Skilled financial professional with over 16 years in the financial services industry and 8 years of practical management experience. Expertly creates customized financial strategies to meet client needs. Diligent and goal driven investment banker and relationship manager who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.
Its no longer think outside the box; but its think there is no box - Unknown
First Atlantic Brokers Limited
June 2015 - Today
Oversees all corporate finance, financial advisory and securities trading activities of the company. Champions business restructuring and expansion initiatives.
Head Investment Banking Group
Treasure Capital & Trusts Limited
August 2012 - June 2015
Oversees the execution of all investment banking and financial advisory mandates of public and private offerings of debt, equity and M&A transactions. Provides investment advice, tactics and recommendations for business growth. Champions business restructuring and expansion initiatives. Assists management in coordination of investor relations. Provides advisory support to treasury function for consideration of effective investment options. Facilitates the preparation of contract bids and business proposals for prospecting new businesses. Generates finance from proprietary account and credit facilities.
Senior Analyst, Corporate Finance
Radix Capital Partners Limited
July 2008 - August 2012
Served as lead analyst on investment advisory mandates of state governments and public sector agencies. Served as anchor in lead-managed and co-managed public and private offerings of debt, equity and M&A transactions. Participated actively in preparation of contract bids and business proposals for prospecting new businesses. Prepared selling documents such as Prospectuses, Information Memoranda, Teasers, Pitches etc (Prepared all offer documents for the securities issued by Radix between 2009 and 2012). Prepared management presentation suited to meet requirements for targeted clients. Participated actively in deal structuring, negotiating and execution. Marketed capital market issues such as IPOs, Rights, Sub-national Bonds etc. Executed financial analysis, valuations and core activities on advisory mandates. Participated actively in the development of financial models, scenario analyses, sensitivity analysis and provision of feedback/recommendations to management. Liaised with capital market regulators on application and approvals. Liaised with relationship teams to ensure efficient and optimal maintenance of working relationships. Prepared credit/bridge facilities to key clients and approval memoranda to underwrite offers. Planned and organized investors forum, stockbrokers forum and completion (board) meetings. Provided management with market feedback. Assisted other units to ensure efficient completion of tasks.
Sterling Bank PLC (Sterling Capital Markets Limited)
March 2004 - June 2008
Planned approaches and pitches for building new relationships. Presented new products and services and enhance existing relationships. Tracked and recorded activity on accounts and helped close deals to meet targets. Presented to and consulted with mid and senior level management on business trends with a view to developing new products and services. Attended industry functions, such as workshops and seminars, and provide feedback and information on market and creative trends. Followed up new business opportunities and setting up meeting. Communicated new product developments to prospective clients. Administered accounts and wrote marketing reports. Co-managed eighty three (83) CSCS settlement accounts with a balance sheet size of N5.2billion (US$26.4 Million) Analysed financial statements for credit applications. Worked with retail banking teams and other internal colleagues to meet customer needs. Prepared credit applications and documents for approval and booking. Prepared business proposals and budgets. Prospected new banking relationships. Marketed capital market issues (IPOs, Rights etc). Prepared periodic report and financial schedules for the unit. Generated liability for the Bank. Handled all FX transactions for the Unit
Ladoke Akintola University of Technology Oyo, Nigeria
1995 - 2001