The Company stands out in financial advisory for mergers and acquisitions in Brazil. The Investment Banking area provides a broad range of financial advisory services, offering sophisticated and structured solutions to a diverse group of clients.

Main products and services in the Investment Banking area:

• Mergers and Acquisitions
• Capital Markets
• Board Advisory
• Shareholder’s Advisory
• Capital Solutions
• Pre-IPO Advisory
• Privatizations

The focus of the Investment Banking area is to provide financial advisory services for the most complex and strategic issues for its clients’ businesses. This includes advising key decision-makers, senior management, boards, committees and shareholders in transactions that are typically highly relevant.

In order to build and maintain long-term relationships with its clients, the Company aims to align itself with their interests, as their trusted advisor throughout the various stages of their business cycles. A key differentiator is the active involvement of its senior team in all phases of transaction analysis and execution.

Since 2009, supported by a team of professionals led by executives with over 30 years of cumulative experience in the industry, the Company has surpassed R$ 475 billion in transaction volume. The Investment Banking area holds a strong leadership position in mergers and acquisitions in Brazil.

In 2020, the Company leaded the Bloomberg and Dealogic rankings in both transaction volume and number of deals in Brazil. In 2021, it ranked second and fifth in the Bloomberg and Thomson Reuters rankings, respectively. In 2022, it placed fourth in the Bloomberg ranking, and in 2023, it ranked second. In 2024, the Company was ranked fifth by Dealogic.

This leadership position and the trust earned over years of successful M&A advisory have strengthened the Investment Banking area, enabling it to support clients during significant financial challenge times. This includes banks debt renegotiation and other creditors, capital structure restructuring, and negotiation of judicial or extrajudicial recovery plans. Among the most notable cases in Capital Solutions segment are CVC, Marisa, Light and others.

Lastly, the Investment Banking area maintains strong relationships across a wide range of industries clients and has built a solid track record through its involvement in a broad variety of financial transactions over the years.

The Company’s Capital Markets area operates in the origination, structuring, and distribution of fixed income securities and various debt instruments for Brazilian companies, including convertible debt. In serving its clients, the Capital Markets area employs a co-investment-focused approach, retaining a portion of the structured debt on its balance sheet to ensure the credibility of the issuance and promote liquidity in the secondary market.

The Company believes that its origination, structuring and distribution capacity is linked to its network of qualified and professional investors, which primarily includes High Net Worth Individuals, family offices, and institutional clients. As such, the Company plays a key role and has unique exposure in the ongoing disintermediation of the Brazilian financial market. The Company originates and distributes the following instruments:

• Real Estate Receivables Certificates (“CRI”)
• Structured Real Estate Receivables Certificates (“Structured CRI”)
• Agribusiness Receivables Certificates (“CRA”)
• Real Estate Investment Funds (“FII”)
• Investment Funds in Agroindustrial Production Chains (“FIAGRO”)
• Credit Rights Investment Funds (“FIDC”)
• Bank Credit Notes (“CCB”)
• Debentures

The Wealth Management area is currently split into two segments: Wealth Management and the Investments operation.

Wealth Management is the most recent segment of the Company, launched in September 2023. The area specializes in managing the wealth of high-net-worth families, with a senior team experienced in the financial market. The primary objective of this advisory service is to preserve or maximize clients’ wealth generation, offering tailored advisory and risk management aligned with each client’s profile.

The area operates with a multi-product open platform, digital support, and international presence. It was established through the hiring of three senior executives. On December 31th 2024, the Company reached R$4.7 billion in Wealth Under Advisory, and by June 2025, it had surpassed R$5.5 billion.

The Company believes that Wealth Management is highly synergistic with the Investment Banking activities. Since its founding in 2009, BR Partners has advised on over R$138 billion in asset sales for companies and families. With the new area, the Company aims to manage its clients’ wealth after liquidity events, while also strengthening relationships with key decision-makers at potential client firms.

The Investments operation focuses on managing and investing the Company’s and third-party capital in illiquid private equity funds, aligned with BR Partners’ strategic theses. This area primarily makes minority investments in small and medium-sized companies through privately negotiated deals and structures vehicles dedicated to specific strategies. This allows investors to allocate capital exclusively in investment theses with significant value creation potential.

More than 80% of the financial resources under management in private equity funds were raised from third parties, enabling the Company to offer clients a unique product that is not widely available in the Brazilian market. Currently, the Company delivers attractive risk-adjusted returns to its investors, particularly through a portfolio focused on the outlet shopping mall segment. In this segment, the Company is the largest financial investor in the country, holding shares on 4 out of the 14 existing outlets.

Additionally, on November 2021, the Company structured a fund with a significant minority stake to invest up to R$100 million in PetCamp, the largest pet retail chain in Brazil’s countryside.