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jobs
Vaggelis Makris
,
London, United Kingdom
Experience
Other titles
Skills
I'm offering
Markets
United Kingdom
Language
English
Fluently
French
Fluently
My experience
2018 - ?
job
Executive Director, Investment Management
Fosun International.
Chinese Group with global investments in Financial Services, Health, Retail/Tourism (HK listed, $11bn market cap)
Leading team of 4 associates, in charge of Financial Services / Fintech investments in UK, EMEA and secondly in Asia
* PE/VC Deal Origination: Building deal flow for new office; initiating dialogue with target companies and PE/VC investors;
screening PE opportunities across financial services; participating in Series A-C financing conversations for promising FinTech
* Post investment management: Supporting portfolio assets (Banks BCP & H&A, Insurer Fidelidade, wealth-tech NAGA) on M&A
* Financial planning: Owning team's budget and reporting; assessing business plans of startups
* Strategic partnerships: Driving commercial/user partnerships of startups with Fosun's ecosystem - beyond investments
* FS PE/M&A: BCP/Eurobank (SocGen) in Poland1; Fosun/Tenax Capital in UK1; Fidelidade/La Positiva in Peru1; Two payment networks in Italy and in MENA
for pre-IPO stake2; CEE Bank2; Greek insurer2; Spanish custody bank2; Fintech VC: Global B2C remittance platform2; China roadshow for UK startups1; Indian
B2C/Installments platform2; Korean payments security2; UK B2B payments2; UK wealth-tech with HK/Asian operations2; UK SME lender2; Greek insurtech2
Leading team of 4 associates, in charge of Financial Services / Fintech investments in UK, EMEA and secondly in Asia
* PE/VC Deal Origination: Building deal flow for new office; initiating dialogue with target companies and PE/VC investors;
screening PE opportunities across financial services; participating in Series A-C financing conversations for promising FinTech
* Post investment management: Supporting portfolio assets (Banks BCP & H&A, Insurer Fidelidade, wealth-tech NAGA) on M&A
* Financial planning: Owning team's budget and reporting; assessing business plans of startups
* Strategic partnerships: Driving commercial/user partnerships of startups with Fosun's ecosystem - beyond investments
* FS PE/M&A: BCP/Eurobank (SocGen) in Poland1; Fosun/Tenax Capital in UK1; Fidelidade/La Positiva in Peru1; Two payment networks in Italy and in MENA
for pre-IPO stake2; CEE Bank2; Greek insurer2; Spanish custody bank2; Fintech VC: Global B2C remittance platform2; China roadshow for UK startups1; Indian
B2C/Installments platform2; Korean payments security2; UK B2B payments2; UK wealth-tech with HK/Asian operations2; UK SME lender2; Greek insurtech2
Retail, B2B, Budget, B2C, Startups, C, M&A, Management, Fintech, Health, Office, China, Asia
2010 - 2018
job
Director
HSBC Group, HQ.
(Associate '10-'12, A.Director '12-'15)
Strategist & Corporate development executive in charge of Group's own M&A, principal investments & strategic partnerships
* Strategic advisory: Provided market insight, analyses and recommendations to Senior Management/Board, including on
growth opportunities to existing businesses, FinTech opportunities & digital capabilities of larger M&A targets
* Financial support: Conducted numerous financial analyses with Finance (incl. Accounting, Tax, Capital) and Auditors;
helped CFOs build business plans, investment presentations, update budgets and validate capital plans
* Deal execution: Sourced & led partnerships/investment deals globally of $10bn+ total value; Screened 50+ targets; Led DD & business cases; Negotiated terms - M&A SPAs, VC term sheets, JV/Distribution agreements - as principal on behalf of HSBC
Strategist & Corporate development executive in charge of Group's own M&A, principal investments & strategic partnerships
* Strategic advisory: Provided market insight, analyses and recommendations to Senior Management/Board, including on
growth opportunities to existing businesses, FinTech opportunities & digital capabilities of larger M&A targets
* Financial support: Conducted numerous financial analyses with Finance (incl. Accounting, Tax, Capital) and Auditors;
helped CFOs build business plans, investment presentations, update budgets and validate capital plans
* Deal execution: Sourced & led partnerships/investment deals globally of $10bn+ total value; Screened 50+ targets; Led DD & business cases; Negotiated terms - M&A SPAs, VC term sheets, JV/Distribution agreements - as principal on behalf of HSBC
M&A, Management, Finance, Fintech, Growth, Support, Business cases, Development, LED
2008 - 2010
job
Investment Banking Associate, Financial Institutions Group, EMEA
Credit Suisse.
Advised EMEA Financial Institutions (Banks, Fintech, Insurers, Asset Managers) on M&A / capital raising
* Equity finance: Worked on various equity structures (IPO, rights issue, accelerated book build/placement, prefs/convertible)
* Financial analysis: Conducted diverse modeling - DCFs/LBOs for Fintech/PEs, DDMs for banking (incl NPLs) & EV for insurance
* Equity finance: Worked on various equity structures (IPO, rights issue, accelerated book build/placement, prefs/convertible)
* Financial analysis: Conducted diverse modeling - DCFs/LBOs for Fintech/PEs, DDMs for banking (incl NPLs) & EV for insurance
M&A, Finance, Banking, Fintech, Insurance
2003 - 2006
job
Credit Analyst (Athens)
Piraeus Bank.
In charge of relationship management and credit analysis for c.100 corporate/SME clients in Greece and SEE
* Debt finance: Managed clients of various sizes (startups, growth-stage, listed) & sectors (Retail, FMCG, Tech, Industrials);
doubled credit portfolio to c.EUR100m by building relationships with CEOs/CFOs and addressing their credit/payments needs
* Debt finance: Managed clients of various sizes (startups, growth-stage, listed) & sectors (Retail, FMCG, Tech, Industrials);
doubled credit portfolio to c.EUR100m by building relationships with CEOs/CFOs and addressing their credit/payments needs
Retail, Startups, C, Management, Finance, Growth, FMCG, Analyst
2002 - 2003
job
Second Lieutenant, Finance
Greek Air Force.
(military service)
Finance, Service
My education
2006
-
2008
New York University - Stern School of Business
MBA, N/a
MBA, N/a
1997
-
2001
Athens University AUEB
Bachelors, Accounting & Finance
Bachelors, Accounting & Finance
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