit rating processes and non-performing loan portfolios.
Insurance, financial services, manufacturing, asset management, healthcare, retail, food & beverage, hospitality, services and real estate.
Next steps
A personalised proposal, no commitment required, all discussions strictly confidential. As a boutique, we take on a limited number of clients — every mandate gets full senior attention.
Last updated: July 2026
AM Capital Advisors ("we") is an independent financial advisory firm based in Lisbon, Portugal. Contact: info@amcapitaladvisors.pt.
This website does not use contact forms or analytics that collect personal data. If you contact us by email, we process the personal data you provide (name, email address, and the contents of your message) solely to respond to your enquiry and, where applicable, to prepare a proposal.
We process enquiry data on the basis of pre-contractual measures taken at your request (Art. 6(1)(b) GDPR) or our legitimate interest in responding to business enquiries (Art. 6(1)(f) GDPR). We retain correspondence only as long as necessary for these purposes or as required by law.
Under the GDPR you have the right to access, rectify, erase, restrict or object to the processing of your personal data, and to data portability. You may also lodge a complaint with the Portuguese supervisory authority (CNPD). To exercise your rights, contact info@amcapitaladvisors.pt.
We do not sell your data and do not share it with third parties, except service providers strictly necessary to operate our email and hosting infrastructure.
Last updated: July 2026
This website uses only one strictly necessary cookie:
We do not use analytics, advertising, or tracking cookies, and we do not share browsing data with third parties. Fonts are loaded from Google Fonts; your browser requests them directly from Google's servers.
You can delete or block cookies at any time in your browser settings. Because we use no optional cookies, no consent management is required.
