Funds & Investments 2026: Consumption
Continuing our series on the hottest sectors in Volt Partners' 2026 Funds & Investments Survey, this time we highlight Consumer Goods. The sector emerged as one of the leaders in investment appetite, both from managers and portfolio companies, remaining one of the main growth avenues for Private Equity in Brazil. […]
Funds & Investments 2026: Technology
Inaugurating the series on the hottest sectors based on the 2026 Fund Survey conducted by Volt Partners, the first highlight goes to the technology sector. This sector has established itself as one of the most attractive to funds and investees, reinforcing its leading role in Private Equity theses in Brazil. AI, […]
M&A activity March 2026
March 2026 closed with 66 announced transactions in the Brazilian M&A market, totaling US$3.72 billion in disclosed deals—a strong increase in deal volume compared to the previous month, albeit with a more distributed amount. The Consumer & Retail sector led in transaction volume, with particular emphasis on […]
Report: Private Equity Funds & Investments 2026
In 2026, Volt Partners interviewed 47 Private Equity managers to map the most attractive sectors and understand their investment criteria. In a scenario that combines the first Selic rate cut since May 2024, inflation within the target range, and a 35.61% increase in the Ibovespa index over the last 12 months, the funds […]
The myth of the "Perfect Time" for selling.
Waiting for the ideal macroeconomic scenario to initiate a sales process is one of the riskiest strategic decisions an entrepreneur can make. In practice, there is no perfect market moment. There are windows of opportunity—and companies prepared to seize them. The determining factor for a successful transaction is rarely macroeconomic. It's the microeconomic moment […]
Why companies with recurring contracts are worth more
The valuation difference between companies with one-off sales and those with recurring revenue can be significant. Investors pay a premium for predictable cash flow, and models based on annual contracts, subscriptions, or monthly fees offer exactly that: visibility into future revenue. Metrics such as MRR, churn rate, CAC, and LTV become central to the analysis.
What investors really look for in your balance sheet.
A positive balance sheet, in isolation, says little about a company's real ability to attract investment. Investors analyze the composition of the numbers in depth: margin evolution, working capital dynamics, debt sustainability, profit quality, and consistency between periods. Inconsistencies—such as revenue growth unaccompanied by cash generation or margins […]
M&A activity February 2026
February 2026 closed with 26 announced transactions in the Brazilian M&A market, totaling US$8.14 billion in disclosed deals—a significant increase in the amount transacted compared to the previous month. [https://www.linkedin.com/feed/update/urn:li:activity:7435414263122255872]
Consolidation in the asset management sector in Brazil
High interest rates, rising regulatory costs, and the need for scale are accelerating an irreversible consolidation trend in the asset management sector in Brazil — from asset management to distribution and wealth advisory. See: https://www.linkedin.com/feed/update/urn:li:activity:7432153439343808513
Senior Advisor Fabio Silveira on the impacts of tariff hikes on Brazilian exports
An article in Estadão with our senior advisor Fabio Silveira about the impact of the tariff hike on Brazilian exports. Check it out! https://lnkd.in/dkezhREp
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