Functional Skills

Corporate Finance
Investor Relations
Divestitures
Financial Modeling
Private Equity Investing
Finance Transformation
Valuation
Post-Merger Integration
M&A Support
M&A Deal Sourcing
M&A Transaction Readiness
Restructuring / Turnarounds
Cost Reduction
Crisis Management
Financial Planning & Analysis (FP&A)

Certifications

CFPCertified Financial Planner

Sector Experience

Agriculture
Energy
Financial Services
Industrials
Technology

Languages

English
Portuguese
Italian
Spanish

Notable Clients

Akamai Technologies
Ball
BlackRock
Cerner
Marsh & McLennan

Experience

HLB International (Global Advisory Network) Finance
Partner – Corporate Finance & Restructuring
1/2019 - Present
• Lead of HLB Brazil's Corporate Finance & Restructuring division. (Valuation, M&A, Capital Raising and Turnaround)
• Advised on capital raising exceeding USD 5.4bn, including private equity, mezzanine, and structured debt; successfully closed transactions in energy and education sectors.
• Led valuation and PPA projects across LATAM, Canada and USA, contributing to successful M&A processes for public and private clients.
• Worked with listed and private companies on M&A strategy, negotiation, synergy analysis, and execution.
• Delivered turnaround projects combining cash preservation and operational redesign.

PKF Brazil (PKF International Network) Finance
Partner – Debt & M&A Advisory
1/2014 - 1/2019
• Structured refinancing, syndicated loans, and capital access strategies for mid-sized businesses.
• Executed valuation and debt restructuring projects for companies across energy, manufacturing, education, professional services and healthcare.
● Director – Corporate Finance / Deals Advisory

PWC BRAZIL Finance
Director Corporate Finance & Restructuring
1/2012 - 1/2014
• Managed strategic mandates involving project finance, restructuring, and M&A across sectors.
• Oversaw preparation of business plans and financial projections to support negotiations and funding.

Societe Generale Finance
Funding Desk / Fixed Income Sales
1/2007 - 1/2011
• Managed ALM and proprietary credit portfolios in Brazil; liaised with parent company treasury.
• Structured and sold credit and FX derivatives to institutional clients and treasury desks.

BES Investimentos Finance
Head of Distribution & Structured Products
1/2000 - 1/2007
• Distributed fixed income, bonds, and ABS to institutional investors across Brazil and Europe.
• Structured funding strategies for capital market issuances.
● Selected Credentials
• Structured and raised USD 4+ billion in capital from investors across North & Latin America
• Managed PPA & valuation mandates for acquisitions in USA, Canada, and Brazil
• Delivered financial advisory to listed companies in energy, education, healthcare, and tech
• Supported IPO preparation and capital structuring for a leading LATAM edtech company, aligning valuation and investor narratives.
• Trusted advisor in valuation disputes, turnaround negotiations, and cross-border transactions