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
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.

Search 200,500 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

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 2 of 3
Sector (Financial Services) 2 of 3
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
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-06-28 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.

Buy -
Mergr

Product

Company

Legal