Unio Partners – Corporate Advisory & Wealth Management
Independent Financial and Strategic Advisory
We are a financial, strategic and wealth management advisory boutique, formed by executives with extensive experience in the main global investment banks.
What are you looking for?
We are an investment boutique that believes a good business goes far beyond just the numbers.
For us, results are the consequence of a highly technical and competent process, combined with personal relationships built on trust and empathy.
That makes us different. That makes us unique.
Featured deals
Exclusive financial advisor to the controlling shareholders of Panatlântica on the sale of a minority stake to CSN
Exclusive financial advisor to Panatlântica and its controlling shareholders in the corporate restructuring of the company and fundraising with XP/Modal
Exclusive financial advisor for 77Sol's capital raise from EDP Ventures and Crescera.
Exclusive financial advisor for zMatch's capital raise.
Exclusive financial advisor to zFlow on the sale to Itaú.
Exclusive financial advisor to Olivia on the sale to Nubank.
Exclusive financial advisor to Grupo Verzani & Sandrini on the acquisition of GS Terceirização.
Exclusive financial advisor to Grupo Verzani & Sandrini's capital raise from Kinea.
Exclusive financial advisor to Grupo Verzani & Sandrini on the acquisition of Grupo GS.
Advised the shareholders of Casa do Saber on the Sale of a minority stake and capital raise by private investors.
Executives who bring with them the experience of global investment banks and a track record of success.
Meet our team
+ 45
M&A transactions and capital raise executed in the last 10 years.
R$ 33 bn
Global value of M&A transactions and fundraising.
Expertise
Corporate
Advisory
Independent financial and strategic advisory that advises leading Brazilian entrepreneurs in tackling their business challenges. Unio offers customized services throughout all stages of the process and focuses on building long-term relationships.
Mergers & Aquisitions (M&A) 
Capital raising & Joint Ventures
Capital Markets
Wealth
Management
Management & Strategy
01. Investment Funds
02. Managed Portfolios
03. International Allocations
04. Alternative Investments
05. Risk Support and Management
02. Managed Portfolios
03. International Allocations
04. Alternative Investments
05. Risk Support and Management
Wealth Planning
01. Wealth Protection
02. Tax Planning and Advisory
03. Succession and Legacy
04. Governance
05. Philanthropy and Impact Investing
02. Tax Planning and Advisory
03. Succession and Legacy
04. Governance
05. Philanthropy and Impact Investing
Contact us
Featured deals
Exclusive financial advisor to the controlling shareholders of Panatlântica on the sale of a minority stake to CSN
Exclusive financial advisor to Panatlântica and its controlling shareholders in the corporate restructuring of the company and fundraising with XP/Modal
Exclusive financial advisor for 77Sol's capital raise from EDP Ventures and Crescera.
Exclusive financial advisor for zMatch's capital raise.
Exclusive financial advisor to zFlow on the sale to Itaú.
Exclusive financial advisor to Olivia on the sale to Nubank.
Exclusive financial advisor to Grupo Verzani & Sandrini on the acquisition of GS Terceirização.
Exclusive financial advisor to Grupo Verzani & Sandrini's capital raise from Kinea.
Exclusive financial advisor to Grupo Verzani & Sandrini on the acquisition of Grupo GS.
Advised the shareholders of Casa do Saber on the Sale of a minority stake and capital raise by private investors.