Karim Kadry, Finance Expert in Burlington, ON, Canada
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Karim Kadry

Verified Expert  in Finance

Finance Expert

Location
Burlington, ON, Canada
Toptal Member Since
November 7, 2018

Over his 20-year career in investment banking, Karim led deals ranging from $5 million to $2 billion, coordinating closely with entrepreneurs, CEOs, and directors in a wide variety of industries. He has collaborated with teams as small as two people, as well as large corporates like UBS. As a freelancer, Karim enjoys being exposed to different sectors, meeting new people and tackling challenges. He is a CFA charter holder and has a joint MBA from IESE.

Project ManagementPitch Deck ConsultantBusiness Plan ConsultingMarket SegmentationInvestor Relations ConsultantExcel ExpertFinancial ForecastingDue Diligence ConsultantBusiness TransformationInvestment AnalysisPrivate Equity ConsultantFamily Office ConsultantsFinancial ModelingProject FinanceFundraising

Career Highlights

Investment Manager
Private Equity Funds in Calgary
Head of Investment Banking
Global Investment House
Chief Executive Officer
Inertia Investment

Education Highlights

Master of Business Administration (MBA) Degree
IESE Business School with Nile University
Bachelor's Degree
Cairo University

Certification Highlights

Chartered Financial Analyst (CFA)
CFA Institute

Case Studies

Industry Expertise

Financial MarketsTravel Agencies & ServicesMedia & InternetCapital MarketsRenewable EnergyFinancial ServicesRestaurantsNon-Profit & Charitable Organizations

Other Expertise

Corporate FinanceDeal StructuringFinancial ModelingFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Stock Market

Work Experience

Investment Manager

2012 - PRESENT
Private Equity Funds in Calgary
  • Built detailed financial models of companies and projects, including return analysis, sensitivity analysis, risk assessment, and valuation.
  • Prepared to sell pitches and gave presentations to raise capital - including $50 million from a single institutional client for a new idea.
  • Sourced, screened, performed due diligence, and executed asset purchases for portfolios worth $100 million.
  • Sourced, performed due diligence, and executed asset purchases for a $25 million non-leveraged farmland portfolio that was later sold for an IRR of 15%.
  • Led a team of five financial professionals covering the western Canadian market.
  • Managed a team of 6 handling administrative and back-office matters. They also issue investor updates and periodical releases.
  • Developed a strategic plan and financial forecasting model supporting a $5 million stake in the managing company.
  • Handled all administrative, regulatory, and legal aspects of launching new funds. This included launching a fund in two weeks to capture the registered retirement savings plan (RRSP) season.
Focus areas: Fundraising, Fund Governance, Funding Process, Fund Structure, Cash Flow Forecasting, Cash Flow, Project Finance, Budgeting, Wealth Management, Capital Structuring, Capital Raising, Fund Management, Financial Modeling, Cash Flow Modeling, Valuation Modeling, Forecasting, Business Models, Partnerships, M&A Modeling, Due Diligence, Business Strategy, Workshops, Business Analysis, Startups, Fintech, CEO, Leadership, Quantitative Analysis, Quantitative Finance, Trading Systems, Investments, Equity Research Analysis, CFO, Financial Planning & Analysis (FP&A), Three-statement Modeling, Analysis, Financial Services, Process Mapping, Use Case Analysis, Process Design, Project Management, Workflow Diagrams, Pitch Decks, Financing, Pitch Deck Consultant, Finance, Cryptocurrency, Data Analysis, Financial Data, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, M&A (Sell-side), United States, Small & Medium-sized Enterprises (SME), Infrastructure, Business Services, Investment Portfolio Management, Portfolio Management, Financial Markets, Strategic Planning & Execution, High Net Worth Individuals (HNWI), Capital Asset Pricing Model (CAPM), Equities, Asset Allocation, Cannabis, Investor Relations, Agrotech, Renewable Energy, Digital Marketing, Customer Acquisition, Business Plan Consulting, Structuring of Funds, Growth Equity, Limited Partnerships, Investment Funds, Investor Relations Consultant, Institutional Investors, Business Planning, SaaS, Excel Expert, B2B, Initial Public Offerings, Manufacturing, Financial Forecasting, Asset Management, Investment Banking, United Kingdom, P&L Analysis, P&L Forecasting, Impact Investing, Social Impact, Business to Government (B2G), Fundraising Strategy, Leadership Strategy, Equity Markets, Consulting, Digital Transformation, Market Research, Data Science, Statistical Analysis, B2B Partnerships, Due Diligence Consultant, Data Rooms, IT Services, Waterfall Modeling, Investment Return Scenario Analysis, Return on Invested Capital (ROIC), Consumer Products, Family Office, Management Consulting, Industry Analysis, Information Memoranda, Comparable Company Analysis, Confidential Information Memorandum (CIM), Mining, RiskMetrics, Key Performance Indicators (KPIs), Technical Analysis, Fundamental Analysis, Early-stage Funding, Waterfall Methodology, Portfolio Analysis, Real Estate Development, Private Equity Valuation, Hedge Funds, Healthcare, Pricing, Scenario Analysis, Change Management, Organizational Change Management (OCM), Operating Models, Business Transformation, M&A (Buy-side), Leveraged Buyout Modeling, Leveraged Buyout (LBO), Investment Memoranda, Investment Committee Advisory, Monte Carlo Simulations, Real Estate, Commercial Real Estate Finance (CREF), Medical Software, Private Company Valuation, Retail & Wholesale, Term Sheet Advisory, Revenue & Expense Projections, Residential Real Estate, Construction, Investment Analysis, Commercial Real Estate, Mergers & Acquisitions (M&A), Financial Analysis, Cross-border M&A, M&A Due Diligence (Financial), Pro Forma Financial Statements, Canada, Private Equity Consultant, Family Office Consultants, Family Office Management, Free Cash Flow (FCF)

