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we help you?
Estimated Annual Business Revenue
R30 - R50 MillionR50 - R100 MillionR100 Million +
What are your exit and growth options?
Full SaleStrategic Growth CapitalTransformation Capital (BEE)Other
Katherine & West,
(Unit 10 – first floor)
114 West St, Sandown, Sandton
WHAT TYPE OR SIZE OF FIRM SHOULD ATTEND?
If you are a business owner or shareholder of a privately owned company with an annual turnover of R30 million or above.
I’M NOT CURRENTLY INTERESTED IN SELLING MY BUSINESS SHOULD I STILL ATTEND?
Whether you are seriously considering a sale now, looking at a possible sale in the next five years, or are simply curious about the value of your business, you will find the masterclass useful. You’ll leave knowing exactly how to determine your company’s value and with the essential keys to achieving the best price, whenever you choose to sell.
WILL MY COMPANY NAME BE KEPT CONFIDENTIAL?
Deal Leaders Africa takes confidentiality very seriously. There are no name badges and no delegate lists on the day. At no time will your company name or your full name be mentioned.
SHOULD I BRING OTHER SHAREHOLDERS?
We do encourage all shareholders or business partners to attend if possible, as everyone involved in making the decision to sell will find the information beneficial.
IS THIS MASTERCLASS A DEAL LEADERS AFRICA SALES PITCH?
Absolutely not – it is understandable for delegates to be uncomfortable with the thought of being ‘sold to’ on the day, but you can rest assured that there will be no sales pressure exerted during the presentation. We will provide opportunities for a follow up to those who express an interest.
WILL THERE BE AN OPPORTUNITY TO SPEAK PERSONALLY WITH THE PRESENTERS?
Yes. The Deal Leaders presenters will be available to answer any questions before, during the break, and at the end of the event. Please feel free to approach them with your questions.
WILL I BE REQUIRED TO PARTICIPATE IN ANY GROUP WORK OR EXERCISES?
No. There will be no group work at any stage of the masterclass. You will enjoy an inspirational, informative and motivating presentation from world-class, experienced presenters.
WHAT EXPERIENCE DOES DEAL LEADERS AFRICA HAVE?
Your presenters, Andrew Bahlmann and Rick Grantham, have extensive experience in the sale of privately owned companies, having been involved in sell-side advisory businesses for the past 5 years. This is combined with a close and longstanding relationship with BCMS Corporate, based in the UK, who have 27 years experience in this field.
Andrew was thrown into the entrepreneurial world at an early age and experienced the ultimate baptism of fire. He learned at a young age that everything in business revolves around relationships, sales and integrity. He ran his own travel business for six years, whilst completing a CA degree (part-time) and articles in three years.
He then followed the traditional corporate route. Based in New York, he was responsible for an insurance client’s operations in Bermuda and their US short-term and life insurance portfolios. Andrew then returned to South Africa to take up the position as CFO in WesBank’s Corporate Division. It was an incredible learning curve and a successful tenure that oversaw implementation of profitability and aligned remuneration structures, yielding positive growth for the Corporate and Motor Divisions. He learned the fundamental dynamics of how large companies invest and grow through negotiation and acquisition. He contributed to growing the balance sheet to R114bn over his 5 years, and then decided to follow his passion to develop and build businesses.
Andrew’s consultancy, IntelStrat, focused on fostering what he refers to as ‘entrepreneurial DNA’ in the corporate sphere (coining the term Corpreneur). His biggest insight during this time was understanding around what truly creates value in a business. Crossing paths with BCMS – the largest facilitator of the sale of private companies in the world – created the opportunity for Andrew to combine his learnings over the years.
The experience on both sides of the Mergers & Acquisitions table has allowed Andrew to authentically connect with seller and acquirer alike. Many of the local and international entrepreneurs he has engaged with have kept his passion for building businesses alive!
As a deal leader, shareholder and director at Deal Leaders Africa, every day reveals exciting new challenges.
Rick studied Mechanical Engineering and spent a number of years running large production operations for various corporates. Following his MBA in 1998 he did a stint in banking before commencing his entrepreneurial journey. Having owned businesses in the media, broadcasting and consulting space, he started a sell-side advisory business in 2012.
Rick’s engineering and manufacturing experience provides him with an excellent base for understanding businesses in the industrial space. His MBA and subsequent work with a US credit card bank, Capital One, and Nedbank, expanded this experience into the financial sector and gave him significant insights into the relationship between marketing and credit risk.
Rick’s first step towards his entrepreneurial journey was to move out of the corporate world to run an educational television business delivering video-based training to the Ethiopian government. This introduced Rick to his first business acquisition, a TV broadcaster and production company. After 5 years Rick exited the business and started a growth consulting business assisting small businesses with their growth strategies. In partnership with one of his clients he built a sell-side advisor business which delivered incredible success in the sale of privately owned businesses.
Rick brings his broad business and operational experience, supported by hands on Mergers & Acquisition transactional track record, to a well-resourced and powerful team at Deal Leaders Africa.
