Kaeté Investimentos is a private equity firm founded in 2011. We specialize in minority growth equity investments in middle market companies that (i) have low-income consumers as their target market, (ii) have a relevant social and economic impact on low-income families and cooperatives located on underpriveleged communities with scarce opportunities for jobs or entrepreneurial acitivities, and/or (iii) promote a better and more sustainable use of natural resources.

OUR VALUES

Results Oriented

We strive to create businesses that generate value and have a long term, positive impact on society through sustainable growth, innovation, meaningful employment and environmental responsibility.

Corporate Responsibility and Governance

We support the United Nations’ Principles for Responsible Investing (PRI) and integrate environmental, social, regulatory and governance risk assessments into our investment process. We establish governance structures at our portfolio companies intended to ensure oversight of key aspects of their operations, specifically with regard to audit, risk management and conflicts of interest.

Transparency and Integrity

We are transparent about our activities and those of our portfolio companies and are available to our investors and portfolio companies at all times. We uphold the highest standards of integrity and professionalism in our interactions.

Respect and Teamwork

We work together, value each other, encourage professional development, respect personal contributions and reward effective performance.

IMPACT THEMES AND INDICATORS

Focus on Underprivileged Markets and Consumers in Brazil

Our investments are focused on the North, Mid West and Northeast regions of Brazil. The counties that we invest in are typically in the bottom 30% in terms of human development index rankings in the country.

Increase incomes and assets for low-income or excluded people

Impact indicators include improving (i) access to energy, (ii) access to financial services, (iii) access to education, (iv) access to information, (v) agricultural productivity, (vi) capacity-building, (vii) employment generation and (viii) income/productivity growth.

Improve basic welfare for people in need

Impact indicators include improving (i) access to clean water, (ii) affordable housing, (iii) disease-specific prevention and mitigation, (iv) equality and empowerment, (v) food security and (vi) health improvement.

Mitigate climate change

Impact indicators include improving (i) biodiversity conservation, (ii) energy and fuel efficiency, (iii) conservation and more efficient usage of natural resources, (iv) pollution prevention and waste management, (v) sustainable energy, (vi) sustainable land use and (vii) water resources management.

Kaeté Investimentos’ team has a combined experience of more than 50 years in the financial and business markets. Our team is experienced in managing funds, including private equity and venture capital funds, and has closed 20 transactions totalling US$ 380 million (more than R$ 1.1 billion including co-investments and debt) in the last 18 years.

All members participate in the management of the company, with effective participation in the value creation process in the portfolio companies acting as members of specific committees (finance, M&A, operations) and as Board members. Activities performed in the last 10 years include business plan development, structuring and negotiating of short and long term financing with local and international financial institutions, analysis and negotiation of acquisitions, among others.

In addition to that, Kaeté Investimentos’ team has extensive experience with sustainability issues working with non-governmental organizations (NGOs) and in the development of sustainable businesses (planted and native forest management, processed food, timber and non timber products).

Finally, we have developed a long term relationship with a multitude of partner organizations whom we can leverage in our due diligences and during our investment process:

  • Legal services partners include BMA, Machado Meyer, Mundie, Motta Fernandes, and others
  • Auditing and accounting services partners include Ernst & Young, Price, KPMG, Deloitte and Master Auditores
  • Software and ERP providers partners include Sankhya, SAP One and Atak Sistemas
  • Additional partners include consultants and advisers with specific expertise or regional experience