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jobs
Finance | Strategy | Deal Execution | Investment | Due Diligence | Impact
Brad Merchant
,
London, United Kingdom
Experience
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I'm offering
Freelance consultant with over 15 years experience in Investment Management, M&A, Corporate Finance and Strategy. Trusted advisor to senior executives.
Experience supporting management in large organisations and early stage businesses and I have worked with both public and private companies.
Transaction and due diligence experience with large corporate deals (~$3 billion - $5 billion), medium size transactions (less than $100 million) and small direct investments (~$10 million and under). Knowledge from both sell-side and buy-side perspectives. Additional background in portfolio management services, offering post-investment and strategic support.
I am excited to help businesses, big and small, work through new challenges, articulate strategies and implement ideas. I love the opportunity to engage in a variety of projects and am extremely adaptable. My career is full of engagements where flexibility and a diversified skill set was paramount to success. I carry that experience with me, along with enthusiasm and energy, to every mandate.
Experience supporting management in large organisations and early stage businesses and I have worked with both public and private companies.
Transaction and due diligence experience with large corporate deals (~$3 billion - $5 billion), medium size transactions (less than $100 million) and small direct investments (~$10 million and under). Knowledge from both sell-side and buy-side perspectives. Additional background in portfolio management services, offering post-investment and strategic support.
I am excited to help businesses, big and small, work through new challenges, articulate strategies and implement ideas. I love the opportunity to engage in a variety of projects and am extremely adaptable. My career is full of engagements where flexibility and a diversified skill set was paramount to success. I carry that experience with me, along with enthusiasm and energy, to every mandate.
Markets
United States
(Remote
only)
Canada
(Remote
only)
United Kingdom
Denmark
(Remote
only)
Norway
(Remote
only)
Links for more
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Industries
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Available
My experience
2020 - ?
freelance
Freelance Consultant
MERCHANT ADVISORY LTD.
Freelance consultant at Merchant Advisory Ltd with over 15 years experience in Investment Management, M&A, Corporate Finance and Strategy. Trusted advisor to senior executives. Experience supporting management in large organisations and early stage businesses operating in challenging environments.
Due Diligence, Growth, Support, Strategy development, Development, Planning, Investment, Preparation for investor meeting, Presentation material, Strategic advice, Business strategy, Project Management, Presentation
2015 - 2020
job
Investment Director
PALLADIUM IMPACT INVESTMENTS.
Responsible as Investment lead on impact transactions in Sub-Saharan Africa to source and manage deals through the evaluation, negotiation and post-completion phases
Managed due diligence and completed loan transaction in an early-stage, off-grid energy provider for a total of $8M, that enabled the business to scale and achieve follow-on financing
Completed $250K loan to an agribusiness processor that was subsequently renegotiated as a loan and royalty agreement to offer a higher rate of return that accounts for the risk profile
Led negotiation and agreement for $750K debt participation in a joint-venture structure of a Greenfield agricultural processing plant in Kenya, alongside a local co-investor
Built relationships with entrepreneurs and applied post-transaction support, including assistance with financial modelling and analysis to the agribusiness processor
Provided leadership and developed two junior members of the team
Relationship building with public and private investors targeting SMEs operating in Africa and explored ideas for collaboration, including blended investment strategies
Developed strategy, investment and governance process, impact metrics and built investment pipeline for a new impact investment business unit within an international development consultancy company
Macro research and developed relationship with market experts to understand broader conditions in Ghana, Kenya and Nigeria
Led initiative to develop marketing and fund proposal materials for presentation to potential investors
Managed due diligence and completed loan transaction in an early-stage, off-grid energy provider for a total of $8M, that enabled the business to scale and achieve follow-on financing
Completed $250K loan to an agribusiness processor that was subsequently renegotiated as a loan and royalty agreement to offer a higher rate of return that accounts for the risk profile
Led negotiation and agreement for $750K debt participation in a joint-venture structure of a Greenfield agricultural processing plant in Kenya, alongside a local co-investor
Built relationships with entrepreneurs and applied post-transaction support, including assistance with financial modelling and analysis to the agribusiness processor
Provided leadership and developed two junior members of the team
Relationship building with public and private investors targeting SMEs operating in Africa and explored ideas for collaboration, including blended investment strategies
Developed strategy, investment and governance process, impact metrics and built investment pipeline for a new impact investment business unit within an international development consultancy company
Macro research and developed relationship with market experts to understand broader conditions in Ghana, Kenya and Nigeria
Led initiative to develop marketing and fund proposal materials for presentation to potential investors
Networking, Leadership, Growth strategy, Due Diligence, Growth, Support, Investment, Commercial Due diligence, Negotiation, Business strategy, Strategic advice, Portfolio Management, Strategy, Project Management, Excel modeling, Debt counseling, Financial Statement Analysis, Governance Risk and Compliance, Presentation, Presentation material, Financing, Fundraising, Credit assessment
2011 - 2015
job
Manager, M&A
Centrica E&P.