As Deal Team Assistant at Deal Leaders Africa, I assist various departments and fulfil numerous responsibilities that include administration, prospect engagement and attending to ad hoc requirements. I make use of the new challenges and opportunities I encounter every day to learn, develop and contribute to the organisation.
Prior to working at Deal Leaders, I was chosen to represent Rosebank College as a Brand Ambassador. I joined the student council, which afforded me the ability to develop communication and leadership skills.
I have an affinity for learning and recently completed a Diploma in Journalism. I’m continuing to further my education by studying Africa and International Trade through UNISA.
As Deal Team Support at Deal Leaders Africa, my key responsibilities include research support, prospect engagement and liaising between the deal team and prospective acquires, as well as monitoring deliverables within the team.
My career journey includes working as a Junior Research Intern at MAS. There I conducted extensive qualitative and quantitative research into skills development and training policies in South Africa, with a focus on Higher Education and Training. In the process I developed sound critical and analytical skills. I have also served as a Real Estate Agent at Yellow Properties Real Estate in Rustenburg, where I was called upon to evaluate market conditions for clients and to mediate negotiations and legal processes, with the aim of securing fair and honest deals for my clients.
I discovered my interest in research while completing a Bachelor of Social Sciences Honours degree in International Relations through the University of South Africa. Through my education and practical experience I have acquired extensive knowledge in the area of social sciences research methodologies.
My Bachelor of Arts degree in Modern History and International Relations from the University of Wales and my Master of Science degree in Globalisation and Development from the University of London have given me a thorough understanding of the relational component of commerce.
This foundation served me well during the six years when I served as a research analyst for a non-proﬁt organisation. There, I conducted research on a variety of topics, including agri-business value chains, biotechnology and the fertiliser and agri-chemical markets.
Having enriched my knowledge with practical experience, I then moved into the mergers and acquisitions space, where, after working as a research analyst for a year at one firm, I joined Deal Leaders Africa. Here, my primary focus is on identifying and initiating relationships with potential acquirers and investors.
After graduating with a degree in Mechanical Engineering, I spent a number of years running large production operations for various corporates. I obtained an MBA in 1998, then did a stint in banking before embarking on my entrepreneurial journey.
My initial step in this direction saw me running an educational television business that delivered video-based training to the Ethiopian government. This led me to make my ﬁrst business acquisition, a TV broadcaster and production company. After five years I exited that business and founded a consultancy that assisted small businesses with developing and implementing their growth strategies. The knowledge and experience I had accrued up to that point enabled me to start a sell-side advisory business in 2012, in partnership with one of my clients. We developed a reputation for delivering incredible success in the sale of privately owned businesses.
My experience in engineering and manufacturing has given me an excellent base for understanding businesses in the industrial space. My MBA and subsequent work with US credit card bank, Capital One, as well as with Nedbank have expanded this experience into the financial sector and given me significant insights into the relationship between marketing and credit risk.
The broad scope of my business and operational experience, supported by my hands-on involvement in mergers and acquisition transactions have contributed significantly to my ongoing track record of success at Deal Leaders Africa.
My business career began the year after I graduated from high school, when I started and ran my own company. Six years later, I qualified as a Chartered Accountant and sold the business. I then spent a year in New York managing a large South African insurer’s operations in Bermuda.
After that I returned to South Africa to take up the position of Chief Financial Officer of WesBank’s Corporate Division. There I oversaw the implementation of enhanced profitability structures, which yielded positive growth for the Corporate, Fleet and Motor Divisions and contributed to a R114 billion balance sheet. This role took me along an incredible learning curve, where I developed an understanding of the dynamics involved when large companies invest and grow through negotiation and acquisition. Having completed numerous successful acquisitions and disposals of businesses and working alongside some of the largest international motor manufacturers like Toyota, VW and General Motors, my exposure to the international mergers and acquisitions market has proven to be invaluable in my current role.
I left Wesbank to launch my own consultancy, IntelStrat, which fostered the development of ‘entrepreneurial DNA’ within both large corporations and SMEs. The biggest insight I gained there was identifying and understanding the areas that business owners need to focus on to maximise the value of their businesses.
Through my involvement in the extensive international networks I have built over the past few years, I’ve found that my experience on both sides of the table has allowed me to form authentic connections with both clients and acquirers alike.
As a Shareholder, Director and the Head Deal Advisor at Deal Leaders Africa, I have concluded a significant number of successful transactions across multiple industries and countries.
Backed by a National Diploma in Graphic Design from the University of Johannesburg, my work experience includes roles within both design agencies and corporate entities.
One of the agencies I worked for was global management consulting and professional services firm, Accenture, where I provided the graphic design components of marketing campaigns for leading South African companies.
I channel my creative ﬂair and passion for stand-out design to produce client marketing documents that simultaneously invoke a sense of the unique nature of each client’s business and present the business in its best light.
