3G Capital may be setting its sights on multiple U.S. food and beverage companies, according to an analyst.
"They raised about $5 billion basically in a matter of seconds," Ali Dibadj, a consumer analyst at Sanford C. Bernstein, said Monday on CNBC's "Squawk on the Street." "It literally took them a week to do it."
Dibadj authored a note stating the Brazilian investing giant might be considering a partnership with beverage giants Pepsi or Coca- Cola. "I think the $5 billion is just a starting point," he said. "These guys seem to have an endless pool of funds to pull from. When you have [Warren Buffett] telling the world that they're the best operators in the world, you do have an opportunity to pull much more funds."
Nevertheless, Dibadj said a deal with either Pepsi or Coca-Cola is unlikely due to their respective market caps. "I think Pepsi and Coca-Cola are bit of a stretch for them, but not impossible given the amount of funds they can pull," he said.
Other possible acquisition/partnership targets for 3G Capital are Mondelez International and Campbell Soup, Dibadj said. "Consumer companies are so important to them because they want the top-line volatility to be very limited," he said. "What they do is come in and cut a bunch of costs."
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Dibadj added that Mondelez is probably the most likely company within the food and beverage sector to strike a deal with 3G Capital because of the investment firm's size and the international exposure it provides. "If you have emerging markets exposure, you don't have a lot of volatility on your top line."
Coca-Cola, Mondelez and Campbell Soup declined to comment. Pepsi and 3G did not respond to a CNBC request for comment.