Led acquisitions and divestitures on corporate and asset oil and gas transactions in Europe
Worked with senior management to identify strategic priorities for deal origination and execution
Managed three successful asset disposal transactions in the North Sea (UK and NL) for approximately £50M total value - both processes were run internally
Completed acquisition of interest in UK Shale Gas asset, which was the first entry into UK shale gas by any FTSE 100 or major European index-traded company
Evaluated over 15 different assets, several corporate acquisition opportunities (c. £5B in target deal size) and completed three asset disposals
All opportunities screened or reviewed with internal valuation models (NAV) to determine key financial metrics (emphasis on ROCE, Economic Profit and Debt capacity)
Deal origination experience and knowledge of valuation tools (NAV, DCF, WoodMac)
Working knowledge of fiscal terms in Canada, US, UK, Norway, Netherlands and three other European countries (names withheld for confidentiality reasons)
Led internal project management teams that incorporated key members of staff from other business areas within Centrica that included engineering, geology, legal, tax and strategy
Led macro research and developed presentation materials for senior management to evaluate market conditions in key regional markets including the UK, US, Netherlands, Norway and other prospects in Europe
Worked with senior management to identify strategic priorities for deal origination and execution
Managed three successful asset disposal transactions in the North Sea (UK and NL) for approximately £50M total value - both processes were run internally
Completed acquisition of interest in UK Shale Gas asset, which was the first entry into UK shale gas by any FTSE 100 or major European index-traded company
Evaluated over 15 different assets, several corporate acquisition opportunities (c. £5B in target deal size) and completed three asset disposals
All opportunities screened or reviewed with internal valuation models (NAV) to determine key financial metrics (emphasis on ROCE, Economic Profit and Debt capacity)
Deal origination experience and knowledge of valuation tools (NAV, DCF, WoodMac)
Working knowledge of fiscal terms in Canada, US, UK, Norway, Netherlands and three other European countries (names withheld for confidentiality reasons)
Led internal project management teams that incorporated key members of staff from other business areas within Centrica that included engineering, geology, legal, tax and strategy
Led macro research and developed presentation materials for senior management to evaluate market conditions in key regional markets including the UK, US, Netherlands, Norway and other prospects in Europe
M&A, Oil and Gas, Manager, Finance, Financial Statement Analysis, Excel modeling, Strategy and business development, Networking, Commercial Due diligence, Negotiation, Project coordination, Project Management, Governance Risk and Compliance, Presentation, Presentation material
2014 - 2015
job
Investment Manager
SOCIAL BUSINESS TRUST.
Led the investment and strategic support of UK Social Enterprises
Provided extensive due diligence focused on financial and social impact meant to help scale small social enterprises
Helped to design strategy and investment process for SBT
Managed successful proposal for investment in a “meals on wheels” service for vulnerable adults in the UK that benefits 4,000 residents and earns £3M in annual revenue
Analysed early-stage businesses looking to scale, identified key areas that required capacity building and then executed on proposals to provide business support to close gaps and help the company achieve growth objectives
Participated as a board observer with investees as part of the portfolio management and on-going support process to better advise on strategy
Executed investment analysis and presented recommendations to decision makers in five social enterprises - one of which was successfully completed, three others were accepted into a pilot programme
Provided extensive due diligence focused on financial and social impact meant to help scale small social enterprises
Helped to design strategy and investment process for SBT
Managed successful proposal for investment in a “meals on wheels” service for vulnerable adults in the UK that benefits 4,000 residents and earns £3M in annual revenue
Analysed early-stage businesses looking to scale, identified key areas that required capacity building and then executed on proposals to provide business support to close gaps and help the company achieve growth objectives
Participated as a board observer with investees as part of the portfolio management and on-going support process to better advise on strategy
Executed investment analysis and presented recommendations to decision makers in five social enterprises - one of which was successfully completed, three others were accepted into a pilot programme
Due Diligence, Support, Development, Social, Manager, Business strategy, Strategy, Social innovation, Social Responsibility, Project Management, Leadership, Negotiation, Networking, Financial Statement Analysis, Excel modeling, Presentation, Presentation material, Fundraising
2010 - 2011
job
Financial Analyst
Bloomberg.
