Company Information

Get to know Cavalcante | Assessoria Financeira em M&A

Cavalcante | Assessoria Financeira em M&A is an independent M&A boutique based in São Paulo, Brazil. The firm provides specialized financial advisory services focused on the middle market, guiding entrepreneurs, families, and executives through complex corporate transactions. Its core services include sell-side advisory (representing sellers), buy-side advisory (representing buyers), company valuations (valuations), and capital raising. The company prides itself on its independent, partner-led approach, ensuring senior-level involvement and conflict-free advice throughout the entire transaction lifecycle.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Cavalcante | Assessoria Financeira em M&A

Brazil

Founded in

1995 (31 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.