Leonardo de Barros Moreira
Associate at Modus Partners- Claim this Profile
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Português Native or bilingual proficiency
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Inglês Full professional proficiency
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Espanhol Professional working proficiency
Topline Score
Bio
Credentials
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CRC
Conselho Regional de Contabilidade de São Paulo (CRC SP)Jun, 2014- Sep, 2024 -
Passed Level II of the CFA Exam
CFA Institute
Experience
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Modus Partners
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Australia
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Financial Services
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1 - 100 Employee
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Associate
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Dec 2021 - Present
Part of the deal structure team, responsible for equity transactions for corporate clients and investors. Areas of expertise include strategic sales, business unit divestment, mergers and acquisitions, IPOs, joint ventures and capital raising. Part of the deal structure team, responsible for equity transactions for corporate clients and investors. Areas of expertise include strategic sales, business unit divestment, mergers and acquisitions, IPOs, joint ventures and capital raising.
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Jacanda Capital
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Investment Banking
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1 - 100 Employee
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Associate
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Aug 2019 - Present
Part of the deal structure team, responsible for equity transactions for corporate clients and investors. Jacanda Capital is a leading boutique corporate advisory firm specialising in delivering M&A advisory services in the Technology, Media and Telecommunications sectors. Part of the deal structure team, responsible for equity transactions for corporate clients and investors. Jacanda Capital is a leading boutique corporate advisory firm specialising in delivering M&A advisory services in the Technology, Media and Telecommunications sectors.
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Telefónica
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Spain
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Telecommunications
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700 & Above Employee
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Strategy/M&A Consultant
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May 2016 - Dec 2018
Participated in Inorganic and strategic projects. - Performed strategy and financial analysis of potential M&A targets in TMT sectors; - Participated in the acquisition of Terra Networks, a provider of digital services. Identification and evaluation synergies of the operation, as well as implementing post-deal measures to enable the capture of these synergies; - Participated in team that led a complex end-to-end incorporation process (Corporate Restructuring). More than 300 stakeholders involved in the completion of the Transaction. Show less
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SRB Banco de Negócios
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Brazil
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Financial Services
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1 - 100 Employee
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M&A Analyst
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Oct 2014 - May 2016
Participated in the whole M&A process of clients from different sectors. Focus on small and medium size companies. - Participated in the definition of the strategy adopted by customers, economic viability of the decisions, investment thesis, negotiation meetings, and monitoring the buying/selling process; - Performed financial modeling (spreadsheet) in order to estimate the intrinsic value of a company using valuation models such as FCFF, FCFE, DDM and Relative Valuation (market and transaction multiples); - Performed marketing materials: information memorandums, teasers, pitch books, investor presentation, shareholders presentation, timeline, etc.; - Coordinated the preparation of the data room in conjunction with auditors and lawyers and supervise the due diligence process (financial and legal); - Review and negotiate the main terms of the agreements/contracts inherent to the operations (confidentiality agreement, NBO, BO, shareholders agreement, SPA, etc.). Show less
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KPMG Corporate Finance LLC
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United States
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Investment Banking
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200 - 300 Employee
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Valuation Consultant
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Aug 2012 - Oct 2014
Participated in projects related to valuation, financial modeling and M&A. - Performed valuations of companies for the following purposes: acquisition, impairment test, Purchase Price Allocation (PPA), accumulated losses and fair value (book investments). Participated in projects related to valuation, financial modeling and M&A. - Performed valuations of companies for the following purposes: acquisition, impairment test, Purchase Price Allocation (PPA), accumulated losses and fair value (book investments).
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Audit Analyst
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Sep 2010 - Jul 2012
Performed audits for financial institutions. - Audited financial institutions, performing audit procedures to the financial statements in accordance with accounting practices in BR GAAP, US GAAP and IFRS; - Assessed risk environments, internal controls (SOX) and identification of key processes; - Participated in the KPMG trainee program. Performed audits for financial institutions. - Audited financial institutions, performing audit procedures to the financial statements in accordance with accounting practices in BR GAAP, US GAAP and IFRS; - Assessed risk environments, internal controls (SOX) and identification of key processes; - Participated in the KPMG trainee program.
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Education
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2008 - 2012
ESPM Escola Superior de Propaganda e Marketing
Bachelor's degree, Business Administration with focus on finance -
2012 - 2014
Fundação Escola de Comércio Álvares Penteado
Bachelor's degree, Accounting
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