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Investment Banking

We are a team that lives and breathes M&A. We are relentless in ensuring absolute accuracy and a successful transaction

Investment Banking

Mergers and Acquisitions (M&A)

We support our clients throughout the mergers and acquisitions process, with an unwavering commitment to confidentiality, security and prudence. However, we do not discount the use of a bold and shrewd strategy, which can be crucial to achieving your objectives and protecting the interests at stake.

Our Work Methods are based on Agility. We have an advanced market intelligence core team, who can produce a roadshow in record time.

Our global network includes hundreds of financial and strategic investors and we have been meticulously developing and nurturing our relationships with them for more than a decade. Our close relationship with them is what allows us to stay ahead of the curve, anticipate market trends, respond to emerging demands and identify investment opportunities of interest to companies, institutions and individual investors and their capital.

The Nello Ecosystem

M&A

Supports mergers, acquisitions and financing.

Credit & Structured Trading

Dealing with the credit requirements of medium and large companies and structured trades.

Tech & Startups

M&A involving Tech companies & Startups.

Sales

Go to market for companies in situations prior to M&A.

Agribusiness & ESG

Specifically focused on sectors that have considerable environmental and social impact and are capital-intensive.

Real Estate

Focused on the Real Estate sector

Energy & Infra

Focused on the Energy and Infrastructure industries

Luxury & Beauty

Focused on the Luxury and Beauty industries

Innovative solutions that drive growth

M&A

  • Total or Partial Sales of Shares;
  • Business Acquisitions;
  • Appraisal Reports;
  • Mergers, Joint Ventures and Strategic Projects;
  • Due Diligence;
  • Market Announcements;
  • Fairness Opinions

Real Estate

  • Strategic Real Estate Assets;
  • Asset Retirement in M&A Transactions;
  • Support with CRI (Certificate of Real Estate Receivables) Transactions;
  • Sale and Lease Back (SLB);
  • Built to Suit (BTS).

Distressed Market

  • M&A of Operations in Crisis;
  • Total or Partial Sale;
  • Mergers, Spin-Offs and Acquisitions;
  • Funding Solutions and Financing;
  • DIPs under Judicial Recovery;
  • M&As in cases of Bankruptcy and Judicial Recovery;
  • Sale via IPU (Independent Productive Unit).

Traits that drive us

Total Commitment

We are fully committed to helping our clients with their Mergers and Acquisitions (M&A). We monitor closely and assume the conditional risks related to the success of the transaction. This reflects our confidence that the deal will be successful.

Global Reach

We have a strong international presence, with mature relationships with hundreds of investors in Brazil and abroad, and business units strategically located in several countries to assist with cross-border operations.

Active Leadership

Our leadership is 100% involved in our operations. This ensures that we are fully dedicated to the success of every transaction we agree to be involved in.

Strategic Advice

We offer specialist guidance to help with planning and considering viable scenarios for investor entry or M&A, including appraising and protecting the value of the business.

Market Agility

We create agile market entry strategies, ensuring the most efficient entry within 10 to 45 days, dynamically adapting to the company's needs.

Recent Cases

Cases

Coob+ & Banstur

Incorporação

Coob+ & Viajara faz bem

Fusão

Porto5 & Multiplike

Operação de Crédito

Metodista & Cyrela

Operação de Real Estate

Agibank & Embracon

M&A

CCG Saúde & Kinea

M&A

Toex & Safra

Operação de CRI

Domo & P207

Captação de Recursos

Porto5 & Banco ABC

Operação de Crédito

Tivit & Sensr.it

M&A

    Debt Market & Structured Trading

    We take an anthropological view of the financial needs of our clients, and look for opportunities for credit or to make structured trades to boost their business

    Debt Market & Structured Trading

    Debt Market & Structured Trading

    • Financing by Private Equity

    • Capital contributions, cash-in model for expansion

    • Leveraged Financing

    • Advances on Receivables

    • Transactions involving Real Estate Assets.

    Debt Market & Structured Trading

    Products

    CRI/CRA

    Structured Trades backed by real estate (CRI) or agribusiness (CRA) receivables.

    Structured Trades backed by real estate assets

    Financing operations by selling or encumbering real estate assets, with options to buy-back or have built to order and rented to the owner.

    Working capital

    A wide variety of ways to meet the company's working capital requirements: Working Capital Guarantees, Guaranteed Credit from Receivables, Credit from Card Receivables, Advances of Receivables and Guaranteed Credit on Vehicles (Fleets).

    Debentures

    Securities on Corporate debts, giving credit rights to investors and infrastructure debentures where the interest paid by the borrower can be deducted from taxable income.

