Erik K. Email & Phone Number

Toronto, Ontario, Canada

CCRM Enterprises is the investment branch of CCRM, a cell manufacturing CDMO. Enterprises invests in preclinical-stage companies developing cell, gene therapies and regenerative medicine therapeutics. Working closely with CCRM, Enterprises leverages its cell and vector biology team of experts, manufacturing know-how and GMP-grade laboratory infrastructure. This role involves:• Sourcing quality dealflow for investment purposes by attending conferences, networking and from internal references• Lead business development of new investment, company-creation, collaborations and partnership opportunities between CCRM Enterprises, CCRM and external groups• Supporting the development of our portfolio companies, providing BD, technical, fundraising and legal support, as well as connections to other investor groups, internal/external KOLs • Diligence of investment opportunities, identifying the scientific, market, financial, manufacturing, regulatory and commercial challenges. As well as outlining competitive advantages and upside potential• Prepare business case for investment approval by the Board• Perform market research to determine current market, financing and technology trends, uncovering investment-focus areas and informing internal stakeholders of current trends• Track portfolio FMV positions, returns and budgeting for follow-on investments• Build financial models and valuations (DCF, rNPV, comparable transactions), building in sensitivity and risk analysis Past transactions:• Involved in several Equity, Convertible Debenture investments, corporate financing and M&A transactions, unlocking over $400M in direct investments• Provided market research and modeling support to CCRM's incubation companies such as Notch Therapeutics

Canada

Toronto, Ontario, Canada

Toronto, Canada Area

São Paulo E Região, Brasil

M&A Advisory firm focused in supporting small private companies raise capital and maximize their exits.Financial Modeling and Due Diligence:• Valued companies using DCF and precedent transactions multiples• Liaised with the clients’ accounting and audit teams, preparing the Company for third party diligenceResearch:• Performed market research for companies in healthcare, Industrial chemistry, real estate and equipment leasing• Conducted product and company market positioning analysis, identifying substitute products, competitors, supply-chain and customer satisfaction reviewBusiness Development:• Prepared professional company teasers and Information Memorandums• Established trusted relationships with business owners, explaining all steps ahead of the sale, securing support and commitment through the due diligence process• Prospected and developed business relationships with new Private Equity funds, and presented investment opportunities to the existing network• Ad-hoc marketing project: refashioned mailing layout and increased the quality of our mailing list, leading to a 50% increase in requests for additional information on our companies

Brasil

EZTEC is a publicly-traded real estate developer focused in São Paulo, Brazil.Investor relations• Led excellent investor relations services resulting in a 3-year winning streak award for “Best Investor Relations” program, even when competing against the largest-cap companies in Brazil• Fostered partnerships with sell-sides, successfully increasing EZTEC´s coverage from 5 to 12 investment banks• Discussed EZTEC’s valuation and model assumptions with the buy/sell-side. Persuading 10 sell-side analysts’ recommendations from Hold to Buy • Organized ever growing Annual Shareholders’ meeting for over 300 attendees• Closely assisted c-suite in the production of MD&A and presentations to the Board• Trained 2 IR´s interns

São Paulo E Região, Brasil

Acted as Sales for OTC derivative products for LATAM commodities producers and consumers.Trading Desk and Front Office• Created hedging strategies for South American commodity producers and consumers using OTC and vanilla options, swaps, etc for commodities and currencies• Supported relationship management of clients, reporting, communications, onboarding

São Paulo E Região, Brasil

Gafisa is a publicly-traded residential real estate developer acting in all Brazilian regions.Responsibilities: • Provide support to private investors’ queries on the company and capital markets• Assisting with the production of the financial statement reports and IR materials• Conducted and updated market research in the Brazilian real estate, informing internal and external audiences of market trends and condition

Master'S Of Finance, Investment, Public And Private Markets, Corporate Finance

Bachelor'S Degree, Economics

Specialization, Finance

The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world.