Adel Senoussi, Finance Expert in Austin, TX, United States
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Adel Senoussi

Verified Expert  in Finance

Bio

A Wharton MBA with 15 years of investment banking experience, Adel has executed several M&A, capital raising, and restructuring transactions, including raising capital for Zenefits (SaaS HCM), a cannabis multi-state operator, and Mitel (UCaaS). Most recently, he was an executive director at Perella Weinberg Partners. Adel freelances to help clients with valuation, financial modeling, capital raising, and evaluating investments and provides fractional CFO services.

Career Highlights

Executive Director
Perella Weinberg Partners
Freelance Finance Expert
Freelance Clients (via Toptal)

Education Highlights

Master of Business Administration (MBA)
Wharton School of the University of Pennsylvania
Bachelor's Degree
American University in Cairo

Certification Highlights

Series 63 — Uniform Securities Agent State Law Examination
FINRA | Financial Industry Regulatory Authority
Series 79 — Investment Banking Registered Representative Examination
FINRA | Financial Industry Regulatory Authority

Case Studies

Work Experience

Executive Director

2012 - 2023
Perella Weinberg Partners
  • Led and executed M&A, financing, restructuring, and liability management transactions across diverse clients operating in the following sectors: software, healthcare, telecom, media, consumer, fintech, industrial, and business services.
  • Conducted financial and business due diligence, built financial models, and performed valuation analysis for companies operating across different sectors, including software, healthcare, telecom, consumer, fintech, industrial, and business services.
  • Advised on the debt restructuring and refinancing of a number of companies, including Cineworld, Zenefits, TPC Group, Mitel, Seadrill, iHeart Media, Del Monte, Hexion, Global Brokerage, Ocean Rig, California Resources, and Edison Mission Energy.
  • Prepared investor presentations and pitch decks that resulted in raising capital and refinancing $3 billion of debt financing and $1 billion of equity financing.
  • Raised capital for Zenefits, a SaaS business, from Francisco Partners and advised on the company's recapitalization.
  • Raised $80M financing for a Cannabis multistate operator, which enabled the company to reinvest in the business; built a cash flow model to estimate near-term liquidity needs and long-term business potential.
  • Raised $1 billion for California Resources, an oil and gas company; negotiated the amendment of the company's credit facility and helped the company buy back its junior debt at a discount, reducing the company's net debt by $800 million.
  • Prepared a healthcare services company for a sell-side M&A process by building their five-year financial model and preparing the information memorandum and investor presentation.
  • Extended the maturity date of $172 million of convertible debt and $70 million term loan for a fintech company; built the company's financial model and prepared the pitch deck to investors.
  • Prepared a valuation report on Kinh Do, a Vietnamese food company, in connection with the company's acquisition by Mondelēz International.
Focus areas: 13-week Cash Flow, Cash Flow Modeling, Board Presentations, DCF Valuation, Fintech, M&A (Sell-side), Debt Restructuring, Debt, Board Decks, Security Analysis, Bankruptcy & Insolvency, Debt Financing, Restructuring, Presentations, Investment Banking, Fundraising, Three-statement Modeling, Fintech Consultant, Financing, Forecasting, Pitch Decks, Valuation, Financial Modeling, Due Diligence, Credit/Debt, Capital Raising, Financial Restructuring, Mergers & Acquisitions (M&A), Microsoft Excel, Microsoft PowerPoint, Equity Valuation, FactSet, Capital IQ, S&P Capital IQ, Storytelling, United States, Private Capital Markets, Funds Flow, Private Credit, Investments, M&A (Buy-side), Leveraged Buyout (LBO), Revenue & Expense Projections, Bankruptcy, Cash Flow Forecasting

Fractional CFO

2020 - 2020
Pagomo
  • Acted as fractional CFO for a fintech startup focused on consumer lending. Managed the company's finances and bookkeeping.
  • Worked with the founding team to build a monthly five-year financial model, including a short-term cash flow model to assess near-term funding needs and long-term viability.
  • Prepared pitch decks and advised the founding team on their investor outreach efforts.
Focus areas: Financial Modeling, Fractional CFO, Bookkeeping, CFO, Revenue & Expense Projections

