Functional Skills

Business Development
Business Analysis
Investor Relations
M&A Deal Sourcing
Commercial Due Diligence
Customer Relationship Management
Investment Banking
Risk Management
Blockchain
IT Asset Management
Real Estate Investing
Private Equity Investing
Venture Capital Investing

Software Skills

Blockchain

Sector Experience

Financial Services
Healthcare
Life Sciences & Pharma
Media & Entertainment
Real Estate

Languages

French
Italian
German
English
Spanish

Countries Worked In

FR DE SA CH AE GB US
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Case Studies

financeAccounting
Capital Raising & Formation
Financial Services Venture Capital Investing Investor Relations Real Estate Investing
Bulge Bracket Investment Banks

Experience

SWISS ACTIVE CAPITAL / COMPASS SECURITIES CORPORATION Sales
Founder & Independent Advisor, Private Markets Private Placement
1/2016 - Present
Founded an alternative investments financial advisory firm focused on capital raising, investment due diligence advisory, private placement, and deal sourcing. Highlights include:
• Leading USD 200m capital raising strategy for Southeast Asia healthcare private equity fund.
• Raising USD 100m for US blockchain digital assets fund.
• Raising USD 100m for US multi-family housing projects and a real estate fund.
• Raised USD 200m for US venture debt/private credit fund.
• Led USD 50m capital raising for US deep tech (71% IRR) fund and AI cloud VC funds.
• Raised USD 86m for a US/KSA sports and entertainment center project.
• Raised USD 103m for US multi-family housing projects.
• Led private placement for a US private equity real estate group (USD 1bn AuM).
• Led private placement for a fintech venture capital fund (EUR 110m).
EVENTS INVESTMENT FUND (EIF), NAT. DEVELOPMENT FUND OF SAUDI ARABIA Corporate Strategy & Development
Executive Director, Investor Relations
1/2022 - 1/2023
• Led capital raising and strategic partnerships internationally for USD 5.5bn live entertainment infrastructure and real estate fund in line with the country's "2030 vision."
• Originated a US private equity firm to co-invest alongside EIF up to 150m USD across three assets in Riyadh: an indoor arena, a convention center, and a dinner theater.
Asset Management Sales
Manager, Investor Relations
1/2021 - 1/2022
• Developed a sales pipeline, managed investor relations and originated deals for private equity (EUR 200m), climate infrastructure (EUR 300m), real estate (CHF 1.1bn) and private debt (EUR 600m) funds covering institutional investors, financial intermediaries, and UHNWIs.
• Raised CHF 10m from a Swiss pension fund and a Swiss single-family office.
BANK VONTOBEL Product Management / Strategy
Director, Investment Banking
1/2019 - 1/2020
• Developed pipeline of institutional investors and raised CHF 50m with a focus on alternative and thematic investments (ESG). managed portfolios for multi asset class strategies (CHF 300m+ AuM) with structured products, stocks, futures, ETFs, bonds, FX, and hedge funds.
AMICORP Corporate Strategy & Development
Managing Director, Head of Switzerland
1/2016 - 1/2017
• Managed 12 FTEs and reported to the CEO of a global trust and fiduciary firm operating in 40+ offices in 30+ countries. Ensured services met quality standards for a portfolio of USD 3.2bn.
Abraaj Capital Sales
Principal, Investor Relations, Corporate Business Development, Private Markets
1/2014 - 1/2015
• Initiated 120+ meetings with senior management and institutional investors.
• Managed the global family office coverage (30+ indirect reports, 3 direct reports, 30+ offices) for 4 funds (total of USD 2.4bn raised) invested in Africa, Latin America, and Turkey.
Credit Suisse Sales
Assistant Vice President, Relationship Manager, Private & Investment Banking
1/2012 - 1/2014
• Enlarged outreach to potential clients, retained key accounts and sourced M&A deals.
• Responsible for portfolio profitability, risk management and new business development for HNWIs and UHNWIs (net worth up to USD 3.9+bn) across Europe and Latin America.
CAPE EQUITY PARTNERS Management Consulting
Private Equity Associate, Family Office
1/2008 - 1/2010
• Managed a private equity and real estate portfolio of EUR 500m with +25% IRR generated, including turnaround situations in publishing (USD 20+m) and consumer goods (USD 40+m).
• Closed USD 175m minority recapitalization transaction in a US health tech firm.
HSBC Finance
Analyst, Investment Banking, Financial Institutions Group
1/2006 - 1/2007
German speaking analyst focusing on specific assignments in the DACH region.
• Executed due diligence for a US private equity fund on an Austrian bank acquired for EUR 3.2bn. Pitched acquisition targets (up to USD 5.5bn) to banks (including HSBC board).