Roelof Brand, Finance Expert in Cape Town, Western Cape, South Africa
Roelof Brand

Finance Expert in Cape Town, Western Cape, South Africa

Member since June 21, 2018
Roelof was voted South Africa's top technology equity research analyst from 2014 to 2017. He has advised on capital raises, management buyouts, and M&A transactions for a range of publicly-traded and private companies. After graduating with an honors degree in finance, he worked at KPMG, Old Mutual, and consulting firms and now leverages this experience as an M&A, modeling, and corporate strategy expert to add value for Toptal clients.
Roelof is now available for hire

Career Highlights

Education

Select Certifications

Case studies

Industry Expertise

  • Financial Services

Other Expertise

Employment

  • Director

    2018 - PRESENT
    CapitalX Partners
    • Worked with entrepreneur-led startups to prepare business plans and financial models for investor presentations and facilitated meetings with potential venture capitalists.
    • Advised on the business feasibility and profitability for a shared workspace startup, assisting with the subsequent execution and launch of the project.
    • Performed due diligence on behalf of clients, assisting in the deal structuring and sourcing the financing used to fund the transaction.
    • Created multiple pitch decks to present to investors for financing rounds ranging from $300,000 to $20 million.
    • Worked with private equity and venture capital investors to source deal flow for transactions that had an average deal size $10 million.
    • Created and implemented a growth strategy for an internet startup, adding new revenue streams and decreasing costs, enabling the business to achieve breakeven quicker than forecast.
    Focus areas: Mergers & Acquisitions (M&A), Capital Raising, Early-stage Venture Capital, Capital Structure, Startup Funding, Due Diligence, Valuation Modeling, Business Advisory, Pitch Deck Financials, Financial Planning & Analysis (FP&A), Early Stage Funding, Venture Funding, Market Research, Equity Research, Equity Raises, Equity Research Analysis, Private Equity, Capital Structuring, DCF Valuation, Valuation, Investor Decks, M&A Modeling
  • Equity Analyst

    2014 - 2017
    Avior Capital Markets
    • Voted as the top technology analyst by institutional clients and received a top three ranking in the Financial Mail Young Analyst Awards.
    • Led in-depth industry analysis and financial modeling, authored research reports, provided investment recommendations and maintained a dialogue with executive management, clients, and competitors for 15 companies under coverage in the telecommunication, information technology, and construction sectors.
    • Led the development of company-specific financial models and applied comparable company, precedent transaction, discounted cash flow and sum-of-the-parts valuation techniques.
    • Created investor presentations that highlighted proprietary research and recommendations, presenting the information to institutional clients.
    • Advised clients on optimizing the capital structure, share repurchases, and equity raises for transactions totaling $200 million.
    Focus areas: Equity Research, Valuation Modeling, Market Research, Investor Decks, Investment Briefs, Valuation, Investment Thesis, Equity Valuation, Equity Raises, Equity Research Analysis, Revenue Modeling, Cash Flow Modeling, Financial Modeling, DCF Valuation, Valuation Multiples
  • Financial Accountant

    2013 - 2014
    Old Mutual Investment Group
    • Reviewed trial balance, general ledger and supporting calculations for various companies and trusts, preparing financial statements in accordance with IFRS for hedge funds and portfolio companies with total assets under management of $1+ billion.
    • Managed the audit process for portfolio companies, ensuring projects were completed on time and on budget.
    • Assisted with the preparation and review of the group's zero-based cost budget and annual forecast. Consulted with the heads of the business units to establish an implementation plan for achieving the budgeted cost savings across the group.
    • Formulated business and financial processes for newly acquired companies in the group's property portfolio.
    • Created financial models and valuation analysis for new projects in the group's renewable energy and property portfolios with transaction values ranging from $10 to $150 million.
    • Developed internal controls and managed internal audit functions that enabled the improvement of back and middle-office reporting for portfolio companies.
    Focus areas: Zero-based Budgeting, Taxes, IFRS Audit Planning, DCF Valuation, Project Evaluation, Business Plan Development, Internal Audits, Audit Management, Budget Controls, Cash Flow Modeling, Financial Reporting, Financial Modeling, Financial Management, Accounting, Internal Financial Reporting
  • Audit Supervisor

    2010 - 2012
    KPMG
    • Led statutory year-end audits of publicly-traded and private companies in the financial services industry.
    • Reviewed and finalized annual financial statements in accordance with IFRS for South African asset managers and hedge funds.
    • Managed staff utilization and optimized costs to ensure $20+ million projects were completed on budget.
    • Performed, reviewed and signed off on valuations and tax calculations on assurance engagements with a total value of $2.5+ billion.
    • Developed and implemented internal controls and systems for clients to manage and control assets worth $500+ million.
    Focus areas: Private Equity, Insurance, Asset Management, Pension Funds, Hedge Funds, Audit Management, Cost Management, Budgeting, Budget Controls, Accounting, Big 4 Accounting, IFRS Audit Planning

Education

  • Honors degree in Finance
    2009 - 2009
    Stellenbosch University - Stellenbosch, South Africa
  • Bachelor's degree in Finance
    2006 - 2008
    Stellenbosch University - Stellenbosch, South Africa

Certifications

  • Chartered Accountant
    MARCH 2012 - PRESENT
    South African Institute of Chartered Accountants

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