Marcelo Gomes

I had the pleasure to discuss our latest study "It is time to rethink PE Due Diligence" with Patricia Valle. The study sheds light on the increasing complexity of buyout investment theses, driven by intense competition for high returns. It emphasizes leveraging the due diligence phase to refine investment theses and detail value creation plans, highlighting the role of AI in accelerating these processes. Special thanks to Patricia Valle and the colleagues behind this insightful study: Jay Scanlan, Rachel Barton, Neto Alexander, Martin T. (Marty) Glenn, Himanshu Patney. https://lnkd.in/et7KQ5m4 For those who would like to read the full report, the link is below: https://lnkd.in/enECabTY #PrivateEquity #investimentos #estratégia #inovação

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📢 Breaking News! 🌐🚀 On July 18th, BTG Pactual finalized the acquisition of 100% of Sertrading, a leading Brazilian foreign trade company. 🤝 "This strategic move marks our entry into the foreign trade sector, providing access to a new client base and expanding our service offerings," said Roberto Sallouti, CEO of BTG Pactual, in a statement, highlighting that the bank will now offer an even more complete portfolio to its clients. 🌍💼 BTG Pactual and Sertrading aim to capture a much more significant slice of an addressable market of more than US$ 2 trillion.. 💪📈 Read more: BTG Pactual compra empresa de comércio exterior Sertrading (forbes.com.br) 📰 #BTGPactual #Sertrading #ForeignTrade #BusinessExpansion #highlogisticsbrazil #soya #soyabeans #shippingindustry #shipping #trucking #trade #economy #sugar #icumsa45 #corn #yelloncorn #globaltrade #supplychain #maritimeIndustry #logistics #freight #brazil #businesssolutions #customsclearance #trading #airfreight #seafreight #warehousing #transportation #sales  #maersk #msc #cmacgm #cosco #asonewecan #hapaglloyd  #evergreenline #hamburgsud #yangming #pacificinternacionallines #zimlines #maritimeinsurance  #containerrates #msccargo

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According to a study conducted by our Corporate Finance & Restructuring team for Valor Econômico S/A, the average default risk of Brazilian companies has reached 6.27%, the highest level since the series began in 2016. This trend is expected to continue into early 2025 as Brazil enters a new cycle of monetary tightening. Senior Managing Director Luciano Lindemann comments on the findings and the future of the Brazilian restructuring market: https://lnkd.in/en7XECap Contact Luciano or Sam A. to learn more. #Brazil #Economy #Restructuring

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Macro Trends & the Opportunities by BTG Pactual Andalusian Credit Partners Focus on Private Credit Markets ABIMAQ - Associação Brasileira da Indústria de Máquinas e Equipamentos Fiesp - Federação das Indústrias do Estado de São Paulo Poli Júnior Aquiraz Investimentos | BTG Pactual Banco Central do Brasil #ESG #privatecredit #creditresearch #funding #investimentbanking #industry #banking #privatefunds #greenenergy #commodities #industry #privateequity #IB #IA #TMT #riskymanegement #trading

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Odgers Berndtson Brasil

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Supply chain disruptions, tight labor market conditions, and unprecedented government stimulus have left the market with persistent inflationary pressures. From a consumer perspective, manufacturers should be looking for ways to spend less or more responsibly. Reducing spending is not easy, but there are many actions you can take to fight back. Matthew McCabe, principal at Falconi US, explains five ways manufacturers can fight inflation. Read more: https://lnkd.in/d9anTZBn #falconi #manufacturing #management #inflation

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Mactur provides data and analysis on the global economy's macroeconomics for the first quarter (Q1) of 2024. Consumer confidence, spending, and inflation have become significant concerns amid global economic uncertainty. https://lnkd.in/dQKRf3AR Brazil has seen a record high in consumer confidence this year, while the eurozone's GDP remains stagnant. Advanced economies have also seen a significant reduction in consumer inflation, reaching around 2-3%. Stay updated with the latest regional and global economic trends and risks with MCk's Global Economics Intelligence executive summary by Sven Smit and coauthors. Gain in-depth insights into the economies of the US, the EU, the UK, China, India, Brazil, and Russia. ______ Follow our thinking   At a glance:   At Mactur, we provide advisory services on corporate turnarounds (operationalising restructurings and enterprise-wide transformations).   At CORTMA, we apply an entrepreneurial ecosystem-based approach to facilitate the lower mid-market (MSME) business transfer.   Enjoy my insightful content curation, and thank you for letting me be a part of your reading world. ______ #Growth #Marketing #Technology #Ecosystems #Turnarounds #Management #Entrepreneurship #Economy #Strategy #Leadership #Directorship #Data #businessContinuity #CortmaTranferOfSMEs #SMEs #globaltrends #inflation #McKinsey

