Financial Institutions
The financial sector plays a key role in the economy as an intermediary between savings and productive investment, which is essential for economic growth and development.
This sector faces structural challenges such as increasing regulatory requirements, competition from operators subject to a less demanding regulatory framework, the digital transition and its costs, and return on equity, in a context of growing capital needs and political, social and economic uncertainty and instability.
CS'Associados has a long and recognised track record in advising banks, insurance companies, investment companies, investment funds, private equity companies, national and international pension funds, both in the provision of transactional services and in advising on aspects related to their activities.
In this regard, we have regularly advised on various types of financings, joint ventures in the areas of vehicle financing and insurance distribution, securitisation transactions, the issuance and/or contractualisation of equity enhancement instruments and divestments of non-productive or non-strategic assets, among others.
Track Record
Advising on a synthetic securitisation transaction of a bank's loan portfolio to transfer significant risks and the consequent release of provisions;
Advising on a financing transaction to meet a bank's MREL requirements;
Advising on the reorganisation of the asset management division of one of the largest Portuguese banking groups;
Advising an investor in the acquisition of a Portuguese bank.
Related Knowledge
Expertise
Cultivating knowledge, building expertise
We are strongly committed to providing ethically demanding and responsible services, contributing positively to the creation of long-term value towards a sustainable economy and a balanced society.