With partners from the 25+ firms that make up Global M&A Partners, we bring together concrete knowledge in different segments of the economy.
We are organized into teams of sector specialists, consisting of experienced M&A transaction professionals from various countries, with extensive experience in the dynamics and evolutions occurring globally and locally in each industry (e.g. changes in end-consumer preferences, innovation processes, change in the supply chain, etc.) and maintain active relationships with key players.
We bring together robust deal credentials in each sector, which include local and crossborder transactions driven by geographic complementarity, strategic product and service mix and/or direct market consolidation.
Thus, with our industry experience, transaction expertise, and unparalleled access to decision-makers, whether buy-side or sell-side, we can work together to provide customized M&A solutions and unique fundraising opportunities for our clients.
FOOD & BEVERAGE
The Brazilian food and beverage industry is the fifth largest in the world, representing about 10% of the GDP. With a throbbing domestic market, Brazil also exports to more than a hundred countries, attesting to the quality of the products in the face of clear trends in wellness, health, and sustainability. Portfolio extension within the concept of healthiness and new geographies are the main drivers of M&A transactions.
RETAIL & E-COMMERCE
Suppliers and sales channels are becoming more digital and global overnight. Consumer purchasing decisions are increasingly supported by Internet searches, and companies are challenged to rely on data analytics, process automation, and paradigm shifts that are occurring in sales and marketing. Well-positioned companies consistently communicate their value proposition and use new digital touchpoints in pursuit of omnichannel and offering personalization. Merger and acquisition movements play an important role in reshaping consumer behavior, led by the major retailers in each region.
The Covid-19 pandemic has accelerated the dissemination of pedagogical tools and digital platforms, and, as a result, has made schools’ business models even more scalable. In Brazil, most of the good private institutions are in their second or third generation of parent families, with fragmented ownership, which favors consolidation. Institutions with healthy operations, reputation and competent management form the basis for careful expansion via M&A, attracting strategic and financial investors.
The digitalization and interconnectivity of products, supply chains and business models – known as Industry 4.0 – are among the main challenges and strategic ambitions of global industries. Connected machines, the Internet of Things (IoT), and big data are rapidly becoming indispensable for optimizing production processes and monitoring product quality. Efficiency improvements and gains in market share are common reasons behind M&A transactions in the industry, either through joint ventures or through acquisitions/divestments.
Brazil is the world’s fourth largest exporter of agricultural and cattle-raising products, which account for more than 20% of the Brazilian GDP. With a favorable climate for livestock and different agricultural crops, the sector presents consistent gains in productivity brought by precision agriculture, sensors and autonomous equipment that contribute to the application of big data, which enriches the intelligence of the software and makes the development of state-of-the-art technology feasible. The number of transactions in agribusiness has been growing and should accelerate in the near future, with the conscious exploration of new production frontiers (idle land, aquifers, fertilizers and genetics) and capturing the potential of new technologies.
TECHNOLOGY & DIGITAL
Successful technology companies excel at generating highly specific proprietary know-how while anticipating market disruptions and securing their own future. As innovation becomes key to business success – such as through the use of cloud computing, machine learning, and artificial intelligence – incumbent organizations are embarking on the path of inorganic growth to access the latest technology. With this movement, non-tech companies have now become more fluent in the language of valuations for companies with high transformational potential, leading to some transactions that stand out for their high valuation and implied returns.
Healthcare is facing a fundamental dilemma between the search for customized solutions on the one hand, and the constant demand for lower costs on the other. Demographic changes and preventive health care are driving demand in the sector. Consequently, healthcare service providers – hospitals (general or back-up), diagnostic medicine laboratories, and specialty clinics – strive to diversify or vertically integrate their offerings across regions of operation and new markets, leading to significant M&A activity as seen in the market today.
Logistics is a very dynamic part of the economy, supporting important sectors such as agriculture, manufacturing and retail through roads, railroads, waterways and ports. Trends such as digitalization and D2C are driving the rapid development of technological solutions for the logistics sector, integrating the supply chain down to the flow of payments. Consolidation, especially involving foreign players, has become a common strategy among service providers. Large corporations and private equity funds are active buyers.