Leroy-Somer (Industrial / Energy Systems)
- Deal size:
$240M equity & bond investments
- Investors:
Singapore sovereign funds GIC & Temasek
- Role:
- Secured capital
- Board member
- Co-CEO of CAC 5 company
Wellspire Holdings Berhad (IPO – Food Sector, Malaysia)
- Type:
IPO
- Exchange:
Bursa Malaysia
- Role:
Orchestrated IPO process
Elridge Energy Sdn Bhd (IPO – Renewable Energy, Malaysia)
- Type:
IPO
- Sector:
Renewable Energy
- Exchange:
Bursa Malaysia
- Investor:
Anchor investment from Norwegian Government Pension Fund Global (GPFG)
Anchor Investment – ESG / Sovereign Fund
- Investor:
GPFG
- Impact:
ESG-aligned transaction in Southeast Asia
- Role:
Advisor + Investment Strategy
- Other note:
Advisory board member at Kongsberg Innovation
Advisor to EIT & DeepTech Alliance (EU Innovation Policy)
- Sector:
EU-wide innovation policy
- Role:
- Investment strategy
- Due diligence frameworks
- Funding structures for Cleantech, AI, DeepTech
Bank Acquisition Advisory (Austria)
- Sector:
Financial Services / Banking
- Deal size:
Singapore sovereign funds GIC & Temasek
- Role:
- Advised a London
- based investment group
- Sourced and introduced suitable acquisition target
- Led negotiations & due diligence
Bank Acquisition Advisory (Austria)
- Sector:
Consumer / Retail / Luxury
- Deal size:
£1.6M
- Role:
- Capital raise from private + institutional investors
- For a London-based luxury fashion brand
Bank Acquisition (Uzbekistan)
- Sector:
Financial Services / Banking
- Deal size:
$40M
- Role:
- Advised CIS-based commercial bank
- On acquisition of another bank in Uzbekistan
Insurance Acquisition (Uzbekistan)
- Sector:
Financial Services / Insurance
- Deal size:
$20M
- Role:
- Advised CIS-based insurance company
- On acquisition of target insurer
Cross-Border Financial Institutions M&A
- Divestiture of multiple non-core banking, leasing, and financial subsidiaries
- Across EU & CEE regions
- Buyers:
strategic & institutional investors
- Role:
head of m&a - Led full divestiture program for a major Austrian financial institution
Privatizations & State-Linked Transactions (Russia & CIS)
- Divestiture of multiple non-core banking, leasing, and financial subsidiaries
- Across EU & CEE regions
- Privatizations across:
Banking - Energy - Mining - Industrial sectors
- RFirms involved:
PwC Corporate Finance Russia, KPMG Corporate Finance CIS
- Role:
Lead advisor
Buy-side & sell-side
For governments, multinationals, PE groups
Technology & Software (Europe)
- Transactions in:
IT Services - Enterprise Software - Digital Marketing - Tech Enabled Services
- Regions:
DACH + wider Europe
- Role:
Managing Partner Europe (Sett & Lucas)
Supervised tech M&A operations
Cross-Border Corporate Divestitures
- Multi-jurisdictional divestitures of:
Tourism assets - Financial subsidiaries - Eastern European corporate holdings
- For a major Austrian financial institution
- Role:
Deal structuring + diligence coordination + negotiations
Cross-Border Financial Institutions M&A
- Divestiture of multiple non-core banking, leasing, and financial subsidiaries
- Across EU & CEE regions
- Buyers:
strategic & institutional investors
- Role:
head of m&a - Led full divestiture program for a major Austrian financial institution
Privatizations & State-Linked Transactions (Russia & CIS)
- Divestiture of multiple non-core banking, leasing, and financial subsidiaries
- Across EU & CEE regions
- Privatizations across:
Banking - Energy - Mining - Industrial sectors
- RFirms involved:
PwC Corporate Finance Russia, KPMG Corporate Finance CIS
- Role:
Lead advisor
Buy-side & sell-side
For governments, multinationals, PE groups
Technology & Software (Europe)
- Transactions in:
IT Services - Enterprise Software - Digital Marketing - Tech Enabled Services
- Regions:
DACH + wider Europe
- Role:
Managing Partner Europe (Sett & Lucas)
Supervised tech M&A operations
Cross-Border Corporate Divestitures
- Multi-jurisdictional divestitures of:
Tourism assets - Financial subsidiaries - Eastern European corporate holdings
- For a major Austrian financial institution
- Role:
Deal structuring + diligence coordination + negotiations