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Assessing the feasibility of a search fund in the natural stone industry in Portugal: the search fund model, business transfers and high growth business models

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Detalhes bibliográficos
Resumo:This collaborative thesis examines the feasibility of a Search Fund in Portugal's natural stone industry. The individual contribution on the literature review covers the SF concept, describes its phases, steps and metrics that should be taken into consideration when applying this financing model. A Power BI with microdata of sector’s companies is developed highlighting relevant financial variables which is complemented with 37 interviews and 167 questionnaires. The group research validated the possible use of a Search Fund, and 21 potential target companies were short-listed. An investment memorandum is crafted to attract funding, while a detailed business model outlines modernization and growth strategies
Autores principais:Castanheira, Nuno Miranda
Assunto:Portuguese natural stone Search funds Acquisitions Successions
Ano:2023
País:Portugal
Tipo de documento:dissertação de mestrado
Tipo de acesso:acesso aberto
Instituição associada:Universidade Nova de Lisboa
Idioma:inglês
Origem:Repositório Institucional da UNL
Descrição
Resumo:This collaborative thesis examines the feasibility of a Search Fund in Portugal's natural stone industry. The individual contribution on the literature review covers the SF concept, describes its phases, steps and metrics that should be taken into consideration when applying this financing model. A Power BI with microdata of sector’s companies is developed highlighting relevant financial variables which is complemented with 37 interviews and 167 questionnaires. The group research validated the possible use of a Search Fund, and 21 potential target companies were short-listed. An investment memorandum is crafted to attract funding, while a detailed business model outlines modernization and growth strategies