Atena invests in Portuguese leaders with sustainable barriers to entry. We pursue complex situations such as successions, carve-outs and restructurings, for which our flexible investment mandate and deep in-house operational resources are critical. Post-closing, our team works alongside the portfolio management teams supporting the development of ambitious international expansion, operational improvement and buy-and-build plans.
We invest up to 15M€ of Equity (can go up to 50M€ in co-investment) in transactions with a typical EV of 10-50M€. Atena’s funds under management have as ultimate beneficiaries its management team (with a significant share) and several European and US institutions in a syndicate that includes Foundations, Universities, Insurance companies and Pension funds. Atena Equity Partners and its funds under management are authorized and regulated by the CMVM.