Omar Itani

Omar Itani

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
Case studies
Industry Expertise
  • Technology
Other Expertise
  • Family Office Management
  • Hedge Funds
  • Investment Portfolio Management
  • Investment Research
  • Mergers & Acquisitions (M&A)
  • Strategic Planning & Execution
  • Valuation
Employment
  • Managing Partner
    2018 - PRESENT
    Itani Capital Partners
    • Worked with family offices ranging from $100 to $500+ million to create, implement, and execute public and private investment strategies both for individual companies and for the portfolio.
    • Led the origination, process management, execution, portfolio oversight, and implementation of all equity investing (public and private) undertaken by the Carlsson Family Office with ticket size from less than $1 million to $50 million.
    • 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 $35 million in funding.
    • Led the fundraising, business planning and go-to-market strategy for Paradym LTD, a mental wellness startup that achieved 250% 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: Strategic Investments, Equity Research, Financial Planning & Analysis (FP&A), Valuation, Deal Analysis, Investment Portfolio Management, Portfolio Analysis, Investment Memoranda, Investment Briefs, M&A (Buy-side), Value Investing, Equity Derivatives, Equity Financing, Family Office
  • 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: Equity Research, Value Investing, thematic research, Strategic Investments
  • 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: Strategic Investments, Mergers & Acquisitions (M&A), Valuation, Financial Planning & Analysis (FP&A), Equity Research, Value Investing, Corporate Finance, Financial Modeling, Investment Portfolio Management, Portfolio Analysis, M&A (Buy-side), Cross-border M&A, Investment Memoranda, Investment Thesis, Investment Monitoring
  • 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: Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Capital Raising, Financial Restructuring, M&A (Sell-side), M&A (Buy-side), Debt Restructuring, Valuation Analysis, Valuation Modeling, Leveraged Buyout Model, Debt Raises
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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