    Commercial Papers

    Commercial papers are debt securities, similar to Debentures, which are issued by companies to raise funds in the short term.

    Transactions involving private equity

    Mezzanine financing, convertible loans, contributions of resources, cash-in model for expansions and leveraged finance.

    Foreign Currency Exchange

    We can help with everything from strategic analysis to ensuring exact execution. We can simplify your foreign exchange transactions to help support you along the way to growth and profitability.

    Foreign Currency Exchange

    Solutions

    International Remittances

    We can help ensure your fund transfers to any global destination are secure and efficient and that your payments are processed quickly and transparently.

    Imports & Exports

    We can assist your company with all stages of the import and export process. We offer customized solutions to optimize your international business and maximize your competitiveness in the global market.

    Exchange Transactions

    We can provide specialist support for various foreign exchange transactions, including buying and selling foreign currency, hedging options and mitigating exchange rate risks.

    RDE, ROF and IED

    Our team can advise you on all issues to do with RDEs (Electronic Declaration Records), ROFs (Financial Transaction Records) and IEDs (Direct Foreign Investments), to ensure you comply with the regulations and to assist with your international transactions.

    SISCOSERV

    We can help you prepare, register your operations and manage your interactions with the Integrated Foreign Trade in Services System (SISCOSERV), to ensure you meet your legal requirements and to help you with all the documentation required for trading in international services.

    Insurance

    We provide insurance to look after you throughout your life, at every stage, protecting your dreams and ensuring your way to the future remains smooth.

    Insurance

    Solutions

    Personal Life Insurance

    We provide more than just Life Insurance. We promise to protect your future and the well-being of your family, while making it easy to join and ensuring the whole process is simple and available to you. Our comprehensive coverage can provide you with peace of mind, knowing that your loved ones will be safe, even in the most difficult times.

    Personalized Cover

    We appreciate that every client is unique, which is why we offer personalized cover, specially adapted to your needs and those of your family. Our experts will work closely with you to identify the best benefits to provide you with security and protection throughout your life, and give you peace of mind and confidence for the future.

    Liquidity

    Unlike conventional investments, our life insurance has an additional advantage: immediate liquidity in the event of a claim. This means that your family will not have to deal with lengthy processes or bureaucratic hurdles at difficult times. The funds are released quickly, which allows them to get immediate access to the resources they need to deal with any unexpected financial issues.

    Complete Solution

    Our complete solution not only protects against death, but also against disability and a diagnosis of serious illness. We appreciate that life can throw many obstacles in your way, which is why we offer a comprehensive range of cover to ensure you and your family are protected in every eventuality. Our life insurance allows you to face the future with confidence, knowing that you will be ready for any eventuality.

    Business and Key Personnel Insurance (Succession Insurance)

    An important financial instrument that provides legal guarantees, designed to ensure business continuity and prevent unwanted partners. It can provide immediate liquidity to help the company and the remaining partners to acquire or liquidate the shares of deceased partners, with the company acting as beneficiary. This insurance is essential to ensuring the stability and strategic direction of the business, and its longevity.

    Insurance

    Leveraged Finance

    Our solution is to use leveraged finance, as well as providing liquidity, in the event the unexpected happens. We use our intelligence to select the best products for the right time in life.

    Tax Exemption

    This insurance ensures liquidity, leveraged finance and guarantees a tax-free claim, all in accordance with Brazilian legislation.

    Redeem during Life

    We select customized products from the market, which enables the insured person to have a choice in their insurance - they have the option to redeem the calculated benefits they have earned.

    Life Insurance for a Group

    Personalized insurance for each type of company, bringing peace of mind and security to protect employees/third parties.

    Travel Insurance

    Peace of mind and security for all aspects of travel. Perfect for companies that send staff on business trips regularly.

    Health and Dental Insurance

    This insurance is often one of the most attractive benefits for employees, which makes it a very important way to attract and retain talent.

    Contact us

    Let us take care
    of your journey

    Get in touch with Nello
    Contact us

    Let us take care of your journey

    Get in touch with Nello

    São Paulo

    • Rua Gomes de Carvalho, 1329, 4º andar - CJ 42
    • Edifício Olympia Park
    • Vila Olímpia – São Paulo/SP

    • Fone: +55 (11) 3031-1698

    Porto Alegre

    • Avenida Mariland, 403/1003
    • Auxiliadora – Porto Alegre/RS

    • Fone: +55 (51) 3779-1759

    Caxias do Sul

    • Avenida Therezinha Pauletti Sanvitto, 208

    • Sanvitto – Caxias do Sul/RS

    Institutional

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