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.
Talk to the deal team
Denis Morante
Oaklins Fortezza Partners
Related deals
Nymann Kloak- & Miljøservice has been acquired by Serwent Group
Nymann Kloak- & Miljøservice has been acquired by Serwent Group. The acquisition expands Serwent’s footprint in Denmark while broadening its service offering and strengthening capacity across its existing platform. This transaction further supports Serwent’s ambition to become the leading Nordic operator in underground infrastructure maintenance.
Learn moreDIGMATIX has entered Romania through the acquisition of Elian Solutions
DIGMATIX, one of the largest providers of Microsoft Business Applications solutions in the region, has acquired Elian Solutions, a Romanian Microsoft Dynamics 365 partner, together with its subsidiary Elian Development Systems. Through the acquisition, DIGMATIX expands its operations into Romania and strengthens its position as a regional leader in the implementation and development of Microsoft Business Applications solutions. The acquisition was financed by an investment from DIGMATIX’s majority shareholder, Baltic private equity fund Livonia Partners, together with financing provided by SEB Bank.
Learn moreHeka Dental has joined forces with Impilo to anchor focused buy-and-build strategy
Heka Dental, a leading Danish designer and manufacturer of premium dental treatment units, has been acquired by the Swedish private equity firm Impilo. The acquisition establishes Heka Dental as a strategic platform for consolidation in the European dental equipment market. Impilo will execute a focused buy-and-build strategy to accelerate growth and expand its footprint across Europe.
Learn more