Page 92 - TACC 2023 Program

About Gerdau Next
Gerdau Next is the corporate private equity arm of Gerdau (NYSE: GGB) with a mandate to diversity Gerdau’s revenue
base with $3-4Bn of new revenue via investments in sustainability, mobility, and construction clusters.
Value-Added Partner Investment Criteria
• Over $17Bn of revenue generated within Gerdau’s • North and South American headquartered
core business businesses with core focus on the U.S. market
• Instant access to dry powder with possibilities of • ~$25MM - $1Bn of revenues
unleveraged investments • $50MM - $200MM equity check size for platform
• Invest utilizing an operational mindset with no set investments
divesture time horizon • ≤$50 million equity check size for add-on
• Active role in the portfolio management investments
• Multiple existing investments and large network of • ≥15% EBITDA margin
operators in a wide variety of industries • Strong EBITDA growth prospects and sustainable
Industry Focus competitive advantages
• Sustainability • Defensible market position
• Renewable Power Generation Avoid Excessive Risk
• Circular Economy: Waste to Fuel, others
• Advanced Materials • Capital deployment strategies without unnecessary
• Mobility business risks
• Logistics • Build value through time-tested operational best
• Logtech practices from core business and previous
• Construction investments
• Construction Tech + Retail
Investment Team Situational Focus
• Gustavo Peter, Director • Corporate carve outs
• Email: [email protected] • Majority control buyouts
• Fernanda Bordin, Sr. M&A Manager • Partial buyout investments on an asset and or
• Email: [email protected] company level
• Abdul Lakhani, Sr. M&A Manager
• Email: [email protected]
Existing Portfolio Companies