Add-on Acquisition • Financial Services

BTG Pactual Acquires FIS Privatbank

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

Acquisition Context

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

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

Target Company

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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Buyer Overview 1

Buyer

BTG Pactual

São Paulo, Brazil

Category	Company
Founded	1983
Sector	Financial Services

DESCRIPTION

BTG Pactual is a 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 Context for Buyer	#
Overall	2 of 5
Sector: Financial Services	2 of 4
Type: Add-on Acquisition	1 of 2
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

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

FOLLOWING DEAL

DATE	TARGET	DEAL TYPE	VALUE
2023-12-18	Verlat Energy Lime, Peru Verlat Energy is a hydropower company, owns a fully operational portfolio of six run-of-river hydroelectric power plants with a total capacity of 73.4 MW. Verlat Energy was founded in 2011 and is based in Lime, Peru.	Sell	-

DATE

TARGET

DEAL TYPE

VALUE

2023-12-18

Verlat Energy

Lime, Peru

Verlat Energy is a hydropower company, owns a fully operational portfolio of six run-of-river hydroelectric power plants with a total capacity of 73.4 MW. Verlat Energy was founded in 2011 and is based in Lime, Peru.

Sell

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