Investment Manager

• Jun 2021 - Present

Ubora Group (formerly Kutana Industrial) invest in sustainable companies that deliver quality in all aspects of their business, to contribute to the growth and development of the South African economy as well as its people. As 2IC to Group CEO, mainly responsible for leading deal execution including market and financial due diligence, structuring and negotiation, and ensuring the smooth transition of any acquisitions into the portfolio of businesses. Report to the Group CEO and engage with external advisors and funders. Deal Execution • Build and maintain a network of deal sources within the investment ecosystem that regularly introduce high-quality opportunities into the Group's pipeline. • Manage a pipeline of potential investments at different stages of the screening process. • Leading the high-level investment thesis as well as financial evaluation and investment structuring for the CEO and Kutana Group CIO. • Build strong relationships with the management of target companies as well as their advisors. • Plan and execute commercial and financial due diligence workstreams. • Undertake focused research and analysis as part of the due diligence process to understand the acquisition target. • Meet with target management, partners and intermediaries to review past performance, strategy, outlook, industry issues, and other relevant topics as required. • Analyse historical financials and conduct financial modelling to value the company. • Lead in the preparation and presentation of Investment Recommendations to the Investment Committee. • Modelling and valuation of investment opportunities. • Lead presentations to the Investment Committee for acquisition approval. Stakeholder Relations • Establish and maintain relationships with industry and professional organisations to enhance the visibility of the Group and its portfolio companies in the marketplace. • Ensure the maintenance of ongoing relationships with key stakeholders.

Independent Trustee

• Jan 2020 - Present

Senior Transactor

• Apr 2017 - May 2021

Proximity Advisory, formerly known as Identity Advisory, was a boutique corporate finance advisory firm offering corporate services including M&A (including BEE Ownership Transactions), Divestitures, Valuations, Due Diligence, and Corporate Restructurings. Responsibilities included involvement in the execution of M&A, DCM and BEE transactions. Led and managed a team of Junior Transactors in the Infrastructure, Government & Utility division. Reported to the Executive Director & CEO and managed a team of Junior Transactors and Interns. Responsibilities • Provide Mergers and Acquisition advisory. • Create and analyse financial models, delivering and leading client presentations clearly and compellingly. • Manage transaction and project processes. • Attend client meetings and overall facilitate the development and continued cultivation of client relationships. • Mentor junior members of the team. • Advise on acquisitions, equity investments and divestitures including drafting and negotiation of transaction agreements, risk analysis, transaction structuring, due diligence, signing and closing responsibilities • Assist in the development and organization of precedents, tools, processes, and programs to create a more efficient transaction environment. • Assist in training on key legal and compliance issues relating to transactions deal process improvements. • Provide financial analyses including a valuation by developing detailed financial and operating models.

Senior Associate Corporate Finance

• May 2015 - May 2016

Contributed to the origination and execution of PPP and Infrastructure Finance transactions within PwC’s Infrastructure, Government and Utilities division. Reported to Senior Managers and Associate Directors in the Infrastructure, Government & Utilities Division. Reported to Investment Associates and Associate Principals. Responsibilities • Conduct project and internal risk management procedures for potential and existing deals. • Conduct research on industry sectors. • Prepare presentations for clients and pitches. • Assist IPP Bidders in the submission of their bids for the Department of Energy.

Unlisted Investment Analyst

• Feb 2014 - Apr 2015

Assisted in the deal origination, screening and execution of investments including evaluating investment proposals. Responsibilities • Conducting due diligence on proposed investments, • Prepare and present investment reports for Investment Committees, • Assist with financial models, including analysis of returns, sensitivities and scenario analysis coordinating various departments (e.g. Credit Risk, ESG) for the conclusion of investment reports and risk identification and mitigation strategies within the Credit, Operational and Market Risk departments.

Graduate Student Intern

• Jun 2013 - Jul 2013

Community Outreach Activities, Team work/ Building relationships, Technical Investments Induction, Job Shadowing, Business Seminars, Advanced Excel Modelling Induction, Communication Skills, Leadership, Personal Brand Building, Achievement Orientation, Overview of Financial Services Industry, Networking, Attention to Detail. Community Outreach Activities, Team work/ Building relationships, Technical Investments Induction, Job Shadowing, Business Seminars, Advanced Excel Modelling Induction, Communication Skills, Leadership, Personal Brand Building, Achievement Orientation, Overview of Financial Services Industry, Networking, Attention to Detail.