Managing Director & Founding Partner

• Jan 2013 - Present

SP Advisors is an independent Investment and M&A Boutique dedicated to mid to large-cap clients in Brazil, focused on general corporate finance advisory, M&A assignments, private debt/equity raising, investment search, advisory, and venture capital. SP Advisors is an independent Investment and M&A Boutique dedicated to mid to large-cap clients in Brazil, focused on general corporate finance advisory, M&A assignments, private debt/equity raising, investment search, advisory, and venture capital.

Member Board Of Directors

• Jan 2015 - Present

Brasilata S/A Embalagens Metálicas is a leading non-food steel packaging manufacturing based in São Paulo, with operations in São Paulo, the South and Northeast. Brasilata S/A Embalagens Metálicas is a leading non-food steel packaging manufacturing based in São Paulo, with operations in São Paulo, the South and Northeast.

Member Board of Directors

• Sep 2022 - Present

SuperRico transforms people's lives through financial planning SuperRico transforms people's lives through financial planning

Co-Founder

• Jan 2023 - Present

Guest lecturer

• Jan 2009 - Present

Guest lecturer of subjects related to Investment Banking including Mergers & Acquisitions, Capital Markets, Private Equity and Valuation Guest lecturer of subjects related to Investment Banking including Mergers & Acquisitions, Capital Markets, Private Equity and Valuation

Guest Lecturer

• Mar 2018 - Present

LIT is a data-based onlearning platform for which I have prepared the following content: - Capital Markets (available) - Valuation (to be available soon) - Mergers and Aquisitions (to be available soon) LIT is a data-based onlearning platform for which I have prepared the following content: - Capital Markets (available) - Valuation (to be available soon) - Mergers and Aquisitions (to be available soon)

Member Fiscal Council

• May 2021 - May 2022

Member of the Fiscal Council alongside Lucila de Oliveira Carvalho, Ricardo Scalzo and Eduardo Mestieri. Member of the Fiscal Council alongside Lucila de Oliveira Carvalho, Ricardo Scalzo and Eduardo Mestieri.

Interim Chief Financial Officer

• May 2020 - Jan 2021

Lead the best talents in the finance department of digio, a digital bank indirectly controlled by Bradesco and Banco do Brasil through Elopar. Responsible for the Data Science department since June 2020, and member of the Finance Committee since September 2020.As interin CFO in 2020, I was responsible for restructuring the finance department, the sale of credit portfolios, approving a capital raise, approving the 2021 budget and the hiring of a new CFO for 2021.

External Advisor

• Sep 2019 - May 2020

Member Fiscal Council

• May 2017 - Jul 2020

Member of the Fiscal Council alongside Antonio Lucio dos Santos, Lucila de Oliveira Carvalho, and Ricardo Scalzo. Member of the Fiscal Council alongside Antonio Lucio dos Santos, Lucila de Oliveira Carvalho, and Ricardo Scalzo.

Member Board Of Directors

• Aug 2018 - Nov 2019

Brasfrotas Locação de Veículos S.A. is the merger of Brasfrotas and Prolocadora, a company dedicated to the management of corporate car fleet in Brazil. Brasfrotas Locação de Veículos S.A. is the merger of Brasfrotas and Prolocadora, a company dedicated to the management of corporate car fleet in Brazil.

Vice President

• Sep 2014 - Jan 2018

Pro-bono vice president, responsible for promoting IBEVAR in its pursue to develop relationships with and among executives in the Consumer & Retail industry, including its value chain. Part of the team that compiled and promoted the Ranking IBEVAR that presents the 120 largest Consumer & Retail companies in Brazil (Sponsored by Oracle, Audited by PWC); and IBEVAR's participation in the "Retail's Big Show - NRF" that takes place in NY annually in january. More information about IBEVAR at http://www.ibevar.org.br/ - become a member! Show less

Member Board Of Directors

• Feb 2013 - Jan 2018

UBS Escola de Negócios is a Saint Paul Capital Partners' portfolio company UBS Escola de Negócios is a business school focused on the Retail & Consumer sector through "Academia de Varejo". We offer under-graduate, graduate programs, and specialization programs to the general public and to the employees of a specific company tailored to their needs (in-company). José is a board member and currently the interim co-CEO, responsible for the company's strategy, key corporate relationships and market positioning. Show less

Investment Banking Director (SP)

