Expert
Email Verified Gerard K
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Member since June 4, 2021

Experienced M&A Consultant

High-performing and self-driven professional with extensive experience in M&A, Corporate & Commercial Development, Investment Banking, and Financial Services. Astute in the evaluation and execution of transactions and organic investment opportunities that support and enable organizational growth and revenue generation. Experience in profitably managing the credit investment portfolio for a listed company. Strong communication and stakeholder engagement capabilities with a talent for developing enduring business relationships with executives and business owners. Skilled in making things happen underpinned by strong financial and commercial acumen.

Experience

FINANCIAL & COMMERCIAL ADVISOR

  •  Recoveries Corporation Group Limited
  •  May 2022 - Present

Execution support to the company’s management team in relation to commercial deal evaluation, the execution and structuring, and project management of targeted and strategic transactions and credit investments.

Notable transaction engagements:

  • Provided M&A Advisory and Financial Modelling support to a Financial Services company on the proposed acquisition of Collection House Limited (an ASX-listed Consumer Finance company).
  • Supported Recoveriescorp on the proposed sale of a strategic equity stake to a global asset management firm, including the development of a detailed financial model, incorporating risk scenarios, capital structuring, and covenant ratios.

CORPORATE FINANCE AND INVESTMENT EXECUTIVE

  •  Transaction Capital Limited
  •  Jul 2015 - Mar 2020

  • Held executive responsibility for Transaction Capital’s Group M&A and Credit Investment business. Core responsibilities entailed developing business strategy and financial planning, engaging with target company shareholders and C-suite executives, deal origination and assessment, valuations and financial modeling, capital structuring, negotiation of transaction legal agreements, commercial and financial due diligence, project management, and transaction execution.
  • Build and maintain a strong transaction and organic investment pipeline across various geographies (Australia, South Africa, UK, and Europe) through extensive networking and research.
  • Executive committee member, and full strategic (including the provision of operational insights) and profit and loss responsibility for the business’s Credit Investment Portfolio.
  • Investment and business case development, and the presentation to and engagement with fellow investment committee members (including the Group CEO), the Board, and founding shareholders.
  • Financial structuring and strategic pricing of credit investment opportunities (either by way of forward flow or gain share structures), including the analysis and interpretation of data to produce relevant portfolio return statistics (incl. ROI) to infer trends and patterns, with the foremost aim of optimizing the risk/reward payoff profile and the capital deployment structure of the transaction for Transaction Capital.
  • Converting transaction opportunities into revenue through ensuring transactions are profitably structured and positioned with senior client executives.
  • Valuation of listed and unlisted companies using various quantitative, mathematical, and statistical methodologies, including but not limited to discounted cash flow, market multiple, and precedent transaction valuations.
  • Drive business integration (pursuant to acquisitions) and provide input to functional integration managers in HR, Finance, and Operations.
  • Market research, the target company, and competitor analysis.

Key achievements & notable transactions:

  • Led the successful acquisition of Recoveries Corporation Group Limited, an Australian credit collection company.
  • Commercial and financial evaluation of potential Baycorp Australia, Panthera Finance, Pioneer Credit Limited, Australian Receivables Limited, and Complete Credit Solutions deals.
  • Originated and successfully concluded the acquisition of The Beancounter, a Financial Services and Technology company.
  • Leading role in the successful acquisition of Accsys, Payroll, and Human Resources technology services business.
  • Origination and evaluation of the proposed acquisition of Angor, a Property Management and Technology company.
  • Increased new business revenue generated threefold (from A$16m to A$50m) within 24 months, and materially exceeded my budget every year.
  • Concluded c.80 Distressed Credit deals (combined face value: A$2 billion & purchase consideration: c.A$200 million).
  • Originated and negotiated the 3 largest distressed credit investment transactions ever concluded by Transaction Capital.

CORPORATE FINANCE DIRECTOR

  •  Nedbank Limited
  •  Dec 2008 - Dec 2010

  • Responsible for all aspects of corporate finance transactions with a core focus on origination, developing and maintaining a strong deal pipeline through research and engaging corporate executives and PE firms, and ultimately transaction execution. Other responsibilities included the preparation of transaction-specific and marketing-related documentation, financial modelling, acquisitions & divestments, deal structuring, negotiation of sale and purchase, shareholders’ and ancillary transaction agreements, due diligence, transaction project management and the engagement with client executive committees and boards. Mentored junior team members to further develop their knowledge.
  • Valuation of listed and unlisted companies by applying various quantitative, mathematical and statistical methodologies to historical and forecast company financial information.
  • Development of robust financial models (in relation to merger and acquisition transactions) through modelling dynamic sensitivity and scenario analysis, generating forecasts for revenues, working capital, as well as the modelling of capital expenditure, sources of funding and taxation.

Notable transactions:

  • Capital raise (debt & equity) for Farmers House Plc, a Lusaka Stock Exchange (“LuSE”) listed Real Estate Company.
  • Disposal of Sappi Limited’s (Johannesburg Stock Exchange-listed Global Diversified Woodfibre company) Twello forestry assets and Lomati sawmill (incl. rights to a renewable energy facility). Transaction role: origination and execution.
  • Disposal of two of Sappi Limited’s paper mills (Cape Kraft & Stanger). Transaction role: origination and execution.
  • Advisors to shareholders regarding the acquisition of an increased equity stake in the Mobile Operator. Role: execution.
  • Listing of Real Insurance Company of Malawi on the Malawi Stock Exchange. Role: end-to-end execution.
  • Valuation advisor to the Public Investment Corporation regarding an investment in a large-scale platinum project

STRATEGIC PRODUCT DEVELOPER

  •  First National Bank
  •  Aug 2006 - Jan 2021

  • Responsible for conceptualizing, developing, and commercialising an online share trading platform for the Bank.
  • Development of business cases for new products through strategic market research and competitor analysis; defining the scope of a potential new product(s); the collection of quantitative, qualitative, and demographical FNB client and market data in order to derive relevant statistics, which can be analysed to infer pertinent client behavioural and financial trends, with the foremost aim of informing the optimal structuring of specific product features; and the formulation of quantitative models to simulate financial projections, in order to assess the economic viability of the new product.
  • Project manage approved ideas and products through to implementation, including regular liaising with management in respect of the commercialisation of the products.

Key achievements:

  • Developed and optimised FNB’s online share trading platform pricing strategy.
  • Won an FNB Innovation Award for the design and commercialisation of the trading platform.

MARKET RISK MANAGER

  •  Investec Bank Limited
  •  Dec 1999 - Aug 2006

Identified, quantified, monitored, and managed all market risk generated by the bank’s trading desks by implementing and applying the most suitable mathematical and statistical risk methodologies, including Value at Risk models. Developed mathematical models to structure and price complex financial instruments for traders and corporate clients. Fulfilled the role of quantitative analyst on the Fixed Income & Foreign Currency trading desks.

Education

B. Sc. Honours in Advanced Mathematics of Finance

  •  University of Witwatersrand
  •   - Dec 1999

Postgraduate Diploma in Business Administration

  •  University of Pretoria
  •   - Dec 2007

Member, Certified Financial Risk Manager (FRM)

  •  Examined by the Global Association of Risk Professionals

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