Key Services Offered:
Business support and development.
Core Experience of Principal:
Broad Based Black Economic Empowerment (BEE or BB-BEE) consulting and verification. BEE scorecard and Certificate issued. Preparation for verification and BEE strategy. Fundamental business analyst and Portfolio Manager.Background is undertaking assessments of business for investment and credit rating decisions. Research into a wide variety of economic sectors, industries and companies within them. I have been involved in Merchant Banking and as an investment analyst with the Asset Management companies within the Life insurance industry. My rating experience involves due diligence and analysis of financial institutions and corporates both in South Africa, Nigeria, Kenya, Zimbabwe and Uganda.
Experience includes BEE verification and consulting. Business Plans, Marketing Plans and Strategic Planning for companies. The correct financial structures and how to achieve them as well as owner exit form an important part of strategy. Broad Based Black Economic Empowerment strategy and implementation along with "evidence file". Employment Equity plans Harvesting strategy (Exit Strategy) put in place. Vendor verification and Risk assessment and analysis. Organisation structure and staff motivation and training.
Qualifications & Accreditations:
B.Comm (Wits) Certificate in Treasury Management (UNISA). Numerous Technical Analysis and Fundamental Investment and Foreign Exchange Courses (IASSA) Foreign Exchange Trading (In association with Dayforex). Accredited Associate, Institute for Independent
Industry Sectors worked in:
Previous employers have been Standard Merchant Bank 1975-1981 Prudential Assurance which later merged with Liberty and I was with Liberty Asset Management 1981-1989. Momentum Trust 1989-1993 Senwits SME assessments 1994-1995 Global Ratings 1995-2003 BEESCORE Rating agency.