Bridging Capital and Opportunity
About Us
Lagoa Group is a boutique cross-border firm that prepares, structures, and secures capital for advanced-stage ventures, acquisitions, and real-asset or credit-based transactions.
We specialize by level and execution quality — not by sector.
The Lagoa Group advises high-impact businesses and projects seeking capital, clarity, and trusted execution. We believe that when a project is well-prepared, capital follows. Our role is to ensure that the fundamentals, structure, and narrative are aligned so investors can move with confidence.
Born from decades of cross-border experience, Lagoa bridges the language, cultural, and operational gaps that often separate local opportunity from global capital.
What began as a small advisory has evolved into a discreet, high-performance boutique, helping founders, operators, 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, transforming complex opportunities into institutional-grade transactions. We focus on opportunities where disciplined preparation, governance, and capital design generate measurable impact across sectors:
🟦 Growth & Aquisition Capital - Strategic capital for high-performing companies, operating platforms, and asset-backed ventures pursuing scale, M&A, roll-ups, or recapitalization. We focus on opportunities across the secondary and tertiary sectors with clear expansion or consolidation theses.
🟩 Real Assets & Infrastructure - We prioritize brownfield-stage or operational-ready projects in logistics, energy, ag-industrial, and digital infrastructure. Our focus is on ventures that have advanced beyond the permitting phase, enabling structured capital solutions that align with institutional underwriting and execution readiness.
🟪 Structured Credit & Special Situations - Complex transactions involving receivables, arbitral awards, precatórios, distressed assets, and litigation-linked recoveries. We specialize in mapping liquidity paths, structuring risk, and facilitating off-balance-sheet monetization for specialized legal or financial claims.
Our Approach
Every successful engagement follows a defined path grounded in readiness, precision, and execution. We focus on quality over quantity, working selectively with projects that demonstrate clear potential to close efficiently and perform at institutional standards.
1. Qualification
We begin by assessing the opportunity’s fundamentals, verifying documentation, structure, governance, and commercial viability.
Our goal is to confirm readiness, identify any gaps, and define the optimal capital strategy before engagement begins.
🟦 🟩 For operating, growth or industrial projects, this includes:
• Capital Structure — Target raise size, structure (equity, debt, or hybrid), and founder participation.
• Use of Proceeds — Clear allocation of capital for expansion, acquisition, working capital, or restructuring.
• Readiness Milestones — Feasibility, traction, licenses, and documentation confirming execution viability.
🟪 For credit and special situations, readiness is defined by:
• Asset Quality — Underlying receivables, judgments, or instruments forming the basis of value.
• Documentation Integrity — Legal enforceability, counterparty standing, and claim validation.
• Recovery Structure — Collateral, guarantees, or contractual mechanisms that support liquidity and protection.
2. Structuring
Once qualified, we organize financial, legal, and operational elements into a coherent, investor-ready framework.
This includes capital strategy design, transaction modeling, and stakeholder alignment to ensure consistency from presentation through execution.
3. Positioning
We craft the institutional narrative, integrating strategy, documentation, and data into a cohesive, credible investment story.
Our objective is to ensure each opportunity communicates clarity, confidence, and measurable value to the right partners.
4. Closing
We coordinate next steps and relationships toward a successful close, maintaining structure, communication, and discipline throughout.
Every mandate concludes with a tangible outcome: a transaction positioned to perform in front of serious capital.
🟦 🟩 GROWTH & ACQUISITION CAPITAL
Lagoa partners with founders, operators, and project sponsors whose businesses and assets are already proven and ready for institutional capital. Whether it’s a growth-stage tech platform, an operational asset, or a well-known brand entering new markets, the common thread is readiness, credibility, and a clear path to scale. We focus on execution-ready ventures and operating platforms where capital can accelerate growth, expansion, or acquisition outcomes.
1. Tech & Venture-Backed Companies
For growth-stage founders with proven traction seeking institutional expansion capital. We work with established operators who have market validation, recurring revenue, and a scalable model.
Focus: SaaS, Fintech, EdTech, and AI-enabled B2B / B2C platforms.
Ticket Size: USD $3M–$12 million
Key Metrics
6–12 + months of commercial traction
MRR ≥ USD $100 K
Efficient CAC / LTV and scalable unit economics
Experienced management with governance and investor discipline
AI ventures with defensible IP and proprietary data (no low-moat wrappers or incremental tools)
2. Operational & Real-Asset Capital
For established operators or asset owners seeking scale or recapitalization, not early permitting or raw-land development. We align the right capital, structure, and partnerships to expand capacity, modernize systems, or finance acquisitions and infrastructure growth.
Focus: Energy, logistics, mining, industrial, manufacturing, utilities, and real estate.
Ticket Size: USD $20M–$250 million+
Key Metrics
Proven operations and consistent cash-flow history
Completed feasibility, environmental and technical validation reports (shovel-ready)
Clear sponsorship and governance framework
Capex structure aligned with institutional investors
Transparent cash-flow visibility and defined execution timelines
Strong asset base and disciplined operational control
For mining projects, NI-43-101 already issued
We prioritize opportunities led by credible operators with measurable performance, aligning capital structures that enable scale, efficiency, and sustained value creation.
3. Branded Platforms & Roll-outs
For established consumer or hospitality brands, domestic leaders or recognized international names, expanding into Brazil or scaling through franchising and joint ventures. We help structure capital partnerships that drive market entry, regional expansion, and platform growth.
Focus: Hospitality, retail, food & beverage, health & wellness, and franchising.
Ticket Size: USD $20M–$150 million+
Key Metrics
Verified unit profitability and replicable models
Strong brand recognition and customer loyalty
Scalable franchise or multi-site frameworks
JV / sale-leaseback structures enabling capital-backed expansion
These engagements combine strategic capital and operational optimization, transforming strong operators into scalable platforms.
✅ How It All Connects
Across each category, our focus remains the same: execution-ready opportunities where institutional capital and credible operators meet.
Every engagement begins with alignment — clear goals, proven performance, and disciplined execution, so that investors and operators can move decisively.
🟪 STRUCTURED & SPECIAL SITUATIONS
We help legal, corporate, and institutional stakeholders unlock liquidity from complex, time-bound, or underutilized assets. You bring enforceable rights, credit claims, contractual or digital receivables, we help structure, position, and execute transactions that convert them into strategic liquidity.
Each opportunity is evaluated for legal clarity, documentation strength, and downside protection, with a focus on credible counter-parties and measurable timelines.
1. Structured Legal & Credit Opportunities
You have enforceable claims or verified receivables with a clear path to recovery. We provide the structure, investor alignment, and documentation support needed to turn complexity into capital.
Focus: Judicial receivables, arbitral awards, contractual rights, and special-situation claims.
Ticket Size: USD $1M–$250 million
Key Metrics
Enforceable rights or verified contractual documentation
Predictable payment or resolution timeline (typically 12–48 months)
Transparent claim structure and verified claim ownership
Institutional-grade counter-parties or public-sector obligations
Clear exit strategy and legal oversight
Preference for structured or collateralized recovery paths
We evaluate opportunities where legal precision and financial structure meet, delivering institutional confidence in complex asset environments.
2. Precatórios
You hold eligible federal or select state-level judicial receivables with strong legal standing. We help structure and position these assets to attract institutional participation and accelerate recovery.
Repayment Horizon: up to 48 months
Transaction Size: R$ 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.
3. 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
4. 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
5. 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.
6. 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 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.
