Bridging Capital and Opportunity

About Us

Lagoa Group is a boutique cross-border advisory that prepares, structures, and aligns institutional capital for growth, acquisition, and asset-backed opportunities, including select transactions in structured credit and special situations where complexity requires disciplined execution. We work with ventures and operators whose projects demand the rigor, transparency, and execution quality expected in private-equity-grade transactions. Our specialization lies in execution level and quality, not sector.

We advise high-impact businesses and projects seeking capital, clarity, and trusted execution. When a project is well-prepared, capital follows. Our role is to align fundamentals, structure, and narrative so investors can act with confidence.

Born from decades of cross-border experience, Lagoa bridges the business, cultural, and operational gaps that separate local opportunity from global capital. What began as a small advisory has evolved into a discreet, high-performance boutique helping founders and asset owners turn potential into performance.

Our ethos is built on discipline and diplomacy. We bring institutional standards to entrepreneurial environments while maintaining the agility and trust that true partnerships demand. We act not as intermediaries but as long-term partners, aligning interests, simplifying complexity, and building relationships that last beyond the deal.

For us, success is measured by preparation, integrity, and follow-through, values that define every engagement and every result.

Our Focus

Lagoa operates at the intersection of capital, structure, and execution, turning complex opportunities into institutional grade transactions. We focus on mandates where readiness, governance, and disciplined capital design create measurable impact.

🟦 Growth & Acquisition Capital

Strategic capital solutions for companies and investment ready ventures pursuing scale, mergers and acquisitions, roll ups, or recapitalization.
Our work spans both corporate and asset backed opportunities, from operating platforms and service businesses to brownfield projects in logistics, energy, ag industrial, and infrastructure.

We prioritize opportunities with clear expansion or consolidation plans, where structure and execution discipline drive results.

🟩 Venture & Innovation Capital

Selective opportunities in revenue-generating ventures where technology and innovation connect with real-economy applications. Focused on proven operators seeking structured capital to scale.

🟪 Structured Credit & Special Situations

Advisory on complex transactions involving receivables, arbitral awards, precatórios, distressed assets, and litigation linked recoveries.
We specialize in mapping liquidity paths, structuring risk, and enabling off balance sheet monetization for legal and financial claims that demand institutional precision.

Our Approach

Every engagement follows a defined path grounded in readiness, precision, and execution. We work selectively with opportunities that show clear potential to close efficiently and perform credibly in front of serious capital.

  1. Qualification
    We begin by assessing the fundamentals — documentation, governance, structure, and commercial viability, to confirm readiness and define the most effective capital strategy.

  2. Structuring
    Once qualified, we align the financial, legal, and operational elements into a clear, investor-ready framework. This includes designing the capital model, establishing governance, and ensuring consistency from presentation through execution.

  3. Positioning
    We shape the institutional narrative, integrating strategy, data, and documentation into a cohesive investment case that communicates clarity, credibility, and value to the right capital partners.

  4. Closing
    We guide each mandate through completion with discipline and transparency, ensuring every transaction is structured to perform and built to last.

🟦 GROWTH & ACQUISITION CAPITAL

Lagoa partners with proven operators, asset owners, and project sponsors seeking institutional capital to expand, modernize, or consolidate existing businesses and platforms. We focus on execution-ready ventures and real-economy projects, where structure, governance, and performance can attract institutional investors with confidence.

These mandates typically involve companies or assets that are operational or brownfield-ready, pursuing scale, acquisition, or recapitalization. Our role is to design the structure, capital strategy, and partnerships that enable disciplined growth and sustainable value creation.

Core Verticals

  • Industrial & Infrastructure:

    Energy, logistics, mining, manufacturing, infrastructure, and transportation.

  • Real Estate & Hospitality:

    Brownfield or operational-stage developments, branded hotel assets, and mixed-use projects with defined cash-flow potential.

  • Consumer & Branded Platforms:

    Established brands, retail chains, and franchise or joint-venture expansions into Brazil or regional markets.

Ticket Size:

Mid-market and institutional transactions across operating, brownfield, and expansion-stage opportunities, ranging from USD $25 million to $200 million+.

Preferred Stage

We focus on opportunities that are operational, brownfield, or approaching completion, where performance, documentation, and execution readiness can be verified.

By category:

  • Industrial, Energy & Infrastructure: Operational or brownfield assets with completed feasibility and technical validation, ready for expansion or recapitalization.

  • Mining: Brownfield or advanced exploration projects with issued NI-43-101, JORC, or equivalent technical reports.

  • Real Estate & Hospitality: Operational or near-completion assets with defined cash-flow visibility and permits in place.

  • Franchises & Branded Platforms: Established regional or global brands pursuing countrywide or master-franchise expansion within Brazil.

Qualification and General Requirements (All Sectors)

Each opportunity is evaluated according to its level of operational maturity, documentation, and alignment with institutional capital standards.

