Karlis Urbans Email and Phone Number
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Karlis is a seasoned corporate finance professional with over 20 years of experience in Latvia and internationally. During his last tenure at KPMG (2019-2024), he led key M&A projects, establishing KPMG as a top M&A advisor in the Baltics, recognized by Merger Markets as the Baltic Financial Advisor of 2023. Recently, Karlis transitioned to Private Equity, joining a rising tiger of the Baltics to support their growth by working closely with the management team and leading fundraising efforts.He excels in change and crisis management, financial restructurings, and ERP implementations. Karlis has a strong background in management accounting and reporting systems, enabling informed decision-making. He has successfully implemented LEAN practices and optimization strategies, resulting in improved efficiencies and cost savings.Karlis is also adept at business development, having attracted funding from venture capitalists, banks, and Horizon2020 grants. He has developed and executed numerous business plans across various industries, contributing significantly to business growth and profitability.Overall, Karlis is a highly skilled finance specialist with a proven track record in enhancing business efficiency and profitability through strategic financial management and operational improvements.
Merito Partners
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- meritopartners.com
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Head Of Fundraising Member Of Executive TeamMerito PartnersRiga, Lv -
Head Of Fundraising Member Of Executive TeamMerito Partners Jul 2024 - PresentRiga, Latvia -
Member Of The Supervisory BoardLivonia Print Jun 2023 - PresentRiga, Latvia -
Director, M&A Deal AdvisoryKpmg Latvia Oct 2022 - Aug 2024Latvia -
Associate Director, M&A Deal AdvisoryKpmg Latvia Sep 2019 - Oct 2022LatviaHead of M&A practice at KPMG Latvia, developing the team and the practice in Latvia. KPMG is globally leading M&A advisor with superior network of M&A professionals. -
Head Of Business DevelopmentRigvir Holding May 2017 - Dec 2020LatviaRigvir Group is a private organization constituted of several companies, which have been developing oncolytic virotherapy since 2002. As of 2019 the oncolytic virotherapy medicine has already been commercialised in 4 countries with access to more than 40 million people.The future perspective of the medicine is to become widely used as a monotherapy to prevent metastases in early stage patients and as synergistically advanced treatment combined with other immunotherapy drugs in late stage patients to achieve remarkable response rates.The advantages of the medicine are its remarkable safety profile, stability and long-term clinical experience showing effectiveness and a unique ability to maintain a high life quality for patients.The development potential of the medicine also refers to other indications and rare disease cases where virotherapy has already been used.Since 2013 first as a consultant, but starting 2015 as an employee joined RIGVIR team helping to form international ambitions of locally focused pharmaceutical company. Played important role in company to sharp the business model and achieved recognition from a number of organizations for ongoing efforts in research and innovation, management of the intellectual property, corporate responsibility and business performance ( Horizon2020 SMA grant 2016; WIPO Enterprise Trophy 2016; Excellence award in the pharmaceutical industry of Latvia; Seal of Excellence from European Comission 2017). Since 2018 keeps Strategical Responsibility for business development; investor relationship and partnering programms.
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CfoRigvir Holding Nov 2015 - Apr 2017RigaGroup of companies developing cancer virotherapy and RIGVIR medicine
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Co-OwnerVgp Sia Jul 2010 - 2018FIRST and only in Latvia online network and accounting system for micro-entrepreneurs using Cash basis accounting
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OwnerPpunv (Pārmaiņu Process Un Naudas Vadība) Jul 2012 - Sep 2017RigaFinancial Management consultations and operational change management to companies in shifting stages of life cycle. Customer portfolio: RIGVIR group (the founder of the only World wide virotherapy cancer treatment medicine); Amateks SIA (production company: metalworking and metal accessories); OpticGuru – (Latvian second biggest chain of Optic retailer (Metrapole; OutletOptika) and the biggest web based retailer of optics (Manaslecas)); PostService (biggest privately owned operator of post services), PostServiceKurzeme (biggest indoor self-service post terminals chain in Latvia); Clusterpoint (A scalable high-speed NoSQL database technology with Google-like search); 4plus (one of the few Baltic sauna material and glued material producers); BMS (One of the strongest provider of distribution, logistics, marketing and merchandising in the Baltics since 1996); Mailigen (One of the leading web-based integrated marketing software providers for any size business, organization or individual); Grandeg SIA (production company: wood pallet boilers for heating); EFUMO group (E-commerce; WEB graphic, design and web applications); Primekss SIA (revolutionary high-tech concrete flooring solutions);
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Change Agent / Coo / CfoAmserv Latvija May 2011 - Dec 2013RigaDeveloping, implementing and monitoring common Amserv group in Latvia platform (Amserv franchise) for 4 companies: Amserv Motors SIA; Hansa Auto SIA; Adam Auto SIA; Amserv Financial Services SIA (185 employees) Business merger between Adam Auto and Hansa auto;Attraction and implementation of additional car brand for retail, restructuring of showrooms;Rotation of staff between companies;Unification and merger of Dealer management system Automaster of 3 companies into one.Unification of accounting and reporting standards. Introduction of common Corporate Identity. Introduction of internal networking tools (intranet; emailing, e.t.c)Development of separate shared services structure for the entire group dealing with financial, management accounting; marketing; IT and Client satisfaction of the group in Latvia.Management of cooperation with Banks and funding.Implementation of first in EU IP telecommunication linked with AutomasterManagement of EUR introduction.
