Trends in mergers and acquisitions (M&A) in Portugal

  • Rodrigo de Oliveira Mello Morelli (Student)

Student thesis: Master's Thesis

Abstract

This TFM aims to report my experience as an intern at Clearwater International (CWI) for five months. The major goal is to transmit what I have learned in this time and not to do an extensive review of the M&A literature. So, to do this, I will cover and confront a theoretical typical case of M&A with my experience in a real sell-side transaction in the Portuguese market, embracing all the major stages of the process focusing on the parts that I participated in most. Afterward, I will confront the main differences that I analyzed in a real case with the theory, followed by a conclusion with the expected contributions. The main expected contribution is the fact that a real process is not linear and does not necessarily work smoothly, having its ups and downs. In addition, it was possible to analyze that there isn´t much literature about M&A sell-side in Portugal, which makes it difficult to build a theoretical and solid basis with the particularities of the market in a real transaction.
Date of Award15 Jul 2024
Original languageEnglish
Awarding Institution
  • Universidade Católica Portuguesa
SupervisorLuis Pacheco (Supervisor)

Keywords

  • Mergers and acquisitions (M&A)
  • Sell-side
  • Transaction
  • Portuguese market
  • Clearwater international

Designation

  • Mestrado em Finanças

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