MAADS Advisers

What MAADS Advisers does

MAADS Advisers is an independent financial advisory boutique headquartered in Porto, Portugal, founded in 2022. The firm operates across three core service divisions: Investment Banking (M&A advisory, debt advisory, and financial restructuring), Asset Management (private equity, private debt, real estate, and venture capital, delivered via strategic partnerships), and Business Consulting (strategy, operations, finance, risk, and people services). It is positioned as a small, boutique firm emphasizing discretion, independence, and long-term relationship focus, explicitly targeting clients who prefer off-market positioning over mainstream broker channels.

The firm has no proprietary technology platform; its value is derived entirely from human expertise, decades of team experience, and relationship-driven deal origination. It serves four primary customer segments: entrepreneurs seeking M&A and financing advice, corporations requiring end-to-end business consulting, private equity firms and family offices seeking alternative investment access, and real estate investors — both domestic and international — interested in Portuguese property and Golden Visa-related opportunities. The firm maintains a bilingual English and Portuguese website to serve both local and international clients.

MAADS generates revenue through professional services fees (investment banking and consulting) on bespoke, per-engagement or retainer bases, and through managed services fees (asset management) via strategic partner arrangements. The GTM motion is sales-led and relationship-intensive, with primary client acquisition routed through the firm's website contact form and direct email. There is no disclosed pricing, no published rate cards, and no publicly named customer logos.

Name

MAADS Advisers

Legal name

MAADS ADVISERS

Website

https://maadsadvisers.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

MAADS Advisers is a small, independent financial advisory boutique in Porto, Portugal, offering investment banking, asset management, and business consulting services to entrepreneurs, corporations, private equity firms, family offices, and real estate investors.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Debt Advisory & Financing Advisory (FSAEAGAD)

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Investment banking
• Asset management
• Business consulting
• M&A advisory
• Debt advisory

Headquarters

HQ city

Foz Do Douro

HQ country

Portugal

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Banking Advisory: Fees earned for strategic advisory on mergers and acquisitions, debt advisory, refinancing, and financial restructuring. Revenue is generated on a project/transaction basis, likely through success fees or retainer arrangements.
2. Asset Management: Provides clients with access to investment strategies including private equity, private debt, real estate, and venture capital, either directly or through strategic partners. Revenue is generated through asset management partnership fees or performance-based arrangements.
3. Business Consulting: End-to-end business consulting services covering strategy, operations, finance, risk, and people. Revenue is earned through consulting engagement fees, likely on a project or retainer basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

MAADS Advisers is an independent financial advisory boutique offering three core service divisions: Investment Banking (M&A advisory, debt advisory, refinancing, and financial restructuring), Asset Management (private equity, private debt, real estate, and venture capital via strategic partners), and Business Consulting (strategy, operations, finance, risk, and people services). The firm serves entrepreneurs, corporations, private equity firms, and family offices through bespoke, relationship-driven engagements with a focus on off-market, confidential transactions.

