94% of Brazilian private equity competes for 0.4% of companies. We go after the rest.
The lower middle market is the segment most neglected by institutional capital and offers the greatest potential for compound growth in Brazil.
Investment
Approach
Proprietary investment process
A process of research, origination, recruiting experts and partners, and scorecards developed over many years
Collaborative founders and great partnerships
We look for partners with a partner mindset. Entrepreneurs who want an active partner, not just capital.
Accelerated growth potential
Companies capable of growing over 50% per year for the next 5 to 7 years, with the right team and support.
The Shift Playbook
We don't perform magic. We do what works in a disciplined, repeatable, and intensive way. Our playbook was developed over more than 10 years and refined in each of our portfolio companies.
I
Foundations (Year 1)
After investing, we align the structure with the vision. We build the KPI framework, co-create the 5-year plan, identify quick wins, and help assemble the executive team.
II
Acceleration
Shift acts as a growth partner. We prioritize revenue expansion, new channels, key hires, and capital allocation to maximize growth.
III
Compounding
More strategic involvement. Focus on decision quality, margins, and preparing for an exit with governance and professionalized management.
The right time to exit
We look for an exit once the company has reached 5–20x revenue and is at the ideal size for strategic buyers or larger funds. No rush. The process requires patience.
