OUR PROFESSIONALS

Caio Coutinho de Melo

Full-cycle advisory services to technology and fintech companies and investors in structuring investment transactions, including the drafting and negotiation of instruments such as convertible notes, MoUs, NDAs, term sheets, investment agreements, share purchase agreements, and shareholders’ agreements. Experience in structuring and establishing investment funds, with expertise in drafting and analyzing regulations for different fund classes in compliance with applicable regulations, as well as in organizing corporate and contractual documentation, structuring asset acquisitions, and regulating the relationship between fund investors and service providers. Provides advisory services to high-net-worth clients in the definition and implementation of estate planning, covering corporate structures, succession planning, tax efficiency, and asset protection, including in contexts with international elements.

Academic Background
  • MSc in Finance, Hult International Business School (San Francisco/Boston, USA).
  • MBA (Master of Business Administration), Hult International Business School (London, UK).
  • Postgraduate Program in Business Structures and Operations, Fundação Getúlio Vargas.
  • Extension Course, International Institute of Social Sciences (Advanced Law Program – M&A).
  • Bachelor of Laws, Pontifícia Universidade Católica de São Paulo.
PUBLICATIONS AND LECTURES
ACADEMIC EXPERIENCE
  • Technical Certifications: Financial Data Import and Management in Python; Machine Learning for Finance
  • Top performer in the CESIM Global Challenge—while pursuing my master’s degree in finance at Hult International Business School in Boston.
AWARDS AND RECOGNITIONS
LANGUAGES
  • Portuguese and English.
PROFESSIONAL ASSOCIATIONS