Product overview

MAADS Advisers is an independent financial advisory boutique offering three core service divisions: Investment Banking (M&A advisory, debt advisory, restructuring), Asset Management (private equity, private debt, real estate, venture capital), and Business Consulting (strategy, operations, finance, risk, people). The company operates as a unified advisory firm with interconnected services, providing both strategic advisory and investment execution capabilities to mid-market clients seeking confidential, off-market transactions.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Banking High-quality strategic advisory services covering mergers and acquisitions, debt advisory, and financial restructuring. Provides buy-side and sell-side M&A advisory, valuation services, refinancing, acquisition financing, direct lending, and bond issuance advice for mid-market companies and entrepreneurs.
• Asset Management Dedicated partnership focused on long-term investment performance, offering access to private equity, private debt, real estate, and venture capital strategies, either directly or through strategic partners. Designed for private equity firms, family offices, and high-net-worth investors.
• Business Consulting Comprehensive end-to-end business advisory covering strategy and market services, operations and efficiency, finance and analytics, risk and regulation, and people services. Supports corporate clients across strategy definition, operational redesign, financial planning, risk management, and workforce transformation.
• M&A and Strategic Advisory Transaction advisory services including timing assessment, partner identification, cultural and industry analysis, company valuation, and support for spin-offs, carveouts, and divestitures for entrepreneurs and corporate buyers.
• Debt Advisory Financial framework advisory covering debt raising, refinancing, restructuring, private placement, acquisition financing, direct lending, and bond issuance for mid-market companies.
• Restructuring and Negotiation Financial restructuring advisory supporting clients from mild financial stress through full balance sheet resets, debt-for-equity conversions, and creditor credibility rebuilding.
• Strategy and Market Services Business strategy definition and implementation to ensure sustainable revenue and cash-flow growth, including competitive advantage vision development.
• Operations and Efficiency Services Productivity improvement, cost reduction, reengineering, and operational process redesign support.
• Finance and Analytics Services Business information structuring, cost and profitability system implementation, pricing reports, business planning, and budget monitoring with deviation analysis.
• Risk and Regulation Services Risk area model definition, process development, and support for risk business frameworks.
• People Services Workforce structure redesign for future needs alignment and human capability development to achieve business strategy.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Strategic Partners (Asset Management)coreStrategic or Co-development PartnerMAADS Advisers works with strategic partners to deliver asset management services, enabling the firm to offer clients exclusive access to a wide range of investment strategies including private equity, private debt, real estate, and venture capital. These partners extend the firm's in-house capabilities in alternative investments, allowing MAADS to provide comprehensive asset management without building all capabilities internally.

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Rothschild & Co: Independent global advisory house providing M&A, debt advisory, restructuring and wealth/asset management. Closely comparable to MAADS across all three pillars (IB, AM, advisory) and its independent boutique positioning, but operating globally with institutional scale.
• Deloitte Portugal: Big 4 firm offering M&A advisory, financial advisory, consulting and asset management–adjacent services in Portugal. Directly competes with MAADS for mid-market advisory, debt/restructuring, and strategy consulting engagements.
• Bain & Company: Global strategy consulting firm with private equity and M&A advisory adjacencies. Comparable to MAADS on the strategy consulting and corporate advisory dimensions, serving similar corporate decision-makers.
• PwC Portugal: Big 4 firm with corporate finance, M&A, restructuring and consulting capabilities in Portugal. Comparable to MAADS as a competitor for mid-market advisory and consulting mandates, with deeper resources and brand recognition.
• EY Portugal: Big 4 firm with corporate finance, transaction advisory and consulting practices serving the Portuguese mid-market. Comparable to MAADS across investment banking and consulting pillars.
• McKinsey & Company (Portugal): Global management consultancy with a Portuguese presence serving corporate clients on strategy, operations and transformation. Comparable to MAADS's business consulting pillar, particularly the strategy, operations and people workstreams.
• Lazard: Global boutique investment bank with M&A advisory, restructuring and asset management businesses. Closely comparable to MAADS on the IB advisory side (M&A, restructuring, debt) and on the long-term asset management partnership model, but at vastly larger scale with global reach.
• KPMG Portugal: Big 4 firm with strong Portuguese deal advisory, transaction services and consulting practices. Overlaps directly with MAADS's mid-market M&A advisory, debt advisory and business consulting offerings, though with broader service breadth and corporate parent backing.

Regional players

• Banco Santander Totta: Portuguese subsidiary of Banco Santander offering private banking, corporate advisory and asset management. Comparable to MAADS as a Portuguese-market competitor for HNW advisory, real estate investment access, and corporate banking relationships.
• BPI Wealth Management: Portuguese private banking and wealth management arm of BPI, focused on HNW clients across Portugal. Comparable to MAADS's asset management and family-office offerings within the Portuguese market, though delivered via a bank balance sheet.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/maads-advisers

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MAADS Advisers