BTG Pactual

BTG Pactual is a Brazilian financial services firm, established in 1983, offering a range of services including investment banking, corporate lending, sales and trading, wealth management, and asset management. Its asset management arm, founded in 1984, manages equity and fixed income portfolios, mutual funds, and hedge funds for both individual and institutional clients globally, employing a blend of fundamental and quantitative analysis. The firm also provides advisory services in mergers and acquisitions, wealth planning, loans, and financings, along with investment solutions and market analyses.

Roberto Sallouti

CEO and Board Member and Statutory Officer

Frederico Pompeu

Associate Partner

48 past transactions

JGP - Wealth Management Division

Acquisition in 2025
JGP - Wealth Management Division is a unit of JGP.

Merama

Debt Financing in 2025
Merama is an e-commerce platform founded in 2020 and headquartered in Mexico City, Mexico, with an additional office in Sao Paulo, Brazil. The company partners with brands to enhance their growth by providing exceptional human resources and non-dilutive capital. Merama aims to establish itself as the leading online group of brands in Latin America, focusing on leveraging its resources to support and accelerate the development of its partner brands.

Credix

Debt Financing in 2025
Credix is a decentralized credit platform focused on providing borrowers in emerging markets with access to capital that has been historically difficult to obtain. By leveraging blockchain technology, Credix connects high-quality borrowers with global investors, creating credit lines that offer attractive yields. The platform serves as an infrastructure for businesses and marketplaces, facilitating lending, underwriting, and debt collection. This approach allows for diverse credit options while ensuring that investors are paid upfront. Credix aims to enhance transparency and efficiency in the credit market, enabling borrowers to access funds in a more streamlined manner.

Beegol

Venture Round in 2025
Beegol is a telecommunications company that specializes in a machine learning-based platform aimed at enhancing the Quality of Experience (QoE) for broadband and Wi-Fi consumers. The platform utilizes real-time detection tools that empower operators to identify and address issues proactively, often before customers become aware of them. This capability not only helps in optimizing corrective actions but also contributes to reducing network costs, thereby improving overall service delivery for broadband and Wi-Fi users.

CloudWalk

Debt Financing in 2024
CloudWalk, Inc. is a financial services company based in Sunnyvale, California, founded in 2013. It operates an open payment cloud platform designed to support various payment methods on a single device, catering to acquirers, payment service providers, and sub-acquirers globally. The platform is versatile, certified for multiple brands, and facilitates both debit and credit transactions through various terminals. CloudWalk also owns the InfinitePay and Jim.com brands, offering a comprehensive portfolio that includes digital banking, loans, online sales, digital wallets, and payment terminals. By integrating artificial intelligence into its product offerings, CloudWalk aims to enhance efficiency and user experience, making financial management simpler and more accessible for individuals and small to medium-sized businesses. Additionally, the company provides consulting services, training, and support to ensure the success of payment operations for its clients.

Fruitist

Debt Financing in 2024
AgroVision is a producer, packer, and shipper of fruits and vegetables, operating farms primarily in Peru to serve global markets. The company specializes in cultivating a variety of crops, including blueberries, table grapes, asparagus, and avocados. By working closely with local communities, AgroVision ensures a consistent supply of fresh produce throughout the year, meeting the demands of its clients worldwide.

Greytown Advisors

Acquisition in 2024
Greytown Advisors, Inc., headquartered in Miami, Florida, is an investment management company specializing in comprehensive financial services. It caters to both families and institutions, offering a range of services including investment management, retirement planning, estate planning, tax strategies, asset management, corporate planning, and investment structure support. The company's goal is to deliver long-term, positive returns to clients with diverse risk profiles.

Pershing Square Holdings

Secondary Market in 2024
Pershing Square Holdings, Ltd. is a closed-ended investment holding company formed on February 2, 2012, and domiciled in Guernsey. The company focuses on preserving capital while seeking maximum long-term capital appreciation with a reasonable level of risk. It invests primarily in public equity and fixed income markets globally, targeting value stocks across various sectors. Its investment strategy includes taking long and occasionally short positions in equity or debt securities of both U.S. and non-U.S. issuers, as well as utilizing derivative instruments and other financial instruments.

Intuitive Care

Seed Round in 2024
Intuitive Care is a health technology company specializing in data science applied to the revenue cycle of healthcare providers, primarily those reliant on private health insurance. Its flagship product, the Intuitive Care Platform, standardizes, validates, and automates critical processes such as pre-billing, billing, accounts receivable reconciliation, and appeals for denied claims. By leveraging granular data from various disparate sources, the platform addresses hundreds of variability points within hospital operations, facilitating improved financial performance without impacting patient demand. Intuitive Care enhances operational productivity in revenue cycle stages that require detailed compliance, offering a comprehensive ecosystem of solutions. The company's proprietary APIs enable seamless integration with a diverse range of over two hundred payment sources from the healthcare insurance market, significantly surpassing typical industry offerings.

