We advise participants in the financial and capital markets on regulatory and transactional matters arising from their activities, including their dealings with regulatory and self-regulatory bodies.

Regulatory

• Advice to broker-dealers, asset managers, fiduciary administrators, market infrastructure providers, and other participants in the financial and capital markets.
• Advice on regulatory and self-regulatory bodies (CVM, CRSFN, BACEN, B3, and ANBIMA) in enforcement proceedings, settlement negotiations, and formal consultations, as well as in regulatory compliance matters.
• Advisory services and legal opinions on regulatory matters affecting the financial and capital markets.

Transactional

• Structuring of investment funds and other capital markets investment vehicles.
• Legal and regulatory advice on securities offerings.

• Ongoing corporate advice to publicly held and privately held companies, shareholders, quotaholders, and executive officers.
• Design and implementation of corporate governance frameworks and policies, including the allocation of powers, decision-making processes, and the relationships among shareholders, management, and governance bodies.
• Drafting and review of corporate documents, including articles of association, bylaws, minutes, shareholders’ and quotaholders’ agreements, and other governance instruments.
• Advice to listed companies on compliance with their corporate and regulatory obligations, including the Reference Form (Formulário de Referência), material fact and notices disclosures, and periodic and ad hoc filings.
• Corporate reorganizations, including mergers, mergers of shares, consolidations, spin-offs, conversions, drop-downs of assets, and similar transactions.
• Advice on the preparation, notice, and conduct of shareholders’ meetings, board of directors’ meetings, and meetings of other management bodies.
• Strategic advice on corporate and shareholder disputes.

• Legal advice on the structuring, negotiation, and execution of M&A transactions involving listed and privately held companies, from the preliminary stages through closing and post-closing.
• Acquisitions and divestitures of equity interests, assets, and business units.
• Tender offers and going-private transactions.
• Drafting and negotiation of transaction documents.

We advise clients on the structuring and organization of their assets, with a focus on asset protection, management efficiency, and intergenerational continuity.

• Structuring of family holding and asset-holding companies, including selection of the appropriate vehicle, contribution of assets, and the corporate organization of family wealth.
• Succession planning, including lifetime gifts with retained usufruct and restrictive clauses (exclusion from the marital estate, unattachability, inalienability, and reversion).
• Family governance, including the drafting of shareholders’ and quotaholders’ agreements, family protocols, and other organizational instruments.
• Structuring of investment vehicles dedicated to the management of family wealth.

• Advice on the structuring and negotiation of commercial contracts, with a focus on enabling transactions and safeguarding business relationships.
• Drafting, review, and negotiation of commercial contracts, including purchase and sale, services, supply, distribution, commercial agency, and licensing agreements.

• Representation in arbitral proceedings before Brazil’s leading arbitral institutions, in corporate, contractual, and M&A disputes.
• Advice on the drafting and negotiation of arbitration clauses in commercial and corporate agreements.
• Enforcement of domestic arbitral awards and recognition and enforcement of foreign arbitral awards.