Private Equity Investment Manager
Oman Investment Authority - SWF of Oman
Total years of experience :15 years, 3 Months
Manager - Private Equity and M&A at Omar Zawawi Establishment (OMZEST), One of the Sultanate’s premier and diversified business Groups with over 75 wholly owned and associate Companies. Omzest is the Corporate Office of the group.
Private Equity Role & Responsibility
- Investment screening and evaluation of new business opportunities
- Conducting overall due-diligence on investments - Financial modeling, Valuation - DCF, comparable company analysis, industry analysis
- Leading deal team, report directly to Executive Director - Finance / Group CFO
- Management meetings and calls with CEO, CFO and Senior Company representatives
- Preparing investment memos for Owners (H.E.), investment committee presentations, quarterly investment tracker for Owners and internal monthly investment report tracker
- Work with Legal team to review and negotiate term sheets and investment agreements
- Identifying and liaising with technical and subject experts to conduct technical diligence
- Reviewing Board documents and advise our Director on the same before meetings
- Coordinating with Global Banks for Investment Banking and Corporate Banking needs
- Maintaining relationships with external executive management, PE Funds and financial advisors, and participate in outreach representing Omzest at conferences and seminars
- Monitor investments for further funding need, market entry opportunity and exit strategy
- Managing Post-IPO share transfer process of transferring shares held by the transfer agent to the custodian bank account
- Setting up and management of Bank accounts in Germany and Switzerland for SPEs
Deals Executed & in Pipeline
- Social Media - investment in Top 2 Social Media Platform that got listed on NYSE
- Technology/ mHealth - investment in FDA approved portable handheld ultrasound device US based company which was acquired by a S.E. Asian company
- Oil&Gas Tech - Investment in US based EOR company with JV for MENA operations
- Emerging Tech - Evaluating investment in top 2 ride sharing company based in the US
- Oil & Gas - Working with global Investment Banks to identify companies having distressed assets in US and Europe in upstream and potentially downstream business
- Emerging Tech -Evaluating investment in Europe based top music streaming company
- Energy - start-up developing advanced membranes for desalination & water purification
Corporate Finance Role & Responsibility
- Managing portfolio of companies in Manufacturing, Petrochemicals, Shipping, FMCG, Advertising, Automotive, and Trading Sector- Telecom and Office Automation business
- Analysis and review on company budget, monthly MIS, cash-flows, variance analysis, working capital requirements, agreements, quarterly & half-yearly budget tracking
- Representing shareholders as Executive Management Committee Member and IT Steering Committee Member for Oman’s largest Pipe manufacturing company
- Evaluating US$ 11M project for 100% capacity expansion for petrochemical Company
- Reviewed proposal leading to setup, execution, and commission of US$ 7M Pipe coatings facility in Oman
- Implementing turnaround, restructuring and stop loss strategy in portfolio companies
- Coordinator in offshore SPE setup, management and annual audit from Big 4 company
- Executed JV deal for in-house advertising portfolio with leading Global Agency
- Authorized Signatory for banking limit and financing requirement in portfolio companies
Investment Banking Associate - Technology, Media & Telecom Group
- Identifying and sourcing new business opportunities by analysing technology companies, building and managing client relationships, speaking and meeting with C-level executives on a regular basis
- Supported deal team by performing initial screens and evaluation, executed market and industry trends research to identify technologies attractive to investor base, and expand technology banking business
- Built financial models, performed due diligence, valuation -DCF, comparables, and precedent transaction analysis
- Performed analysis for internal strategic projects and presented reports to management committee
- Managed client partnerships - scheduled presentations for 90+ technology companies attending annual investor conference, had 1x1 meetings with 50 companies over 3 day period
Investment Banking Analyst - Advertising, Internet, Media, Mobile, SaaS, and Technology
- Collaborated on small deal team and was responsible for preparing pitch book, information memorandum, performing financial analysis and valuation, managing data room and due diligence process for a fire-sale of a mobile media content delivery company, resulting in sale of the company in 2 months for $2M
- Executed on all stages of deal analysis, led meetings with CEO/CFO, created and updated pitchbooks, financial model and valuation - DCF, comps and precedent transactions, identified potential buyers, provided industry research, developed analysis for multiple scenarios for $7M sale of a multicultural media company
- Led meetings with management team, created a 3yr performance based earnout and bonus model and presented to CEO, CFO and President, resulting in $2.5M sale of SEO/SEM Company
- Support soliciting new business opportunities by attending conferences, researching companies and speaking with entrepreneurs, help writing proposals, reviewing and identifying clients leading to a sell-side deal
- Independently published a quarterly research report, “Interactive Advertising Technology Sector Research Report” by examining and analysing trends, key players, external and internal factors affecting Interactive Advertising Tech sector
- Researched and screened potential equity investments which increased yearly portfolio margins by 4%
- Created financial models using analytical research tools to evaluate portfolio performance, helping in creating a portfolio which returned 12%
•MS Electrical Engineering, GPA: 3.30/4.0 •Courses: Advanced Calculus, Advanced Circuit Design, Statistics, Corporate Finance – Business School Internship: UBS Financial Services - Wealth Management Analyst Intern Feb 2007 - May 2007 •Researched and screened potential equity investments which increased yearly portfolio margins by 4% •Created financial models using analytical research tools to evaluate portfolio performance, helping in creating a portfolio which returned 12% Activities: •Columbia University’s Organization of Rising Entrepreneurs (CORE), Treasurer & Board Director
Internship Oct’04- Sep’05 UNIVERSITY OF WISCONSIN, MADISON - Quantum Computing Research MADISON, WI Research Assistant •Led team comprised of Professor and PhD students to design and debug an analog chip circuit, the resulting design provided reduced voltage jitters in low-power sources that were used to power nano transistors June’04 – Sep’04 COOPER POWER SYSTEMS, WAUKESHA , WI Analyst Intern •Assisted Bio-Fuel launch strategy by performing financial analysis on dielectric transformer fluid – EFR3 sales accounts and researching the dielectric fluid market, resulting in 10,000 pre-launch orders