Functional Skills
Business Analysis
Business Development
Financial Modeling
Financial Planning & Analysis (FP&A)
Market Research
Operational Due Diligence
Strategic Planning
Valuation
Business Unit Strategy
M&A Deal Sourcing
Geographic Market Entry
Accounting
Investor Relations
Commercial Due Diligence
Real Estate Investing
Software Skills
Microsoft Excel
Microsoft PowerPoint
Certifications
CFAChartered Financial Analyst
Sector Experience
Business Services
Energy
Financial Services
Technology
Big 4 Accounting
Top Consulting Firms
Experience
InDebted
Corporate Strategy & Development
VP of Corp Dev and Strategy
1/2021 - 12/2024
(series C Fintech startup operating in 7 countries)
• Broad experience across new market entry, M&A, capital raising (equity and debt) and investor relations
• For M&A and capital raising, assumed primary responsibility for all aspects of deal execution including transaction structuring, deal negotiation, conduct of due diligence, oversight and preparation of financial models and valuation analysis, marketing materials, board and other internal presentations, deal sourcing and global M&A pipeline development
• Managed planning and execution of Board meetings and activities, and cross-departmental strategic projects
• Developed the market entry strategy, identified 4 new markets spanning from APAC to LATAM, including conduct of market research, key hiring, existing and prospective client relationship management
• Broad experience across new market entry, M&A, capital raising (equity and debt) and investor relations
• For M&A and capital raising, assumed primary responsibility for all aspects of deal execution including transaction structuring, deal negotiation, conduct of due diligence, oversight and preparation of financial models and valuation analysis, marketing materials, board and other internal presentations, deal sourcing and global M&A pipeline development
• Managed planning and execution of Board meetings and activities, and cross-departmental strategic projects
• Developed the market entry strategy, identified 4 new markets spanning from APAC to LATAM, including conduct of market research, key hiring, existing and prospective client relationship management
Grant Samuel
Finance
Investment Banking Executive
9/2018 - 11/2020
• Conducted deals execution and managed due diligence process
• Liaised with management executives, advisors, lawyers to draft key documents including board/investor presentations, information memorandum and legal agreements
• Performed financial modelling build and review, scenario analysis and capital/funding structuring
• Managed and coached junior staff across multiple engagements Selected Projects:
º Palisade, First State Super – advisor on acquisition of John Laing renewable portfolio (~$800m)
º First Sentier – advisor on acquisition of solar PV C&I portfolio and ongoing development pipeline rights
º ASX 50 entity – advisor on a potential divestment of ~$400m real estate assets
º Confidential – adviser on potential climate change consultancy business
º Caltex (now Ampol) – multiple strategic advisory and capital structure review assignments
º Infrastructure deals and marketing – multiple assignments involving pitchbooks, proposals, initial deal assessment, NBIOs for assets including wind/solar farms, transmission assets, grid infrastructure, utility businesses, student accommodation
• Liaised with management executives, advisors, lawyers to draft key documents including board/investor presentations, information memorandum and legal agreements
• Performed financial modelling build and review, scenario analysis and capital/funding structuring
• Managed and coached junior staff across multiple engagements Selected Projects:
º Palisade, First State Super – advisor on acquisition of John Laing renewable portfolio (~$800m)
º First Sentier – advisor on acquisition of solar PV C&I portfolio and ongoing development pipeline rights
º ASX 50 entity – advisor on a potential divestment of ~$400m real estate assets
º Confidential – adviser on potential climate change consultancy business
º Caltex (now Ampol) – multiple strategic advisory and capital structure review assignments
º Infrastructure deals and marketing – multiple assignments involving pitchbooks, proposals, initial deal assessment, NBIOs for assets including wind/solar farms, transmission assets, grid infrastructure, utility businesses, student accommodation
PwC Deals
Finance
Deals Valuations
2/2017 - 9/2018
• Conducted research across a range of industries, including infrastructure, consumer goods and financial services
• Provided valuations of businesses for transaction, tax and accounting purposes
• Attained experience in financial modelling and business strategy advice Selected Projects:
º Macquarie Asia Infrastructure Fund – valuation review of Genesee & Wyoming Australia
º FlexiGroup – valuation advisory on divestment of Think Office Technology
º Confidential – valuation of a fintech business for IPO purpose
º TX Australia – valuation of Network Ten's 33.3% shares in the event of Ten's voluntary administration
º Bendon Limited – Fairness Opinion on the merger of Bendon Limited and Naked Brand Group Inc.
• Provided valuations of businesses for transaction, tax and accounting purposes
• Attained experience in financial modelling and business strategy advice Selected Projects:
º Macquarie Asia Infrastructure Fund – valuation review of Genesee & Wyoming Australia
º FlexiGroup – valuation advisory on divestment of Think Office Technology
º Confidential – valuation of a fintech business for IPO purpose
º TX Australia – valuation of Network Ten's 33.3% shares in the event of Ten's voluntary administration
º Bendon Limited – Fairness Opinion on the merger of Bendon Limited and Naked Brand Group Inc.
PwC Deals
Finance
Summer Vacationer, Deals Valuations
11/2015 - 2/2016
Internship
Deloitte
Management Consulting
Winter Analyst, Financial Services Consulting
1/2014 - 2/2014
Internship