Brazil M&A and Private Equity Forum 2017 | Mergermarket | 8 August 2017 | Tivoli Mofarrej São Paulo Hotel, Alameda Santos, 1437 - Cerqueira César, São Paulo - SP, 01419-001, Brazil

The Brazilian economy continues to bounce back as lower rates in interest and inflation have given a boost to Latin America's largest economy. Acquisition opportunities abound from favorable equity valuations thanks to currency depreciation and other factors while the effects of stabilized oil, gas and raw material prices imbue investors with confidence. Markets also let out a collective cheer after public officials proposed much needed reforms.

Market observers are expecting continual consolidation in the energy market, albeit at a slower pace from previous years, and in the business service subsectors, education, healthcare, I&C and consumer/retail segments. Foreign investors are also seen as accelerating the tempo at which Brazilian firms get acquired. Global transactions with Chinese buyers reached a record high of USD 208bn, of which Latin American accounted for 7.6% of those deals last year.
Private equity buyout firms continue to shop for their favorite Brazilian assets in the Consumer, Business Service and EMU sectors. Last year, the largest buyout (USD 5.2bn) consisted of a Canadian based consortium led by Brookfield Infrastructure Partners that took a 90% stake in gas pipeline firm Nova Transportadora do Sudeste. Interestingly, this deal symbolized one of the main M&A trends in Latin America – the ongoing rise of cross-border activity. Inbound deal making grew 46.3% by value last year while domestic M&A slid lower in 2016, falling 31% in value to USD 22.3bn.

Panelists will discuss private equity activity and opportunities throughout Brazil.

Assessing credit market conditions impact on Brazilian buyouts.
What subsectors are ripe for buyouts over the next 12 months?
How much foreign GP appetite is there for Brazilian energy infrastructure?

Ana Cabral-Gardner
Co-Founder & Managing Partner
A:10 Assessoria e Investimentos

Bruna Maia Carrion
Sao Paulo Correspondent
Acuris (moderadora)
BIO

Celso Malachias
Managing Director
DNA Hunter

Danish Faruqui
Managing Director
Parthenon-EY

Eduardo Farhat
Managing Director
Darby Private Equity

Gabriel Petrus
Senior Analyst
Global Risk insights
BIO

Ilson Paneto
Client Service Director
Radius Worldwide

Jon Kellner
Partner
Shearman & Sterlin

Karan Khemka
Managing Director and Head of International Education Practice
Parthenon-EY

Luis Paulo Rosenberg
Associate Director
Rosenberg Partners

Marco Camhaji
CEO
Adianta

Marco de Carvalho
CEO
Banco Barclays SA

Nestor Casado
Partner
Capital Invest

Ricardo de Carvalho
Managing Partner
Xingu Capital
BIO

Thiago Barbosa Sandim
Partner
Demarest Advogados

Thiago Barrozo
Latin America Editor
Mergermarket (moderador)
BIO

Thomaz Favaro
Associate Director
Control Risks

Parthenon EY