SELL SIDE (INVESTORS ATTRACTION)

Advisory services to business owners in attracting financial or strategic investors, aiming at company’s partial or total disposal.

Negotiation and Closure

• Most Suitable Proposal Selection

• Due Diligence Process Coordination

• Negotiation and Agreement Drafting Support

BUY SIDE (ACQUISITIONS)

EP Capital advises investors in identifying the most suitable target companies for their investment strategies.

Negotiation and Closure

• Negotiation Strategy Definition
• Due Diligence Process Support
• Negotiation and Agreement Drafting Support

MERGERS AND JOINT VENTURE

Every merger or joint venture transaction requires a thorough measurement of potential earnings and risks to the new company, to ensure that synergies can be maximized once the partnership is established.

Negotiation and Closure

• Negotiation Strategy Definition
• Due Diligence Process Coordination
• Negotiation and Agreement Drafting Support

APPRAISAL REPORTS

EP Capital writes reports intended to support financial, legal, tax, and operational decisions, among others. The team includes Ph.Ds. and finance professors, with vast experience in the financial market and credentials to assess and offer advice to public authorities, councils, investors, lawyers, and arbitration chambers.

The appraisal reports on company value, debt, and equity, prepared by EP Capital have the following applications:

• Support for litigants in legal disputes
• Calculation of assets in investment funds
• Reassessment of assets for accounting purposes

DEBT COLLECTION

EP Capital supports companies with debt collection through services aimed to improve the company's capital structure, minimize financial costs, and enable investment projects.

Main structured debt services offered:

• BNDES and other development agencies
• Issuance of debentures
• Mezzanine debt
• CRI, CRA and FIDC structuring

PROJECT FINANCE

EP Capital advises companies on projects that require differentiated know-how and technical expertise to make relevant strategic decisions.

Main services offered in Project Finance:

• Project feasibility study
• PPP (public-private partnership)
• BNDES

CAPITAL MARKET ACCESS

We support companies in preparing for capital market access, in terms of Access Market, IPO, and DCM.

• Preparation of documents to be delivered to the SEC and B3
• Support in the selection and coordination of other process stakeholders, such as law firms, auditors, custodians, and rating agencies
• Active performance on the roadshow for institutional investors

CARLOS CASTRO

Carlos Castro is a member of EP Capital’s Advisory Bord and has an extensive experience in banking, focused on the commercial and credit areas. He served as credit and collection director for Itaú BBA’s Middle and Corporate. He was CEO of Interbanco (Unibanco’s operation in Paraguay) and served as Corporate Director of Banco Nacional S.A and Director of Credit and Risk of the External Units – Latam of Itaú Unibanco. He is currently a member of the Board and Chairman of the Audit Committee of Itaú’s Paraguay Bank and chairman of the Audit Committee of OCA S.A (A company hold by Itaú Unibanco in Uruguay). He holds a degree in business administration from FEA-USP and a postgraduate degree from EAESP – FGV along with an MBA from FIA. He was engaged in financial operations on all economics' segments. 

ODILARDO RODRIGUES

Odilardo Rodrigues has 52 years long experience on the Financial Market ad is is a member of EP Capital’s Advisory Bord. He was Director of Structured Operations at Banco Bradesco S/A, Vice President of Administration and Finance at Victor Malzoni Group and Corporate Director at Banco BCN. Earlier in his career, he worked prominently in the Commercial Area of Chase Manhattan Bank, later migrating to the structured operations (Corporate Finance) and capital markets area. Holding and accounting degree from Visconde de Cairú Foundation, he was engaged in several company’s acquisitions and divestiture operations, along with important capital market operations, foreground being the sale of all shopping centers’ interests held by Malzoni Group to the Brascan Group, among hundreds of other structured operations.

LUIZ ROSSI

Luiz Rossi works in the corporate finance and banking fields. He served as an executive director of BBVA’s corporate area and as the corporate director of BCN | Bradesco. At Accenture, he worked in the strategy area for companies in the technology, communications, and telecommunications industries. He has a solid background in the operational aspects of several industries and segments.

In the academic sphere, he was a finance professor at the undergraduate business school FEA - USP and in the MBA courses at FIA and FGV. He holds a post Ph.D. and Ph.D. from FEA-USP, a master's degree in finance from FGV, and a post-graduate degree in finance from IBMEC and FGV. He also holds a degree in agronomic engineering from ESALQ-USP.

Author of "Manual de Private Equity e Venture Capital" book by Atlas Publishing House.

ARMANDO PATRIARCA

Armando Patriarca is the CFO of EP Capital. He has a wide experience in the financial and commercial departments of both local and multinational companies/groups in the consumer goods industry, international trade as well as in financial institutions. In the industrial and commercial areas, he served as Financial Head at Hershey do Brasil (USA) including the period of the Joint-Venture with Bauducco/Pandurata Alimentos (BRA), he was also Financial Head at Visconti do Brasil (ITA) and served as Director of the Italian-Brazilian Chamber of Commerce and Industry of the State of São Paulo. In the financial area, he was Corporate Manager at Banco Nacional, Corporate/Middle Market Manager at BBM/Banco Bahia de Investimentos and Corporate/Branch/Credit/FX Trading Manager at Banca Commerciale Italiana/Banco Sudameris Brasil (Brazil and Italy). He holds a degree in Business Administration from Fundação Getúlio Vargas (FGV-SP).

ANA LETICIA

Ana Leticia Telles is an administrative and commercial assistant. She holds a BA degree from Santa Cecilia University. At EP Capital she supports commercial and administrative activities.