Freelance Property and Structured Capital Advisor London, Greater London, UK
Property and finance professional, with over ten years finance, real estate investment banking, and transaction experience. Chartered Accountant (qualified in Canada) and CFA charterholder.
| Rating: | Unrated (New) |
| Hourly Rate / Cost: | £111.11 per hour |
| Daily Rate / Cost: | £833.33 per day |
| Available From: | Now |
| Seller ID: | 326866 |
CV (Curriculum Vitae) / Résumé
I specialise in:
- Risk and benefit analysis for commercial real estate loans, including preliminary due diligence, pricing and returns analysis, and credit risk analysis;
- Commercial review of due diligence for real estate acquisitions or debt origination including property inspections, analysis of valuation reports, technical and environmental surveys, analysis of legal and financial due diligence;
- Commercial review and negotiation of loan documentation;
- Credit risk or investment risk analysis and preparation of credit requests and investment committee presentations;
- Transaction management and execution; and
- Project management.
Employment History
(Jul 2009 & ongoing)
Director
London- Sole shareholder and director of Composition Advisory Limited, an independent property and structured capital advisory business start-up.
(Jun 2008 to Dec 2008)
Advisor - Special Projects/ Business Analyst
London- Analysed distressed debt investment opportunities, working directly with the Chief Executive Officer.
- Prepared due diligence packages for co-investors and managed relationships with clients and funders.
- Structured and integrated reporting and information systems for a new client.
(Jun 2007 to Nov 2007)
Associate Director
London- Evaluated direct real estate and corporate acquisition opportunities in Europe including hotel portfolios, prime office and retail properties and healthcare businesses.
- Executed stage one bid for an Australian long-term care business including meetings with management team, discussions with financial advisors and lenders and preliminary due diligence.
- Prepared arguments and materials for negotiations with pension scheme trustees with respect to a proposed corporate takeover, in which the target was the scheme sponsor.
(Jun 2005 to May 2007)
Assistant Director
London- Underwrote, structured, and closed loans secured on European single asset or portfolio real estate transactions for mortgage-backed securities, ranging from €15m to €1bn.
- Structured £600m acquisition and secured real estate financing in support of a bid for a quoted UK hotel group.
- Structured financing in support of the €1bn proposed bid for a portfolio of properties to be sold by and leased back to the State of Hessen.
- Structured propco/ opco financing proposals in support of acquisitions of operating businesses with significant real estate assets.
- Produced the team’s first induction day training course for new joiners and associates and supervised three to five associates with respect to transaction underwriting and execution.
(Jan 2003 to May 2005)
Associate Director
Hypo Real Estate Bank International, London- Structured and completed a €50m investment facility for the acquisition of an office property portfolio in Italy by a private real estate fund.
- Advised on the bridge and mezzanine debt financing for a public-to-private acquisition of a large quoted Swedish property investment company by a UK real estate opportunity fund and a Swedish private equity firm.
- Reviewed the structure of and executed a £80m propco bridge facility for the public-to-private of a national UK retailer.
- Structured and modelled the €70m acquisition and property finance for a private UK company acquiring the property portfolio of a quoted Swedish operator of supermarkets.
(Sep 2000 to Jan 2003)
Manager
Deloitte Corporate Finance, London- Specialised in the real estate and private equity sectors, managed and executed transactions for public and private companies and generated deal ideas.
- Advised the management team on the public-to-private of a property investment company, modelled the financing structure and operating assumptions and prepared the offer document.
- Advised a consortium of banks on the leveraged buyout and debt restructuring of a quoted company in the energy sector and prepared financial model.
- Advised a private equity backed consumer credit company on the acquisition of a loan book.
(Sep 1999 to Aug 2000)
Audit Supervisor
Deloitte & Touche, London- Managed the audits of the Investment Division of an international property investment company and a small quoted public property company.
- Reviewed the Directors’ valuations of a property client’s portfolio by examining rental value expectations and comparing those to industry expectations and compared client’s performance against industry benchmarks.
- Performed vendor due diligence on a manufacturer of heating appliances in Istanbul, Turkey. Analysed historical results and forecasts for profit and loss and cash flows.
- Performed financial due diligence for an acquisition in the retail sector. Assisted the Finance Director with forecast models for the purposes of the working capital report.
(Sep 1997 to Aug 1999)
Audit Senior
Deloitte & Touche, Toronto, CanadaPerformed and managed audits of various companies including a real estate investment trust, a quoted label printing and commercial design company and a mid-market gold mining company.
Professional Qualifications
Chartered Accountant (qualified in Canada)
Chartered Financial Analyst charterholder
Education
(Jan 1997 to Aug 1997)
University of Waterloo
Master of Accounting
(Sep 1992 to Dec 1996)
University of Waterloo
Bachelor of Mathematics
Professional Memberships
- Member of the Urban Land Institute and its European Sustainable Development Council
- Member of the CFA Institute and CFA Society of the UK (formerly UK Society of Investment Professionals)
- Member of the Canadian Institute of Chartered Accountants and Institute of Chartered Accountants of Ontario
Categories & Freelance Skills
Finance & Accounting
Categories
Skills
- Analysis (Finance (Qualified))
- Budgeting (Finance (Qualified))
- Business Advisory (Finance (Qualified))
- Business Planning (Finance (Qualified))
- Cantonese (Languages)
- English (Languages)
- Financial Risk Management (Finance (Qualified))
- Financial Strategy & Planning (Finance (Qualified))
- French (Languages)
- Housing and Property (Banking - Sector Experience)
- Loans (Banking)
- Sector Experience (Banking)
- Securitization (Banking - Loans)
- Structured Finance (Banking)

