Patria Investments Limited · NASDAQ:PAX
Patria Investments — Merger or Acquisition (December 2021)
10 slides from Patria Investments's merger presentation, Dec 9, 2021
Slide 1: Patria's New Growth Equity Strategy: Kamaroopin Transaction Overview
São Paulo Bogotá Montevideo Santiago Patria’s New Growth Equity Strategy Kamaroopin Transaction Overview DECEMBER 2021
Slide 2: Disclaimer
2 Disclaimer This presentation is for informational purposes only and does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any securities of Patria Investments Limited . The information contained herein does not purport to be all - inclusive . The
Slide 3: Patria & Kamaroopin | The Inception of Our Growth Equity Strategy
3 Patria & Kamaroopin | The Inception of Our Growth Equity Strategy Patria announces the launch of its Growth Equity Strategy through a partnership with Kamaroopin and their talented investment team #1 Infrastructure & #1 Private Equity #1 Credit investment platform in Latin America with ~$25 bn of
Slide 4: Why Growth Equity? Complementary Investment Ecosystem
4 Why Growth Equity? | Complementary Investment Ecosystem Partnership with Kamaroopin adds an important stage in the asset management value chain where it can leverage Patria’s extensive private equity expertise and company building skills Value Venture Capital Private Equity Growth Nourishing disti
Slide 5: Why Growth Equity? The Opportunity
5 Why Growth Equity?| The Opportunity (1) Source : Preqin (Nov/ 21 ) . VC + Growth analysis considers 486 fund managers . Strong Asset Class Growth in Latin America 2019 2018 2017 2020 Sizable & Growing Addressable Market (Brazil) 441 656 1,381 2,991 3,550 6,625 261 359 386 435 549 457 Deal Values (
Slide 6: Why Kamaroopin? Kamaroopin Overview
6 Why Kamaroopin?| Kamaroopin Overview ( 1 ) Includes co - investments 85.0 273.0 994.0 Dec/19 Dec/20 Jun/21 Assets Under Management (BRL mn) 1 Three Invested Companies One - stop - shop of products and services for pets, with focus on e - commerce Overview Secondary market of consortium industry fa
Slide 7: Why Kamaroopin? Kamaroopin Track Record
7 x Attractive market in LatAm ▪ BRL 40bn pet market (2020) in Brazil alone, an 11% increase yoy ▪ Headroom from growth – penetration of online sales is very small Why Kamaroopin?| Kamaroopin Track Record Over the last 19 years, the Kamaroopin leadership has founded, operated and invested more than
Slide 8: StartSe | Seed Deal for Patria's LatAm Growth Equity Fund
8 StartSe | Seed Deal for Patria’s LatAm Growth Equity Fund Kamaroopin will manage and invest Patria’s LatAm focused Growth Equity Fund, which will include Patria’s recent investment in StartSe, a late - stage VC in Brazil encompassing an education platform and a crowdfunding platform for startups E
Slide 9: Patria & Kamaroopin | Deal Structure & Estimated Timeline
9 Patria & Kamaroopin | Deal Structure & Estimated Timeline 1Q22 +18 months ▪ Cash consideration (undisclosed) ▪ Expected to close in early 2022 ▪ Launches joint fundraising effort for a new pan - LatAm Growth Equity fund Phase 1: Patria to acquire 40% minority stake in Kamaroopin Fund Overview Kama
Slide 10: Appendix | Leadership
10 Appendix | Leadership Kamaroopin has a sophisticated and proven investment team, currently focused on the Petcare, Healthcare and Financial Services sectors … r eady to leverage Patria’s expertise and expand to new sectors such as Agribusiness, Food & Beverage and Education Pedro Faria Founder &
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