Freelance Finance Expert

2019 - 2020
Freelance Clients (via Toptal)
  • Prepared financial models, researched companies and industries, and conducted valuation analyses for eight publicly listed companies to assist a fund manager with his investment decision.
  • Prepared pitch decks for an online cash advance lender to help refinance their debt obligations, highlighting the investment story, company business model, customer lifetime value (CLV) and acquisition cost (CAC), and collateral coverage.
  • Built a financial model and detailed one-year budget for a digital marketing company.
Focus areas: Financing, DCF Valuation, Fintech, Due Diligence, Forecasting, Security Analysis, Presentations, Fintech Consultant, Fundraising, Budgeting, Financial Planning & Analysis (FP&A), Startups, Three-statement Modeling, Financial Modeling, Valuation, Excel 365, Microsoft Excel, Microsoft PowerPoint, Equity Valuation, Storytelling, Investments, Revenue & Expense Projections

Senior Associate

2006 - 2009
Beltone Financial
  • Worked on ten deals, including sell-side and buy-side M&A and equity financing transactions.
  • Constructed a merger model and conducted valuation analysis for a merger of two textile companies based on each forming one of the region's largest vertically integrated textile companies.
  • Advised Orasom Development Holdings, a Swiss-based real estate company, on its $3.1 billion acquisition and IPO on the Swiss Stock Exchange.
  • Led the due diligence and valuation analysis for an Egyptian food company ("Target Company") in connection with advising Savola Group on the acquisition of the Target Company.
Focus areas: Mergers & Acquisitions (M&A), Capital Raising, Egypt, Middle East, M&A (Buy-side), Leveraged Buyout (LBO), Revenue & Expense Projections
2010 - 2012

Master of Business Administration (MBA) in Finance and Entrepreneurial Management

Wharton School of the University of Pennsylvania - Philadelphia, PA, USA

2000 - 2004

Bachelor's Degree in Business Administration

American University in Cairo - Cairo, Egypt

FEBRUARY 2017 - PRESENT

Series 63 — Uniform Securities Agent State Law Examination

FINRA | Financial Industry Regulatory Authority

AUGUST 2016 - PRESENT

Series 79 — Investment Banking Registered Representative Examination

FINRA | Financial Industry Regulatory Authority

FEBRUARY 2009 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

Finance

Forecasting, Financial Restructuring, Debt Restructuring, Financial Modeling, Valuation, Three-statement Modeling, Debt, Credit/Debt, Due Diligence, Fundraising, Equity Valuation, Revenue & Expense Projections, Cash Flow Modeling, 13-week Cash Flow, Mergers & Acquisitions (M&A), Convertible Debt, Funds Flow, M&A (Sell-side), Debt Raises, Private Credit, CFO, M&A (Buy-side), Cash Flow Forecasting, Capital Raising, Financial Planning & Analysis (FP&A), Private Equity, Budgeting, Consumer Lending, DCF Valuation, Customer Lifetime Value (CLV), Valuation Modeling, Microfinancing, Consumer Loans, Equity Research, Valuation Analysis, Chartered Financial Analyst (CFA), Corporate Finance

Output Software

Microsoft Excel, Microsoft PowerPoint

Data & Analysis Software

FactSet, Capital IQ, SQL

Industry Expertise

Shipping, Financial Services, Oil & Gas, Consumer Products, Food & Beverage, Real Estate, Agribusiness, Agriculture, Capital Markets, Retail & Wholesale, Coal

Geographic Expertise

United States, Egypt, Middle East

Other

Restructuring, Investment Banking, Presentations, Board Decks, Board Presentations, Investor Presentations, Debt Financing, Financing, Bankruptcy & Insolvency, Security Analysis, Bankruptcy, Regression Modeling, Storytelling, Private Capital Markets, Pitch Decks, Investments, Leveraged Buyout (LBO), Investor Relations, Acquisitions, Feasibility Studies, Loans, Startups, Fintech Consultant, Financial Analysis, Expert Witness, Fintech, SaaS, Business Services, Pitch Deck Consultant, Stock Analysis, DCF Modeling, Equities, Business Models, Excel 365, Fractional CFO, Bookkeeping, S&P Capital IQ, Finance

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