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Ceo (Chairmen Of The Board)Adam Auto Sia Feb 2009 - May 2011Responsibilities and achievements: Crisis management, restructuring of organization and cost cuttings, staff optimizations, all type of renegotiations with financial institutions - financial restructurings; new business and functional strategies; market consolidation initiatives; cash flow management; improvement of customer relationship and loyalty; merger process and selling of the companyAt the moment of sale of the company - 75 employees. -
Cfo (Finance Director)Adam Auto Sia May 2005 - Feb 2009Business development and optimization projects for SIA Adam Auto (2 new branches; Insurance business, CRM introduction, aquisition of EU funding); Develpement and Implementation of Reporting system;Fundamental financial projects – such as Full scope migration of accounting to multi divisional; Significant system upgrades; Development and implementation of management accounting with more than 16 profit centrs; high level cooperation with financial institutions ;IT solutions - Introduction of the biggest DMS system - Automaster in the NORDIC region (part of ADP). Development of at least 5 fundamental accounting, high level reporting and Balance Scorecard tools.145 employees in 2008. Since joined the company in 2005, in short-term period lead transferring of small and nontransparent local company to one on the biggest and most admired car dealer in Latvia (70% of market share for represented brands) and Baltics: the largest dealer of General Motors in the Baltics with Sales and after-sales awards in 2005, 2006, 2007 and 2008; The newspaper “Diena” reputation Top Rating: 2010 – 105; 2009 – 101; 2008– 103; 2007 – 102 – TOP3 in Car industry; The recruiting agency “WorkingDay” research “The best employer 2009” Rating – 51; Since 2004 holds quality management standard ISO 9001
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Senior ConsultantKpmg Latvia Aug 2000 - May 2005Participation and management experience in more than 50 assurance, audit and due diligence engagements (A/S Aldaris; A/S MAP Latvia; SIA Vika Wood; SIA Lukoil Baltija R; A/S Olainfarm; TV 3 Latvia, e.t.c)Youngest audit professional in Europe in KPMG. -
Ba Studentu AsociācijaLatvijas Studentu Apvienība 2000 - 2002Different social activities and projects relative to student society and study process.
Karlis Urbans Skills
Karlis Urbans Education Details
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M&A Process, Strategy, Deal Types, Hostile Takeovers, Due Diligence, Valuation. Running A Practice -
Executive Mba -
College
Frequently Asked Questions about Karlis Urbans
What company does Karlis Urbans work for?
Karlis Urbans works for Merito Partners
What is Karlis Urbans's role at the current company?
Karlis Urbans's current role is Head of Fundraising Member of Executive Team.
What is Karlis Urbans's email address?
Karlis Urbans's email address is ku****@****ail.com
What schools did Karlis Urbans attend?
Karlis Urbans attended Institute For Mergers, Acquisitions And Alliances (Imaa), Rigas Tehniska Universitate, Banku Augstskola, Banku Augstskola.
What are some of Karlis Urbans's interests?
Karlis Urbans has interest in Education, Environment, Economic Empowerment.
What skills is Karlis Urbans known for?
Karlis Urbans has skills like Inspire People, Time Management, Multi Tasking, Creative Problem Solving, Fast Learning, Ability To Adopt New Situations, Ability To Communicate, Ability To See Whole Picture And At The Same Time Deal With Detals, Restructuring, Business Planning, Accounting, Audit.
Who are Karlis Urbans's colleagues?
Karlis Urbans's colleagues are Syed Kamran.
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