walid khalil, EVP Strategic Planning and Business Development

walid khalil

EVP Strategic Planning and Business Development

First Equilease

Location
Kuwait
Education
Master's degree, MBA
Experience
29 years, 11 Months

Share My Profile

Block User


Work Experience

Total years of experience :29 years, 11 Months

EVP Strategic Planning and Business Development at First Equilease
  • Kuwait
  • My current job since September 2018

First Equilease offers flexible equipment leasing services in Kuwait and the GCC region focusing on the petroleum, industrial, and infrastructural sectors.
Notable Achievements:
• Played an integral role in continued growth of the company by leveraging entrepreneurial & visionary ideas.
• Key member of the firm’s Executive Leadership Team, administered financial planning and analysis, dexterously provided financial vision consistent with the strategic plan and direction of the Company.
• Superintended a dynamic team across multiple roles - business planning, strategy, business development, and structuring transactions.
Key Responsibilities:
• Providing vision, leadership and strategic advisory to deliver excellent results and achieve the company’s goals.
• Steering planning initiatives towards the accomplishment of organizational goals & vision about the overall execution of the projects.
• Delivering hands-on deal leadership of transactions.
• Managing stretched business targets and strategic roadmaps and KPIs.

Head of Investments and Corporate Planning at Amar Finance and Leasing Company
  • Kuwait
  • March 2004 to September 2017

Amar, registered with Central Bank of Kuwait, and listed in the Kuwait Stock Exchange is a Shari'a-compliant real estate finance company with a capital of KD 20 million. Its widely experienced team continuously works towards launching innovative and out-of-the-box investment solutions and structured products to maximize investors' wealth.
Notable Achievements:
• Bought on board for commanding proprietary investments and corporate planning initiatives for real estate finance company.
• Played a vital role in shaping many of the key strategic developments for formation of Amar, right from staff recruitment/selection to articulation of strategy.
• Successfully launched 3 investment indices for various markets that beat the benchmarks consistently.
Key Responsibilities:
• Structured several complex financial transactions, including Istisna’ transaction with second-degree mortgage assets that were syndicated to several investment companies and an innovative Sukuk issue using leasehold contracts and second-degree mortgages as underlying assets.
• Established a Consulting & Advisory Department in 2011, offering financial business intelligence & benchmarking services to SMEs. Deliverables - preparation of prospectuses & complex forecasting models
• Championed building human capital capability, strong talent pools, and transformation/business teams, thus facilitating growth, innovation, and continuous improvement.

Chief Financial Officer at Interactive Limited
  • United Arab Emirates - Dubai
  • April 2001 to December 2003

Interactive Limited is one of the leading Web, software development & online consultancy agencies in the GCC. Its long-standing reputation has helped it secure key E-Government and large enterprise-based accounts within the region.
Notable Achievements:
• Head-hunted as CFO for an Internet-based IT company that is more than 50% owned by Deutsche Bank.
• Established complete corporate finance architecture, created a financial blueprint, and aided in achieving the company’s robust goals.
• Played a key role in designing and launching an internet-based real estate portal for Dubai.
• Facilitated acquisition of 2 small IT businesses in South Africa & Lebanon; boosted efficiency by enabling design and programming in different locales.
Key Responsibilities:
• Provided strategic insights to historic investment decisions, and delivered solutions for strategic planning, scenario modeling, board & management reporting, and budgeting & forecasting.
• Annual budgeting and planning process owner, provided expert advice to ensure that budgets are on target & 100% aligned to the strategic direction of the company.
• Led implementation of Hyperion business intelligence package (OLAP) to support customers’ effective balanced scorecard, budgeting, planning, business intelligence, and reporting functions.

Managing Partner at Tulip Investments
  • Lebanon - Beirut
  • September 1999 to February 2001

• Proffered financial stewardship and business intelligence for the corporate finance and financial consulting company. Aided with: debt restructuring, valuation, private equity raising, business planning, and financial modeling.
• Secured strategic investors for a major local petroleum importer and retailer. This resulted in the successful sale of a 75% stake to a Middle Eastern concern, significantly increasing company value. Additionally, restructured $30 million in debt, improving the company's financial health.

Manager - Head of Investment Banking at Banque Libanaise pour le Commerce
  • Lebanon - Beirut
  • March 1997 to November 1999

BLC Bank SAL is a Lebanese financial institution offering banking, insurance, and asset management services.
Notable Achievements:
• Leveraged visionary thought leadership to command investment banking and financial planning activities ultimately contributing to the bank's balance sheet reaching $1 billion.
• Coordinated IPO initial public offering for a major retailer with a balance sheet size of $100 million.
• Shouldered onus for achievements of the Bank’s Growth and Profitability agenda.
• Technology savvy, created and implemented simulation software used to forecast the bank’s financials.
• Bear witness to the overwhelming progress of the Bank, orchestrated market transactions that became the first family business/bank in Beirut to list on the Beirut Stock Exchange. (Another entity later acquired the bank).
• Aided the bank in securing a license for a subsidiary investment bank, which under my leadership achieved a return on equity of 30% within a short period of six months.

Senior Financial Analyst at Banque Audi
  • Lebanon - Beirut
  • February 1993 to December 1996

Notable Achievements:
• Elected as Senior Member on various committees charged with strategic and financial planning, development, direction, and operation of the bank with a balance sheet size of $2.5 billion ($26 billion today).
• Augmented bank equity by conducting negotiation of bank valuation with Flemings (arranger), assisted in preparation of Offering Memorandum, and conducted road show presentations.
• Played a pivotal role in the formation and raising of capital funds for the new investment bank, Lebanon Invest.
• Second In Charge managed financial restructuring of one of the bank’s foreign subsidiaries with a balance sheet size of $250 million.
• Considered SME invited as guest speaker for several seminars sponsored by the Association of Arab Banks.
• Coordinated $32 million equity increase for the bank via Global Depositary Receipts; the first GDR to be issued by a Middle East entity.
• Pioneered the launch of the first long-term housing loan program in Lebanon; the program involved a 12-year loan maturity and included adaptation of accounting, marketing, and legal aspects, as well as hedging strategies.



Previous Professional Experiences:
1990-1993: Partner & Business Development in Charge, Intraco, Paris, France
Assisted French contracting companies in cultivating alliances with Middle Eastern partners in order to secure joint bids for projects in GCC countries.
1989-1990: Financial Analyst & Portfolio Manager, Royal Bank of Canada (Suisse), Geneva, Switzerland

Education

Master's degree, MBA
  • at Texas A&m University
  • March 1987
Bachelor's degree, Industrial Engineering
  • at Texas A&M University-College Station, TX
  • April 1986

Specialties & Skills

Equities
Business Intelligence
Banking
Finance
International Investments
Banking Ecosystem Vision & Strategy
Equity/Capital Raising
International Investments
Team Management
Acquisition
Business Intelligence
Finance Vision and Strategy
Corporate Finance Restructure Champion
Transactions Syndication
Leadership

Languages

Arabic
Expert
English
Expert
French
Expert