📊#MarketRoundup: Warburg Pincus buys stake in tech accounting startup Private equity firm Warburg Pincus LLC has acquired a minority stake in Brazilian tech accounting startup Contabilizei for USD 125 million, becoming its largest shareholder.  Contabilizei was founded in 2013 and offers automated accounting services for small businesses and self-employed individuals, simplifying tasks such as company formation and paying taxes in Brazil’s notoriously complicated tax system. New investor. Warburg Pincus acquired shares from other venture capital firms, including the entire stake held by KASZEK Ventures. Contabilizei CEO and founder, Vitor T., says the transaction is a chance for Contabilizei to leverage Warburg Pincus’s expertise. State of play. Traditional, local accounting offices or self-employed individuals usually provide most of Contabilizei’s services. Brazil currently has over 533,000 registered accountants and 94,000 accountant firms. With 1,300 employees, Contabilizei only has about 80 accountants on its payroll. 🔗Read more in our full article by Letícia Arcoverde here 👇 https://lnkd.in/dZvtxWMB #Startups #Accounting #Brazil #Technology

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Today, I had the distinct privilege of moderating the Brazilian Economic Outlook panel, where we brought together a distinguished group of economists, thought leaders, and business executives to discuss Brazil’s economic future, macroeconomic projections, and its growing role in global trade and investment. We were honored to hear insightful presentations from Otaviano Canuto, Senior Fellow at the Policy Center for the New South and Former VP of the World Bank, and Thomas Rogers, Professor and Associate Chair of History at Emory University. Their deep expertise and perspectives provided invaluable clarity on Brazil’s economic trajectory and its potential for global collaboration. The event, held at The Buckhead Club - Atlanta, was filled with an incredible group of entrepreneurs, C-suite executives, and decision-makers, all eager to engage in thoughtful discussions about Brazil’s investment landscape and opportunities in foreign trade relations. A special thank you to our esteemed panelists Ricardo de Oliveira, Regional Sales Manager at Delta Airlines, and Daniel Almeida, CFA, Partner and Head of Counterparty Risk Management at XP Inc., for their expert insights and active participation in the conversation. And to everyone who attended and contributed to today’s dialogue—thank you for your enthusiasm and invaluable perspectives! I’d also like to extend my thanks to Antonio Kaupert, Jr. for attending the event. His presence as the Commercial Attaché at the Brazilian Ministry of Foreign Affairs was greatly appreciated. A huge thank you to Lucia Jennings, MBA, Gisele Gofman, and Bruna Lopes for their incredible work at BACC-SE in making this event a success. Finally, a big thank you to our Gold sponsors, WEG, Eucatex, and Copa Airlines, for their generous support of BACC-SE. Looking forward to continuing this important conversation and exploring new opportunities for collaboration with all of you! #BrazilsEconomicOutlook #BACCSE #ForeignInvestment #Brazil #TradeRelations #EconomicGrowth #Leadership #Networking

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Recently, we at Egon Zehnder Brazil had the pleasure to hold a breakfast with agribusiness leaders in São Paulo, providing a great discussion on the future of agribusiness. Some of the main topics discussed include: 🔹Leaders and their teams need to continue to getting closer to the field (farmers and producers) to help them understand the impact of different technologies, processes, and products at the end of the chain. 🔹Developing leaders with greater autonomy and decision-making capacity will be a key to the transformation, growth, and maturity of organizations. 🔹Enhancing the levels of productivity will be key: companies will need to scale good operating and management practices to make a better use of resources (land and water) and technology (bio, digital, mechanization). 🔹The waves of growth in agribusiness (records of production and GDP growth) generate a positive momentum that must to be followed by a more strategic allocation of capital to support moments of economic instability (especially in the south hemisphere). 🔹The solid development of the sector in the last 10-15 years paved the road to a green economy (e.g., biofuel, crop-farm and livestock integration) that will play a key role at the growth and the future of agribusiness. I would like to thank my dear colleagues Bruno Carrasco Prado Alves Ezequiel Silva Maitee Camargo Victoria Zaiden Vinicius Francisco for the great cooperation in the Agrofood practice. ➡️ What topics resonated the most? Let us know how we can help you.

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Hugo Bethlem is a Senior Advisor at Alvarez & Marsal and President of Conscious Capitalism Brazil. With 35 years of C-Level experience—mostly in retail, leading transformations at GPA and Carrefour—he’s a strategic visionary and an expert in family businesses. He builds agile teams, drives digital transformation, and champions governance focusing on social and environmental impact. Educated at Harvard, Oxford, and IMD, he speaks four languages and authored "A Estratégia do Varejo." A lifelong learner, he lives by the motto: "Learn from the past, live the present, and challenge the future."

