São Paulo, São Paulo, Brazil
More than 10 years of experience in investment banking, being directly involved in several national and cross-border M&A transactions, structured finance deals and advising corporate clients. Through this experience, I have gained valuable financial modeling, valuation and time and team management skills. Additionally, I am CFA, CAIA and FRM Charterholder and hold a bachelor's degree in management from Fundação Getulio Vargas (EAESP) and a post graduate degree in risk management from Saint Paul Business School.
I am founder and managing partner of Utility Credit, a Brazilian asset management company that structures, fund raises and operates Collateralized Debt Obligations (CDOs). When structuring a CDO, I am responsible for defining all risk metrics of this investment vehicle and the key indicators and analysis for risk monitoring and risk mitigation. When fundraising for a CDO deal, I am responsible for presenting to potential investors the investment thesis regarding all the risks of the underlying collateral and the characteristics of the tranches composing the CDO’s capital structure. By operating a CDO, I am responsible for the daily risk monitoring and for elaborating monthly performance and risk reports to be presented to the CDO’s investors.
Part-time finance teacher.
Coordinated and executed valuation analysis, fairness opinions, roadshows for financial and strategic investors, due diligence processes and negotiations. Coordinated a team of analysts and interns for each project in my pipeline Advised national and cross border deals in several industries, such as: Merger of the Brazilian operations of Up Group, the world’s 3rd largest company in meal and food benefit cards and vouchers, with Policard, a Brazilian company specialized in the issuance of prepaid food and meal benefit cards and vouchers. Acquisition of Valemais, a Brazilian company specialized in the issuance of prepaid food and meal benefit cards and vouchers, by Up Group. Acquisition of Harald, a leading company in the Brazilian business-to-business chocolate market, by Fuji Oil, a Japanese multinational and global reference in food ingredients. About Brasilpar: founded in 1976, Brasilpar is a leading M&A boutique in Brazil and one of Brazil's most traditional and independent corporate finance advisory boutiques.
Worked directly with GO Associados' partners in meetings and elaborating technical opinions, financial models and economic studies. Projects focused on subjects like anti-trust analysis, infrastructure, regulation, water and sanitation, among others.
Statistical assistant of the “Master in Business and Management” (MBM-FGV-SP) course. Responsible for correcting the postgraduate students' tests and helping them with their questions.