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Kai Lotfi is listed as Managing Director at Caldera Capital, a with 1 employees, based in Greater Sydney Area, Australia. AeroLeads shows a matched LinkedIn profile for Kai Lotfi.
Kai Lotfi previously worked as Managing Partner at Lotfi Venture Studio and Director at Pandea Global M&A.
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I have been helping businesses and shareholders plan, prepare, and execute investment banking transactions for nearly 20 years now, with a relentless focus on securing the best possible deal outcomes for growing businesses and exiting shareholders. I wear a few hats, mainly spending my time as Managing Director at Caldera Capital and Managing Partner at Lotfi Venture Studio.What usually keeps me busy: - Providing business, capital and deal strategy advice to our clients and portfolio companies; - Executing M&A (mergers & acquisitions), trade sale (exits) and capital raising transactions; - Bringing businesses together via strategic deals, partnerships and joint ventures; - Building businesses from the ground up with great teams under our venture studio; and - Reinvesting back into the ecosystem in good businesses with great purpose and brave teams. I'm fortunate to love what I do and very grateful to have the option to only work on projects that align with who we are and where we genuinely can add value. I don't take it for granted.I have also been fortunate to have worked with many great businesses, here are a few examples (more details under the ‘Featured’ section below): - Advised WorldFront / Fishpond (ecommerce) group on its debt and equity raise. - Advised Fupay on its equity raise, as well as its lending facility. - Advised NAB Ventures, Reinventures (Westpac) and BridgeLane on the sale of BrickX. - Advised Crossmark US (a $1bn marketing services business) on the divestment of its Australian and New Zealand businesses to DKSH Smollan. - Advised Cellnet Limited (ASX:CLT) on its majority sale to Wentronic Holding GmbH (Germany). - Advised MadMex on its 50% strategic sale to the Singaporean food retailer 4Fingers. - Advised the publisher Penguin Random House (US/UK) on the sale of its Australian book retail businesses Bookworld and Angus & Robertson to Booktopia. My approach can be summed up in one phrase: 'leave no stone unturned'. I bring relentless persistence to drive the best possible outcomes for my employees, partners, clients, and portfolio companies.Feel free to reach out for a chat.
Listed skills include Financial Modeling, Investments, Investment Banking, Equity Valuation, and 14 others.
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Caldera Capital combines the rigour and expertise of global investment banks with the agility and client-centric approach of a boutique corporate advisory firm. Our team leads transaction processes on behalf of our clients and leaves no stone unturned to secure optimal deal outcomes for growing businesses and exiting shareholders.Caldera Capital is the advisory arm of CFG (Caldera Financial Group).
Lotfi Venture Studio partners with talented people to bring ideas to life — from early brainstorming to market launch, capital raising, growth, and acquisitions. We are a collective of entrepreneurs, investment bankers, techies, marketers, and investors.We mostly work on in-house concepts and build them from the ground up, however on some occasions we partner with founders very early and help drive the concept forward together. We make exceptions for exceptional people.
Network, Global, Oo
Pandea is a global network of boutique investment banks with offices in 20 countries connecting more than 170 bankers worldwide. Last year, the network has set a new record completing 167 transactions with a combined value of $4bn.
Sydney, Nsw, Au
Caldera Capital partnered together with Allunga to deliver on some of the deal work we've done. Allunga is a boutique investment bank with an established track record of successful transactions specialising in the $10m to $100m value range and to date we have completed over 300 transactions for public and private companies between us.
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Kai Lotfi works for Caldera Capital.
Kai Lotfi is listed as Managing Director at Caldera Capital.
Kai Lotfi is based in Greater Sydney Area, Australia while working with Caldera Capital.
Kai Lotfi has worked for Caldera Capital, Lotfi Venture Studio, Pandea Global M&A, and Allunga Advisory.
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Kai Lotfi is listed with skills including Financial Modeling, Investments, Investment Banking, Equity Valuation, Valuation, Corporate Finance, Financial Analysis, and Capital Markets.
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