  • Proven operations and consistent cash-flow history

  • Clear sponsorship and governance framework

  • Capex and equity structure aligned with institutional investors

  • Transparent financials, audited or reviewed by third parties

  • Strong asset base, permits, and operational control in place

For Industrial, Energy, and Infrastructure Projects

  • Completed feasibility, environmental, and technical validation reports

  • Defined execution timeline and contractor framework

  • Verified off-take or concession agreements where applicable

For Mining Projects

  • NI-43-101, JORC, or equivalent geological and technical reports already issued

  • Valid exploration or operating licenses

For Real Estate, Hospitality & Branded Ventures

  • Verified unit economics and replicable operating models

  • Established brand recognition or operating track record

  • For franchises: strong regional or global brand seeking master franchise or countrywide expansion partnership in Brazil

🟩 VENTURE & INNOVATION CAPITAL

Lagoa selectively supports growth-stage ventures that have achieved commercial traction and are ready for institutional expansion capital. We focus on operators who combine proven execution with scalable business models, strong governance, and clear use of proceeds.

Our involvement is reserved for companies that have moved beyond concept or seed stages and can demonstrate consistent performance, investor discipline, and readiness for institutional capital.

Core Verticals

  • SaaS, Fintech, EdTech, and AI-enabled B2B / B2C platforms.

  • Data infrastructure, mobility, health-tech, and sustainability-driven ventures with recurring revenue.

  • Technology-enabled service or marketplace models with proven scalability.

Qualification and General Requirements

Ticket Size: USD $2M – $10M
Stage: Series A or beyond (no Seed or Pre-Seed)

  • Minimum Monthly Recurring Revenue (MRR) of USD $75K+ (≈ USD $900K+ ARR)

  • At least 12 months of verifiable client or user growth with scalable unit economics.

  • Efficient CAC / LTV ratio and scalable unit economics.

  • Experienced management team and governance framework.

  • Technology must be proprietary or defensible. No low-moat solutions, superficial AI wrappers, or incremental tools.

  • Clear expansion or market entry thesis, supported by data.

🟪 STRUCTURED CREDIT & SPECIAL SITUATIONS

We help legal, corporate, and institutional stakeholders unlock liquidity from complex, time-bound, or underutilized assets. You bring enforceable rights, verified receivables, or contractual claims, we provide the structure, investor alignment, and documentation support needed to turn complexity into capital.

Each opportunity is evaluated for legal clarity, documentation strength, and downside protection, with a focus on credible counter-parties, transparent recovery paths, and measurable timelines. Our work combines legal precision with financial structure, delivering institutional confidence in complex asset environments.

Core Verticals

  • Arbitration Award Monetization

  • Legal Fee Financing & Litigation Funding

  • Precatórios

  • Future Fee Entitlements & Special Situations

  • Digital & Alternative Receivables

1. Arbitration Award Monetization

You’ve secured an enforceable arbitration award with a clear recovery path. We help design monetization frameworks that convert future outcomes into present liquidity while maintaining strategic control.

Minimum Award Size: USD $25 million
Expected Resolution: within 36 months

2. Legal Fee Financing / Litigation Funding

You’re managing a high-value commercial or arbitration case. We provide access to non-recourse capital to cover counsel fees, arbitration costs, and case-related expenses, with returns linked to successful outcomes or settlements.

Funding Range: USD $1M–$10 million
Return Model: success-based, tied to resolution
Preferred Stage: early or mid-stage disputes where capital can shape strategy and pace

3. Precatórios

You hold eligible federal or select state-level judicial receivables with strong legal standing. We help structure and position these assets to attract institutional participation and accelerate recovery.

Repayment Horizon: up to 48 months
Transaction Size: R$ 15M–R$ 250 million

*On a selective basis, we may also consider tickets between R$5 million and R$15 million when payment is expected within 24 months and supported by full documentation, with structure and returns aligned to institutional standards.

4. Future Fee Entitlements & Special Situations

You have verified receivables or deferred payments from sponsorships, export contracts, infrastructure projects, or other confirmed obligations. We help structure these into liquidity events that complement broader corporate or asset-finance strategies.

Cash-Flow Horizon: up to 3 years
Minimum Funding Size: USD $1 million

Across all special situations, our objective remains consistent: to provide structured liquidity solutions that complement institutional mandates, strengthen counter-parties, and enable timely execution.

5. Digital & Alternative Receivables

We seek credit opportunities backed by performing receivables from fintech and technology-enabled platforms, including payment flows, merchant contracts, and consumer or SME loan portfolios.

Ticket Size: USD $3–7million (expandable for multi-tranche or syndicated structures)
Structure: Securitized notes, FIDC funds, or SPE/SPV-based facilities backed by receivables (not corporate debt)
Asset Type: Fintech loan books, payment flows, merchant advances, or digital credit portfolios with verifiable data and repayment history
Stage: Performing or seasoned portfolios with established servicing and collection mechanisms
Impact: Preference for platforms expanding credit access or improving financial efficiency for end customers

Contact us

Have a project or opportunity ready for capital? Let’s discuss how we can help structure and position it for success. Please provide your contact details below.