Head of Investment Banking

2010 - 2012
Global Investment House
  • Sourced, analyzed, and successfully closed acquisition deals, including the successful sale of a $30 million oil services company in three months.
  • Conceptualized, designed and built many selling pitches - including a pitch of a holding company with 17 subsidiaries.
  • Designed, built and produced marketing materials and presentations, including a digital media presentation for the sale of a multi-media company.
  • Built detailed financial models of companies and projects, including return analysis, sensitivity analysis, risk assessment, and valuation.
  • Built detailed turnaround strategic plans aimed at enhancing the value of takeover targets, including adding new market sectors and segments for a retail company.
  • Analyzed regulatory and taxation environments to produce different fund structures to facilitate acquisitions.
  • Conceptualized and implemented the organizational structure, created budgets and strategic plans of the division and target firms.
  • Supervised and carried out in-depth analyses of different firms aimed at reaching fair values, optimum capital structures, most suitable exit scenarios and tailored unique investment structures.
Focus areas: Debt Restructuring, Financial Restructuring, Market Research, Finance Structures, Fund Structure, Startup Funding, Equity Capital, Investor Presentations, Capital, Business Advisory, Acquisitions, Accounting, Transaction Modeling, Valuation Modeling, Cash Flow Modeling, M&A Modeling, DCF Valuation, Valuation Analysis, Valuation Multiples, Valuation, Corporate Finance, Capital Structuring, Capital Raising, Debt Raises, Debt Structuring, Equity Valuation, Equity Offerings, Mergers & Acquisitions (M&A), Fundraising, Forecasting, Business Models, Partnerships, Due Diligence, Business Strategy, Workshops, Business Analysis, Oil & Gas, Startups, Fintech, CEO, Leadership, Quantitative Analysis, Quantitative Finance, Trading Systems, Investments, Equity Research, Equity Research Analysis, CFO, Financial Planning & Analysis (FP&A), Three-statement Modeling, Analysis, Financial Services, Process Mapping, Use Case Analysis, Process Design, Project Management, Workflow Diagrams, Pitch Decks, Financing, Venture Capital, Pitch Deck Consultant, Finance, Cryptocurrency, Data Analysis, Financial Modeling, Financial Data, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, M&A (Sell-side), United States, Small & Medium-sized Enterprises (SME), Infrastructure, Business Services, Investment Portfolio Management, Financial Markets, Strategic Planning & Execution, High Net Worth Individuals (HNWI), Private Banking, Equities, Asset Allocation, Investor Relations, Agrotech, Renewable Energy, Customer Acquisition, Business Plan Consulting, Structuring of Funds, Growth Equity, Limited Partnerships, Investment Funds, Investor Relations Consultant, Institutional Investors, Business Planning, SaaS, Excel Expert, B2B, Initial Public Offerings, Manufacturing, Financial Forecasting, Investment Banking, United Kingdom, P&L Analysis, P&L Forecasting, Impact Investing, Social Impact, Business to Government (B2G), Fundraising Strategy, Leadership Strategy, Equity Markets, Consulting, Digital Transformation, Data Science, Statistical Analysis, B2B Partnerships, Due Diligence Consultant, Data Rooms, IT Services, Waterfall Modeling, Investment Return Scenario Analysis, Return on Invested Capital (ROIC), Consumer Products, Family Office, Management Consulting, Industry Analysis, Information Memoranda, Comparable Company Analysis, Confidential Information Memorandum (CIM), Mining, RiskMetrics, Key Performance Indicators (KPIs), Fundamental Analysis, Early-stage Funding, Waterfall Methodology, Portfolio Analysis, Real Estate Development, Private Equity Valuation, Hedge Funds, Healthcare, Pricing, Scenario Analysis, Change Management, Organizational Change Management (OCM), Operating Models, Business Transformation, M&A (Buy-side), Leveraged Buyout Modeling, Leveraged Buyout (LBO), Investment Memoranda, Investment Committee Advisory, Monte Carlo Simulations, Real Estate, Commercial Real Estate Finance (CREF), Medical Software, Film & Television, Private Company Valuation, Retail & Wholesale, Term Sheet Advisory, Revenue & Expense Projections, Project Finance, Residential Real Estate, Construction, Investment Analysis, Commercial Real Estate, Financial Analysis, Cross-border M&A, M&A Due Diligence (Financial), Pro Forma Financial Statements, Canada, Private Equity Consultant, Family Office Consultants, Family Office Management, Free Cash Flow (FCF)