Helped to develop new initiative to provide corporate (North American focus) and macro (global) oil and gas research for an online energy publication targeted towards energy executives
Online publication was a new venture and responsibilities included advising on site design and content
Responsible as sector expert for researching and writing about key themes and topics
Analyse M&A, capital markets activity and corporate strategy, identifying trends and comparing metrics across various transactions
Online publication was a new venture and responsibilities included advising on site design and content
Responsible as sector expert for researching and writing about key themes and topics
Analyse M&A, capital markets activity and corporate strategy, identifying trends and comparing metrics across various transactions
Online strategy, Project Management, Business development, Communication, Write articles, Newsletters, Author, Financial analyst, Economic analyzes, Data Analysis, Research, Excel modeling, Web content, Networking
2009 - 2010
job
Senior Financial Analyst, Acquisitions & Divestitures
Nexen Inc..
Performed due diligence and economic valuations of potential corporate and asset acquisition targets for one of Canada's largest oil and gas companies, now a subsidiary of CNOOC
Member of project team for two potential asset acquisitions (value over C$1B) that went to the negotiations stage and one asset disposal that successfully completed (value: C$975M)
Regularly performed due diligence on potential corporate M&A targets in the US and Canada; several targets recommended to senior management
Analysed credit and liquidity position of existing and potential JV partners with credit and metric models - process was used to help management prepare for the bankruptcy of a JV partner
Developed relationships with senior staff at M&A advisory financial institutions
Member of project team for two potential asset acquisitions (value over C$1B) that went to the negotiations stage and one asset disposal that successfully completed (value: C$975M)
Regularly performed due diligence on potential corporate M&A targets in the US and Canada; several targets recommended to senior management
Analysed credit and liquidity position of existing and potential JV partners with credit and metric models - process was used to help management prepare for the bankruptcy of a JV partner
Developed relationships with senior staff at M&A advisory financial institutions
Financial Statement Analysis, M&A, Research, Presentation, Commercial Due diligence, Negotiation, Networking, Excel modeling, Project Management, Business development, Business strategy
2006 - 2009
job
Senior Financial Analyst, Corporate Finance
Nexen Inc..
Participated in the completion of US$1.5B bond financing in May 2007
Advised senior management with respect to financing of potential acquisitions such as the purchase of an additional 15% working interest in Nexen's Long Lake oil sands asset
Negotiated and completed uncommitted credit facility loan agreement with the financial lender
Monitored and maintained credit rating models
Developed relationships with senior staff at financial institutions and relevant rating agencies
Built relationships and worked closely with internal corporate business units including audit, tax, corporate strategy and legal
Put together proposal for divestiture of Chemicals business for recommendation to the Board
Led research on debt and equity capital markets' activity and trends for Board presentations and reports
Advised senior management with respect to financing of potential acquisitions such as the purchase of an additional 15% working interest in Nexen's Long Lake oil sands asset
Negotiated and completed uncommitted credit facility loan agreement with the financial lender
Monitored and maintained credit rating models
Developed relationships with senior staff at financial institutions and relevant rating agencies
Built relationships and worked closely with internal corporate business units including audit, tax, corporate strategy and legal
Put together proposal for divestiture of Chemicals business for recommendation to the Board
Led research on debt and equity capital markets' activity and trends for Board presentations and reports
Finance, Project Management, Business strategy, Financial Statement Analysis, Commercial Due diligence, Negotiation, Presentation, Presentation material, Strategic advice, Investor relations, Financing, Credit assessment
My education
2002
-
2004
CFA Institute
CFA, Finance
CFA, Finance
1996
-
2002
University of Calgary
Bachelors Commerce, Major - Finance
Bachelors Commerce, Major - Finance
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