Thiago Brandao
Private Equity and Growth Capital at Angra Partners
Rio de Janeiro, Rio de Janeiro
Overview
Work Experience
Private Equity and Growth Equity
2021 - Current
> Key person at a multisector growth equity fund, targeting 30MM–100MM BRL annual gross revenue companies > Structured the fund's investment process to standardize steps, boost speed, and cover more investment opportunities > Manages a team of analysts tasked with investing, tracking, and divesting the fund. > Strongly oriented to quality investing, focused on fundamentals of companies and long-term value creation. > Develops top-down and bottom-up analysis of different investment thesis aiming to identify investment opportunities. > Presents and supports the investment/divestment opportunities to investment committee. > Participates in deals, elaborating NBOs, term sheets, negotiating, reviewing DD reports, discussing SHAs and SPAs, etc. > Establishes relationship with target companies and other investors in order to attract investment opportunities. > Establishes relationship with the management team of the target and portfolio companies, LPs and other stakeholders. > Board member of some of portfolio companies. > Articulates approach to new LPs in order to attract new business opportunities to Angra.
Venture Capital
2018 - 2021
> Managed a venture capital fund's operations (summing up 200MM committed capital). Successfully performed some of the fund investments and assisted the divestment of the portfolio companies. > Deal sourcing and selection of several investment alternatives every month, performing quantitative and qualitative analysis of selected prospect investments: valuation, assessment of the target’s framework, its business model, and the target’s market, in order to evaluate and prepare an indicative or binding offer. > Coordinated the investment and divestment reports preparation, raising enough information to assess the investment and divestment alternatives and propose action to the funds’ investment committees. > Presentation of investment and divestment opportunities to the funds’ investment committees. > Conducted deal negotiation with portfolio companies, participating on their due diligence results analysis and deal closing, and actively participated on term sheet and final documents preparation, proposing and negotiating clauses, governance framework and influence mechanisms (board seats, veto rights, etc.). > Coordinated a structured and active monitoring of portfolio companies defining commercial and financial KPIs to be regularly discussed. > Developed strategies together with portfolio companies to improve internal resources allocation, extracting synergies and exchanging knowledge to add value to their businesses and activities, actively participating in their annual strategic planning. > Participated in board of directors meetings as advisor of some invested companies. > Articulated public and private investors approach, performing roadshows and establishing relationship in order to raise capital for new funds.
Strategy Consulting
2018 - 2018
> Active contribution to improve client’s operational efficiency, through its resources allocation assessment, in order to offer an alternative distribution of tasks and workforce. > Data processing, analysis and development of KPIs that could transmit valuable information. > Development of econometric model in order to use client's data to understand patterns and correct inefficiencies.
Institutional Trading Desk
2015 - 2016
> Successfully composed the fast-paced trading team, presenting capacity to work under client, peer and/or time pressure; to proactively pursue new trades; to constantly search for information and analyze its cause-and-effect relationship; to manage the risk over trading decisions; and to develop solid relationship with clients. > Analyzed, interpreted and reported significant movements regarding stock loan market in order to provide useful information to the trading team on daily morning calls, and to the clients through daily calls and reports. > Managed more than 30 stock loan portfolios of national and international clients simultaneously, totalizing a notional value of 6 billion BRL. > Maintained consistent ties with the main investment funds and brokers present in Brazilian market in order to expand customer base, to track market movements, and identify possible trade opportunities. > Widened client base – including one of the biggest global banks worldwide – using the own and the company’s networks. > Improved the financial institution’s position on Brazilian official ranking by 2 positions, reaching top 4.
Institutional Trading Desk
2008 - 2014
INSTITUTIONAL TRADING DESK > Headed the stock loan trades, reaching the notional volume of 400MM BRL on daily trade. > Expanded client base in around 20%. HIGH-INCOME TRADING DESK > Guided clients’ portfolios attaining to their needs and risk suitability, compiling information and recommending proper investment products. > Precisely executed trades on different markets such stocks, options, futures, forward and agricultural contracts. > Educated investors on subjects regarding trading, market structure and financial products through lectures and seminars during investment fairs like ExpoMoney (one of the main investment fairs to individual persons in Latin America at that time).
Education
MBA
2016 - 2018
MBA Exchange Program
2017 - 2017
Bachelor's degree
2005 - 2011
Bachelor's degree
2004 - 2009