Abu Dhabi, Abu Dhabi Emirate, United Arab Emirates
Experienced investment and corporate finance professional. Diverse background in advisory, large family-owned corporates, investment banking, restructuring, government and asset management. Expertise in financial modeling, financial/investment analysis, venture capital, valuation, real estate, FP&A and transaction management. CFA charterholder with BS in Business Studies - Banking and Finance concentration.
Boutique independent investment bank based out of DIFC and focused on strategic financial advisory, mergers and acquisitions advisory, capital markets advisory and capital restructuring advisory across MENA and North America. Key MENA assignments: - Debt restructuring advisory for a UAE-based healthcare, consumer products and investment conglomerate ($2 bn+ of debt across 40+ banks) - Sell side advisory for a regional Middle East construction group ($500 mn+ valuation) targeting partnerships with/investment from regional SWFs - Sell side advisory for multiple start-ups seeking to raise funding across the UAE and KSA (eCommerce, FinTech, logistics, cloud kitchens) - Buy side advisory for an O&G services firm seeking a cross-border leveraged buyout of an advanced technology player ($80 mn+ valuation) - Capital markets advisory for a publicly listed UAE-based F&B manufacturer raising up to AED300 mn of mandatory convertible bonds Key North America assignments: - Strategic advisory for an AgTech venture seeking expansion into the Middle East - Assessment of multiple real estate opportunities (mainly residential) for potential cross-border investment
MENA construction contractor founded in 1967 with $1bn annual turnover. Track record of executing complex and iconic high-rise developments, infrastructure, oil and gas and industrial projects. - Reporting directly to the Group CFO to lead the corporate finance and FP&A function, covering the group’s business in 10+ countries and 70+ entities, collaborating with finance leads and key group department heads - Prepared group budgets, financial analysis, Board reporting packs, group cash/debt position and group cash flow - Lead role on a legal reorganization exercise across the UAE (onshore and free zones), KSA, Egypt, Jordan, Lebanon and India. Planning and coordination with internal departments and external advisors (international and local legal advisors, Big 4 accountants and financial advisors) - Developing and maintaining financial models for group strategic business planning, quarterly financial planning and investment appraisal both independently and with external advisors - Review and preparation of investment models, teasers, financial information packs, KYC documentation for banks, financiers and client prequalifications - Monitoring construction market and analysis of competitive peer group (financials and valuations), using public filings, market intelligence platforms and conferences
Leading Lebanese bank affiliated with the multinational Société Générale group. Reported directly to the Head of Investment Finance to work on corporate finance advisory and asset management. - Assisted in securing regulatory approval and first closing of two new venture capital funds (total targeted closing of $120mn), including coordination with clients, legal advisors, regulators and potential investors - Monitored the bank's venture capital and private equity portfolio (worth over $10m) and liaised with portfolio companies/funds and internal departments as needed for regulatory reporting, capital calls and board/GA meetings - Conducted preliminary assessments and valuations for potential corporate finance advisory assignments, venture capital investments and ABS investments, including drafting investment committee memorandums - Research and development of asset management discipline, strategies, templates in preparation for launch of asset management services (local and international fixed income and equities)