Omar Itani, Finance Expert in London, United Kingdom
Omar Itani

Finance Expert in London, United Kingdom

Member since January 9, 2019
Omar is a strategic advisor and successful investor with over a decade of experience. After starting his career at Morgan Stanley, Omar moved to principal investing at a top hedge fund and two $500+ million family offices. He's also helped two tech startups raise $35 million in funding. A published author and London Business School MBA, he advises entrepreneurs, businesses, and family offices on complex commercial and investment challenges.
Omar is now available for hire

Career Highlights

Education

Industry Expertise

  • Technology

Other Expertise

Employment

  • Managing Partner

    2018 - PRESENT
    ICP Partners
    • Sat on the board of two family offices. Assisted them in implementing, and executing public and private investment strategies. Helped with overall investment strategies and portfolio management.
    • Helped oversee multiple VC and private market equity investments, as well as the capital, raises for over ten companies with sectors from Saas, eCommerce, digital health, and education.
    • Wrote detailed investment committee proposals that included market assessments and sizing, competitive analysis, board presentations, cash flow models, and capital structure options.
    • Provided fundraising support and strategic advice to QUIQUP, a UK-based on-demand eCommerce delivery service that raised over US $35 million in funding.
    • Led the fundraising, business planning, and go-to-market strategy for Paradym LTD, a mental wellness startup that achieved 250 percent user growth in three months and raised $500,000 in seed funding.
    • Led the business planning and fundraising strategy for an up and coming digital marketing agency founded by successful recording artists - HRMNY.
    • Worked closely with C-level executives, young investors, and entrepreneurs on multidimensional coaching and counseling.
    Focus areas: Venture Capital, Startup Funding, Startups, Family Office, Equity Financing, Derivatives, Equity, Value Investing, M&A (Buy-side), Investment Briefs, Investment Memoranda, Portfolio Analysis, Investment Portfolio Management, Deal Analysis, Valuation, Financial Planning & Analysis (FP&A), Equity Research, Investments
  • Investment Analyst | Portfolio Manager

    2015 - 2018
    Balyasny Asset Management
    • Provided portfolio managers with strategic investment recommendations that combined proprietary top-down macroeconomic forecasts with a bottoms-up fundamental investment process.
    • Managed a $50 million discretionary macro-equity portfolio focused on thematic investments with an emphasis on the United States and Europe across stocks, baskets, and equity derivatives.
    • Conducted detailed macro and thematic industry research focusing on disruptive industry trends including the internet of things (IoT), the impact of the aging population, eCommerce, digitization, and automation.
    • Built detailed public company financial models that included return analysis, sensitivity analysis, risk assessment, and valuation.
    • Generated multiple inflection point investment ideas that resulted in 15%+ returns, winning the BAM excellence award for idea generation in September 2016.
    • Developed a unique "quantamental" approach to investment idea generation by building screening models that use both fundamental factors and quantitative screening tools.
    Focus areas: Investments, Thematic Research, Value Investing, Equity Research
  • Senior Investment Analyst

    2012 - 2015
    M1 Group | Mikati Family Office
    • Worked closely with principals to establish the internal investment process and strategic asset allocation frameworks.
    • Assisted in the execution, process management, valuation and due diligence of ten+ buy-side transactions covering consumer staples, financial services, and technology sectors.
    • Co-managed a $100+ million discretionary long/short public equity portfolio focused on thematic investments covering consumer, financial services and technology with an emphasis on the United States and Europe generating 15%+ annual returns across stocks, baskets, and equity derivatives.
    • Led the financial modeling, due diligence, and stock purchase agreement negotiations for the acquisition of a $100+ million European luxury fashion retailer.
    • Sourced, performed due diligence, led the valuation assessment, and executed on a $150 million strategic acquisition of a payments services provider in EMEA.
    Focus areas: Investment Monitoring, Investment Thesis, Investment Memoranda, Cross-border M&A, M&A (Buy-side), Portfolio Analysis, Investment Portfolio Management, Financial Modeling, Corporate Finance, Value Investing, Equity Research, Financial Planning & Analysis (FP&A), Valuation, Mergers & Acquisitions (M&A), Investments
  • Investment Banking Analyst

    2009 - 2012
    Morgan Stanley
    • Developed client solutions for equity financing, hedging and share repurchases including product pricing, deal origination, and overall process management.
    • Served as the sole analyst on the $1.1 billion financial restructuring of The Investment Dar, a multi-sector conglomerate with investment interests in the consumer discretionary and real estate sectors.
    • Assisted in the execution, process management, valuation and due diligence on twenty+ sell and buy-side transactions covering consumer staples, financial services, and technology sectors.
    • Built discounted cash flow, leveraged buyout, M&A, and investment returns models for twenty+ sell and buy-side transactions covering consumer staples, financial services, and technology sectors.
    • Ranked in the top tier of the Morgan Stanley’s analyst pool in 2010.
    Focus areas: Debt Raises, Leveraged Buyout Model, Valuation Modeling, Valuation Analysis, Debt Restructuring, M&A (Buy-side), M&A (Sell-side), Financial Restructuring, Capital Raising, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)

Education

  • Master of Business Administration (MBA) degree in Economics and Value Investing
    2014 - 2015
    London Business School - London, UK
  • Bachelor's degree in Economics
    2005 - 2008
    American University of Beirut - Beirut, Lebanon

Certifications

  • Chartered Alternative Investment Analyst
    APRIL 2019 - PRESENT
    CAIA Institute
  • Chartered Financial Analyst (CFA) Level II
    JUNE 2015 - PRESENT
    CFA Institute

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