I entered the mergers and acquisitions arena in 2014 and experienced rapid growth in my career journey while dealing closely with clients, their businesses and prospective acquirers during more than 25 mergers and acquisition projects. Through exposure to industry pioneers and working with highly skilled individuals, I built up an exceptional databank of knowledge and key learnings to draw from.
I am committed to the impeccable management of timelines, as these make a critical contribution to the success of each deal by enabling our team members to put their best foot forward, maintain deal momentum and avoid deal fatigue.
Ensuring that good governance is exercised and that data is effectively managed allows me to safeguard clients’ privacy and confidentiality. My responsibilities pertaining to business risk management enhance the secure handling of information throughout the business.
My role within Deal Leaders Africa’s new business initiatives team is to provide the research and analytics support needed to enhance our value offering.
I have the privilege of working with some of the most advanced mergers and acquisitions-orientated databases available. The superiority of these databases equips me to apply my experience and flair for lateral thinking most effectively, in order to best service our existing clients and support future clients in maximising their legacy.
As such, I draw daily from the knowledge I gained while completing a Master’s degree in Psychological Research through Nelson Mandela University. My career history, which includes research assistant, lecturer and account data analyst roles, has endowed me with many additional skills and insights. From these roles, I have learned to make valuable contributions within the context of our diverse, multi-skilled team on high-intensity projects.
The synergies and strengths of the Deal Leaders Africa team afford me the opportunity to continue expanding on my existing skill set, to the benefit of our clients.
I developed my competency in facilitating new business initiatives at Citadel Wealth by working closely with the head of the team. Together, we achieved inflows of more than half a billion rand in the our most successful year.
My business acumen has also been enhanced during my prior pursuits, which include working in property management in New York City, running a catering and events company and co-managing a chain of restaurants in South Africa.
Before joining Deal Leaders Africa I was a career banker. I worked my way up the ranks at FNB for 20 years and by the time I left, I was managing a diverse portfolio of 80 commercial clients in the mid-corporate segment.
One of the skill sets I use to facilitate the process of closing deals for our clients is my expertise in conducting financial assessments of their businesses. These provide the information required for applications that have to be submitted to credit committees. My previous experience has also given me the ability to develop a thorough understanding of the various business process with each client’s company. This allows me to perform the necessary risk assessments accurately and efficiently.
Providing benchmark-setting levels of customer service and fostering strong relationships are of utmost importance in the arena of mergers and acquisitions. Success is a factor of maintaining these while achieving a commercially viable solution based on a win-win mindset.
The relationships I’ve developed in the banking industry allow me to introduce our clients to a wide range of financial solutions, including insurance and asset-based finance.
My career has endowed me with an incredible amount of in-depth experience in helping companies to realise their growth potential. A great deal of this stems from the 18 years I spent as a Partner at Citadel Wealth Management.
My marketing roles at a London-based recruitment agency, a public relations agency and one of South Africa’s largest shopping centres contributed additional dimensions of experience.
My passion for business growth means that I naturally focus on this area, which led me to secure unprecedented financial inflows to Citadel. One of the keys to my success in that regard was initiating a strategy to tap into the female segment of the market. I won company awards on several occasions for that achievement and others like it.
Obtaining my Master’s degree in Commerce provided me with a broad base of knowledge to complement my flair for interpreting data and communicating the findings in a manner that produces optimal outcomes.
I was previously a Private Equity Analyst at Grindrod Bank. In that role I amassed experience in the structuring of equity, debt and preference share transactions across a wide variety of industries.
My responsibilities there included the presentation of deals to the deal team, financial modeling, due diligence report writing and assisting in the coordination of legal documents. The experience I’ve gained enables me to interpret trends that can be factored in to enhance the structuring of deals.
I am a Chartered Financial Analyst candidate with corporate ﬁnance experience on both the buy- and sell-sides. Over the past four years I’ve developed expertise in all the critical elements involved in mergers and acquisitions, including company valuations, capital raising, conducting due diligence and consulting.
My buy-side experience includes extensive consulting for SBV Services, a leading provider of cash services and solutions in South Africa. This included assisting in its acquisition of ABSA’s cash handling operations and the expansion of its African footprint through acquisition.
On the sell-side of mergers and acquisitions, I have assisted in concluding transactions to a total value of over R350 million over the past two years.
Since qualifying as a Chartered Accountant, I have dedicated the majority of my career to honing the skills and insights needed by those in deal leading roles to produce optimal outcomes and exceed clients’ expectations.
Before joining Deal Leaders Africa, I held a similar position in the investment banking and corporate ﬁnance world, at Barclays Investment Bank in Johannesburg.
I’ve gained extensive knowledge of both transaction negotiation and deal structuring, having been involved in deals across multiple sectors in South Africa, sub-Saharan Africa and further abroad.
A particular strength of mine is my ability to assist companies in making strategic shifts in direction and critical business decisions. This has resulted in sustained profitability for the companies I’ve worked with.