Kaizad Debu, Finance Expert in Edmonton, AB, Canada
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Kaizad Debu

Verified Expert  in Finance

Finance Expert

Location
Edmonton, AB, Canada
Toptal Member Since
November 12, 2018

Kaizad is an investment professional who has invested $400 million in private equity and venture-backed companies across various industries. As an investment banker with Citigroup, he worked on $60 billion worth of transactions including M&As and LBOs. Kaizad enjoys working closely with founders and multifaceted management teams to support governance and raise capital and with investors to discover lucrative investment opportunities.

Career Highlights

Advisor | Consultant
Project Freshwater
Associate Portfolio Manager
Alberta Investment Management Corporation ("AIMCo")
Associate
Citigroup Global Markets

Education Highlights

Bachelor of Commerce Degree
University of Mumbai

Certification Highlights

Chartered Alternative Investment Analyst (CAIA)
Chartered Alternative Investment Analyst Association
Associate Chartered Accountant (ACA)
Institute of Chartered Accountants of India

Case Studies

Work Experience

Strategic Advisor

2016 - PRESENT
Project Management Integrated
  • Built a competitive analysis landscape for the $100+ million target market for Project Management Institute's PMP certification training.
  • Advised on the structure and competitive pricing for corporate training RFPs.
  • Provided introductions to the corporate network in Alberta, Canada for their project management training requirements.
  • Reviewed and commented on marketing brochures and literature and social media communication strategies.
  • Advised on retail and corporate customer acquisition strategies.
Focus areas: Business Advisory, Market Opportunity Analysis

Advisor | Consultant

2016 - PRESENT
Project Freshwater
  • Advised on Project Freshwater, a multi-billion dollar water infrastructure project based out of the US, which completed its pre-feasibility stage.
  • Reviewed and critically commented on technical and environmental studies prepared by subject matter experts.
  • Prepared white papers and marketing documents including a one-page teaser, executive summary, detailed investor presentation, private placement memorandum for the capital raise to advance the project through the feasibility phase.
  • Identified potential family offices, philanthropic, environmental, and social infrastructure investors.
  • Built financial and valuation model under potential scenarios and structures, i.e., under 63-20 nonprofit corporation and as a C corporation.
Focus areas: Due Diligence, Financial Modeling, Investor Presentations, Valuation Modeling, Growth Capital Raising

Executive

1999 - PRESENT
S. R. Batliboi & Co. (Member Firm of Ernst & Young International)
  • Performed statutory, internal, and operational audits on clients across various industries including financial services, industrial, and healthcare.
  • Planned and executed audit procedures.
  • Led a team of junior members and supervised their work.
  • Obtained an overall understanding of clients’ businesses, examined various accounting, internal control & statutory compliance issues, and provided value-added suggestions for improved profitability.
  • Worked on key assignments including American Express (statutory audit, tax audit, and process control assessment audit), Lloyds Steel (internal audit and operational audit), and Breach Candy Hospital (process review).
Focus areas: IFRS Audit Planning, Control Audits, Internal Audits

Associate Portfolio Manager

2010 - 2016
Alberta Investment Management Corporation ("AIMCo")
  • Developed the strategy and executed and managed the C$1 billion venture capital (VC) and C$2.7 billion private equity (PE) portfolios which included direct/co-investments in companies and top-tier VC and PE funds.
  • Evaluated, negotiated, structured, and executed 12 transactions and fund commitments totaling over $400 million ranging from growth investments in early to late stage venture-backed companies, buyouts, structured debt, special situation project finance in agtech, industrial, materials, IT, cleantech, healthcare, financial, and business services sectors. A majority of the investments were realized at a significant profit or were valued at a premium to initial capital invested.
  • Conducted comprehensive market research, business, and financial due diligence and built complex financial models to develop investment recommendations.
  • Represented AIMCo on some of its portfolio companies as an observer or a board and committee member for their acquisition, strategic financing, audit, and compensation committees. Also represented AIMCo as a member of the LP advisory/conflict committee of venture capital funds.
  • Provided timely and regular portfolio company updates to the AIMCo board, senior management and valuation, and the client reporting and finance teams.
  • Developed strong interpersonal skills to successfully build and manage strategic stakeholder relationships by engaging and collaborating with funds, co-investors, peer sovereign wealth and pension funds, company management, lawyers, consultants, and other stakeholders.
  • Played a leading role in recruiting talent and mentoring juniors.
Focus areas: Due Diligence, Three-statement Modeling, Venture Funding, Growth Equity, Investment Memoranda, Investment Monitoring, Early-stage Venture Capital, Private Equity

Associate

2004 - 2008
Citigroup Global Markets
  • Contributed to more than ten transactions in excess of $60 billion including M&A, capital raising (debt & equity), corporate restructuring and leveraged buyout transactions across media & telecom, financial, and the forestry, pulp & paper sectors.
  • Drafted presentations (as well as the information, offering, and screening memoranda for clients, investors, and strategic partners), built complex financial models, and conducted business and financial due diligence.
  • Mentored and trained incoming analyst class and was a a leading participant in recruiting efforts.
  • Was awarded the highest ranking amongst analysts in India in the annual review and was promoted directly to an associate position.
Focus areas: Due Diligence, Three-statement Modeling, Valuation, Financial Benchmarking, Pitch Decks, Financial Modeling, Leveraged Buyout Modeling, Mergers & Acquisitions (M&A)
1994 - 1999

Bachelor of Commerce Degree in Accounting

University of Mumbai - Mumbai, India

MAY 2018 - PRESENT

Chartered Alternative Investment Analyst (CAIA)

Chartered Alternative Investment Analyst Association

NOVEMBER 2003 - PRESENT

Associate Chartered Accountant (ACA)

Institute of Chartered Accountants of India

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