Rafael Barreto

Rafael Barreto is a Director at KPMG Transaction Strategy with over 14 years of experience leading Mergers and Acquisitions (M&A) projects for innovators and new entrants in technology sectors. He specializes in cross-functional merger integration, execution of divestitures and operational due diligence for corporate and private equity (PE) investors. Rafael has extensive on-site project experience across the US, Canada, Mexico, Argentina, and Brazil.

Professional and industry experience

• For a major SaaS application security and delivery company, led cross-functional integration of (three) consecutive acquisitions including Sales, Marketing, Customer Success and Support, Product, HR, IT, Finance, Accounting, Tax, Legal and Change Management
• For a Fintech/SaaS company, led cross-functional integration of (two) consecutive acquisitions including IMO, Synergies/Value Creation, Sales, Marketing, Product, Financial Reporting, Valuation, HR, IT, Credit Risk & Ops, Tax, Legal & Compliance workstreams
• For an eCommerce company, led technology diligence followed by cross-functional merger integration with added 4% percentage points ($6M/yr) in combined/MergeCo EBITDA margin by implementing OPEX synergy savings driven by technology, procurement and portfolio rationalization
• For a health vision provider, led synergy estimation followed by carve-out to integration and TSA management resulting in added earnings of $4M/yr driven by technology process automation and implementation of cross-selling opportunities
• From Oct-19 to Jan-21, led 14 technology and operational due diligence assessments to software and software-enabled high technology pre-IPO transactions
• Managed a global team of 6 consultants in US, India and Singapore in two parallel due diligence assignments for an US based consumer electronics client expanding its presence globally. Reported directly to the senior partner responsible for the global account relationship
• For a global consumer and enterprise software provider, led the financial evaluation of synergies in a large integration program
• For the same software provider, performed program management and worked with internal stakeholders across 15 client projects to implement USD$50M+ in synergies (combining cost savings, revenue growth and cash release) in the first year.