Finance · Investment BankingM&A with NDAEnglish · Portuguese

Credit Suisse IBCM Brazil — M&A with NDA and a Trip to Cuiabá

Investment banking with a bilateral NDA mandatory before any briefing.

▶ QUICK SUMMARY

Credit Suisse's Investment Banking and Capital Markets (IBCM) division in Brazil covered M&A, ECM and DCM until its integration into UBS in 2023. Alex Barros interpreted English-Portuguese for the team, with a bilateral NDA signed before the service began and a trip to Cuiabá indicating due diligence on a Mato Grosso asset.

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The context

Credit Suisse's Investment Banking and Capital Markets (IBCM) division in Brazil covered M&A, ECM (equity capital markets) and DCM (debt capital markets) mandates until its integration into UBS in 2023.

In October 2019, the first contact came directly from the Credit Suisse IBCM team, with Arissa Morita, Liliane Matsumoto and Igor Donni coordinating the process. Before any briefing on the mandate's content, a bilateral NDA was signed — standard for M&A transactions involving material non-public information.

The mandate included a trip to Cuiabá, in Mato Grosso state — travel that typically points to due diligence on an asset in agribusiness, mining or energy, the three sectors with the highest concentration of relevant operations in the region.

What changes when the NDA comes before the briefing

In M&A mandates with a bilateral NDA signed before any content is shared, the interpreter operates with less prior context than in an open event — the asset's name, the counterparty and sometimes even the exact sector are only revealed at the technical briefing, hours before the session.

This requires glossary preparation to happen in a more compressed way, under more time pressure: the interpreter needs to quickly absorb sector-specific terms for an asset that only becomes known days before the event, while maintaining the same precision standard as a mandate prepared weeks in advance.

Frequently asked questions

Which Credit Suisse division was involved?+

The Investment Banking and Capital Markets (IBCM) Brazil division, which covered M&A, ECM and DCM until its integration into UBS in 2023.

When was the NDA signed?+

Before any briefing on the mandate's content — standard for M&A transactions involving material non-public information.

Why the trip to Cuiabá?+

The trip to Cuiabá (MT) indicates due diligence on an asset in the region, typically in agribusiness, mining or energy — the sectors most concentrated in Mato Grosso.

Does the interpreter sign an NDA on every M&A mandate?+

Yes. For mandates involving non-public information — M&A, due diligence, board meetings — lingo signs a bilateral NDA before the service begins.

What's the minimum lead time to hire M&A interpretation?+

48h for remote RSI, 72h for in-person with UHF, 5 business days for new clients or complex technical glossaries.

Does your M&A mandate need an interpreter with an NDA?

Tell lingo the scope and the sensitivity of the information.

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2019
documented start of the mandate
Bilateral NDA
signed before any briefing
Cuiabá, MT
trip for regional asset due diligence
English · Portuguese
mandate's language pair

Lingo Qi Interpretações LTDA · CNPJ 53.834.741/0001-34 · São Paulo, SP