Convergence in Brazil

Alvaro Goncalves, Founding Partner and CEO of São Paulo-based Stratus Group, gives a commanding overview of the Brazilian private equity market and its key opportunities and challenges going forward.

We discuss why lack of information about Brazilian private equity remains a core challenge; why the “capital-market lens” is not the best way to understand the Brazilian private equity opportunity; why it’s “very good news” that big international firms and new GPs are joining the competitive fray; why there’s “an ocean of companies…untouched” by private equity in Brazil; why sustainable energy is Brazil’s “convergence of the century”; and why a shortage of talent keeps Goncalves up at night.