WE ARE BATELEUR.
A company conceived, planned and structured according to the wealth of every detail. The services offered to clients have been developed with excellence within an environment of accurate planning, a trademark of this company. Each services has been molded and prepared to suit the particularities and individuality of each client. The executive team, with vast experience in conducting business in several sectors, projects and highly complex transactions, combines knowledge and unique academic formation with effective commitment to client business, establishing solid long-term relationships that result in the capacity to establish precise strategies that generate value for contractors.
Helping to build highly valuable businesses.
This is our essence.
This lies at the core of our existence.BATELEUR
LONG TERM VISION
MERGERS AND ACQUISITIONS
Advice for companies in the process of growth, through mergers, acquisitions, associations and sale of equity interest.
During times of such importance in the lives of companies and entrepreneurs, our primary focus is to convert our unique strengths into results and security for our clients. Providing advice on decisions to acquire or totally/partially sell a company requires a high degree of technical and business knowledge, as well as total impartiality.
STRATEGIC AND FINANCIAL ADVICE
Permanent economic-financial and strategic advice for companies in the process of expansion.
Our work involves constant strategic and financial follow-up of our clients, without the existence of any specific event. Our assistance to companies ranges from economic-financial modeling to execution and follow-up of projects, with periodic measurement of alignment with the strategic plan.
BUSINESS ADVICE AND SPECIAL PROJECTS
Advice on the structuring of strategic business projects involving products, services, business plans and new ventures.
We work together with our clients to develop training and prepare projects in order to operate in new business segments, implement new products and services and perform economic-financial appraisals of different investment scenarios and opportunities. We also assist with operational structuring or restructuring of specific areas in which Bateleur has specialized professionals.
Raising funds tailored to the reality of each company and the motivations of its partners.
We seek to attract the most suitable funding sources for the needs of our clients, assessing debts, capital and hybrid instruments.
FINANCIAL RESTRUCTURING PLANS
Preparation of financial restructuring plans for companies, aimed at maintaining their operation and ability to pay their obligations.
Preparation of economic-financial feasibility studies adapted to the particular context of each company, taking into account the environment in which it operates and aspects related to marketing and its area of expertise that interfere with adequately carrying on business. The projects may involve negotiations with creditors and preparation of recovery plans supported by financial institutions.
MARKETING AND STRATEGIC PLANNING
Advisory in the planning and execution of strategic planning projects, aiming at the development and implementation of business and marketing strategies that generate results and long-term value.
In conjunction with our clients, we advise on the development of strategic planning and corporate strategies which enable full exploration of business potential and expansion into new markets or performance models. We compose scenarios contemplating opportunities and threats, competitive and market analysis, analysis of the customer database and segmentations; advising and supporting strategic marketing initiatives and projects.
FERNANDO A. MARCHET
With more than 20 years of executive experience in financial and capital markets, he managed the fixed income and open market trading desk of Pilla CVMC and was the Investments Director and Financial Director of Banco Sicredi. He later assumed the position of Chief Financial Officer and Executive Vice President of the Sicredi Group and was responsible for departments such as Treasury, Structured Transactions, Financial and Strategic Planning, Corporate Finance, Market, Liquidity, Operational and Credit Risk, Legal, and Asset Management. In 2014 he took over as CEO and partner of Quantitas group – Quantitas Asset Management S/A, Quantitas Assessoria Financeira S/A and Quantitas Participações S/A. He was the professor for the specialization course in capital markets in the post-graduate administration program of UFRGS, as well as for the MBA in capital markets of the BM&FBOVESPA Educational Institute. He was formerly the President of the Brazilian Institute of Finance Executives (IBEF-RS) and is currently the Vice President and Coordinator of the Economics division of FEDERASUL. Member of the Board of Directors and Advisory Council. He is a portfolio manager accredited through the CVM (Securities and Exchange Commission of Brazil) and certified by Anbima and holds a degree in Business Administration with a major in finance and a master’s degree in economics, both from UFRGS. He is also an Alumni of the London Business School.
ERNANI C. DA COSTA
Ernani has amassed more than 20 years of experience as executive and consultant working for organisations in banking and agribusiness sectors. In his professional history, he performed as Head of Structured Operations at Bayer CropScience and top executive positions in commercial and marketing for Latin America at crop protection division of BASF, as well as his work at Global Business Development area of Sygenta AG, Basel, Switzerland. His previous experience was developed at proeminent financial institutions in the agribusiness industry at Rabobank Group and Sicredi Group. He is a Senior Professor at ESPM teaching for executive / MBA courses, incompany and professional educational programs, besides his role as Academic Coordinator of Agribusiness Center at the same institution. He has been teaching and lecturing as visiting professor at UNISINOS and PUCRS, in MBA and executive courses, on management, marketing and international business fields. He holds a degree in Business Administration, master’s degree in Business and Administration at PUCRS and graduated as Master of Business Administration at INSEAD, France.
