Experience

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  Deloitte

  • Auckland, New Zealand

  • Associate Director - Corporate Finance

    • Nov 2023 - Present
    • Auckland, New Zealand

    Corporate Finance - M&A and debt advisory

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  Growth Lending

  • Cape Town, Western Cape, South Africa

  • Manager: Debt Structuring

    • Apr 2021 - Oct 2023
    • Cape Town, Western Cape, South Africa

    - Analysing business plans and financial models of SME's across a broad range of industries and business models;- Writing reports and presenting to the Credit Committee;- Coaching the investment analysts; and- Managing the full end to end funding process (i.e. credit committee, KYC, due diligence etc)

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  PSG Alpha Investments

  • Cape Town Area, South Africa

  • Investment Manager

    • Jan 2019 - Mar 2021
    • Cape Town Area, South Africa

    Performance of various investment related functions, including, but not limited to:- Industry research regarding potential investments- Screening of new early-stage investments- Presentations to the investment team and PSG Group Exco regarding new investments- Assistance in deal negotiation, structuring and execution- Financial modelling for new investments/dealsPerformance of various investment management functions, including, but not limited to:- Serving as a non-executive director for various portfolio companies- Including serving as a member/invitee on various subcommittees (audit committees, remuneration committees and social & ethics committees)- Regularly engaging with senior management of portfolio companies on the topics of strategy, finance and operationsRegular presentation of portfolio company performance at the PSG Group Exco.

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  PSG Group

  • Cape Town Area, South Africa

  • Investment Analyst/Executive Assistant to the CEO

    • Jan 2018 - Dec 2018
    • Cape Town Area, South Africa

    Performance of various ad-hoc tasks for the PSG Alpha team, including industry research regarding potential investments and the initial screening of new early-stage investments.Performance of executive assistant duties to the CEO and Chairman of the group, including assistance with presentations, briefs and ad-hoc projects.Aiding with the management of the investor relations and CSI functions.Performance of board-related activities for the PSG Alpha team, including being an active board member for PSG Alpha’s investee companies.

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  Digest

  • Cape Town Area, South Africa

  • Senior Research Analyst

    • Aug 2017 - Dec 2018
    • Cape Town Area, South Africa

    Senior Research Analyst at Digest, a weekday email newsletter catering to the younger generation. Digest seeks to make business news easy to understand while injecting a bit of quirkiness to keep the reader coming back for more.

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  RisCura

  • Cape Town Area, South Africa

  • Senior Private Equity Analyst

    • Nov 2016 - Dec 2017
    • Cape Town Area, South Africa

    Performing the independent valuation of unlisted equity and debt investments in the African market. Including the preparation of detailed reports for clients describing, but not limited to, the industry and country research performed, the current and future market expectations, as well as the valuation methodology selected. Liaising with clients, and occasionally auditors, to resolve any queries that arise during the valuation process.Further tasks include the performance of regular research to suit various client needs or to provide information to the private equity industry as a whole.

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  KPMG in the Cayman Islands

  • Cayman Islands

  • Audit Supervisor

    • Jan 2015 - Jun 2016
    • Cayman Islands

    Performed external audits on financial services companies with a strong focus on hedge funds. Gained exposure to financial institutions based in the United States of America as well as in Latin America with the review of financial statements prepared under both the US GAAP and the IFRS model. Obtained exposure to diverse financial instruments, worked within a multinational office as well as gained significant experience of running multiple simultaneous audits. Other functions included the training of junior team members either through a one on one session or via a group training session, as well as the co-ordination and leading of meetings with clients. Training consisted of the technical aspects of the disclosure requirements for financial instruments under the US GAAP and IFRS models.

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  Deloitte South Africa

  • Cape Town Area, South Africa

  • Senior Auditor

    • Jan 2012 - Dec 2014
    • Cape Town Area, South Africa

    Worked as a Senior Auditor where I performed external audits on a range of entities including manufacturing, retail, publishing and public entities. Gained exposure to diverse operating environments, entity sizes as well as gained significant experience of managing a large team. Interacted with senior levels of management at the client to gain a thorough understanding of business processes most notably discussions with senior management regarding complex accounting treatments. Training of junior team members either through a one on one session or via a group training session. Training consisted of both the technical aspects of performing an audit as well as client relations. Assisted extensively in the recruitment of new trainees.