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HMC and Sigurd Strack spoke with Pipeline, o site de negócios do Valor about the current landscape and opportunities in venture capital. Siggy Strack is the CIO of Private Investments at Trinity Alps Capital, HMC’s JV partner in the Alpha Ventures Fund, and the former head of PE/VC investments at Michael Bloomberg’s family office (Willett Advisors). Read the full article in Portuguese here https://lnkd.in/eDeuUqpf

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From our Monthly Tech Report: M&A and Fundraising Transactions in July 2024. The tech sector in Brazil recorded 39 transactions, amounting to a disclosed deal value of R$1,911 million. This represents a 26% decline in the number of transactions compared to July 2023. Stay connected with the latest market trends through our detailed analysis. Click here to read the full report: https://lnkd.in/d_JParge

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👨‍⚕️ ImpulsoGov, a nonprofit focused on data-driven healthcare solutions, has been selected for the London School of Economics' 100x Impact Accelerator. This program will help scale their tools to enhance healthcare nationwide. ImpulsoGov specializes in using data to help municipalities across Brazil improve public health management. Joao Abreu, co-founder of ImpulsoGov, highlights that the SUS system, with over 170 million registered patients, has one of the world's largest healthcare databases. Improving analytics is vital for reaching those who need it most. The news was highlighted on the The Brazilian Report: https://lnkd.in/dt9GRum9 #HealthcareInnovation #DataDriven #PublicHealth #Brazil #ImpulsoGov #100xImpactAccelerator"

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Smart Transfers/Pix Inteligente: My Point of View on the Next Big Step in Open Finance 🚀 + Cumbuca's Smart Transfers Launch! Yesterday, I joined a webinar hosted by Iniciador with Gustavo Bresler, Ana Continentino (Mercado Livre Brasil), and Daniel Ruhman (Cumbuca), exploring how Smart Transfers (Pix Inteligente) will transform everyday finance in Brazil. Here are my key takeaways and perspective on why this feature could change the game: 🔍 What Are Smart Transfers and How Do They Work? Smart Transfers allow automatic, seamless transfers between two accounts owned by the same person or business. No need for multiple app logins, just set it up and let it run, whether for scheduled transfers like salary deposits or recurring payments between your accounts. 👥 Why It's Great for Individuals: No more switching between apps or re-verifying your identity. Smart Transfers automate the process, making it easy to schedule transfers based on your needs. 🏢 Why It’s a Game-Changer for Businesses: Smart Transfers integrate easily with ERPs, making them the hub for managing payments and business finances more effectively and efficiently. 🏆 The “Priority Bank” Race The goal is to be the primary screen on your client’s phone. Banks/Fintechs don’t need to be the best at all financial offerings. Specialized apps like Cumbuca can stand out with features like bill-sharing, while allowing users to bring in funds "on demand" for specific needs, like paying for Netflix, as highlighted by Cumbuca’s CEO. 💡 Bonus Use Case Shared by the Presenters! Imagine having a Payment Super Assistant that consolidates all your bank accounts in one app. From paying bills by Pix to boosting credit lines or joining loyalty programs, the possibilities are vast. 🔮 My Take on Smart Transfers: While it may not generate as much buzz as contactless Pix payments, Smart Transfers provide far more use cases and promote financial inclusion. It’s a quiet innovation with significant benefits for individuals, businesses, and the entire banking/fintech ecosystem. Big thanks to Gustavo Bresler from Iniciador, Ana Continentino from Mercado Livre Brasil and Daniel Ruhman from Cumbuca for sharing these great insights! 👉 What do you think? Could Smart Transfers revolutionize your financial routine?

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📣 Mercado Pago received Central Bank approval for its investment distribution company (DTVM). ✅ 📈 This license allows the digital bank to expand its investment offerings, which currently include CDBs and LCIs. The move aligns with the trend of neobanks, such as Nubank and PicPay, seeking to offer a broader range of investment options to their clients. Learn more in this insightful article by Finsiders Brasil.

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Brazilian Capital Markets: Growth, Challenges and Prospects for Public Companies and Offerings Despite the rapid development of the capital markets in recent years, driven by technology, the years 2022, 2023, and 2024 brought challenges for public stock offerings due to macroeconomic factors and high interest rates, both in Brazil and globally, leading to the absence of Initial Public Offerings (IPOs). These interest rates have encouraged the allocation of resources into fixed income, reducing investors' risk appetite. However, this scenario has also created opportunities, especially in private credit. In the Brazilian Securities and Exchange Commission (CVM) Economic Bulletin, which analyzed the performance of the Brazilian capital markets in the first half of 2024, the total volume of securities issuances reached R$ 440.1 billion, with debenture issuances standing out, totaling R$ 225.2 billion. In the article about Public Companies and Offerings, the current CVM President, João Pedro Nascimento, shares important insights on the growth potential of Brazil's capital markets. He highlights: - Growth Prospects: The Brazilian capital market continues to evolve, with emerging opportunities, especially in private credit and securities issuances. - Economic Importance: The capital market is reaffirmed as an essential tool for the country's economic development, attracting investments and facilitating corporate financing. - Recent Challenges: Despite the challenging scenario of recent years, due to macroeconomic factors and high interest rates, regulatory adaptations are promoting a more accessible and flexible environment. - CVM Actions: The modernization of regulations, such as CVM Resolution 160, aims to increase efficiency in public offerings, streamlining processes and reducing costs for companies, thus expanding access to the capital market. These points reaffirm CVM’s view that strengthening the capital markets is vital for the sustainable growth of the Brazilian economy. Read more at https://lnkd.in/erZzGUXC. Rodrigo Mariano da Rocha Henrique Conte Marlon Faust, CGA, CGE Rafael Della Pace Campara

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