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Education

2016present

CFA Program

CFA Institute
  • CFA level I passed
  • CFA level II passed
20132014

Bachelor of Commerce (Honours) Post Graduate Major - Investment Management

University of Pretoria
20102012

Bachelor of Commerce Major - Investment Management

University of Pretoria

Achievements:

  • Distinction in financial accounting
  • Average of 71%

20052009

National Senior Certificate

High School - Garsfontein

Achievements:

  • Top economics student award

Background

I started my journey with Deloitte Financial Advisory in September 2016 as a junior consultant in the Valuations and Business Modelling service line. Now, as a assistant manager I am largely responsible for the end-to-end execution of our various valuations service offerings ranging from valuations for transaction advisory to audit assist work. We service both publicly listed as well as private companies across various industries.

Currently, I am on a short term 3 month to the M&A Advisory service line to assist with the execution of various M&A mandates. Currently I am involved one buy-side and two sell-side mandates where I mostly assist in the preparation of key marketing materials (i.e teaser document, investment paper and information memorandum as well as the indicative valuation). 

Work History

Sept 16Present

Assistant Manager - Financial Advisory - Valuations & Business Modelling

Deloitte South Africa

My responsibilities include the following:

  • Valuation for transaction advisory;
  • Indicative valuations;
  • Valuation reviews for financial reporting; 
  • Fairness opinions; 
  • Purchase price allocations; and
  • Eminence/thought leadership pieces

We use generally accepted valuation principles and methodologies such as the income (discounted cash flow models), market (trading and transaction multiples) and cost approach to perform the engagements mentioned.

Project execution support which often includes developing clients deliverable and follow up to ensure timely project execution.

Preparing and ensuring the accuracy of financial models

Extensive analysis of a company’s financials, market position and competitive landscape when performing valuation analysis.  

I have worked with clients in the following industries:

  • Consumer & Industrial;
  • Financial Services;
  • Private Equity;
  • Technology &Telecom; and
  • Oil & Gas.

Part of my responsibility is also assisting in the drafting of various client proposals which outline our offering, approach, capabilities and methodologies. 

I am also  part of the digital focus group within the financial advisory business unit. 

Feb 2016Sept 2016

Buy-side equity analyst

Capicraft Investment Partners
  • Analysis of potential investments, specifically equity as an asset class locally and internationally (UK, European and North American regions).
  • Valuation of equity investments through fundamental analysis and industry research.
  • Developing a macro economic outlook to channel industry specific research - top down analysis.
  • Assisting portfolio manager in portfolio construction, strategic and tactical allocations.
  • Participation in investment committee debates.

Personal Interests

Being afforded the opportunity to participate in various sports from a young age taught to me to live a well balanced life between academics, social life and sports. I quickly learned that time management is an integral part of our daily lives. 

I also enjoy the following:

  • Mountain biking
  • Trail Running
  • Golf 

Computer Literacy

Proficient in:

  • Microsoft Word
  • Microsoft Excel (advanced)
  • Microsoft PowerPoint