Bio
Credentials
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Certificate in Finance, Accounting and Business (ICAEW CFAB)
ICAEWApr, 2021- Apr, 2026
Experience
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United Kingdom
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Investment Banking
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1 - 100 Employee
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M&A Project Manger
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Apr 2022 - Present
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M&A Research and Customer Delivery Executive
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May 2021 - Mar 2022
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United Kingdom
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Financial Services
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100 - 200 Employee
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Senior M&A Research Executive
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Aug 2020 - Apr 2021
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International M&A Research Executive
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Aug 2016 - Aug 2020
This is a senior consultant role, responsible for managing a diverse portfolio of work within the organisation’s research team. Responsibilities include:• Acting in an advisory capacity providing a detailed market overview followed by a tailored list of acquirers based on initial findings. This is achieved through the production of research reports detailing: industry trends; sector specific valuation guidance; transactional analysis; and developing tailored research strategies which identify potential buyers.• Supporting the sales and marketing teams in winning new business mandates across BCMS’s Global Offices.• Providing on-boarding support and training for new and existing team members, including the delivery and creation of a specific financial awareness program. • Acting as a specialist research advisor to internal operations teams and directors as well as acting as a dedicated research relationship manager for BCMS’s Israeli office, tasked exclusively with maintaining the research support function for all Israeli projects.
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Assistant Bussiness Analyst
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Aug 2018 - Jan 2019
This is a 1-day a week developmental role, which I volunteered for in order to gain hands-on business analyst work experience. I maintain this role in conjunction with my current full time work as an international research analyst. As an assistant business analyst, my responsibilities include:• Preparation of financial workbooks and business plans on a historic as well as forecast basis, under the supervision of qualified accountants
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South Africa
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Business Consulting and Services
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1 - 100 Employee
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Business Intelligence Analyst
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Oct 2015 - Aug 2016
Worked in this role until transferring BCMS UK, parent company of Xigo South Africa- Acted as the primary interface and relationship manager with all external parties seeking acquisition opportunities. - Gathered market and sector intelligence through open source research and networking.- Provided specialist research advice to internal research teams and directors.- Develop project revival advisory strategies for both large and small business transaction divisions.
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Project Manager
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Feb 2015 - Sep 2015
Worked in this role until my promotion to Business Intelligence Analyst- Served as the sole liaison between the internal project team, clients and prospective acquirers.- Managed client relationships. - Monitored and managed project milestones, including maintaining project critical paths.- Managed the performance of team members and associated project resources.
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Communications Specialist
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Mar 2014 - Feb 2015
Worked in this role until my promotion to Project Manager- Prepared client marketing documentation (detailed Information memorandums and teaser letters highlighting the salient commercial, financial and market opportunities to a potential acquirer).- Created in-depth project briefs.- Conducted client engagement and profiling through exhaustive interviews.- Managed a diverse editorial workload, including revisions and sign-off to deadlines.
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Executive Research Associates
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Johannesburg Area, South Africa
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Political Risk Analyst and Editor
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Jun 2012 - Feb 2014
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Johannesburg Area, South Africa
Worked in this role until my recruitment to Xigo by a former colleagueAs a political risk analyst focused on the African continent I was primarily responsible for conducting continuous monthly political risk assessments focusing on several African countries and copy editing and sub-editing of all outgoing research publications (20-30 reports per month)Additional responsibilities included:•Researching and writing client-specific political risk reports, such as: a full in-depth economic, social and political profile of Morocco; a comprehensive commercial, governmental and non-governmental overview of the South African potable and waste water sectors; and an extensive research project intended to assist Japanese clients in identifying business opportunities within the South African railway sector•Facilitating and conducting field-based research projects alongside delegations from institutions such as the Japan International Cooperation Agency (JICA), the Sumitomo Group, the Mitsubishi Research Institute (MRI) and the Japan External Trade Organisation (JETRO)•Managing research projects; such as a comprehensive analytical assessment of the African retail environment
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African Armed Forces Journal
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Johannesburg Area, South Africa
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Marketing and Research Consultant
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Jun 2012 - Nov 2012
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Johannesburg Area, South Africa
Began work in this role after returning from Germany.As a contributing author I researched, wrote and published articles on African defence-and conflict-related topics for the journal.
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Peace Research Institute Frankfurt
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Frankfurt Am Main Area, Germany
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Guest Researcher
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Oct 2011 - Dec 2011
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Frankfurt Am Main Area, Germany
Worked in this temporary post during my participation in a global governance training programme for the Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ), a German development agency.My primary focus during my time at PRIF/HSFK was the compilation of a report on universalizing the Ottawa Convention to Ban Anti-Personnel Landmines.During this period I also completed advanced professional training facilitated by the Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) and the German Development Institute on behalf of the German Federal Ministry for Economic Cooperation and Development, which included practice- and research-orientated training in:•Global Governance, covering topics including international economics, security, climate change and multilateral co-operation•German Federal Foreign Office International Training for Diplomats of the German Foreign Service Academy, including a specific focus on conducting high level negotiations•Worked, and formed a professional network with a diverse group of participants from Brazil, Mexico, Egypt, India, Pakistan, China and Indonesia
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South African Institute of International Affairs (SAIIA)
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Johannesburg Area, South Africa
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Research Intern
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Feb 2010 - Jan 2011
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Johannesburg Area, South Africa
As a recipient of the Konrad-Adenauer-Stiftung Research Scholarship, I was awarded a scholarship for the completion of a full time Masters Degree in International Relations while working as a research intern at the South African Institute of International Affairs (SAIIA). During this time I conducted numerous research projects and provided senior staff members with research assistance and published research articles.
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The EDGE Institute
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Johannesburg Area, South Africa
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Research Assistant
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Jun 2008 - Dec 2009
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Johannesburg Area, South Africa
I conducted primary research on behalf of Edge Institute Executive Director Dr Stephen Gelb focusing on capturing and managing significant amounts of Foreign Direct Investment data, focusing on monitoring and analyzing Indian and Chinese Foreign Direct Investment in Africa.
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Education
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2016 - 2016University of the Witwatersrand
Post-Graduate Diploma in Business Administration (PDBA), Business Administration and Management, General -
2005 - 2011University of the Witwatersrand
MA International Relations, International Relations -
2014 - 2014University of the Witwatersrand
Certificate Fundamentals of Project Management: Theory and Practice, Project Management -
2015 - 2015University of the Witwatersrand
Certificate: Introduction to Investment and Finance, Finance, General
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