Samir has extensive investment banking, private equity, and venture capital experience working for top-tier IB and SWF players. He co-founded and has been part of the management team of several startups. As a freelancer, Samir enjoys working with both large corporate clients as well as startups at different stages of development, in different industries, and in multiple geographies (US, Europe, Asia, Middle East).
Advised the CEO on product/market strategy, development roadmap, market segmentation, and go-to-market actions.
Created the initial marketing campaigns and led the business development for non-US corporate clients.
Raised a $1.5 million+ seed round through a US VC/angel roadshow and prepared a $10 million+ Series A fundraising.
Developed the first quarterly, full-year, and five-year financial plans including sales forecasts and hardware production plans and managed the initial implementation of accounting, finance, and production ERP systems.
Conducted transaction multiples and premium analysis based on 40 selected deals for a hospitality client on a $6 billion equity carve-out. The analysis was used to determine the carved-out company valuation and to pitch private equity buyers for a minority stake.
Provided a business overview with key metrics on trading and stock performance momentum for a TMT client on a €300 million debt restructuring. Provided materials regarding straight-equity and equity-linked potential issuances including financial requirements and a timeline.
Focus areas: Capital Markets
2007 - 2007
Outlined the capital structure, asset portfolio, NAV and P/E of 20 European real estate companies over 15 years to show favorable trends despite 2007 real estate backdrop for a real estate client concerning a €1.4 billion asset restructuring. This was used by senior bankers for discussion purposes with real estate specialized funds and led to two funds’ eventual investment of €133 million.
Researched the biotechnology market and prepared materials including product development schedule, projected sales and FCF margins for a biotech client for a $300 million initial public offering (IPO). It was used to discuss the IPO timeline and preliminary valuation with the client’s management.
Focus areas: Mergers & Acquisitions (M&A)
Master of Business Administration (MBA) degree in Entrepreneurial Management and Finance
2014 - 2017
University of Pennsylvania, Wharton School - Philadelphia, PA, USA
Master of Public Administration (MPA) degree in Innovation and Technology Policy
2014 - 2017
Harvard University, JFK School of Government - Cambridge, MA, USA