Award winning Global M&A Advisor for SaaS, E-commerce & Content businesses

- Leading efforts to assist corporates and other organisations from across the Americas to list equity or debt securities in London- Helping UK companies access US capital most efficiently- Raising awareness among US PE/VC owners of UK and international assets of the benefits of London listing

- External consultant focused on IPO activity and providing support and guidance to boards of private companies and their investors in their initial and on-going assessment of a potential IPO strategy Managing relationships with: - Board level contacts at private and existing quoted companies, investment banks, accountancy firms, law firms, financial PR and registrars- A wide range of contacts across the finance community, including owners (entrepreneurs, buyside, private equity, VCs), industry bodies, professional organisations- Key influencers across the UK technology and biotech sectors- Entrepreneur/Influencer/Angel networks to further educate emerging companies

- Advice on corporate development and commercial strategy

Key Responsibilities:- Corporate development and strategy formulation- Strategic alliance and partnership formation- Marketing strategy- Pricing and distribution strategy- Project management- Business development

Key Achievements- Grew Polish ECM business, whilst heading business development in the CEE region, from zero revenue to a multi-million dollar business and executed equity transactions worth more than $4bn- Won and executed Citi’s first marketed equity offering in Poland for five years, as well as winning the highly sought-after mandate for the IPO of the Warsaw Stock ExchangeMain Skills Utilised- SENIOR MANAGEMENT STRATEGIC ADVISORY: Developed strategic analyses for C-level management of corporates, private equity and venture capital firms to help them adjust the strategic direction of their enterprises, to position themselves more attractively in the eyes of potential investors- EQUITY PRODUCT, MARKET AND EXECUTION KNOWLEDGE: Designed complex sales and marketing plans for clients in order to best target potential investors for their equity through a number of different distribution channels- EMERGING MARKETS ECONOMIC AND POLITICAL ANALYSIS: Analysed and presented key trends, risks and mitigants relevant to investment decisions- CROSS-CULTURAL RELATIONSHIP BUILDING: Forged strong relationships with Polish bankers to capitalise on overlooked opportunities and streamline approval process of Polish transactions- MANAGEMENT RESPONSIBILITY: Managed the work allocation, training, development plans and performance assessments for all of the analyst staff in equity capital markets

Key Achievements- Completed M&A, equity and debt transactions with value of more than $19bn- Executed mandates for clients including Fiat, Continental, Tyco & Daimler ChryslerMain Skills Utilised- AEROSPACE AND AUTOMOTIVE INDUSTRY KNOWLEDGE: Developed creative strategic proposals and complex financial analyses for mergers, acquisitions, divestitures and capital raising in the Automotive and Aerospace & Defense sectors- CLIENT RELATIONSHIP MANAGEMENT: Presented strategic reviews including qualitative and quantitative analysis of potential divestitures and acquisitions, as well as capital raising proposals to new and existing clients- TRANSACTION EXECUTION AND PROJECT MANAGEMENT: Coordinated day-to-day client contact, directed due diligence activities of direct reports, Citigroup product teams and external advisors during execution of domestic and cross-border mergers and acquisitions projects- EQUITY, DEBT & M&A PRODUCT KNOWLEDGE: Provided capital structuring advice, identified equity and debt capital raising opportunities, managed internal approval process and executed capital markets and bank financing transactions as main investment banking contact- MANAGEMENT RESPONSIBILITY: Managed work allocation, technical training and performance reviews for approximately twenty analysts- PROMOTER OF COMPANY CULTURE: Headed the Citi MBA recruiting team at Duke University (Fuqua)

Main Skills Utilised - M&A TRANSACTION EXECUTION: Focused primarily on transaction execution activities for mergers & acquisitions. Participated in due diligence and drafting processes, compiled data rooms, buyers’ lists and conducted site visits as sole Schroders representative- FINANCIAL MODELLING AND CLIENT MATERIAL PREPARATION: Created financial models and management presentations, drafted information memoranda and interacted extensively with client management during transactions

- Researched the telecommunications industry and created financial models and management presentations for clients