Karim Kadry
Verified Expert in Finance
Finance Expert
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.
Career Highlights
Education Highlights
Certification Highlights
Industry Expertise
Other Expertise
Work Experience
Investment Manager
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.
Head of Investment Banking
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.
Senior Portfolio Manager
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.
Chief Executive Officer
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.
Regional Senior Vice President
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.
Senior Analyst
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.
Education
Master of Business Administration (MBA) Degree in General Management
IESE Business School with Nile University - Spain, Egypt
High Diploma in Finance
American University - Cairo, Egypt
Bachelor's Degree in Engineering
Cairo University - Egypt
Certifications
Chartered Financial Analyst (CFA)
CFA Institute
Certified Finance Specialist
American University in Cairo
Skills
Finance
Financial Modeling, Wealth Management, Budgeting, Project Finance, Fund Structure, Fundraising, M&A Modeling, Transaction Modeling, Accounting, Business Advisory, Market Research, Equity Research, Portfolio Analysis, Investment Portfolio Management, Risk Analysis, Equity Financing, Growth Equity, Equity Research Analysis, M&A (Buy-side), Equity Raises, M&A (Sell-side), Revenue & Expense Projections, Startup Funding, Cash Flow Modeling, Cash Flow, Performance Reports, Project Evaluation, Blockchain, Property Investment, Asset Valuation, Equity Valuation, Valuation Analysis, Valuation Modeling, Valuation, Valuation Multiples, Discounted Cash Flow (DCF), DCF Valuation, Value Investing, Investment Briefs, Investment Thesis, Equity Offerings, Investment Memoranda, Quantitative Risk Analysis, Stock Trading, Corporate Finance, Private Equity, Capital Raising, Risk Models, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Forecasting, Three-statement Modeling, Due Diligence, Chartered Financial Analyst (CFA), Leveraged Buyout Modeling, CFO, Data Analysis, Private Banking, Asset Allocation, Structuring of Funds, P&L Forecasting, Investment Return Scenario Analysis, Comparable Company Analysis, RiskMetrics, Fundamental Analysis, Private Equity Valuation, Pricing, Private Company Valuation, Cross-border M&A, Pro Forma Financial Statements, Free Cash Flow (FCF), Intellectual Property Valuation, 409A Valuation, Profit & Loss (P&L), Value Creation, Power Purchase Agreements (PPA), Deal Analysis, Broker Setup, Fund Management, Capital Structuring, Cash Flow Forecasting, Funding Process, Fund Governance, Debt Structuring, Debt Raises, Capital, Equity Capital, Finance Structures, Financial Restructuring, Debt Restructuring, Fund Formation, Investment Monitoring, Reverse Mergers, Capital Budgeting, M&A Reporting, Expense Reduction, Cost Management, Cash Management, Financial Management, Convertible Debt, Venture Funding, FX Risk Analysis, Country Risk, Third-party Risk, Market Models, Market Opportunity Analysis, Money Market, Market Prioritization
Output Software
Oracle Crystal Ball, Microsoft Excel, Google Sheets, Microsoft PowerPoint
Data & Analysis Software
Financial Data, Intuit QuickBooks
Industry Expertise
Capital Markets, High-tech Startups, Early-stage Startups, Transportation & Shipping, Logistics, Real Estate, Public Companies, Retail & Wholesale, Banking & Finance, Food & Beverage, Agribusiness, Agriculture, Oil & Gas, Financial Services, Venture Capital, Financial Markets, Agrotech, Renewable Energy, Institutional Investors, Asset Management, Consumer Products, Confidential Information Memorandum (CIM), Mining, Real Estate Development, Healthcare, Residential Real Estate, Construction, Commercial Real Estate, Real Estate Investment, Education Technology (Edtech), Cannabis, Film & Television, Restaurants & Dining, Franchises, Hospitality
Geographic Expertise
Middle East, EMEA, North America, United States, Canada, Africa, United Kingdom
Other
