Murtaza Zaidi ACCA, CFA

VP-Investments | Private Equity | M&A | Venture Capital

Saudi Arabia

About

Investment Professional responsible for the development and implementation of overall investment strategy, investment policy and guiding principles aligned with organization's goals, and portfolio management activities. Skills include developing and implementing department strategies, deal origination, evaluation and advising on investment opportunities, due diligence and executing post-investment technical advisory. Experience in providing business financial and management consulting services to a diverse portfolio of clients across industries related to Project financing and public private Partnership (PPP) During the course of my professional career, I have worked on engagements related to the preparation of feasibility studies, business valuation, project evaluation, due diligence, business planning and financial modeling.

Experience

  • Vice President - Investment & Strategy at Alkhabeer Capital - الخبير المالية
    Apr 2024 - Present · 2 yrs 3 mos

  • Manager Investment Banking at Asyaf Investments
    May 2023 - Apr 2024 · 1 yr

    Managed the Investment Banking Department, driving evaluation of acquisition targets, overseeing Financial and Legal due diligence for transactions over SAR 520 million in Private Equity portfolio and SAR 850 million in Real estate transaction, and finalizing valuations. Developing detailed 5-year business plans with acquired firms, optimizing exit strategies. • Transaction Leadership: Spearheading end-to-end execution of acquisitions, guiding valuation processes, and leading negotiations. • Due Diligence Oversight: Managing comprehensive Financial and Legal due diligence for transactions. • Strategic Valuation: Assessing target valuations aligned with market dynamics and strategic imperatives. • Business Planning: Collaborating with acquired firm management to create strategic 5-year business plans. • Risk Assessment: Identifying critical risk factors and growth opportunities through meticulous analysis. • Market Analysis: Conducting thorough market research to inform investment decisions and strategies

  • Accelerate Prosperity (Full-time · 4 yrs 1 mo)
    • Head of Investment
      Jun 2021 - Jul 2023 · 2 yrs 2 mos

      Responsible for the development and implementation of overall investment strategy, investment policy, and guiding principles aligned with the organization's goals, and portfolio management activities.

    • Manager Investments & TA
      Jan 2020 - Jun 2021 · 1 yr 6 mos

      Responsible for analysing and evaluation of Small and growing businesses to make informed decisions to invest in businesses and starups with high potential for economic returns and social impact. Providing trainings to portfolio businesses to sketch their Information Memoradum and Financial Model with an objective to make them investment ready. Key Responsibilities: • Analyzing business applications for incubation by scrutinizing application forms and conducting in person interviews. • Providing trainings to incubatees during the investment cycle to make their businesses investment ready by strategising and formalizing their Information Memorandum and Financial Model. • Conducting market resarch to validate incubatees market size and its prospects in long term to analyse its social and financial impact. • Conducting operational and financial Due Dilgence for shortlisted incubatees to evalate the investment risk and to assess the business debt absorption capacity.

    • Senior Investment Analyst
      Sep 2019 - Dec 2019 · 4 mos

  • Financial Consultant - Corporate Finance at Baker Tilly International
    Jun 2018 - Mar 2019 · 10 mos

    Provided business advisory services to startups and estalished enterprises to grow businesses and facilitated fund raising for expansion phase by preparaing pitchbook and financial models for clients to negotiate financing. Competed AED70 million worth of debt restructuring projects and raised AED10 million for early stage startup. Core work: • Managed end-to-end execution of more than client mandates. • Build business models and financial models. • Conducted market research, financial planning and strategy development. • Guided clients on fundraising, equity or debt financing. • Prepared business plans, financial projections and conducts feasibility studies for new ventures.

  • Corporate Finance Analyst at Akseer Research
    Sep 2016 - Feb 2018 · 1 yr 6 mos

    Key focus was Pakistan dairy Sector, focused on key sector players to interpret company standing in dairy sector by conducting market assessment and preparing financial models to assess company performance and potential growth prospects. Timely analysing fair valuation of listed companies to trading department for sale and purchase of company shares. Core work: • Analyzed financial data and creates financial models for decision support. • Performed analysis on financial statements, such as balance sheet, income statement and changes in financial position/budget variance analysis. • Evaluated financial performance by comparing actual results with plans and forecasts. • Created business models to forecast financial statements and market trends. • Provided business valuation, recommendations on project financing, and other financial analysis