CMS‘ ’very experienced, versatile’ team is well-versed in equity and debt capital markets, securitisation and regulatory matters, also drawing on the firm’s wider strength in private equity and financial services regulation. The practice is led by João Caldeira, renowned for his ‘creative solutions’ across the full spectrum of capital markets work, and Francisco Xavier de Almeida, who is experienced in bond issues, acquisition financing, public offerings and NPL-related transactions.
Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘Knowledge of different subjects, providing a broad and versatile work capacity.’
  • ‘CMS has grown sustainably, allowing it to maintain close contact and attention to the client, which is often lacking in smaller firms. In terms of innovation, it has been adapting to the market without ever losing personal contact with its clients.’
  • ‘CMS has a very experienced, versatile, and technically sound capital markets team.’
  • ‘Everyone on the CMS Portugal team whom I've worked with possesses the most important characteristics for a lawyer supporting the M&A area: availability, straightforwardness/transparency (knowledge of the subject or willingness to express ignorance, with a willingness to investigate the matter), competence, and loyalty to the client's team, to CMS itself, and to the decisions made.'
  • 'João Caldeira and Tiago Valente de Oliveira are the most outstanding individuals who distinguish CMS Portugal.’
  • ‘João Caldeira is readily available to the client. He demonstrates a great capacity for adaptation and provides technical and legal solutions aligned with the client's interests. Tiago Valente de Oliveira is close to the client, offering sound technical and legal solutions and a detailed analysis of the documentation and points under negotiation. André Guimarães demonstrates great availability and possesses excellent analytical skills regarding legal issues.’

Key clients

  • Ocean Properties
  • Gaw Capital Partners
  • WeLink Portugal Investments
  • C2 Capital Partners
  • PTB Education II
  • FCR C2 Medcapital
  • CREST Capital Partners
  • Barclays Bank Plc
  • Aquila Capital Group
  • Equistone Partners Europe

Work highlights

Advised BTG Pactual on the financing of the acquisition of a land plot in Alta de Lisboa by the Oaktree group through the issuance of bonds.
Advised Atena I - Fundo de Capital de Risco and Clearsight Turnaround Fund III (SCA) SICAV-SIF on the sale of 100% of the share capital of Prado – Cartolinas da Lousã, S.A..
Practice head

João Caldeira; Francisco Xavier de Almeida

Other key lawyers

António Payan Martins; Tiago Valente de Oliveira; André Guimarães