Stock Markets March 30, 2026

Advent to Acquire Minority Stake in Natura as Founders Leave Board

Binding agreement covers 8%-10% stake via secondary transactions; board reshuffle proposes advisory roles for departing founders

By Nina Shah
Advent to Acquire Minority Stake in Natura as Founders Leave Board

Natura said on Monday that U.S. private equity firm Advent has signed a binding agreement to purchase an 8% to 10% stake in the Brazilian cosmetics company at an average price target of 9.75 reais per share. The transaction will be executed in the secondary market over six months. Concurrently, Natura announced a board restructuring that includes the resignation of its three founders and its chairman, with a proposal to convert them into a non-decision-making advisory board and to install Alessandro Carlucci as chairman.

Key Points

  • Advent International has a binding agreement to buy between 8% and 10% of Natura at an average price target of 9.75 reais per share.
  • The stake acquisition will be executed in the secondary market over a six-month period, and Advent may appoint two directors to Natura's board.
  • Natura announced a board reshuffle: founders Luiz Seabra, Guilherme Leal and Pedro Passos are stepping down, Fabio Barbosa will leave his seat, and the four are proposed to form a non-decision-making advisory board while Alessandro Carlucci would become chairman.

SAO PAULO, March 30 - Brazilian cosmetics company Natura said on Monday that Advent International has entered into a binding agreement to buy a minority stake in the firm. According to Natura's securities filing, Advent will acquire between 8% and 10% of the company's shares at an average price target of 9.75 reais per share.

The filing states the purchase will be completed in the secondary market over a six-month period. As part of the agreement, Advent will be entitled to appoint two members to Natura's board of directors.


Board reshuffle and governance proposal

In the same announcement, Natura outlined a significant change to its board composition. Founders Luiz Seabra, Guilherme Leal and Pedro Passos will step down from the board. The company also said that Fabio Barbosa, the chairman and former chief executive, will leave his seat.

Natura has proposed to shareholders that those four former board members be reconstituted as a new advisory board. The company specified that this advisory body would have no decision-making authority. Under the proposal included in the filing, Alessandro Carlucci would assume the role of chairman.


Transaction mechanics and disclosure

All terms reported in the filing indicate the stake acquisition will occur in the secondary market and be phased over six months, with Advent securing the right to add two directors to Natura's board. The average price target cited for the stake is 9.75 reais per share. The filing also provides a dollar-reais reference of $1 = 5.2520 reais.

This announcement covers both the ownership change contemplated by the binding agreement with Advent and the related governance changes Natura is proposing to shareholders.


Context and next steps

The filing positions the Advent transaction and the company board changes as linked items disclosed together. Shareholder consideration of the proposed advisory board structure and the appointment of a new chairman will follow Natura's usual governance and shareholder processes as set out in the securities filing.

Risks

  • Uncertainty around shareholder approval of the proposal to form a non-decision-making advisory board could affect governance outcomes - impacts corporate governance and investor relations sectors.
  • Execution risk related to the phased secondary-market purchase over six months could affect the timing and market dynamics of the stake transfer - impacts equity markets and investor sentiment in consumer sector.
  • Changes in board composition, including the departure of founders and the chairman, introduce governance transition risk until new leadership arrangements are fully implemented - impacts corporate governance and management continuity.

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