Caio Lacerda
M&A Specialist
Belo Horizonte, Brazil
M&A (Mergers and Acquisitions) Specialist with approximately 7 years of professional experience, including 4 years in M&A. Predominant experience in the healthcare and technology sectors, with a focus on marketplaces, automotive, real estate, general second-hand goods, and payments within the technology sector. Expertise in financial modeling and valuation, market and multiples analysis, corporate finance, business strategy and end-to-end M&A processes, such as targets screening, Due Diligence, negotiations, NBO/MoU, SPA and PPA. Experience also in Investor Relations, covering peer analyses, capital market analyses, regulation for publicly traded companies and disclosure of financial results. Strong analytical skills and ability to develop and implement effective business strategies. Graduated in Business Administration from IBMEC-MG Business School and MBA in Equity Analysis and Corporate Finance from Empiricus Investments. Fluent in English and Portuguese, proficient in Spanish and German.
Domain experience
Relevant Total Experience: 8 years
Seniority Level: Manager
Sector Experience:
Automobiles and Components Health Care Equipment and Services Health Care Facilities Investment Banking and Brokerage Real Estate Retailing Software and ServicesSkills
Skilled in: Financial Due Diligence, Private Equity & Growth Capital, Sell-side M&A, Corporate Development
Technical Skills: Microsoft Excel, PowerPoint, Microsoft Office
Languages: German, Spanish, Portuguese, English
Work Experience
OLX Group
Senior M&A Analyst
●1/1/2022
- Now
Collaboration with strategy teams, development of business plans and investment theses, target screening, participation in negotiations, financial modeling, valuation, market studies and reporting to OLX shareholders. Leadership and management of teams in all M&A processes, NBOs, Due Diligence, SPA and PPA. Monitoring of Business Plan compliance, Earn-out and synergy capture. Complete leadership and management of the acquisition of Altimus for the Autos vertical. Participation in FP&A and strategy demands such as annual valuation of the OLX group, simulations of investment impacts and strategic decisions, and peer analysis.
Mater Dei Halthcare Network
M&A Analyst
●01/05/2021
- 1/1/2022
Participation in all acquisition processes, including market studies and target screening, valuation and financial modeling, Due Diligence and SPA. Weekly reports to the Board with project progress and proposals for new deals. Acquisition of approximately 1,200 hospital beds distributed in 5 assets over a period of 10 months, in addition to 1 non-hospital company. Purchase of the largest hospital group in the northern region, Porto Dias group.
Pardini Group
Investor Relations and M&A Analyst
●01/02/2020
- 01/05/2021
Participation in all acquisition processes, including financial modeling and valuation, reports to the M&A committee and board of directors. Participation in the acquisition of Paulo Azevedo and APC laboratories. Participation in the preparation and disclosure of quarterly and annual results. Disclosure of reports in compliance with CVM (Brazilian SEC) and B3 (stock exchange) regulations, relationship with the capital market, preparation of investor market intelligence reports and peer analysis.
Self-employed
Business and Valuation Consultant
●01/01/2019
- 01/02/2020
(Collaboration with former colleagues on consulting projects) Development of business plans, valuation and financial modeling, feasibility and market studies. Corporate strategy and investor relations. Main project: Complete business plan for a clinical dermatology and small procedures coworking.
Development Bank of the State of Minas Gerais - BDMG
Product Development Intern
●01/01/2018
- 01/12/2018
Preparation of reports on the performance of the bank’s products. Participation in the development and implementation of new products, including market studies and calculation methodology development.
Cemig - Energy Company of Minas Gerais
Investor Relations Intern
●01/02/2017
- 01/11/2017
Participation in Investor Relations activities, such as quarterly and annual disclosures of company results. Attendance at meetings and conferences with investors. Preparation of market studies.
Education
Ibmec
Business Administration and Management
●01/01/2015
- 01/01/2018
Empiricus Investimentos | BTG Pactual
Equity Analysis and Finance
●01/02/2022
- 01/03/2023
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