M&A Deal Summary

BTG Pactual Acquires M.Y. Safra

On June 28, 2024, BTG Pactual acquired financial services company M.Y. Safra

Acquisition Highlights
  • This is BTG Pactual’s 3rd transaction in the Financial Services sector.
  • This is BTG Pactual’s 1st transaction in the United States.
  • This is BTG Pactual’s 1st transaction in New York.

M&A Deal Summary
Date 2024-06-28
Target M.Y. Safra
Sector Financial Services
Buyer(s) BTG Pactual
Deal Type Add-on Acquisition

Target

M.Y. Safra

New York, New York, United States
M.Y. Safra is a private U.S. bank insured by the Federal Deposit Insurance Corporation (FDIC) and an Equal Housing/Equal Opportunity Lender. It focuses on providing innovative products and solutions to personal, business, and private banking clients, as well as lending in the commercial and residential real estate markets. M.Y. Safra is based in New York, New York.

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Buyer(S) 1

Buyer

BTG Pactual

São Paulo, Brazil
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 3 of 3
Sector (Financial Services) 3 of 3
Type (Add-on Acquisition) 2 of 2
State (New York) 1 of 1
Country (United States) 1 of 1
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-03-24 FIS Privatbank

Niederanven, Luxembourg

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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