Austral Continental Contact
Austral
Continental
Cross-border capital advisory
between the United States and Brazil.
Practice
We advise on and participate in transactions that connect American institutional capital with Brazilian industrial operators.
Austral Continental is a principal-led merchant advisory practice focused on the mid-market corridor between U.S. investors and Brazilian hard-asset businesses. We work on a small number of transactions at a time, and we co-invest alongside our clients when the deal merits it.
Our work is built on bilateral trust: fluency in both languages, both cultures of capital, and both sides of the table.
Disciplines
Capital Advisory
Connecting Brazilian mid-market companies with U.S. institutional capital sources: equity, credit, and structured solutions.
Co-Investment
Selective principal participation alongside institutional partners in transactions where our conviction and relationships add value.
Deal Origination
Proprietary sourcing of mid-market opportunities through direct relationships with Brazilian industrial families and operators.
Strategic Intelligence
Ground-level insight on cross-border capital dynamics, regulatory environment, and sector-specific operating conditions.
Why Brazil
Five structural advantages that no other country on earth can replicate.
Brazil possesses a combination of irreplaceable natural endowments that will compound in value for the next fifty years, regardless of who is president or what the currency does.
1st
Food
The world's largest net food exporter with more unused arable land than any nation. Ten billion people need feeding by 2050. Brazil is the answer.
12%
Water
Twelve percent of the world's renewable freshwater. Agriculture is rainfed, not aquifer-dependent. As competitors deplete, Brazil compounds.
89%
Clean Energy
Electricity 89% renewable. 60 kg CO₂ per MWh vs 400 in the U.S. Every factory in Brazil has a carbon advantage that will widen for decades.
94%
Critical Minerals
Controls 94% of global niobium. Top reserves in graphite, nickel, rare earths, lithium, and manganese. Less than half the country has been geologically mapped.
215M
Demographics
The sixth most populous country, median age 34, 87% urbanized. Nubank alone serves 100 million customers. The formalization of this economy is just beginning.
$30T
Carbon
The Amazon stores 150-200 billion tons of carbon. At regulated market prices, that is $30 trillion of natural capital currently valued at zero.
Corridor
The gap between American capital and Brazilian industry is structural, not informational.
Brazil is the eighth-largest economy on earth, the world's largest net food exporter, and home to 94% of global niobium supply. Yet most U.S. institutional portfolios allocate less than 1% to the country. That is the gap we operate in.
8th
Largest economy
on earth
94%
Of world niobium
supply
<1%
Of typical U.S.
institutional portfolio
Why Brazil is the greatest asymmetric
bet on earth.
Supply chains are fracturing. Energy chokepoints are contested. Critical mineral bans are multiplying. Our investment thesis explains the five structural advantages that make Brazil irreplaceable, and why the repricing is accelerating.
Read the Investment Thesis
Contact
Serious inquiries
are welcome.
[email protected]
Brazil
São Paulo · Southern Brazil
United States
Miami · New York
Principal
Drew Crawford, Managing Partner, Austral Continental
Managing Partner
Drew Crawford
Drew Crawford is the founder and Managing Partner of Austral Continental. He has spent twelve years on the ground across Brazil, from the Amazon to the industrial ports of the south, from MATOPIBA to the mineral belt of Minas Gerais, and everywhere in between.
He operates from Florianópolis, is fluent in Portuguese and Spanish, and has been featured in the Wall Street Journal (U.S.), Exame (Brazil), and El Economista (Argentina).
Read full biography →
Disclosures
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Austral Continental is not a registered broker-dealer, and Finalis Securities LLC and Austral Continental are separate, unaffiliated entities.
australcontinental.com (the "Austral Continental Website") is a website operated by Austral Continental Consultoria Empresarial Ltda, a privately held Brazilian sociedade limitada unipessoal (CNPJ 66.505.730/0001-52). Austral Continental provides financial and strategic consulting services, mergers and acquisitions services, fairness opinions, and related advisory work.
Disclaimer: This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities' registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Austral Continental along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.