M&A Deal Summary

BTG Pactual Acquires FIS Privatbank

On March 24, 2023, BTG Pactual acquired financial services company FIS Privatbank

Acquisition Highlights
  • This is BTG Pactual’s 2nd transaction in the Financial Services sector.
  • This is BTG Pactual’s 1st transaction in Luxembourg.

M&A Deal Summary
Date 2023-03-24
Target FIS Privatbank
Sector Financial Services
Buyer(s) BTG Pactual
Deal Type Add-on Acquisition

Target

FIS Privatbank

Niederanven, Luxembourg
website
FIS Privatbank is a fully licensed private bank focused on providing a safe and stable banking partner for wealth management, asset management, and financing to clients with a CET1 equity ratio of about 35% and LCR of more than 160%. Its subsidiary Inter-Portfolio offers tailor-made solutions for the management of UCITS investment funds. FIS Privatbank is based in Niederanven, Luxembourg.

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Buyer(S) 1

Buyer

BTG Pactual

São Paulo, Brazil

website

Category Company
Founded 1983
Sector Financial Services
Employees3,500
DESCRIPTION

BTG Pactual financial institution active mainly in the investment and commercial banking and wealth management businesses. BTG Pactual was founded in 1983 and is based in São Paulo, Brazil.

DEAL STATS #
Overall 2 of 2
Sector (Financial Services) 2 of 2
Type (Add-on Acquisition) 1 of 1
Country (Luxembourg) 1 of 1
Year (2023) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-02-22 BSI SA

Lugano, Switzerland

BSI SA is a Swiss private bank specializes in private wealth management. It provides high net worth individuals, independent asset managers and family offices with a comprehensive range of products and services, from classic to alternative and innovative solutions.

Sell Fr.1.3B
Mergr

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