Paul Birkett
Partner at ASOC Management Company (Pty) Ltd- Claim this Profile
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Bio
Credentials
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Certified Financial Risk Manager (FRM)
GARP FRM Program -
Certified Public Accountant
AICPA -
Chartered Financial Analyst
CFA Institute
Experience
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ASOC Management Company (Pty) Ltd
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South Africa
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Partner
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Jul 2016 - Present
Responsibilities- Key lead responsibility for transaction execution, including deal sourcing, structuring (alongside Shaun Collyer), risk management, financial modelling, preparation of Investment Committee documentation, review of legal documents and execution of consideration payments- Co-lead responsibility (alongside CFO) to formulate and progress desired culture within the ASOC Group- Participate in fund raising and partner engagement, particularly with respect to preparation… Responsibilities- Key lead responsibility for transaction execution, including deal sourcing, structuring (alongside Shaun Collyer), risk management, financial modelling, preparation of Investment Committee documentation, review of legal documents and execution of consideration payments- Co-lead responsibility (alongside CFO) to formulate and progress desired culture within the ASOC Group- Participate in fund raising and partner engagement, particularly with respect to preparation of fund reporting, documentation and correspondence- Active in day-to-day portfolio management, including participating in Exco and formulation of business strategy, through to portfolio company financial management and execution of the treasury function and related financial matters (e.g. budgeting and cashflow management)- Develop strategy and process to refinance and exit portfolio companies, including identifying potential finance providers and equity investors, and establishing and executing a process to realising value- Focus on building new relationships across the financial services sector (particularly the banking sector and investment management sector)Achievements- Successfully executed the acquisition of three portfolio companies as well as several add-on acquisitions for ASOC Fund I- Co-leading the efforts to drive the culture within ASOC Group- Managed the treasury function, following the acquisition of the portfolio companies- Concluded debt capital raising and management across portfolio companies- Take pride in delivering a strong quality of documentation and output across the Investment Committee and Limited Partners engagement Show more Show less
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Corporate Finance & Distressed M&A Advisory Co-founder
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Jan 2014 - Jun 2016
enX Group Ltd- Appointed as the corporate financiers for enX Group Ltd, an energy focused investment holding company listed on the JSE Ltd, operating across two market segments, namely Power and FuelElgin Engineering (Pty) Ltd- Appointed as the corporate financers in the business rescue proceedings of Elgin Engineering (Pty) Ltd (in business rescue). The company provides heavy engineering services and manufacturing, predominantly to the agro-processing and petro-chemical… enX Group Ltd- Appointed as the corporate financiers for enX Group Ltd, an energy focused investment holding company listed on the JSE Ltd, operating across two market segments, namely Power and FuelElgin Engineering (Pty) Ltd- Appointed as the corporate financers in the business rescue proceedings of Elgin Engineering (Pty) Ltd (in business rescue). The company provides heavy engineering services and manufacturing, predominantly to the agro-processing and petro-chemical industriesEllerine Holdings Ltd- Appointed as the corporate financiers in the business rescue proceedings of Ellerine Holdings Ltd (in business rescue). The company is a holding company for: the long- and short-term insurance businesses in South Africa and Botswana, which operate alongside the furniture retail operationsEllerine Furnishers (Pty) Ltd- Appointed as the corporate financiers in the business rescue proceedings of Ellerine Furnishers (Pty) Ltd (in business rescue) (largest business rescue undertaken in South Africa at that date). The company operates an extensive furniture retail operation spanning in excess of 1,000 retail stores across Southern Africa Show more Show less
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Investec
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United Kingdom
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Financial Services
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700 & Above Employee
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Corporate Finance Consultant
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Apr 2010 - Dec 2013
Responsibilities- Mandated by corporate clients to provide advisory services in respect of mergers & acquisitions, equity & debt capital raisings and restructurings, corporate disposal processes, valuations and listings on the JSE- Growthpoint Properties acquisition of the Tiber Group portfolio of properties and management company for R6,6 billion; and- Growthpoint Properties acquisition of Abseq Properties Proprietary Ltd for R1,3 billion- Growthpoint Properties accelerated… Responsibilities- Mandated by corporate clients to provide advisory services in respect of mergers & acquisitions, equity & debt capital raisings and restructurings, corporate disposal processes, valuations and listings on the JSE- Growthpoint Properties acquisition of the Tiber Group portfolio of properties and management company for R6,6 billion; and- Growthpoint Properties acquisition of Abseq Properties Proprietary Ltd for R1,3 billion- Growthpoint Properties accelerated book-build implemented equity capital raising of R2,5 billion- Growthpoint Properties hostile offer to acquire the assets of Fountainhead Property Trust- Debt and equity capital raisings for Assupol Holdings to acquire shares from members in the course of the demutualisation process and acquired 30% interest in Assupol Holdings Ltd- BEE transaction whereby Women’s Development Business acquired 10% interest in Assupol Holdings Ltd- Acquired interest in KAP International Ltd and subsequent acquisition of interest in JD Group Ltd- Other selected transactions include:o Unbundling by Mobile Industries Ltdo Defence of hostile offer by Linde AG to acquire the minority interest in Afrox Show more Show less
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PwC
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Professional Services
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700 & Above Employee
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Associate / Senior Associate - Investment Management
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Jan 2007 - Dec 2009
Responsibilities- Performed assurance services for a range of investment management funds; including large mutual and pension funds to alternative investment funds (i.e. Hedge Funds and Private Equity)- Notable clients included AXA Private Equity; TIAA CREF Institutional Mutual Funds; TIAA CREF Active Extension Funds; and JPMorgan Mutual FundsAchievements- Worked within assurance and consulting teams to deliver services to clients within the Investment Management Sector… Responsibilities- Performed assurance services for a range of investment management funds; including large mutual and pension funds to alternative investment funds (i.e. Hedge Funds and Private Equity)- Notable clients included AXA Private Equity; TIAA CREF Institutional Mutual Funds; TIAA CREF Active Extension Funds; and JPMorgan Mutual FundsAchievements- Worked within assurance and consulting teams to deliver services to clients within the Investment Management Sector, including mutual funds, hedge fund and private equity across New York and Boston Show more Show less
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Education
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INSEAD
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Southeastern Louisiana University
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Southeastern Louisiana University
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