Professional with over 10 years of experience in financial administrative management, with a focus on financial planning, cost reduction, preparation and control of business budgets, cash flow forecast and analysis, setting of sales prices, tax planning, customs clearance costs and analyses of accounting and financial statements. He has a degree in business administration with a major in finance from UFRGS, as well as an MBA in finance and controllership from UNIRITTER and an MBA in business management from FGV.
Professional with a career spanning more than 10 years in the financial market, with a focus on corporate finance, mergers and acquisitions, financial restructuring and finance projects. He worked at XP Investimento, Estrutura Oficina de Empresas and CRP Atria, and holds a degree in business administration from UFRGS and an executive MBA in finance from INSPER (SP). He has National Certification for Investment Professionals (CNPI/APIMEC) and is a candidate to be a Chartered Financial Analyst (CFA) – Level II.
In 2002, he started his executive career in London, with the Compass Group, and later worked in accounting at Deloitte Touche Tohmatsu before becoming a partner of Tasch Assessoria Financeira, all of which has given him extensive experience in financial consulting, economic-financial appraisals, accounting processes and analyses, and business valuation. He has worked in mergers, acquisitions and partial or total shareholding sales, which involved various companies in different sectors of the economy. He participates in advisory councils of family business groups, and has a degree in business administration with a major in finance from UFRGS and an MBA in finance from FGV.
With extensive experience in the real estate market, during his time at Puras Family Office he led several projects involving land acquisition, economic and financial feasibility studies and commercialization, as well as fundraising through investors and the financial market. He has also been involved in shareholder transactions and in the management of financial resources. In addition, working at Regás Brasil Sul and Energias Complementares do Brasil, he participated in important wind, hydroelectric and gas generation projects. He holds a degree in Civil Engineering from UFRGS and an MBA in Business Management of Civil Construction from FGV.
He has worked for more than 10 years as a finance and controllership manager, building a solid executive career in companies such as Randon S.A. and Fras-le S.A., where he led the restructuring of finance and budget management processes, strategic planning, structured currency transactions (hedge and hedge accounting) and integrated costing systems. He was an undergraduate and graduate studies professor at the Faculty of Serra Gaucha in the areas of cost management, finance, budget and strategic planning. He holds a degree in business administration from UFSM and an MBA in business finance from FGV.
An executive with over 30 years of market experience in strategic positions throughout Latin America, representing international companies chiefly in the field of financial services and business development. His early career included time at Pilla CVMC, Agroinvest Bank (John Deere), Banco BCR and Sicredi. He spent 17 years at Rabobank Group as Chief Financial Officer and Chief Operational Officer at De Lage Landen Bank, in Brazil, and as Company Manager for operations in Mexico and Chile. He acted as a consultant and partner in a startup in Chile for the launch of a communication technology product developed by the University of Santiago, Chile. He is an active member of financial entity associations in Mexico and Chile (AMSOFAC and ACHEL) and Statutory Director approved by BACEN during his time as CFO and COO at DDL Brasil. He has an undergraduate degree in Business Management with a major in Finance through UFRGS and an MBA through Unisinos. He holds a graduate degree in Finance through PUCRS and another in Business Consultancy through Unisinos.
RODRIGO FRANCO LIMA
A Professional with over 20 years of experience in the financial market, leading strategic planning, digital marketing strategies, customer segmentation, CRM, product management, sales planning and commercial strategies. Having worked at Citibank, Sicredi, Dufrio and Banco Topázio, he holds a degree in Business Administration from PUCRS (Pontifical Catholic University of Rio Grande do Sul) and has an MBA in Marketing by ESPM (School of Higher Education in Advertising and Marketing).
Mário L. Caetano da Silva
A Professional with over 20 years of experience, acting in the Administrative, Financial and Controllership areas, leading projects and areas in companies such as Grupo Quantitas S.A. and Teikon Tecnologia SA. He graduated in Accounting Sciences by PUCRS (Pontifical Catholic University of Rio Grande do Sul) and has a Postgraduate Degree in Financial Administration by UNISINOS (University of Vale do Rio dos Sinos).
André Trein, CFA
With over 10 years of experience in investment analysis and management during the period, as a member of Fundamenta Investimentos, he has extensive experience in the economic and financial evaluation of companies from various sectors listed on Bovespa. He holds a degree in Business Administration, with his field of study being Finance, from UFRGS (Federal University of Rio Grande do Sul) and has the Chartered Financial Analyst certification since 2014 by the CFA institute.