- Managed the due diligence and transaction process for the potential acquisition of a USD 1+ billion listed financial services group in South Africa in a competitive auction process.
- Managed and executed multiple buy-side (72) and sell-side (four) transactions across sub-Saharan Africa.
- Performed the initial valuation and managed the transaction process for the potential acquisition of a USD 170 million insurance company in South Africa in a competitive auction process.
- Managed and was part of the team that performed the confirmatory valuation and due diligence of a listed financial services group in East Africa. Assisted with the transaction execution, including approvals and regulatory filings.
- Planned and executed legal entity and balance sheet restructuring exercises in South Africa, Botswana, Lesotho, Namibia, and Uganda.
- Investigated the acquisition of numerous companies in the following sectors: insurance, asset management, health insurance and administration, pensions/employee benefits, consumer financing, benefit consulting, and financial product distribution.
- Undertook various ad hoc projects, including phantom share scheme development and modeling, internal greenfield and startup business case reviews, holding structure investigation, and market opportunity reviews.
Focus areas: Industry Analysis, Valuation Modeling, Mozambique, Malawi, Asset Management, Namibia, Ghana, Nigeria, Uganda, Kenya, Tanzania, Zimbabwe, Lesotho, Swaziland, Botswana, Pensions, Health Insurance, Insurance, Legal Documentation, P&C Insurance, Life Insurance, Distribution, Investments, Microsoft Outlook, Microsoft Word, Africa, Structuring, Project Delivery, Business Planning, Projects, Project Tracking, Financial Statements, Company Strategy, South Africa, Financial Planning & Analysis (FP&A), Strategy, Forecasting, Investment Analysis, Microsoft PowerPoint, Business Strategy, Entry Strategy, Financial Services, New Market Entry, Transaction Advisory, Financial Analysis, Microsoft Excel, Market Research, Business Cases, Cross-border M&A, M&A Modeling, M&A Earn-out Agreements, Transaction Modeling, Transaction Structuring, Due Diligence, Valuation, Financial Modeling, Mergers & Acquisitions (M&A)