Caixa - Banco de Investimento

What is Caixa - Banco de Investimento?

Caixa - Banco de Investimento, also known as CaixaBI, is an established investment banking institution operating since 1984, headquartered in Lisbon, Portugal.

As the investment arm of Caixa Geral de Depósitos (CGD Group), CaixaBI leverages synergies within the group to offer a suite of financial services and products. The firm's business activities include operating in debt capital markets, equity capital markets, corporate finance advisory, venture capital, and risk management.

The service portfolio encompasses debt solutions like bonds, commercial paper, and asset securitization, equity and equity-linked offerings, financial intermediation services including stock and bond trading, derivatives, sales, and research, as well as structured and project finance, focusing on the life cycles and risk structuring of the projects.

CaixaBI holds a leadership position in the Portuguese market for mergers and acquisitions (M&A) consultancy, benefitting from vast experience and a consistent leadership position in sectorial rankings, thereby being considered a preferred bank for medium and large enterprises with strategic interests in Portugal and Lusophone countries.

Additionally, the firm's specialized risk management team combines comprehensive knowledge with robust experience in all financial market components.

The CGD Group's venture capital management arm, Caixa Capital, has been active for over two decades, commanding a significant presence in the market in terms of portfolio size, funds management, and investment volume. Through CaixaBI's equity research division, the firm independently monitors financial markets, supporting investors in their investment decision-making process with a focus on equity asset management.

The firm extends its expert services to clients ranging from enterprises and business groups to public institutes and institutional investors.