ComunidadFeliz

Debt Financing in 2024
ComunidadFeliz is a financial management software company established in December 2015, specializing in the administration of buildings and condominiums. The software automates essential financial tasks, including the calculation and recording of income, expenses, funds, and salaries. Additionally, it facilitates communication by sending ballots and notifications about public defaulters to community members. This enables clients to access the system and review incurred expenses while staying informed about the overall status of their community. Through its innovative solutions, ComunidadFeliz aims to streamline financial management for property administrators and enhance transparency for residents.

Oakberry

Series C in 2023
Oakberry is a restaurant chain that focuses on providing healthy and organic food options. The company specializes in offering a variety of food bowls, smoothies, and energy teas, all crafted without artificial colors, preservatives, or syrups. By emphasizing nutritious ingredients, Oakberry positions itself within the healthy food market, catering to consumers seeking fast food alternatives that align with a health-conscious lifestyle.

ORAMA

Acquisition in 2023
ORAMA is an investment platform based in Rio de Janeiro, Brazil, established in July 2011. The company provides access to fixed income securities and a selection of investment funds managed by various professionals in Brazil. Its offerings include investment products such as CDB, LC, LCI, and LCA. In addition to facilitating investment opportunities, ORAMA is committed to promoting financial education among its clients. The company provides practical resources on its website, including product data, tables, and comparative charts, to help investors make informed decisions.

Oi

Post in 2023
Oi S.A. is a telecommunications provider in Brazil, offering a wide range of integrated services including fixed telephony, mobile voice and data services, broadband, and pay-TV. The company serves both residential and corporate markets, providing local and long-distance voice transmission, as well as value-added services such as financial systems and call center solutions. As of the end of 2019, Oi had approximately 7 million residential fixed lines, 4.2 million broadband subscribers, and 36.8 million mobile subscribers. Oi also engages in wholesale interconnection and network services for other telecommunications companies, along with real estate investments and management activities. Founded in 1998 and headquartered in Rio de Janeiro, Oi was previously known as Brasil Telecom S.A. The company has faced financial challenges, filing for bankruptcy protection in 2016.

Magnetis

Acquisition in 2023
Magnetis Consultoria De Investimentos LTDA. is a financial services company based in São Paulo, Brazil, that focuses on providing a digital investment platform designed to assist individuals in building long-term investment plans. Founded in 2012, Magnetis offers consultation services tailored to various financial goals, including property acquisition, retirement planning, and wealth management. The company utilizes advanced algorithms to create diversified, low-cost portfolios that are optimized for each investor's profile. Clients can easily invest online and monitor their assets while relying on Magnetis to manage and adjust their investment strategies over time. Through its innovative approach, Magnetis aims to revolutionize financial planning and investment management for a wide range of customers.

Systemica

Corporate Round in 2023
Systemica is a company that specializes in designing and implementing programs to reduce greenhouse gas emissions. It also facilitates the trading of resulting environmental assets. The company provides proprietary software, developed by experts, to assist environmental project developers and investors in analyzing and managing carbon assets throughout their lifecycle, from origination to monitoring.

Lumx

Venture Round in 2023
Lumx is a Brazilian company specializing in blockchain application development tools. It offers APIs and SDKs for creating applications using blockchain technology, including embedded wallets, smart contracts, transaction management, and verifiable credentials. Lumx serves prominent clients such as Coca-Cola, Ab Inbev, Nestlé, Sympla, and Elo, demonstrating its leadership in the Brazilian market.

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."

Enviva Holdings

Post in 2023
Enviva Holdings, established in 2013 and headquartered in Bethesda, Maryland, is a leading producer and supplier of sustainable wood pellets. The company specializes in developing, constructing, acquiring, and operating fully contracted wood pellet production plants, processing wood fiber into uniform, densified pellets. Enviva's products are primarily used as a coal substitute in power generation, serving major utilities and heat and power generators in the United Kingdom, Europe, and Japan. The company operates a deep-water marine terminal, Enviva Port of Wilmington, to facilitate global exports. Enviva generates revenue through long-term, take-or-pay off-take contracts with creditworthy customers, contributing to the global energy transition by displacing fossil fuels.

