Head of Arranging & Investment Banking – CMA Reg
AlKhizanah Capital
مجموع سنوات الخبرة :17 years, 8 أشهر
Responsibilities
• IPO Strategy & Planning: Conducted in-depth analysis of company's business model, financial performance, and projections to develop a realistic IPO strategy and timeline.
• Due Diligence & Strategy Formulation: Performed in-depth analysis of company's financial performance, business model, and projections. Developed realistic IPO strategies and timelines aligned with market conditions.
• Investor Targeting & Valuation: Identified the target market for the IPO, determined fair market value for the stock, and formulated appropriate pricing strategies.
• Prospectus Development: Collaborated with legal, financial, and PR advisors to create a comprehensive IPO prospectus providing key information for potential investors.
• Investor Relations & Roadshows: Managed roadshow presentations, effectively communicating the company's value proposition and addressing investor inquiries.
• Underwriter Negotiation: Negotiated with underwriters to secure the most favorable terms for the company during the IPO process.
• IPO Pricing & Execution: Led the pricing analysis considering various factors like financial performance, stock demand, and market conditions to ensure optimal pricing.
• Regulatory Compliance: Ensured adherence to all Capital Market Authority (CMA) regulations throughout the IPO process.
• Stock Exchange Listing: Coordinated with the stock exchange to ensure a smooth listing process and successful launch on the trading platform.
• M&A & Private Placement Management: Advised on potential M&A and private placement opportunities, overseeing application processes for these alternative financing options.
Responsibilities
• Financial Due Diligence & MD&A Analysis
• Developed in-depth financial analyses including EBITDA calculations, working capital assessments, tax/Zakat considerations, net asset quality reviews, forecast analysis, and debt/near-debt analysis.
• Evaluated financial projections for accuracy and future potential, leveraging product, market, competitor, and customer insights.
• Identified and mitigated risks during due diligence by analyzing pricing considerations.
• Transaction Advisory & Business Planning
• Created comprehensive business models and plans encompassing evaluations, feasibility studies, expansion strategies, valuations, IPO use of proceeds analyses, and development of strategic operationalization plans.
• Conducted pre-bid due diligence to identify potential deal breakers and assess proposed transaction viability.
• M&A Execution & Value Creation
• Collaborated with internal teams and external parties throughout the M&A lifecycle to maximize deal value for clients.
• Proactively identified potential issues that could hinder the realization of full deal value.
• Incorporated legal, financial, and strategic considerations into readiness plans to ensure smooth deal execution.
Achievements
• Private placement: transaction for an education company valued at + 210 million riyals.
• Acquisition: managed a restaurant chain's acquisition through a +55 million riyals transaction.
• Pre IPO investment series: project Guided an Agricultural logistics company through an IPO readiness project, positioning them for a potential +320 million riyals offering.
Responsibilities
• Co-managed company restructuring and transformation projects, leading strategic initiatives to optimize efficiency and achieve business goals.
• Oversaw all aspects of the Finance & Accounting function, including budgeting, forecasting, reporting, internal controls, and ERP implementation.
• Compliance function including Governance, P&P, IT, Zakat and VAT assessments, ensuring compliance and maximizing financial returns.
• Manage Cashflow by maintained positive cash flow by managing day-to-day accounting activities and ensuring strong internal controls.
• Provided insightful analysis and guidance on the financial impact of long-range plans, new programs, and regulatory changes, supporting informed decision-making.
• Developed strong relationships with senior executives, identifying their needs and spearheading the development of comprehensive business solutions.
• Managed financial forecasting, budgeting, consolidation, and business plan processes, ensuring financial health and growth.
• Delivered strategic recommendations to enhance financial performance and identify new business opportunities.
Achievements
• Successfully transitioned a family-owned property portfolio into a professionally managed company led by the second generation. This ensured continuity, growth, and professional oversight for the family's valuable assets.
