Roelof Brand, Finance Expert in Cape Town, Western Cape, South Africa
Roelof Brand

Finance Expert in Cape Town, Western Cape, South Africa

Member since June 22, 2018
Roelof was voted South Africa's top technology equity research analyst from 2014 to 2017. He has advised on capital raises, management buyouts, and M&A transactions for a range of publicly-traded and private companies. After graduating with an honors degree in finance, he worked at KPMG, Old Mutual, and consulting firms and now leverages this experience as an M&A, modeling, and corporate strategy expert to add value for Toptal clients.
Roelof is now available for hire

Career Highlights

Education

Select Certifications

Case studies

Industry Expertise

  • Accounting Services
  • Construction
  • Finance
  • Banking
  • Investment Banking
  • Venture Capital & Private Equity
  • Insurance
  • Electronics

Other Expertise

Employment

  • Director

    2018 - PRESENT
    CapitalX Partners
    • Worked with entrepreneur-led startups to prepare business plans and financial models for investor presentations and facilitated meetings with potential venture capitalists.
    • Advised on the business feasibility and profitability for a shared workspace startup, assisting with the subsequent execution and launch of the project.
    • Performed due diligence on behalf of clients, assisting in the deal structuring and sourcing the financing used to fund the transaction.
    • Created multiple pitch decks to present to investors for financing rounds ranging from $300,000 to $20 million.
    • Worked with private equity and venture capital investors to source deal flow for transactions that had an average deal size $10 million.
    • Created and implemented a growth strategy for an internet startup, adding new revenue streams and decreasing costs, enabling the business to achieve breakeven quicker than forecast.
    Focus areas: M&A Modeling, Investor Presentations, Valuation, DCF Valuation, Capital Structuring, Private Equity, Equity Research Analysis, Equity Financing, Equity Research, Market Research, Venture Funding, Early-stage Funding, Financial Planning & Analysis (FP&A), Pitch Decks, Business Advisory, Valuation Modeling, Due Diligence, Startup Funding, Early-stage Venture Capital, Capital Raising, Mergers & Acquisitions (M&A)
  • Equity Analyst

    2014 - 2017
    Avior Capital Markets
    • Voted as the top technology analyst by institutional clients and received a top three ranking in the Financial Mail Young Analyst Awards.
    • Led in-depth industry analysis and financial modeling, authored research reports, provided investment recommendations and maintained a dialogue with executive management, clients, and competitors for 15 companies under coverage in the telecommunication, information technology, and construction sectors.
    • Led the development of company-specific financial models and applied comparable company, precedent transaction, discounted cash flow and sum-of-the-parts valuation techniques.
    • Created investor presentations that highlighted proprietary research and recommendations, presenting the information to institutional clients.
    • Advised clients on optimizing the capital structure, share repurchases, and equity raises for transactions totaling $200 million.
    Focus areas: Valuation Multiples, DCF Valuation, Financial Modeling, Cash Flow Modeling, Revenue Modeling, Equity Research Analysis, Equity Financing, Equity Valuation, Investment Thesis, Valuation, Investment Briefs, Investor Presentations, Market Research, Valuation Modeling, Equity Research
  • Financial Accountant

    2013 - 2014
    Old Mutual Investment Group
    • Reviewed trial balance, general ledger and supporting calculations for various companies and trusts, preparing financial statements in accordance with IFRS for hedge funds and portfolio companies with total assets under management of $1+ billion.
    • Managed the audit process for portfolio companies, ensuring projects were completed on time and on budget.
    • Assisted with the preparation and review of the group's zero-based cost budget and annual forecast. Consulted with the heads of the business units to establish an implementation plan for achieving the budgeted cost savings across the group.
    • Formulated business and financial processes for newly acquired companies in the group's property portfolio.
    • Created financial models and valuation analysis for new projects in the group's renewable energy and property portfolios with transaction values ranging from $10 to $150 million.
    • Developed internal controls and managed internal audit functions that enabled the improvement of back and middle-office reporting for portfolio companies.
    Focus areas: Internal Financial Reporting, Accounting, Financial Management, Financial Modeling, Financial Reporting, Cash Flow Modeling, Budget Controls, Management, Audits, Internal Audits, Business Planning, Project Evaluation, DCF Valuation, IFRS Audit Planning, Taxation, Zero-based Budgeting
  • Audit Supervisor

    2010 - 2012
    KPMG
    • Led statutory year-end audits of publicly-traded and private companies in the financial services industry.
    • Reviewed and finalized annual financial statements in accordance with IFRS for South African asset managers and hedge funds.
    • Managed staff utilization and optimized costs to ensure $20+ million projects were completed on budget.
    • Performed, reviewed and signed off on valuations and tax calculations on assurance engagements with a total value of $2.5+ billion.
    • Developed and implemented internal controls and systems for clients to manage and control assets worth $500+ million.
    Focus areas: IFRS Audit Planning, Big 4 Accounting, Accounting, Budget Controls, Budgeting, Cost Management, Management, Audits, Hedge Funds, Pension Funds, Asset Management, Insurance, Private Equity

Education

  • Honors Degree in Finance
    2009 - 2009
    Stellenbosch University - Stellenbosch, South Africa
  • Bachelor's Degree in Finance
    2006 - 2008
    Stellenbosch University - Stellenbosch, South Africa

Certifications

  • Chartered Accountant
    MARCH 2012 - PRESENT
    South African Institute of Chartered Accountants

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