Mitch Harris CA(SA)

Strategy, Strategic Finance, M&A, Investor Relations and Financial Modelling

I hold a key role in the organisation, where my responsibilities encompass:

• Developing and maintaining a robust 5-year financial model, incorporating comprehensive three-statement financial models to facilitate capital procurement and strategic initiatives.
• Orchestrating multifaceted commercial due diligence, financial due diligence, valuations, and deal management to support M&A transactions.
• Spearheading the creation of commercial models for assessing the viability of new products and market expansion.
• Leading pricing modelling for enterprise and bespoke commercial proposals
• Conducting extensive market research, spanning various aspects like country-specific dynamics, product landscapes, regulatory and licensing considerations, as well as ad hoc research aimed at driving innovation and shaping our business strategy.
• Proactively identifying potential acquisition targets and nurturing target pipelines across diverse verticals and markets.
• Skillfully drafting and negotiating term sheets and NBOs for M&A transactions, encompassing valuation and structural aspects.
• Crafting and delivering impactful presentations, including teasers, pitch decks, and comprehensive investor presentations, in readiness for capital raising endeavours.
• Fostering robust investor relations to build and sustain valuable connections with our stakeholders.

Financial Modelling and Due Diligence

• Expertise in conducting comprehensive financial due diligence for both buy-side and sell-side mandates.
• Proficient in building and critically reviewing intricate financial models including project finance models

Valuations & Corporate Advisory

• Providing invaluable corporate advisory support to a JSE listed entity.
• Conducting valuations for indicative offers and fairness assessments.
• Adept in Financial Reporting Valuations, including Goodwill Impairment Assessments and Share-Based Payments.
• Distinguished track record in valuing listed companies across diverse sectors such as ICT, Agri-processing, and Renewables.

Other

• Leadership role in overseeing the SAICA Trainee Financial Management Programme.
• Skillfully managing a dedicated team of SAICA Trainees.
• Nurturing client relationships, offering seamless support from the onboarding stage through to report finalization and billing.

As a seasoned financial analyst, I specialize in the comprehensive evaluation, modelling, and valuation of mid-market U.S. companies across diverse industries within the context of the sell-side M&A process. My key responsibilities encompass:

• Crafting meticulous Information Memorandums and engaging Teasers, which are strategically disseminated to an extensive network of private equity groups and strategic buyers. These documents are pivotal in generating interest and facilitating the transaction process.
• I play a pivotal role in representing our clients throughout critical phases of the deal, including skillful negotiation with potential buyers, orchestrating productive management meetings, and ensuring a seamless financial due diligence process. These efforts are crucial in maximizing the value and success of the transactions undertaken.

As an accounting specialist at a prestigious Fortune 500 conglomerate, I focus on the intricate accounting treatment of M&A transactions. My core responsibilities encompass:

• Expertly managing projects and providing critical accounting support to a cross-functional team, collaborating with key functions such as tax, treasury, and accounting. This collaborative effort ensures a comprehensive and cohesive approach to M&A transactions, resulting in a streamlined and efficient process.

I successfully orchestrated and executed comprehensive audits for a range of esteemed clients operating within the dynamic sectors of banking, insurance, and asset management. Notable clients in my portfolio comprised:

• Nedbank
• FirstRand Life Insurance
• RMB Morgan Stanley
• Edcon Debt
• SA Private Equity and Venture Capital Association

My work encompassed meticulous planning, leadership, and the proficient completion of these audits, ensuring that the financial integrity of these key players in the industry remained robust and compliant.