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Heritage Capital Joins List Of Latest Brazil-Focused Boutiques



SAO PAULO -(Dow Jones)- London-based Heritage Capital officially joined a short, but growing list of boutique financial advisory firms in Brazil this week and hopes to tap its international connections to bring value to its mid-market strategy.

"A lot of big Brazilian companies have no problem getting access to short-term capital, but there is almost no access for mid-market companies and we think we can tap international markets for that segment," said Glenn Peebles, a former director at Dresdner Kleinwort and now managing director of the new Heritage Capital Latin America do Brasil in Sao Paulo.

The bank's London CEO Joseph Dyer said the firm was non-product focused and will stick to a merchant bank advisory model for mid-market companies with revenues of 100 million Brazilian reals ($58.8 million) to BRL150 million. Dyer said the Brazil office will be an advisory firm for foreign clients of Heritage's new Turkey branch, as well as the more established London and Singapore branches who wish to break into Brazil through private equity investments in similar Brazilian companies, or other cross-border financial deals.

"We are convinced that there is going to be an increasing amount of Chinese capital in particular looking for places to go. They aren't really going to go to Russia and India because the government's aren't as friendly to one another. They are going to go, however, to Africa and Brazil," Dyer said.

Heritage Capital Latin America, based in New York, recently completed a road show to sell three to five year debt for a Brazilian, privately held ceramics company to U.S. hedge funds.

"The big name Brazilian equity and debt are more institutional plays now. The middle market and the unknown names with bigger returns are what hedge funds are looking at again," said Enrique Bustamante, head of Latin America in New York.

Heritage's entry into Brazil traces a string of private banking names that have sprung up over the last year. Most of them have made deals with larger institutions to help tap international credit markets for Brazil's mid-cap companies.

In January, for example, Japanese investment bank Nomura struck up a deal with Rio de Janeiro based Orienta Investments to act as its local investment banking advisor for Brazilian M&A deals.

Last year, another Brazil mid-market investment bank, G5 Advisors, signed a partnership agreement with U.S. mergers and acquisitions company, Evercore Partners Inc. (EVR).

BTG Pactual and MTTG Holding SA, both mid market advisors, traders, and wealth managers, rose from the ashes of the European banking crisis. Wealthy Brazilian bankers acquired part of UBS AG (UBS) and Dresdner Bank to create BTG and MTTG, respectively, with the idea of expanding into mid-market corporate finance and M&A.

-By Kenneth Rapoza, Dow Jones Newswires, 5511-2847-4541, kenneth.rapoza@ dowjones.com


  (END) Dow Jones Newswires
  11-25-090717ET
  Copyright (c) 2009 Dow Jones & Company, Inc.

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