• Jan 2009 - Dec 2012

Responsible for covering investment banking clients in the Power & Utilities (2010-2012), and Pharmaceuticals (2008 – Aug/12) sectors in Brazil- Selected Power & Utilities transactions: US$2.9 billion merger of CPFL’s renewable energy assets with ERSA to create CPFL Renováveis, CPFL Renováveis acquisition of Sta. Luzia from GLEP, US$698 million sale of Abengoa’s operating assets to Taesa, US$207 million Abengoa’s 50% acquisition of NTE and STE, US$156 million Abengoa’s sale of its stake in ETIM and ETEE. Other past engagements include: CEMIG’s acquisition of a 20% stake in EdP, and Light’s acquisition of SIIF, among others- Engagements in the pharmaceuticals space include a sell-side (client decided not to sell), one buy-side (client decided not to acquire), and two potential JVs between a large-cap pharmaceutical with a local company- Other selected transactions include the advisory to FGC on the restructuring of Banco Bamerindus (2010) Show less

Investment Banking Vice President (NY)

• Jun 2005 - Dec 2008

As a member of the Latin American Corporate Finance Group, supervised and executed M&A, and Capital Markets transactions (mainly equity related). In 2008, assumed coverage responsibilities of selected key clients- Selected closed transactions: advised Ashmore on the US$2.9 billion acquisition of Enron International’s assets (Power & Utilities); Klabin Segall’s R$530 million IPO (Real Estate); Banco do Brasil’s R$3 billion follow-on (Financial Institution); Advised Linde on the sale of Indura Chile (Gas & Welding); advised Ultrapar, Petrobras, and Braskem on the acquisition of Ipiranga Group (Oil & Chemicals), advised M&G on the merger of their operations in Brazil (Chemicals) Show less

Member Corporate Finance Committee

• 2009 - Dec 2012

Representative of Deutsche Bank SA - Banco Alemão at Anbima's Corporate Finance Committee Representative of Deutsche Bank SA - Banco Alemão at Anbima's Corporate Finance Committee

Investment Banking Associate (SP)

• Jun 2003 - May 2005

As part of the Latin American Corporate Finance Group, originated and executed M&A transactions in the following sectors: Media, Power & Utilities, FIG (Bank and Insurance), and Consumer (Cosmetics). - Selected completed transactions: Sale of Editora Ática & Scipione (Publishing), Sale of AGF Chile (Insurance), Sale of Abengoa’s transmission lines in Chile (Power & Utilities) As part of the Latin American Corporate Finance Group, originated and executed M&A transactions in the following sectors: Media, Power & Utilities, FIG (Bank and Insurance), and Consumer (Cosmetics). - Selected completed transactions: Sale of Editora Ática & Scipione (Publishing), Sale of AGF Chile (Insurance), Sale of Abengoa’s transmission lines in Chile (Power & Utilities)

Investment Banking Associate (SP)

• Sep 2002 - May 2003

Supervised and executed M&A, Capital Markets, and Structured Finance transactions - Selected transactions: Fairness opinion valuation for the Metalic acquisition by CSN (Steel), Arcelor’s US$578 million acquisition of CST (Steel), buy-side of a telecom player in Brazil, and project finance for hydroelectric plant concessions in Brazil (UHE Barra Grande, UHE Capim Branco, UHE Campos Novos)

Investment Banking Associate (NY)

• Jun 2001 - Aug 2002

Dedicated to the Latin American Media & Telecom Group, supervised and executed M&A, Capital Markets, and Structured Finance transactions. Instructor to the associate training program. - Selected transactions: TIM Brazil’s R$400 million network sharing agreement with Oi and American Towers (Telecom/towers), Brazilian Media Company sell-side (Media/broadcast), buy-side mandate in Chile (Telecom/wireline), and Brazilian B-band operator credit facility (Telecom/wireless).

Investment Banking Analyst (SP)

• Feb 2000 - Jun 2001

Executed M&A, Capital Markets, and Structured Finance transactions mostly in the Power & Utilities and Steel sectors- Selected transactions include: a wireless license auction in Brazil (Telecom/wireless) and the advisory to Portugal Telecom on the US$1 billion acquisition of TCO/NBT (Telecom/wireless). Structuring project finance for hydroelectric plant concessions in Brazil (Power - UHE Barra Grande, UHE Capim Branco, UHE Campos Novos)

Associate

• 1998 - Jan 2000

Responsible for the independent valuation analysis of - Grupo Itaú: Banco Itaú Argentina, Itausaga Corr. Seguros, Itaú Promotora de Vendas, Intrag DTVM, BFB, BEMGE, FIBEMGE, BANERJ, and CENF - Grupo Rede: LAJEADO, ROSAL, and MARTINOPOLIS Responsible for the independent valuation analysis of - Grupo Itaú: Banco Itaú Argentina, Itausaga Corr. Seguros, Itaú Promotora de Vendas, Intrag DTVM, BFB, BEMGE, FIBEMGE, BANERJ, and CENF - Grupo Rede: LAJEADO, ROSAL, and MARTINOPOLIS