Marcelo Y. Kooro, CFA

Mergers and Acquisitions @ Valsoft Corporation

About

Passion drives everything I do—whether it’s my love for animals, family, nature, or investments. I’m now embarking on the exciting journey of building a new life in a new country. As the founder of Petxgogo, I created Brazil’s first dedicated platform for specialized veterinarians, successfully growing the network to over 1,000 professionals through organic initiatives. At Quasar Asset Management, I partnered with colleagues from Itaú Unibanco to launch an Equities Fund focused on Brazilian companies, further deepening my expertise in portfolio management. During my tenure at Itaú Asset Management (USD 150 billion AuM, Brazil’s largest asset manager), I rose from a trainee of the Wealth Management Services department to Partner of the Dunamis Fund, where my industry-leading analysis generated more than USD 80 million in alpha against the Brazilian equities benchmark. My career foundations were built in demanding internship roles at PwC, BNP Paribas Asset Management, and Citibank, where I developed a strong skill set in equities trading and finance.

Country

City

Canada

Industry

Venture Capital & Private Equity

Skill

Gestão de vendas, Serviços de clientes, Balanço patrimonial, Análise de balancete, Medição de desempenho, Coaching, Desempenho de investimentos, Relacionamento com clientes, Capacidade de organização, Comunicação oral, Atenção a detalhes, Roadshow, Excelência operacional, Decisões de investimento, Análise de investimentos, Vendas, Resolução de problemas, Gestão de tempo, Aquisições, Apresentações

Experience

Mergers and Acquisitions

Valsoft Corporation

2025-9 - Present · 1 yr 1 mo

Toronto, Ontario, Canada

Lighthouse Team at Valsoft - Sourced and evaluated acquisition targets via multi-channel outreach and advisor networks. - Conducted valuation analyses to align expectations with investment criteria. - Performed commercial and financial due diligence in collaboration with deal teams. - Supported negotiations on acquisitions targeting $15–20M in revenues.

Founder

Petxgogo

2022-11 - 2024-4 · 1 yr 6 mos

São Paulo, Brasil

Petxgogo is a health platform for pets, connecting you with specialized veterinarians. You can also join our specialized forums to find the best treatments for your pet. Follow Petxgogo on Instagram: @petxgogo https://www.petxgogo.com.br/

Partner

Quasar Asset Management (QAM)

2021-4 - 2022-12 · 1 yr 9 mos

São Paulo, Brasil

Senior Partner at Quasar Tropos FIA fund. Equity Research Senior Analyst covering Consumer, Healthcare, Homebuilding, Properties, Malls, and Education sectors. Quasar Asset Management was created by former Itau Unibanco partners and manages $400 million (USD) in assets, specializing in EM bonds, local bonds, and equities. Additionally, Valor Capital Group invested in Quasar Fintech in 2020, with further investment in 2024. - Launched a new Equities Fund focused on Brazilian Equities. Total return equities fund specialized in Brazilian companies. - Structured options and short ideas for the fund. - Developed the investment process for companies invested in by the fund. - Managed the Equity Research team of junior analysts by implementing the fund's investment process.

Partner Itaú Dunamis - Senior Equity Research Analyst

Itaú Asset Management

2019-1 - 2021-3 · 2 yrs 3 mos

- Promoted to Partner of the Itaú Dunamis Fund (USD 1 billion AUM), an equities fund focused on Latin American companies. The fund was recognized as one of the best equity funds to invest in during 2019. - Lead analyst of Real Estate, Health Care, Malls and Education sectors. - Developed strategy and stock guide process of ESG companies. - Ranked as the top analyst for performance over three consecutive years. Investment calls generated over USD 80 million in alpha for the fund.

Equity Research Analyst

Itaú Asset Management

2013-1 - 2019-1 · 6 yrs 1 mo

Part of the Equity Research team at Itaú Unibanco Asset Management, overseeing sectors including Education, Healthcare, Homebuilders, Malls, and Properties within the Equities division. Itau Unibanco is the largest private asset manager in Brazil with US$150 billion in assets under management. - Developed new methodologies for the Stockguide process. - Responsible for major investment cases in the real estate sector with a proven track record. - Covered over 40 companies in Latin American equities. - Established strong relationships with public companies in the real estate, education, and healthcare sectors.