BioElements

Series A in 2023
BioElements is a manufacturer dedicated to creating biodegradable and non-toxic alternatives to conventional plastic products. The company specializes in producing ecological bags, films, flexible packaging, and cutlery that meet stringent international standards. Its offerings include substitute films for traditional plastic, such as primary, secondary, and heat shrinkable options, available with and without printing. BioElements' products are designed to be compostable and free from harmful substances, addressing the growing demand for environmentally friendly solutions while contributing to the reduction of pollution associated with conventional plastic materials. Through its innovative approach, BioElements aims to provide sustainable production inputs that benefit both clients and the environment.

Payface

Series A in 2022
Payface is a leading company specializing in payments through facial recognition technology. It has developed an innovative financial software platform that allows users to select their preferred payment method and complete transactions seamlessly at partner establishments using facial recognition. This technology facilitates contactless payments, enabling customers to make purchases without the need to interact with a screen. By leveraging advanced facial recognition capabilities, Payface aims to enhance the payment experience, making it more convenient and efficient for users.

Payface

Series A in 2022
Payface is a leading company specializing in payments through facial recognition technology. It has developed an innovative financial software platform that allows users to select their preferred payment method and complete transactions seamlessly at partner establishments using facial recognition. This technology facilitates contactless payments, enabling customers to make purchases without the need to interact with a screen. By leveraging advanced facial recognition capabilities, Payface aims to enhance the payment experience, making it more convenient and efficient for users.

V.tal

Acquisition in 2022
V.tal is a company based in Rio de Janeiro, Brazil, focused on providing comprehensive digital infrastructure solutions for the telecommunications and internet sectors. It specializes in developing interconnecting towers and radio base stations, as well as offering broadband services through a fiber optic network. In addition to these services, V.tal also handles installation and maintenance, allowing telecommunication companies to effectively deliver broadband services to their customers. Through its infrastructure development and service offerings, V.tal supports the growth and enhancement of digital connectivity in the region.

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.

Arezzo&Co

Post in 2022
Arezzo&Co specializes in the footwear, bags, and women's accessories sector.

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.

CargoX

Series F in 2021
CargoX is a technology-driven freight marketplace based in Sao Paulo, Brazil, established in 2013. The platform connects shipping companies with a network of over 1.4 million trucks, effectively addressing the issue of excess capacity in the transportation sector. By providing real-time information on available truck capacity, CargoX enhances freight visibility and helps shippers identify optimal solutions for transporting a wide range of products throughout Brazil. This approach not only reduces shipping costs for clients but also increases earnings for truck drivers while minimizing CO2 emissions associated with empty trucks on the road.

Fazenda Futuro

Series C in 2021
Fazenda Futuro is a Brazilian food tech company founded in 2019 that specializes in the production and sale of plant-based meat alternatives. Its flagship product, the Futuro Burger, is made from a blend of pea, soy, and chickpea. In addition to burgers, the company offers ground meat and vegetable meatballs. Fazenda Futuro has established a significant market presence, with its products available in approximately 2,000 retail locations throughout Brazil, particularly thriving in the southern and southeastern regions, as well as in major cities like Brasília and Salvador. The company aims to provide sustainable and delicious alternatives to traditional meat products, catering to the growing demand for plant-based diets.

Future Farm

Series C in 2021
Future Farm is a producer of plant-based food designed to appeal to meat-eaters without relying on animal products. The company creates its offerings using pea, soy, and chickpea protein isolates, as well as beetroot juice, employing artificial intelligence to replicate the flavor, texture, and color of red meat. This innovative approach allows consumers to enjoy a healthier and environmentally friendly alternative to traditional meat while maintaining similar taste and protein content.

Rock Content

Series B in 2021
Founded in 2013, Rock Content is a provider of content marketing services that assists over 2,000 brands, marketers, and agencies in enhancing their content experiences. The company offers innovative solutions that leverage artificial intelligence tools to improve brand positioning and support account-based marketing programs. In addition to content creation, Rock Content provides managed services that ensure comprehensive program and campaign coverage, complete with real-time dashboards and reporting capabilities. Its mission is to create growth opportunities for both its clients and its talent community, positioning itself as a key player in the content marketing industry.

iClubs

Series A in 2021
iClubs is a platform for loyalty technology that enables businesses to create and oversee any kind of loyalty program. By providing people with items that enhance their daily life, they leverage technology to establish and administer personalized loyalty and incentive programs at scale, enhancing the customer experience for businesses.