Senior Portfolio Manager

2009 - 2010
Prime Holding Group
  • Managed institutions and high net worth individuals’ portfolios and mutual funds, including a $2 billion pension portfolio for the national bank of Egypt.
  • Managed direct investment funds, which entailed analyzing potential target firms, sitting on board of acquired firms, setting strategic plans for acquired firms.
  • Oversaw and helped in the compiling of performance reports and presented the reports to portfolio holders.
  • Set the strategic vision of the whole group and the investment criteria through membership in the holding firm’s investment committee.
  • Built and gave presentations to potential investors that lead to successfully managing their portfolios, including the successive engagement of 5 investment portfolios for a high net worth individual totaling $300 million.
  • Worked along with lawyers, advisers, and marketers to launch and raise capital for new funds, including one of Egypt's first dollar-denominated USD funds.
Focus areas: Value Investing, Investment Thesis, Investment Monitoring, Risk Analysis, Risk Models, Performance Management, Fund Formation, Stock Trading, Investment Portfolio Management, Portfolio Analysis, Equity Valuation, Equity Research, Forecasting, M&A Modeling, Strategy, Workshops, Business Analysis, Fintech, Leadership, Quantitative Analysis, Quantitative Risk Analysis, Trading, Quantitative Finance, Trading Systems, Investments, Financial Planning & Analysis (FP&A), Three-statement Modeling, Analysis, Financial Services, Use Case Analysis, Process Design, Workflow Diagrams, Financing, Pitch Deck Consultant, Finance, Data Analysis, Financial Modeling, Financial Data, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, Business Services, Wealth Management, Portfolio Management, Business Strategy, Banking & Finance, Financial Markets, Strategic Planning & Execution, High Net Worth Individuals (HNWI), Capital Asset Pricing Model (CAPM), Equities, Asset Allocation, Bloomberg Terminal, Investor Relations, Customer Acquisition, Growth Equity, Limited Partnerships, Investment Funds, Investor Relations Consultant, Institutional Investors, Business Planning, SaaS, Excel Expert, B2B, Initial Public Offerings, Manufacturing, Financial Forecasting, Asset Management, Investment Banking, P&L Analysis, P&L Forecasting, Social Impact, Business to Government (B2G), Fundraising, Fundraising Strategy, Leadership Strategy, Equity Markets, Consulting, Market Research, Data Science, Statistical Analysis, Waterfall Modeling, Investment Return Scenario Analysis, Return on Invested Capital (ROIC), Consumer Products, Content Creation, Family Office, Management Consulting, Industry Analysis, Comparable Company Analysis, Confidential Information Memorandum (CIM), RiskMetrics, Key Performance Indicators (KPIs), Technical Analysis, Fundamental Analysis, Waterfall Methodology, Private Equity Valuation, Hedge Funds, Healthcare, Pricing, Scenario Analysis, Change Management, Organizational Change Management (OCM), Operating Models, Business Models, Business Transformation, M&A (Buy-side), Investment Memoranda, Investment Committee Advisory, Monte Carlo Simulations, Real Estate, Private Company Valuation, Retail & Wholesale, Term Sheet Advisory, Revenue & Expense Projections, Project Finance, Investment Analysis, Mergers & Acquisitions (M&A), Financial Analysis, M&A Due Diligence (Financial), Pro Forma Financial Statements, Family Office Consultants, Free Cash Flow (FCF)

Chief Executive Officer

2007 - 2009
Inertia Investment
  • Founded Inertia Investment Group, a group of investment companies; also served as CEO and was responsible for overseeing the strategic initiatives, maintaining client relationships, and directing operations.
  • Made the concept into a reality through the launching of the company, compiling the founding partners, raising the seed capital, completing all regulatory and legal requirements to start the company.
  • Built and executed the strategic plan for the company to become the fastest growing investment house in the middle east.
