VINCI COMPASS COMPLETES ACQUISITION OF 50.1% STAKE IN VERDE ASSET MANAGEMENT

Rhea-AI Summary

Vinci Compass (NASDAQ: VINP) completed acquisition of a 50.1% controlling stake in Verde Asset Management on Dec 1, 2025. The deal adds approximately R$16 billion AUM across Brazilian and global multi-strategy funds and pension plans and is intended to strengthen Vinci Compass' Global Investment Products & Solutions (Global IP&S) platform.

The first-phase consideration was paid in a mix of newly issued VINP Class A common shares and cash, with a second installment payable after two years contingent on revenue targets; a five-year earn-out will govern purchase of the remaining 49.9% for shares and/or cash. Vinci Compass expects the transaction to be double-digit accretive to FRE per share and low-to-mid single-digit accretive to Distributable Earnings per share.

Positive

• R$16 billion AUM added to Vinci Compass
• 50.1% controlling stake secures governance influence
• Immediate double-digit accretion to FRE per share
• Strengthens Global IP&S product shelf and discretionary AUM mix

Negative

• Second installment after two years is contingent on revenue targets
• Earn-out obligates purchase of remaining 49.9% payable in shares and/or cash in five years
• Use of new VINP Class A shares in consideration creates potential dilution

News Market Reaction

+2.05%

1 alert

+2.05% News Effect

On the day this news was published, VINP gained 2.05%, reflecting a moderate positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Initial stake acquired: 50.1% Added AUM: R$16 billion Remaining stake: 49.9% +2 more

5 metrics

Initial stake acquired 50.1% Controlling stake in Verde Asset Management

Added AUM R$16 billion Assets under management from Verde multi-strategy funds and pension plans

Remaining stake 49.9% Verde interest to be acquired in second phase earn-out

Second installment timing 2 years Deferred payment contingent on revenue targets and conditions

Earn-out timing 5 years Earn-out date for acquiring remaining 49.9% stake

Market Reality Check

Price: $12.94 Vol: Volume 41,851 is below 20...

normal vol

$12.94 Last Close

Volume Volume 41,851 is below 20-day average of 48,909, suggesting no unusual trading ahead of this news. normal

Technical Shares trade above the 200-day MA of 10.28 and sit near the 52-week high of 12.785.

Peers on Argus

VINP gained 0.95% while key asset-management peers mostly declined (e.g., AC -7....

VINP gained 0.95% while key asset-management peers mostly declined (e.g., AC -7.43%, MSIF -1.75%), indicating a stock-specific move rather than a broad sector trend.

Historical Context

5 past events · Latest: Dec 01 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 01	Acquisition closing	Positive	+2.0%	Completion of 50.1% Verde stake adding R$16 billion in AUM.
Nov 13	Earnings release	Positive	+1.3%	3Q 2025 results with fee-related earnings and Verde announcement.
Oct 14	Earnings schedule	Neutral	+0.5%	Announcement of timing and access details for 3Q 2025 results call.
Oct 07	Investor Day	Neutral	-1.0%	Second Investor Day outlining strategic vision and webcast details.
Oct 06	Acquisition announcement	Positive	-1.0%	Initial agreement to acquire 50.1% of Verde with phased consideration.

Pattern Detected

Recent corporate events, including this Verde acquisition, have generally produced modest single-digit price moves, with some divergence around strategic announcements and investor events.

Recent Company History

Over the last few months, Vinci Compass highlighted several strategic milestones. On Oct 6, 2025, it announced the Verde acquisition, followed by an Investor Day on Oct 7 and a scheduling release for 3Q 2025 earnings on Oct 14. Third-quarter results on Nov 13 included fee-related earnings details and confirmation of the Verde deal, which has now closed on Dec 1. Across these events, shares saw modest single-digit moves, suggesting steady but not extreme market reactions to news flow.

Market Pulse Summary

This announcement confirms closing of the initial 50.1% stake in Verde, adding about R$16 billion in...

Analysis

This announcement confirms closing of the initial 50.1% stake in Verde, adding about R$16 billion in AUM and expanding Vinci Compass’ multi-strategy and Global IP&S platforms. It follows the October agreement and November earnings update that discussed the transaction’s expected accretion. Key factors to watch include delivery on projected accretion to FRE and Distributable Earnings per share, achievement of revenue targets tied to the second installment, and the future earn-out for the remaining 49.9% stake.

Key Terms

assets under management, multi-strategy, pension plans, class a common shares, +2 more

6 terms

assets under management financial

"Vinci Compass adds approximately R$16 billion in assets under management"

Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.

multi-strategy financial

"one of Brazil's leading multi-strategy asset managers"

An investment approach that uses several distinct trading or allocation methods at once—for example combining stock-picking, bonds, commodities, and hedging techniques—to seek returns while spreading risk. Think of it like a mixed toolbox or a balanced meal: if one part underperforms, others can help steady overall results. Investors care because it can reduce volatility and provide more consistent returns, though it can also be more complex and harder to evaluate.

pension plans financial

"across Brazilian and Global multi-strategy funds and Pension Plans"

Pension plans are arrangements where employers, governments or individuals set aside money during working years to provide a steady income in retirement, like a long-term savings pool that pays out monthly benefits later. They matter to investors because pension funds are major, long-term holders of stocks and bonds and their funding health can create large future liabilities or cash needs that affect a company’s finances, creditworthiness and stock value.

class a common shares financial

"through a mix of newly issued VINP Class A common shares and cash"

A Class A common share is a specific type of ordinary company share that represents an ownership stake and usually carries particular voting rights or payout priorities compared with other share classes. For investors it matters because those differences affect how much influence you have over company decisions, how dividends or liquidation proceeds might be distributed, and how easily the shares trade — like choosing between car models where one has extra features (more control) and another focuses on price or availability (liquidity).

