12/06/2023 updated
VG
100 % available
Strategy, corporate development, M&A, valuation, investment
Sweden
Worldwide
MBA, MEngMergers and AcquisitionsData AnalysisFinancial Data AnalysisBusiness DevelopmentStrategic ManagementBusiness ValuationDue DiligencePost-merger Integrations
data analysis
Experience
Professional experience10+ years
Freelancer since2020
Languages
EnglishNative speakerFrenchGoodItalianNative speaker
Project history
Oak Universe is a Sweden based private equity firm investing in European based manufacturing companies with focus on energy transition and advanced manufacturing.
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- Contributed to fundraising activities of the first fund
- Lead end-to-end M&A activities, including target identification, deal structure, due diligence, valuation, negotiation, and execution
- Originated investment opportunities in aerospace, alternative energy, green tech and energy storage
- Lead the development of financial models to support the assessment and valuation of potential acquisitions
- Lead development of post-acquisition value creation plans for selected investments
Saudi Aramco is the Saudi Arabia national oil company and the world largest producer of energy and
chemicals
* Lead the establishment of a corporate venture fund (equity and debt)
* Developed financial modeling and valuation templates which reduced project valuation man hours by
50%
* Developed and implemented new investment strategy which achieved 100% increase in the number of
funded projects
* Developed portfolio analysis to assess and identify most attractive investment projects
* Acted as a subject matter expert on valuation and deal structuring
* Lead end-to-end M&A activities, including target identification, due diligence, financial
analysis, valuation, negotiation, and integration planning
* Supported MD and CFO with preparation of investment proposals for Board of Directors approval
* Headed a team of five junior analysts which delivered $75 MM in funded projects in 24 months
* Supported group strategy process with analyses and development of strategy presentations for
various executive stakeholders
* Advised senior management on developing and implementing major cross functional strategic program
* Participated in strategic review of Supply Chain area which led to a 30% increase in processing
efficiency
* Led the re-engineering of strategic sourcing functions which shortened tendering process by 50%
* Lead the set up of Market Intelligence unit to support senior management with timely market and
macro data analysis
* Developed forecasting model to support senior management decision making process
chemicals
* Lead the establishment of a corporate venture fund (equity and debt)
* Developed financial modeling and valuation templates which reduced project valuation man hours by
50%
* Developed and implemented new investment strategy which achieved 100% increase in the number of
funded projects
* Developed portfolio analysis to assess and identify most attractive investment projects
* Acted as a subject matter expert on valuation and deal structuring
* Lead end-to-end M&A activities, including target identification, due diligence, financial
analysis, valuation, negotiation, and integration planning
* Supported MD and CFO with preparation of investment proposals for Board of Directors approval
* Headed a team of five junior analysts which delivered $75 MM in funded projects in 24 months
* Supported group strategy process with analyses and development of strategy presentations for
various executive stakeholders
* Advised senior management on developing and implementing major cross functional strategic program
* Participated in strategic review of Supply Chain area which led to a 30% increase in processing
efficiency
* Led the re-engineering of strategic sourcing functions which shortened tendering process by 50%
* Lead the set up of Market Intelligence unit to support senior management with timely market and
macro data analysis
* Developed forecasting model to support senior management decision making process
Senaat is Government industrial holding investing and managing in sectors such as metals, O&G
services, construction and food & beverage
* Conducted market analysis and competitive intelligence to identify strategic market opportunities
and risks
* Identified new market opportunities and develop comprehensive strategy to penetrate these markets
effectively
* Developed origination strategy generating $3 Bn projects pipeline
* Ensured strategic alignment and coordination with subsidiaries and affiliated companies
* Lead end-to-end M&A activities, including target identification, due diligence, financial
analysis, valuation, negotiation, and integration planning.
* Delivered end to end project management from origination to closure for $100 MM industrial joint
venture
* Lead commercial, financial analysis and modeling to support Board investment approval for $250 MM
joint venture
* Co-lead $1.5 Bn joint venture delivering market assessment and revenues modeling
* Participated in negotiations with banks for financing activities
* Co-lead in M&A transactions totaling $700 MM value
* Developed new budget and business planning procedures and processes
* Responsible for developing and discussing divisional budget
* Strengthened relationships with key stakeholders by preparing activities reports and coordinating
periodical meetings
* Mentored and managed team of five junior analysts
services, construction and food & beverage
* Conducted market analysis and competitive intelligence to identify strategic market opportunities
and risks
* Identified new market opportunities and develop comprehensive strategy to penetrate these markets
effectively
* Developed origination strategy generating $3 Bn projects pipeline
* Ensured strategic alignment and coordination with subsidiaries and affiliated companies
* Lead end-to-end M&A activities, including target identification, due diligence, financial
analysis, valuation, negotiation, and integration planning.
* Delivered end to end project management from origination to closure for $100 MM industrial joint
venture
* Lead commercial, financial analysis and modeling to support Board investment approval for $250 MM
joint venture
* Co-lead $1.5 Bn joint venture delivering market assessment and revenues modeling
* Participated in negotiations with banks for financing activities
* Co-lead in M&A transactions totaling $700 MM value
* Developed new budget and business planning procedures and processes
* Responsible for developing and discussing divisional budget
* Strengthened relationships with key stakeholders by preparing activities reports and coordinating
periodical meetings
* Mentored and managed team of five junior analysts