  • Developed and implemented a strategic plan and financial forecasting model for the company's brokerage arm, which enabled it to become the fastest growing Egyptian brokerage house in 2008.
  • Planned and executed the research department for the company - including building the organizational chart and setting duties and responsibilities, complete recruitment process to hire 10 analysts, designing the periodical publications as well as the research templates for different market sectors.
  • Oversaw the analysis and write-ups of all the research products, including publishing market, economic, sector and company reports.
  • Solely built the group's strategic plan that led to the expansion of the group to comprise three branches with 65 finance professional working for the group.
Focus areas: Financial Management, Cash Management, Cost Management, Wealth Management, Expense Reduction, Stock Trading, Equity Research Analysis, Debt Restructuring, Market Research, M&A Reporting, Investment Briefs, Broker Setup, Brokerage, Budgeting, Capital Budgeting, Business Advisory, Equity Capital, Growth Equity, Private Equity, Equity Offerings, Equity Valuation, Equity Financing, Equity Research, Initial Public Offerings, Capital Markets, Reverse Mergers, Mergers & Acquisitions (M&A), Forecasting, Business Models, Partnerships, M&A Modeling, Due Diligence, Business Strategy, Strategy, Workshop Facilitation, Workshops, Business Analysis, Oil & Gas, Startups, CEO, Leadership, Quantitative Analysis, Quantitative Risk Analysis, Trading, Quantitative Finance, Trading Systems, Investments, CFO, Financial Planning & Analysis (FP&A), Three-statement Modeling, Analysis, Financial Services, Process Mapping, Use Case Analysis, Process Design, Project Management, Workflow Diagrams, Pitch Decks, Financing, Venture Capital, Pitch Deck Consultant, Finance, Data Analysis, Financial Modeling, Financial Data, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, M&A (Sell-side), Small & Medium-sized Enterprises (SME), Infrastructure, Business Services, Portfolio Management, Financial Markets, Strategic Planning & Execution, High Net Worth Individuals (HNWI), Private Banking, Capital Asset Pricing Model (CAPM), Equities, Asset Allocation, Investor Relations, Renewable Energy, Customer Acquisition, Business Plan Consulting, Market Segmentation, Fund Structure, Structuring of Funds, Limited Partnerships, Investment Funds, Investor Relations Consultant, Institutional Investors, Business Planning, SaaS, Excel Expert, B2B, Financial Forecasting, Asset Management, Investment Banking, P&L Analysis, P&L Forecasting, Social Impact, Business to Government (B2G), Fundraising, Fundraising Strategy, Leadership Strategy, Equity Markets, Consulting, Digital Transformation, Data Science, Statistical Analysis, B2B Partnerships, Due Diligence Consultant, Data Rooms, IT Services, Waterfall Modeling, Investment Return Scenario Analysis, Return on Invested Capital (ROIC), Consumer Products, Family Office, Management Consulting, Industry Analysis, Information Memoranda, Comparable Company Analysis, Confidential Information Memorandum (CIM), Mining, RiskMetrics, Key Performance Indicators (KPIs), Technical Analysis, Fundamental Analysis, Early-stage Funding, Logistics & Supply Chain, Waterfall Methodology, Portfolio Analysis, Real Estate Development, Private Equity Valuation, Hedge Funds, Healthcare, Pricing, Scenario Analysis, Change Management, Organizational Change Management (OCM), Operating Models, Business Transformation, M&A (Buy-side), Leveraged Buyout Modeling, Leveraged Buyout (LBO), Investment Memoranda, Investment Committee Advisory, Monte Carlo Simulations, Real Estate, Commercial Real Estate Finance (CREF), Medical Software, Film & Television, Private Company Valuation, Retail & Wholesale, Term Sheet Advisory, Revenue & Expense Projections, Project Finance, Residential Real Estate, Construction, Investment Analysis, Commercial Real Estate, Financial Analysis, Cross-border M&A, M&A Due Diligence (Financial), Pro Forma Financial Statements, Private Equity Consultant, Family Office Consultants, Family Office Management, Free Cash Flow (FCF)

