BTG Pactual - M&A Summary and Business Overview

Financial ServicesCompany

BTG Pactual M&A Summary

BTG Pactual has acquired 4 companies, including 3 in the last 5 years. It has also divested 2 assets.

BTG Pactual’s largest acquisition to date was in 2015, when it acquired BSI SA for $1.3B. It’s largest disclosed sale occurred in 2016, when it sold BSI SA to EFG International AG for $1.4B. BTG Pactual has acquired in 2 different US states, and 3 countries. The Company’s most targeted sectors include financial services (75%) and construction (25%).

BTG Pactual Business Overview

Where is BTG Pactual headquartered?

BTG Pactual is headquartered in São Paulo, Brazil.

How many employees does BTG Pactual have?

BTG Pactual has 3,500 employees.

What sector is BTG Pactual in?

BTG Pactual is a financial services company.

When was BTG Pactual founded?

BTG Pactual was founded in 1983.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity4
    • M&A Sell Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 4
  • M&A Advisors 4

BTG Pactual

Banco BTG Pactual SA

Av. Brigadeiro Faria Lima,
São Paulo, 3477
Brazil,
+55 11 3383 2000
www.btgpactual.com

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.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.6/yr) # 1 - - 1 1 1 4
vol $1.3B $1.3B
Sell (0.2/yr) # 1 - - 1 - - 2
vol $1.4B $1.4B
  6

Most Recent M&A

Company Date Value Type
UniTek Global Services, Inc. 2025-02-27 - Stake Purchase
Jackson, Mississippi · www.unitekglobalservices.com
M.Y. Safra Bank, FSB 2024-06-28 - Add-on Acquisition
New York, New York · www.mysafra.com
Verlat Energy 2023-12-18 - Secondary Sale
Lime, Peru
FIS Privatbank S.A. 2023-03-24 - Add-on Acquisition
Niederanven, Luxembourg · www.f-i-s.lu
BSI SA 2016-02-22 1.4B CHF Divestiture
Lugano, Switzerland · www.bsibank.com
BSI SA 2015-09-15 1.3B CHF Divestiture
Lugano, Switzerland · www.bsibank.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 3 (75%) 1.3B (100%) 1 (50%) 1.4B (100%)
Construction 1 (25%) - - -
Renewable Energy - - 1 (50%) -
Total 4 $1.3B 2 $1.4B

By Geo

State/Country Buy Value Sell Value
Switzerland 1 1.3B 1 1.4B
United States 2 - - -
  New York 1 - - -
  Mississippi 1 - - -
Luxembourg 1 - - -
Peru - - 1 -
Domestic - - - -
Cross-border 4 (100%) 1.3B (100%) 2 (100%) 1.4B (100%)
Total 4 $1.3B 2 $1.4B

Top M&A Advisors

Financial Deals
Lazard
1
Legal Deals
Gibson, Dunn & Crutcher
1
Skadden, Arps, Slate, Meagher & Flom
1
Lenz & Staehelin
1

Deal Values

buy # Total
> $1B 1 $1.3B
TOTAL $1.3B
Largest BSI SA
$1.3B (2015-09-15)
sell # Total
> $1B 1 $1.4B
TOTAL $1.4B
Largest BSI SA
$1.4B (2016-02-22)

M&A Connections

Deals
Acquired from
Strategic(s)
25%
1 (25%)
Divested to
Investor(s)
50%
1 (50%)
Strategic(s)
50%
1 (50%)

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