Taler Gestão de Patrimônio wurde von Galapagos Capital übernommen
September 2023 — Die Aktionäre von Taler Gestão de Patrimônio haben das Unternehmen an Galapagos Capital verkauft.
Taler wurde 2005 als unabhängige Vermögensverwaltungsgesellschaft gegründet, die Portfoliomanagement für Einzelpersonen und Familien anbietet. Ende Dezember 2021 verwaltete Taler über USD 620 Mio. an Vermögenswerten, mit einem Kundenstamm von 214 Kunden und einer durchschnittlichen Ticketgrösse von über USD 2,5 Mio. Der Hauptsitz des Unternehmens befindet sich in São Paulo, mit Niederlassungen in Belo Horizonte, Rio de Janeiro und Genf. Taler verfügt über ein Team von 32 Fachleuten.
Die Käufer, Galapagos Capital, ist in drei Hauptgeschäftsbereiche gegliedert:
- Investment Banking, das unabhängige Beratung bei Fusionen und Übernahmen und Kapitalbeschaffung sowie die Beschaffung und Strukturierung von Schuldtiteln für Unternehmen anbietet,
- Asset Management, das strukturierte Kredit-, Multi-Strategie-, Global-Macro-, Immobilien- und systematische Trendfolge-Investmentfonds verwaltet,
- Galapagos Wealth Management, das Portfoliomanagement für Einzelpersonen und Familien anbietet.
Unsere rolle bei der transaktion
Eines der Teams von Oaklins in Brasilien beriet die Aktionäre von Taler exklusiv in dieser Transaktion.
Sprechen Sie mit dem Deal Team
Denis Morante
Oaklins Fortezza Partners
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