• Navigated complex Zakat and VAT regulations with ZACTA, resulting in significant savings. This included resolving a potential penalty of 44.5 million riyals (over 40 million riyals in Zakat and 4.5 million riyals in VAT) through proactive management and compliance.
• Developed a strategic plan to revitalize a large shopping mall (over 1, 000 rental units) in the face of evolving KSA regulations and the COVID-19 pandemic. This plan mitigated the impact of these challenges and ensured the mall's continued success.
• Recovered over 42 million riyals in a 20-year-old real estate matter. This involved a thorough investigation and resolution of a long-standing real estate contribution and gain issue.
• Diversification of the company's investment activities. This foresight paves the way for increased long-term financial stability and growth
Responsibilities
• Managed IPO Readiness for EDU-NCLE: Led the preparation of a company for an Initial Public Offering (IPO).
• Developed Prospectus and Ensured Regulatory Compliance: Drafted key sections of the prospectus and ensured financial reporting, legal, operational, and competitive market analysis (CMA) requirements were met for regulatory bodies (SOCPA, IFRS).
• Facilitated Due Diligence Process: Prepared financial and legal information for the due diligence process, including financial statements, management discussion and analysis (MD&A), working capital analysis, and legal due diligence (LDD).
• Enhanced Governance Structure: Updated the design of the company's governance structure, including documents and processes, aligned with best practices (e.g., Company Governance).
• Developed Business Strategy and Financial Projections: Created documents outlining the company's business model, valuation, business plan, feasibility studies, expansion plans, valuation, and intended use of IPO proceeds.
• Built Client Relationships: Established and maintained strong relationships with senior executives to understand their needs and propose comprehensive business solutions.
• Evaluated Investment Opportunities: Assessed potential fundraising strategies, mergers and acquisitions, and private equity transactions, providing recommendations to management.
• Managed External Advisors: Nominated external advisors for the IPO process, negotiated terms, and coordinated their activities with internal teams.
Achievements
• Led the successful transformation of the company into a corporate structure, laying the groundwork for future growth and capital market access.
• Spearheaded the "IPO Readiness Project, " ensuring the company met all necessary requirements for a successful Initial Public Offering (IPO) listing.
• Executed and finalized the company's IPO event in collaboration with CMA-authorized advisors, achieving a successful listing on the capital market.
Responsibilities
• Due Diligence: Conducted financial and legal due diligence for transactions, including financial modeling, working capital analysis, and legal document review.
• Strategic Planning & Analysis: Developed business models, financial projections, feasibility studies, and expansion plans. Prepared valuation reports and analyzed IPO use of proceeds scenarios.
• Capital Markets & Investor Relations: Managed relationships with the Capital Market Authority (CMA) and customer executives to optimize listing performance for companies on the Nile X Stock Exchange.
• Transaction Management: Led fundraising, M&A, and private equity transactions, providing recommendations and managing execution processes.
• IPO Advisory: Selected and coordinated with IPO advisors, negotiating terms and ensuring alignment with client goals.
• Debt & Equity Financing: Advised clients on debt market opportunities, managed investment banking activities related to debt and equity financing, and evaluated financing proposals.
• Capital Raising & Structuring: Assessed on- and off-balance sheet financing options for clients. Developed and implemented structured finance solutions tailored to meet their present and future capital needs.
Achievements
• Led the IPO transaction: of two companies, resulting in a combined market capitalization of 730 Million EGP on the Nile Stock Exchange.
• Managed private equity investments: that generated a 35% return in average for investors in the healthcare and marble industries.
• Fund rising: secured 150 Million EGP in funding for companies to acquire assets and finance working capital.
• Evaluate the past, current, & prospective performance & sales position of the company.
• Analyze data gathered from SQL Database & other departments to provide information and evaluate company performance & status.
• Report daily, weekly, monthly, annual quarterly & annual detailed charted sales reports using MS Excel application with standard statistical methods.
• Follow up & prepare orders process varies from the start with customer inquiries to confirming the order after editing, coordinating with the warehouse & shipment department, and creating invoices & delivery receipts.
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