Safety SA is a leading South African Safety Training, and Testing, Inspection & Certification business built off the acquisition of the NOSA group by the Carlyle Group during 2018 and subsequent bolt-on acquisitions of Deltamune’s testing business and SAI Global’s South African operations.

Safety SA is a leading South African Safety Training, and Testing, Inspection & Certification business built off the acquisition of the NOSA group by the Carlyle Group during 2018 and subsequent bolt-on acquisitions of Deltamune’s testing business and SAI Global’s South African operations.IsoMetrix is a leading supplier of EHS software

Portfolio management: lead the teams responsible for evaluating portfolio company performance and related monthly feedback to the team and lead the team responsible for preparing quarterly valuation reports for the advisory committee / limited partners including providing in meeting feedback on conclusions / recommendations.Debt restructuring / refinancing / raising: assist Rockwood’s internal debt expert with senior lender negotiations around portfolio company debt restructuring /… Show more Portfolio management: lead the teams responsible for evaluating portfolio company performance and related monthly feedback to the team and lead the team responsible for preparing quarterly valuation reports for the advisory committee / limited partners including providing in meeting feedback on conclusions / recommendations.Debt restructuring / refinancing / raising: assist Rockwood’s internal debt expert with senior lender negotiations around portfolio company debt restructuring / refinancing including preparation of supporting presentations / analysis. Assisted with raising a senior lender facility at fund level and raising debt funding for single asset deals evaluated by the firm.Deal origination / screening: lead the team responsible for managing the firm’s deal pipeline (from origination / preliminary screening through to investment committee presentations / recommendations). Fund raising: assist Rockwood’s fundraising team with preparing for next fund raise as well as raising funds on single asset deals. Show less

Monthly analysis of portfolio company performance, portfolio company valuations, investor / stakeholder reporting, portfolio company refinancing / debt restructuring, financial and commercial due diligence, advisory work for portfolio companies

Enjoyed leading roles on a number of major transactions based on wide ranging industry experience and proven skill set including the ability to rapidly gain deep company and industry understanding, undertake detailed financial analysis, lead and manage project teams, interview senior executives, communicate with stakeholders, identify and resolve issues pertinent to transactions and compile issues focused reports within relevant time constraints Supported investors with their… Show more Enjoyed leading roles on a number of major transactions based on wide ranging industry experience and proven skill set including the ability to rapidly gain deep company and industry understanding, undertake detailed financial analysis, lead and manage project teams, interview senior executives, communicate with stakeholders, identify and resolve issues pertinent to transactions and compile issues focused reports within relevant time constraints Supported investors with their investment decisions and securing related financing by providing confidence in depth of analysis when presenting key findings and implications to various stakeholders and fielding related queriesProvided value beyond physical financial due diligence reports by assisting clients to mitigate identified risks through drafting and review of sales and purchase agreements (explicit price adjustments, working capital completion mechanisms, locked box completion mechanisms, indemnities, guarantees, disclosures) and review of financial model logic, key financial model assumptions and financial model adjustments related to financial due diligence findingsAssisted clients with drafting and review of public disclosure documents (prospectuses) by drawing on experience from participation in profit forecast reviews and independent expert reports and drafting of related public opinionsSupported clients to identify key issues pertinent to their investment decisions by drawing on wide ranging industry experience, undertaking detailed financial analysis and questioning senior management to obtain detailed understanding of target company and its industry including key profit drivers, quality of earnings, significant accounting estimates and accounting policies, seasonality and net working capital requirements Show less

Assisted shareholders of a public company in their assessment of the fairness and reasonableness of the proposed acquisition of a private financial advisory group by a listed financial advisory group through preparation of an Independent Expert Report (IER) for inclusion in related public disclosure documentation. The IER included detailed analysis of the industry, the two companies and the merged entity, related valuations (multiple and discounted cash flow based), qualitative risks and… Show more Assisted shareholders of a public company in their assessment of the fairness and reasonableness of the proposed acquisition of a private financial advisory group by a listed financial advisory group through preparation of an Independent Expert Report (IER) for inclusion in related public disclosure documentation. The IER included detailed analysis of the industry, the two companies and the merged entity, related valuations (multiple and discounted cash flow based), qualitative risks and opportunities associated with the proposed transaction and an opinion as to the fairness and reasonableness of the proposed transaction Supported a listed marketing company in the allocation of goodwill arising from a range of acquisitions to identifiable tangible and intangible assets by valuing identifiable intangibles and preparing related valuation reports (employing a range of cost, market (e.g. relief from royalty) and income (e.g. residual income) based valuation methods) Assisted a client with the assessment of a proposed investment in a metal recycling processing facility employing patented technology by undertaking a detailed review of the supporting financial model and subsequent financial model rebuild (in light of extensive deficiencies noted)Supported a listed investment firm with their evaluation of an underperforming investment in a Singapore based retailer by undertaking detailed financial due diligence (focusing on drivers of underperformance) and preparation of a high level, top down financial model Show less

Supported a global automotive product manufacturer with the disposal of a South African subsidiary by undertaking detailed vendor due diligence aimed at identifying key issues likely to impact on evaluation of the subsidiary by potential biddersAssisted a listed South African bank with a number of business credit applications decisions by undertaking detailed financial due diligence focused on loan repayment ability of applicants

Clients included large listed retailers and medium to large private companies in various industries including shipping, fruit export, financial services, oil and exploration, textiles and waste management