Regional Senior Vice President

2005 - 2007
Naeem Holding
  • Headed private equity activities of GCC team in Egypt and North Africa with total of $2 billion in assets under management.
  • Managed direct investments of the firm and the firm’s clients, including a 20% share in one of the region's biggest oil refineries.
  • Structured and engineered financial deals from a buy-side perspective aimed at generated the highest returns possible.
  • Set up and implemented the strategic plan at the holding level through membership in the executive management committee of the holding firm.
  • Analyzed capital structure of firms in order to understand optimum capital structures and reaching such structures through diverse financial structures and deals.
Focus areas: M&A (Buy-side), Early-stage Venture Capital, Venture Funding, Debt Restructuring, Convertible Debt, Debt Structuring, Debt Raises, Valuation, Equity Financing, Capital Raising, Fund Structure, Private Equity, Forecasting, Strategy, Workshops, Business Analysis, Oil & Gas, Leadership, Quantitative Analysis, Quantitative Risk Analysis, Trading, Quantitative Finance, Trading Systems, Investments, Equity Research, Equity Research Analysis, Financial Planning & Analysis (FP&A), Three-statement Modeling, Analysis, Financial Services, Use Case Analysis, Process Design, Workflow Diagrams, Pitch Decks, Financing, Venture Capital, Finance, Data Analysis, Financial Modeling, Financial Data, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, M&A (Sell-side), Business Services, Investment Portfolio Management, Business Strategy, Financial Markets, Strategic Planning & Execution, High Net Worth Individuals (HNWI), Private Banking, Equities, Asset Allocation, Bloomberg Terminal, Investor Relations, Customer Acquisition, Business Plan Consulting, Market Segmentation, Structuring of Funds, Limited Partnerships, Investment Funds, Investor Relations Consultant, Business Planning, Excel Expert, Initial Public Offerings, Financial Forecasting, Asset Management, Investment Banking, United Kingdom, P&L Analysis, P&L Forecasting, Social Impact, Business to Government (B2G), Fundraising, Leadership Strategy, Equity Markets, Consulting, Market Research, Data Science, Statistical Analysis, Due Diligence Consultant, Data Rooms, IT Services, Waterfall Modeling, Investment Return Scenario Analysis, Return on Invested Capital (ROIC), Consumer Products, Family Office, Management Consulting, Industry Analysis, Information Memoranda, Comparable Company Analysis, Confidential Information Memorandum (CIM), Mining, RiskMetrics, Key Performance Indicators (KPIs), Fundamental Analysis, Early-stage Funding, Waterfall Methodology, Portfolio Analysis, Real Estate Development, Private Equity Valuation, Hedge Funds, Healthcare, Pricing, Scenario Analysis, Change Management, Organizational Change Management (OCM), Operating Models, Business Models, Business Transformation, Leveraged Buyout Modeling, Leveraged Buyout (LBO), Investment Memoranda, Investment Committee Advisory, Monte Carlo Simulations, Real Estate, Commercial Real Estate Finance (CREF), Medical Software, Film & Television, Private Company Valuation, Retail & Wholesale, Term Sheet Advisory, Revenue & Expense Projections, Project Finance, Residential Real Estate, Construction, Investment Analysis, Commercial Real Estate, Mergers & Acquisitions (M&A), Financial Analysis, Cross-border M&A, M&A Due Diligence (Financial), Pro Forma Financial Statements, Private Equity Consultant, Family Office Consultants, Free Cash Flow (FCF)

