BTG Pactual

BTG Pactual is a Brazilian financial services firm headquartered in Sao Paulo that provides investment banking, asset management, wealth management, corporate lending, and sales and trading services. The company offers advisory services for mergers and acquisitions, wealth planning, loans, and financings, as well as investment solutions and market analysis. It serves individual and institutional clients worldwide and manages asset, equity, and fixed-income portfolios, as well as mutual funds and hedge funds. The firm employs a combination of fundamental and quantitative approaches to portfolio construction and investment research. Founded in the 1980s, BTG Pactual has grown into a diversified financial group with global market participation.

Frederico Pompeu

Associate Partner

Roberto Sallouti

CEO and Board Member and Statutory Officer

Past deals in Banks

M.Y. Safra Bank

Acquisition in 2024
M.Y. Safra Bank is a financial institution that offers a range of banking services, catering to both personal and business clients. It provides deposit and lending services, including business deposit products, private banking, and business loans. Additionally, the bank offers cash management services, fosters FinTech partnerships, and provides online banking facilities. To assist clients in making informed financial decisions, M.Y. Safra Bank also offers customizable financial calculators.

Banco Nacional

Acquisition in 2024
Banco Nacional is a financial institution based in San Jose, Costa Rica, providing a range of banking services to individuals and organizations. The firm specializes in investment banking, investment management, corporate lending, as well as commercial, consumer, and merchant banking services. Additionally, Banco Nacional offers collections management and consulting services, catering to the diverse financial needs of its clients.

FIS Privatbank S.A.

Acquisition in 2023
FIS Privatbank S.A.'s goal is to think entrepreneurially and find unique solutions for customers. Everyone can rely on FIS Privatbank. "A bank for entrepreneurs, by entrepreneurs."

Celcoin

Private Equity Round in 2022
Celcoin is a Brazilian fintech company founded in 2016 that specializes in embedded finance solutions for both virtual and physical transactions. The company offers a modular Banking-as-a-Service (BaaS) platform that simplifies the integration of financial services into various digital platforms, helping businesses enhance customer experiences without extensive bureaucratic hurdles. With a banking license from the Central Bank of Brazil, Celcoin enables its clients to provide financial and banking services efficiently. The company has grown significantly, serving over 4,000 clients and facilitating approximately $6 billion in monthly transactions for 15 million end users. Celcoin's achievements include numerous awards for innovation and excellence in the fintech sector, along with strategic acquisitions like Galax Pay and Flow Finance, which further enhance its service offerings. The company’s goal is to empower businesses across different sectors to seamlessly incorporate financial services while maintaining their focus on core operations.

Elite Investimentos

Acquisition in 2022
Elite Investimentos is a financial planning and investment company based in Rio de Janeiro, Brazil. It operates as an exchange and securities brokerage firm, providing a range of services that include an investment map, trading desk, public offerings, and various investment funds. The company focuses on delivering secure, efficient, and personalized investment options to its clients, facilitating their ability to navigate diverse financial opportunities.

Celcoin

Venture Round in 2021
Celcoin is a Brazilian fintech company founded in 2016 that specializes in embedded finance solutions for both virtual and physical transactions. The company offers a modular Banking-as-a-Service (BaaS) platform that simplifies the integration of financial services into various digital platforms, helping businesses enhance customer experiences without extensive bureaucratic hurdles. With a banking license from the Central Bank of Brazil, Celcoin enables its clients to provide financial and banking services efficiently. The company has grown significantly, serving over 4,000 clients and facilitating approximately $6 billion in monthly transactions for 15 million end users. Celcoin's achievements include numerous awards for innovation and excellence in the fintech sector, along with strategic acquisitions like Galax Pay and Flow Finance, which further enhance its service offerings. The company’s goal is to empower businesses across different sectors to seamlessly incorporate financial services while maintaining their focus on core operations.

Inter

Inter is a financial company based in Belo Horizonte, Brazil, that operates as a digital bank. Founded in 2021, it offers a wide range of services, including banking, investments, credit cards, payroll loans, insurance, and asset management. The company generates most of its revenue from the banking segment, which encompasses various financial services tailored to meet the needs of its customers. Additionally, Inter provides brokerage services and operates a marketplace, positioning itself as a comprehensive financial institution in the digital space.
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