Investment Manager
Coldwell Banker Commercial Advantage
Total years of experience :13 years, 11 Months
• Financial and feasibility analysis, assisting in all phases of property acquisition or ground-up development and project financing activities including feasibility studies and other research for potential investments, managing documentation, site visits and investment closings
• Market, economic and demographic research to assist in evaluating markets for existing or potential investments
• Due diligence, financial modeling and analysis, monitoring of operating and construction budgets
• Preparation of written presentations to the investment committee in relation to proposed transactions
• Advisor on a US$ 30m acquisition of a steel factory in Syria and produced teaser and marketing material to finance turnkey and expansion plan
• Prepared a study (financial and market) on the inception of a US$ 100m logistics hub project in Syria
• Performed a financial study on whether to establish or acquire a cement plant in Syria
• Submit investment studies and recommendations on projects in key sectors in Syria
• Develop and execute business plans (including financial models) and project plans
• Prepare Strategic Planning Directorate’s plans, reports and updates for senior management
• Monitor and analyze external developments and prepare the required analysis for senior management
• Foster a process to achieve greater standardization & consistency in quantitative analyses, external assessments, demand projections, service line assessments, etc.
• Facilitate the development of the Group’s entities through preparation of 5-year-strategic plans
• Sell-side advisor for the sale of a minority stake in a leading medical supplies manufacturer in KSA
• Lead a US$ 15m capital increase for a leading fast food chain in Egypt
• Buy side advisor on an EGP 300m acquisition in the fast food chain sector
• Sell-side advisor for the sale of a minority stake in a leading building materials company in Jordan
• Handled the establishment of the company’s investment arm
• Analyzed target opportunities for the investment company and developed investment documentation including teasers, reports, memorandums, and presentations supporting investment decision-making process in the company’s investment arm
• Appointed by senior management to set power point presentation standards for the investment team
• Conducted a financial feasibility study on the acquisition of one of the largest investment companies in Egypt
• Submitted an offer for a leading telecom company to acquire controlling minority stake
• Lead an EGP 40m capital increase for a leading poultry company in Egypt
• Valuation of a software solutions company in KSA
• Valuation of a top medical supplies manufacturer in Egypt
• Prepared information memorandum for two top telecom retailers in UAE
• Lead a US$ 20m capital increase for a school in KSA
• Conducted a financial and market feasibility study of a US$ 100m real-estate project in Zambia
• Develop flexible financial models and perform ad hoc financial forecasting, and analyses
• Prepare investment proposals, teaser sheets, investment brief, and information memorandum
• Assess new investment opportunities qualitatively and quantitatively
• Build and maintain strong relationships with the management teams of portfolio companies