Acquisitions, Investor Presentations, Strategic Planning, Deal Execution, Charts, Presentation Design, Scenario Analysis, Lean Startups, Scaling, Enterprise Startups, Startup Growth Strategy Development, Cash Flow Analysis, Performance Enhancement, Performance Optimization, Performance Attribution, Performance Analysis, Performance Evaluation, Evaluation, Cryptocurrency, Digital Media, Property Valuation, DCF Modeling, Startups, Prospectus Drafting, Investment Ideas, Investment Cases, Board Presentations, BOD, Initial Public Offerings, Offering Documents, Offer Evaluation, Sales Pitches, Pitch Presentations, Pitch Preparation, Pitch Decks, Teasers, Information Memoranda, Private Placement Memoranda, Private Placement Marketing, Private Placement Structuring, Private Placements, Digital Channels, Digital Economy, Media, Quantitative Analysis, Quantitative Modeling, Quantitative Research, Innovation, Strategy Planning, Business Strategy, Strategy, Risk Management, Teaching, Stock Analysis, Stock Exchange, Investment Banking, Deal Structuring, Structuring, Presentations, Windows, Investing, Investment Funds, Excel Modeling, Analysis, Modeling, Financial Closing, Finance, Manufacturing, Stock Market, SaaS, Business Modeling, Business Models, Partnerships, Sales Pipelines, Workshop Facilitation, Workshops, Business Analysis, Fintech, CEO, Leadership, Trading, Quantitative Finance, Trading Systems, Investments, Process Mapping, Use Case Analysis, Process Design, Project Management, Workflow Diagrams, Financing, Pitch Deck Consultant, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, Small & Medium-sized Enterprises (SME), Business Services, Portfolio Management, Strategic Planning & Execution, High Net Worth Individuals (HNWI), Capital Asset Pricing Model (CAPM), Equities, Investor Relations, Customer Acquisition, Business Plan Consulting, Market Segmentation, Limited Partnerships, Investor Relations Consultant, Business Planning, Excel Expert, B2B, Financial Forecasting, P&L Analysis, 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, Data Rooms, IT Services, Waterfall Modeling, Return on Invested Capital (ROIC), Family Office, Management Consulting, Industry Analysis, Key Performance Indicators (KPIs), Technical Analysis, Early-stage Funding, Waterfall Methodology, Hedge Funds, Change Management, Organizational Change Management (OCM), Operating Models, Business Transformation, Leveraged Buyout (LBO), Investment Committee Advisory, Monte Carlo Simulations, Commercial Real Estate Finance (CREF), COO, Human Resources (HR), Litigation Support, Term Sheet Advisory, Investment Analysis, Financial Analysis, M&A Due Diligence (Financial), Private Equity Consultant, Family Office Consultants, Family Office Management, Business Development, Chief of Staff, Sales Effectiveness, Sales Strategy, Retail Strategy, Sales, Marketing, Finance Reports, Innovation Strategy, Chief Operations Officer (COO), Operations, Market Research & Analysis, Profiling, Executive Consulting, Warehouses, Value at Risk, Backtesting, Backtesting Trading Strategies, Data Collection, Customer Relationship Management (CRM), Analytics, Lead Generation, Sales Funnel, Sales Process Management, Sales Training, Workflow, Software as a Service (SaaS), Email Sales, Pitch Books, Fundraising Consultant, Go-to-market Strategy, Sensitivity Analysis, Growth Strategy, Revenue Growth, Competitor Analysis & Profiling, Digital Project Management, Product Strategy Consultant, Fixed Income, Treasury, Investment Capital Raising, Excel Add-ins, CIM, Exit Strategy, Infrastructure, Bloomberg Terminal, US GAAP, Medical Software, Home Furnishing, DMAIC, Foreign Exchange, Retail Technology, Performance Management, Brokerage, Early-stage Venture Capital, Consolidation, Deal Marketing, Funding Presentations, Investment Presentations, Revenue Projections, PV Analysis, Equity Investment, Debt Financing, Negotiation, Deal Closure, ICO, Digital Marketing, Content Creation, Logistics & Supply Chain
How to Work with Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
Share your needs
Choose your talent
Start your risk-free talent trial
Top talent is in high demand.
Start hiring