Canadian Solar

Post in 2021
Canadian Solar Inc. is a leading solar power company based in Guelph, Canada, that specializes in the design, development, manufacture, and sale of a comprehensive range of solar energy products. These include solar ingots, wafers, cells, modules, and complete solar system kits designed for various applications. The company operates primarily through two segments: Module and System Solutions (MSS), which focuses on manufacturing and selling solar products along with engineering and operational services, and Energy, which is dedicated to the development and management of solar power projects and the sale of electricity. Canadian Solar serves a diverse customer base, including distributors, project developers, and installers, and has a strong global presence, with operations in multiple regions including North America, South America, Europe, and Asia. Founded in 2001, the company has made significant contributions to the renewable energy sector by expanding solar power infrastructure worldwide.

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.

Empiricus

Acquisition in 2021
Empiricus was founded in 2009 by partners Rodolfo Amstalden, Caio Mesquita and Felipe Miranda, in order to democratize investment information, so that ordinary people could also multiply their earnings and achieve financial independence. The company currently has 330,000 paid subscribers and 2 million readers. Empiricus is an independent financial content publisher, which receives no private or public sponsorship. Its revenues come exclusively from the sale of subscriptions to its series. Its editors are recognized for the quality of their content and for their outspoken and didactic discourse. There are 20 subscription options available to the reader, with investment ideas from fixed income to stock exchange.

Gran Cursos

Series A in 2021
Gran Cursos Online, established in 2012, is a Brazilian EdTech company specializing in online test preparation for public and private sector exams. With over 400,000 paying students from across 1,200 cities, it ranks as the fourth most accessed educational website in Brazil. The platform offers comprehensive study materials, academic schedules, and question banks to help students prepare effectively for their examinations. Founded by Gabriel Granjeiro and Rodrigo Calado, the company aims to democratize access to education through technology.

Kinvo

Acquisition in 2021
Kinvo is a Brazilian company that develops an investment platform designed to help users track and analyze their investments in one consolidated location. The platform provides a range of features, including portfolio consolidation, performance projections, and detailed analytics. Users can organize their investment portfolios, monitor dividend notifications, and assess the sensitivity and risk associated with various financial products. By offering these services, Kinvo enables investors to make informed financial decisions and optimize their investment strategies.

Pier

Series A in 2020
Pier is a digital insurance distribution platform based in São Paulo, Brazil, founded in 2018. It specializes in motor and smartphone insurance, providing a fully licensed service that streamlines the insurance process. The platform connects individuals willing to share risks and resources, creating a community-focused approach to insurance. By managing community resources, Pier enhances transparency and simplifies access to a variety of insurance products at affordable prices, allowing clients to obtain automobile and cell phone coverage with reduced paperwork.

Fazenda Futuro

Series B in 2020
Fazenda Futuro is a Brazilian food tech company founded in 2019 that specializes in the production and sale of plant-based meat alternatives. Its flagship product, the Futuro Burger, is made from a blend of pea, soy, and chickpea. In addition to burgers, the company offers ground meat and vegetable meatballs. Fazenda Futuro has established a significant market presence, with its products available in approximately 2,000 retail locations throughout Brazil, particularly thriving in the southern and southeastern regions, as well as in major cities like Brasília and Salvador. The company aims to provide sustainable and delicious alternatives to traditional meat products, catering to the growing demand for plant-based diets.

Exame

Acquisition in 2019
Exame is a business news magazine based in Brazil, with its headquarters in São Paulo and additional offices in Rio de Janeiro, Brasília, and New York. The magazine is published biweekly and covers a wide range of topics, including business, finance, economics, politics, technology, sales, investments, and marketing. It serves as a valuable resource for readers seeking insights, reviews, and practical tips related to various aspects of the business environment.

Resale

Acquisition in 2019
Resale Tecnologia e Servicos LTDA. is a Brazilian company founded in 2015, specializing in the development of a mobile application and online portal for the buying and selling of repossessed properties. The platform offers solutions to the financial market by facilitating the sale of these assets and providing tools for consumers to discover opportunities in real estate. Users can access the RESALE application on both iOS and Android, which features a wide array of repossessed properties. Additionally, the platform provides detailed information on properties, including tenant details and local property management options, along with market insights and analytics. This approach enables investors to manage their real estate investments more effectively, treating them similarly to stock portfolios while avoiding the complexities associated with purchasing vacant properties.

Finpass

Venture Round in 2019
Finpass, UAB is a fintech start-up that was established in 2014. The purpose of Finpass is to develop people-oriented simple and convenient fintech solutions. In 2017, the company moved to Sandbox created by Creditinfo Lietuva, UAB, and a few months later an app and network interface were developed, which enabled people to create their own financial passport, namely, to identify themselves online and to receive detailed financial information in one place – credit rating, credit history and systemic bank account information. Individuals can share this information with anyone. A financial passport provides more and greater competitive opportunities for individual to obtain the required funding.

