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Private Equity | Financial Services

Taler Gestão de Patrimônio has been acquired by Galapagos Capital

September 2023 — The private shareholders of Taler Gestão de Patrimônio have sold the company to Galapagos Capital.

Taler was founded in 2005 as an independent wealth management company which provides portfolio management for individuals and families. At the end of December 2021, Taler managed over US$620 million in assets, with a client base of 214 clients and and average ticket size of over US$2.5 million. The company is headquartered in São Paulo, with offices in Belo Horizonte and Rio de Janeiro (Brazil) and Geneva (Switzerland). Taler has a team of 32 professionals.

Galapagos Capital has three major business units, Investment Banking, that provides independent advisory in M&A and capital raising, as well as origination and structuring of debt securities for companies, Asset Management, which manages structured credit, multi-strategy, global macro, real estate, and systematic trend-following investment funds, and Galapagos Wealth Management, which provides portfolio management for individuals and families.

Our role in the transaction

One of Oaklins’ teams in Brazil acted as the exclusive financial advisor to Taler’s shareholders.

Parties

Talk to the deal team

Priscila Rosas

Partner
São Paulo, Brazil
Oaklins Fortezza Partners

Denis Morante

Managing Partner
São Paulo, Brazil
Oaklins Fortezza Partners

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