earn-out financial

"The second phase was structured as an earn-out to be paid five years after Closing"

An earn-out is a deal feature in mergers and acquisitions where part of the purchase price is paid later only if the acquired business meets specific future targets, such as revenue or profit goals. It matters to investors because it shares risk between buyer and seller—similar to paying for a used car only if it reaches promised mileage—affecting projected cash flows, valuation assumptions, and the likelihood of future payouts.

distributable earnings financial

"low-to-mid single-digit accretive to Distributable Earnings per share"

Distributable earnings are the portion of a company’s reported profits that management determines is safe to pay out to shareholders after accounting for cash needs, required reserves, and non-cash bookkeeping items. Think of it like the money left in your household budget after paying bills and putting aside savings — it shows what can realistically be handed out as dividends or distributions and helps investors judge how sustainable and reliable future payouts may be.

AI-generated analysis. Not financial advice.

RIO DE JANEIRO, Dec. 1, 2025 /PRNewswire/ -- Vinci Compass Investments Ltd. (NASDAQ: VINP) ("Vinci Compass,"  "we," "the Company," "us," or "our"), the controlling company of a leading alternative investments and global solutions provider in Latin America, announced today that it has completed the previously announced acquisition of 50.1% stake in Verde Asset Management ("Verde"), one of Brazil's leading multi-strategy asset managers with a widely recognized brand and outstanding long-term track record.

As a result of the closing, Vinci Compass adds approximately R$16 billion in assets under management ("AUM") across Brazilian and Global multi-strategy funds and Pension Plans, further enhancing the Global Investment Products & Solutions ("Global IP&S") product shelf and discretionary AUM mix.

"It is a privilege to formally welcome Luis Stuhlberger and the Verde team as partners of Vinci Compass," said Alessandro Horta, Chief Executive Officer of Vinci Compass. "This transaction establishes Verde as a foundational element of our multi-strategy and Global IP&S platforms, reinforcing our role as the partner of choice for clients' global and local allocation needs."

Transaction Overview

The Transaction, which was announced on October 6^th, 2025, closed today and was structured in two phases. In this first phase, Vinci Compass acquired a controlling 50.1% stake in Verde through a mix of newly issued VINP Class A common shares and cash, with payment set in two installments, first at Closing and the second after two years, contingent on revenue targets and other customary conditions. The second phase was structured as an earn-out to be paid five years after Closing, at which time Vinci Compass will acquire the remaining 49.9% stake in Verde, with consideration payable in new VINP Class A common shares and/or cash at Vinci Compass' discretion.

We expect the Transaction to be immediately accretive on a double-digit basis to FRE per share and low-to-mid single-digit accretive to Distributable Earnings per share.

About Vinci Compass

Vinci Compass stands as the premier partner for alternative investments and global solutions in Latin America. With nearly three decades of experience and local operations from eleven offices in Latin America and the US, our expertise spans: Private Equity, Credit, Real Estate, Infrastructure, Forestry, Equities, Global Investment Products & Solutions, and Corporate Advisory. Each segment is managed by specialized teams dedicated to investment and advisory excellence. As of September 2025, Vinci Compass had R$316 billion in assets under management and advisory.

About Verde Asset Management

Founded in 2015, Verde Asset Management is run by a team working together for over 25 years, pioneers in the launch of several investment strategies in Brazil. Verde manages approximately R$16 billion across Brazil and Global Multi-strategy, and Pension Plans strategies. The Verde fund launched in 1997 is one of the largest and oldest multi-strategy funds in Brazil.

Forward-Looking Statements

This press release contains forward-looking statements that can be identified by the use of words such as "anticipate," "believe," "could," "expect," "should," "plan," "intend," "estimate" and "potential," among others. By their nature, forward-looking statements are necessarily subject to a high degree of uncertainty and involve known and unknown risks, uncertainties, assumptions and other factors because they relate to events and depend on circumstances that will occur in the future whether or not outside of our control. Such factors may cause actual results, performance or developments to differ materially from those expressed or implied by such forward-looking statements and there can be no assurance that such forward-looking statements will prove to be correct. The forward-looking statements included herein speak only as at the date of this press release and we do not undertake any obligation to update these forward-looking statements. Past performance does not guarantee or predict future performance. Moreover, neither we nor our affiliates, officers, employees and agents undertake any obligation to review, update or confirm expectations or estimates or to release any revisions to any forward-looking statements to reflect events that occur or circumstances that arise in relation to the content of this press release. Further information on these and other factors that could affect our financial results is included in filings we have made and will make with the U.S. Securities and Exchange Commission from time to time.

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SOURCE Vinci Compass Investments Ltd.

FAQ

What stake did Vinci Compass acquire in Verde and when did the deal close (VINP)?

Vinci Compass acquired a 50.1% stake in Verde; the transaction closed on Dec 1, 2025.

How much AUM does Verde add to Vinci Compass (VINP)?

The acquisition adds approximately R$16 billion in AUM across Brazilian and global multi-strategy funds and pension plans.

How is the Verde purchase being paid and are there contingencies for VINP shareholders?

First-phase consideration was paid in a mix of new VINP Class A shares and cash; a second installment after two years is contingent on revenue targets.

Will Vinci Compass buy the remaining Verde shares and when (VINP)?

Yes; an earn-out requires acquisition of the remaining 49.9% five years after closing, payable in VINP shares and/or cash at Vinci Compass' discretion.

What is the expected near-term earnings impact of the Verde acquisition for VINP?

Vinci Compass expects the transaction to be double-digit accretive to FRE per share and low-to-mid single-digit accretive to Distributable Earnings per share.