Head of Mergers and Acquisitions

• May 2022 - Present

Managing Partner

• Feb 2020 - May 2022

Lote Tree Partners is a boutique consulting and investment advisory firm operating across the Middle East and South-East Asia. ++ Originating investment opportunities in Southeast Asia on behalf of investors. Leading all aspects of the investment process, from due diligence through to investment structuring and close. ++ Adviser to a c. SR 700 m turnover Saudi industrial holding company on their M&A and growth strategy. Created the Investment Policy, conducted initial due diligence and valuation for acquisition targets prior to submitting non-binding offer. ++ Adviser to a KSA based food company seeking to raise equity to establish cocoa processing factory in Saudi. ++ Adviser to MENAT focused Venture Capital Fund, advising on and documenting investment processes. ++ CFO for a UAE/UK blockchain start-up. Part of the leadership team that closed a USD 4.7 m pre-seed fundraising round, managed investor relations and legal drafting Show less

Director, Portfolio Management

• Apr 2018 - Jan 2020

The investment arm of a prominent business family in Saudi Arabia, with investments and business interests located across the world ++ Executing new investment opportunities within Saudi Arabia to drive the sectorial diversification strategy. Managing the transaction process from origination through to completion. Engaged in transactions within the F&B, healthcare, and education sectors ++ Responsible for overseeing the implementation of the corporate strategy for the Holding Co. including drafting the new Investment Policy and the Governance Manual. Show less

Senior General Manager | Head of Strategy

• Nov 2013 - Apr 2018

++ Led the team responsible for formulating the five-year Strategic Plan for ALJ Motors Saudi Arabia, through coordination with the executive team, presented annually to the shareholders ++ Coordinated the strategy cycle across 4 strategic business units, operating across the entire automotive value chain. Ensured their alignment with the overarching corporate strategy and strategic priorities ++ Project managed the execution of key strategic initiatives, requiring cross-functional coordination; including a comprehensive organizational restructuring and the establishment of a new corporate governance framework ++ Monitored progress on key strategic initiatives and associated KPIs presented to the Group Board of Directors. ++ Acted as secretary to the Senior Leadership Team, requiring close coordination with the Vice President and entire C-suite Show less

Assistant Director - Corporate Finance Advisory

• Jan 2010 - Oct 2013

++ Advised a Qatari bank in proposed sale of its Islamic window with a loan book of c. USD 800mn. Involved in all aspects of deal management process including, production of the Information Memorandum, managing the data room and responding to bidder inquiries during due diligence ++ Advised a listed Bahraini investment firm with AUM of USD 125mn, during a strategic review. Engagement manager for the overall project, liaising closely with CEO and CFO. Presented recommendations to the board of directors for approval.++ Produced a business plan for an International K-12 school based in Bahrain, seeking to expand into the Qatari education sector. Developed comprehensive financial model, outlining return on investment under different funding scenarios.++ Strategic advisor to a Saudi cooperative insurance company during strategic review. Created a funding model to analyze the financial impact and investor returns of the proposed capital increase required to meet capital adequacy requirements.++ Advised a Saudi construction company experiencing cash-flow difficulties. Modelled impact of different funding scenarios and Identified most cost efficient funding options.++ Developed a feasibility study for a private investor seeking to enter the Iraqi banking market. Considered long-term market prospects and advised on regulatory requirements.++ Conducted several desktop valuation exercises using multiple techniques for companies across a range of sectors. Show less

Assistant Manager - Corporate Finance Advisory

• Jan 2009 - Jan 2010

++ Launched Deloitte’s new Global Islamic Finance Group. Key member of team that formulated the business plan and strategy for the group and secured internal funding from Deloitte Global of c. USD 1 mn ++ Created marketing materials and provide content for Deloitte’s Islamic Finance portal; Produced and provided commentary for innovation interactive Islamic Finance Glossary++ Managed key client relationships and initiated business development meetings with prospective clients to originate new corporate finance opportunities. Show less

Strategy Consultant

• Jul 2007 - Dec 2008

++ Advised private equity investors, seeking to enter the European Islamic Insurance market. Developed a detailed feasibility study and specifically responsible for the market overview and customer segmentation assessment.++ Formulated the business plan for the new International Centre for Financial Regulation UK. Created a five-year financial model outlining expected revenue streams and expected cost structure. ++ Developed a bespoke KPI dashboard for Cordis, a division of Johnson & Johnson, to track monthly sales performance for c20 key product lines. Show less

Economic Researcher

• Feb 2007 - Jul 2007

++ Created an oil price forecasting model for a European oil major employing advanced time series econometric forecasting techniques. ++ Created an oil price forecasting model for a European oil major employing advanced time series econometric forecasting techniques.

Economic Researcher

• Sep 2004 - Mar 2005

++ Conducted economic impact assessments on expected anti-competitive impacts of proposed mergers in the UK steel and ferry industry. Analysis presented to Merger Panel to facilitate a ruling on allowing merger to proceed. ++ Conducted economic impact assessments on expected anti-competitive impacts of proposed mergers in the UK steel and ferry industry. Analysis presented to Merger Panel to facilitate a ruling on allowing merger to proceed.