Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$2,500,000.00
Skills
Education
- CM
- Td
- Uo
Lists including Otto
Investments
Work Experience
2009
Partner
2018
Oversees IGNIA’s financial interactions, including debt financing, equity fundraising for portfolio companies, financial reporting, tax planning and compliance. Evaluates investment opportunities, structure and execute deals, performs due diligence and participates on boards.
CFO
2016 - 2018
* Negotiation and structuring of IGNIA’s transactions: investments, exits and financing. * Responsible for the integrity and quality of IGNIA’s reporting, including: accounting, tax, portfolio valuation, financial and investor reporting for international and domestic vehicles. Compliance with covenants, requirements and any other obligation of the Fund and portfolio companies. * Supervision of corporate governance guidelines and compliance of all portfolio companies and the Fund
CEO
2012 - 2018
* Responsible for company growth and profitability. Turned company around by increasing the number of customers from 6 to 25 in 3 years. * Successfully leads a high-performance team of 17 professionals, most post-MBA. Achieved a 4.23 out of 5 in Gallup’s Engagement Level Survey in 2015. * Built a close link with entrepreneurs from a wide range of industries and background. Significant ability to establish a trust relationship in order to work more efficiently and restore damaged relations between the entrepreneurs and the Fund. * Developed a culture of corporate governance, and helped companies create and implement processes and procedures to ensure internal control of administrative and financial information. * Achieved government grants of ~USD$500 thousand. * Promoted to IGNIA Partners, LLC’s Chief Financial Officer.
Finance Manager
2009 - 2011
* Successfully served as Shared CFO of 5 IGNIA portfolio companies in the Housing, Microfinance, Water Distribution and Food Industries by implementing the ISS business model. All companies grew sales in double digits every year. * Performed strategic consulting focused on financial planning, policies and procedures, process re-engineering and compensation. During 2012, consulting services revenues represented more than 25% of total sales. 100% of customers that received consulting services converted into full-service, long-term contracts. * Implementation of PeopleSoft ERP for 25 companies while reducing implementation cycle from 6 months to a 4-week period. * Promoted to Chief Executive Officer.
2006 - 2008
Risk Management
2007 - 2008
* Implemented and managed hedging portfolios of financial derivatives to mitigate exposure to shifting prices in natural gas, interest and exchange rate. Annual exposure of USD$300 million in natural gas, interest and exchange rate. Successfully worked among worldwide leading banks such as: Morgan Stanley, Credit Suisse, Lehman Brothers, Merrill Lynch and Citibank. * Fulfilled several financial derivative transactions that turned into a profit of USD$~30 million during 2007
Corporate Finance
2006 - 2007
* Structured and executed debt refinancing programs and debt and capital issuances. More than USD$1.6 billion combined of issuances. Executed a capital increase through a Rights Offering transaction for USD$40 million which represented an 18% capital gain to shareholders. * Bond issuance for USD$1 billion to refinance debt which reduced the company’s cost of debt by 200 basis points and average life of debt from 4.3 to 7.5 years. Fully participated in structuring and road-show in the U.S. with Credit Suisse, Lehman Brothers and Morgan Stanley. * Promoted to Chief Risk Manager