Senior Analyst

2004 - 2005
CIB Bank (Chase in Egypt)
  • Utilized different market analysis tools to strategically analyze the Bank’s market competitiveness, with the aim to increase the bank's market share and pocket share. Recommended strategies led to a 10% increase in the bank's market share.
  • Monitored the bank's daily, weekly, monthly, and annual positions across the different financial markets to successfully keep the Bank’s exposure to market risk within the set limit.
  • Assisted in constructing 5-year and 20-year strategic business plans and financial models for the entire Bank with clear segmentation by business lines.
  • Constructed a financial model measuring risk, used by the bank for five years instead of purchasing a ready-made program for USD $10 million and annual fees of USD $0.5 million.
Focus areas: Market Prioritization, Money Market, Market Opportunity Analysis, Market Models, Market Research, Third-party Risk, Country Risk, Quantitative Risk Analysis, FX Risk Analysis, Risk Analysis, Risk Models, Strategic Planning, Strategy, Workshops, Business Analysis, Quantitative Analysis, Quantitative Finance, Trading Systems, Investments, Equity Research, Equity Research Analysis, Data Analysis, Financial Modeling, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, Business Services, Banking & Finance, Financial Markets, Strategic Planning & Execution, Equities, Bloomberg Terminal, Customer Acquisition, Market Segmentation, Business Planning, Excel Expert, Initial Public Offerings, Financial Forecasting, Investment Banking, P&L Analysis, P&L Forecasting, Business to Government (B2G), Data Science, Statistical Analysis, Consumer Products, Content Creation, Family Office, Industry Analysis, Comparable Company Analysis, RiskMetrics, Key Performance Indicators (KPIs), Fundamental Analysis, Waterfall Methodology, Healthcare, Change Management, Organizational Change Management (OCM), Business Models, Business Transformation, Private Company Valuation, Term Sheet Advisory, Revenue & Expense Projections, Project Finance, Investment Analysis, Financial Analysis, Pro Forma Financial Statements
2005 - 2007

Master of Business Administration (MBA) Degree in General Management

IESE Business School with Nile University - Spain, Egypt

1999 - 2001

High Diploma in Finance

American University - Cairo, Egypt

1991 - 1996

Bachelor's Degree in Engineering

Cairo University - Egypt

JUNE 2006 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

JUNE 2001 - PRESENT

Certified Finance Specialist

American University in Cairo