Finpass

Venture Round in 2019
Finpass is a credit search platform designed to simplify the loan funding process for medium and large companies while broadening funding options for financial institutions. By utilizing matching technology and artificial intelligence, Finpass connects businesses seeking credit with various financing alternatives, allowing entrepreneurs to quickly access early-stage funding without the delays associated with traditional meetings and bureaucratic hurdles. The platform addresses the inefficiencies in the financial origination process, recognizing that many companies only tap into a fraction of available funding sources, while financial institutions often face costly and ineffective origination practices. Through its innovative algorithms, Finpass enhances the efficiency of the funding process for both borrowers and lenders.

KLYM

Debt Financing in 2018
KLYM is a financial services platform based in Latin America that specializes in providing digital financial solutions tailored for businesses. The company enables access to various forms of financing, such as working capital, purchase order, and vendor financing, allowing companies to secure the capital necessary for growth and operational efficiency without relying on traditional banks. KLYM's platform streamlines the financing process, offering approvals in less than an hour and facilitating access to funds remotely, thereby enhancing the financial landscape for businesses in the region.

Ariel Re

Acquisition in 2014
Ariel Re is a multi-line specialty reinsurer that offers a wide range of reinsurance solutions and services to a diverse client base from its offices in Bermuda, London, and Hong Kong. Founded in 2005, the company operates primarily through Syndicate 1910 at Lloyd’s and provides access to Lloyd’s Europe via Syndicate 5336. Ariel Re specializes in property and casualty insurance and reinsurance products, including property and professional liability, non-marine physical damage, aviation physical damage, and personal accident insurance. The company has a strong performance record, consistently outperforming the Lloyd’s and Bermuda markets, with Syndicate 1910 recognized as one of the most profitable syndicates in the Lloyd's market from 2010 to 2020. In 2021, Ariel Re established an operational partnership with Apollo Syndicate Management to enhance its underwriting capabilities in property catastrophe reinsurance. Following its acquisition by Pelican Ventures and J.C. Flowers in 2020, Ariel Re has strengthened its financial resources and operational capacity, enabling it to expand its offerings and better serve its clients.

Ordrx

Venture Round in 2013
Ordrx is an open platform specializing in restaurant e-commerce, focusing on the acquisition, normalization, and distribution of restaurant data via APIs for transactional purposes. The company enables seamless connections between various online and mobile ordering systems and applications, establishing a common data language for local commerce. This facilitates transactions between merchants and consumers. Over the course of three years, Ordrx has expanded its platform to include more than 15,000 restaurant locations, making it the second largest and fastest-growing restaurant food ordering network in the United States. The services and data provided by Ordrx are utilized by third parties, including major corporations and individual developers, to create innovative food ordering applications. Ordrx's mission is to democratize local merchant transactional data, enhancing how local businesses engage with the web.

Gravyty (formerly Graduway)

Seed Round in 2013
Graduway aims to empower alumni networking platforms globally, having partnered with schools across 14 countries, including prestigious institutions in the US, Europe, China, India, Mexico, and South Africa. The company provides a tailored alumni platform that merges the trusted reputation of educational brands with integration into existing social networks. Its software-as-a-service (SaaS) platform is designed for quick deployment, accessible on all devices, and easy to manage. Graduway offers alumni exclusive benefits, mentoring tools, and unique career opportunities, enhancing the overall alumni experience.

Açúcar Guarani

Venture Round in 2009
Açucar Guarani cultivates, produces, and sells sugar, ethanol, and other sugarcane by-products primarily in Brazil and Mozambique. It also generates and sells power. Moreover, Açucar Guarani provides plantation services to third parties. It began operation in 1967, with its headquarters in Olímpia in Brazil as a subsidiary of Tereos Participations.

Visionnaire Technologies

Venture Round in 2001
Visionnaire Tecnologia is a Brazilian company based in Curitiba, founded on June 10, 1996, by Manoel Camillo Penna and Sergio Mainetti Jr. The company specializes in software development solutions that emphasize the re-utilization of existing information and applications. Visionnaire's platform offers a range of services, including software project development and management, mobile application development, content management, and technology consulting. Their approach involves identifying client needs, developing tailored solutions, implementing these solutions, and providing ongoing maintenance and support. By delivering fast, intelligent, and reliable results, Visionnaire Tecnologia enables its customers to effectively meet their IT requirements and optimize their 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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