Summary
Overview
Work History
Education
Skills
Timeline
Generic

Usman Javed Mirza

Dubai

Summary

Dynamic investment leader with a proven track record at Lakson Investments, excelling in strategic planning and corporate finance. Spearheaded the acquisition of OMI Hospital, tripling revenues within three years. Expertise in financial modeling and negotiation, driving significant growth and fostering stakeholder relationships in competitive markets.

Overview

20
20
years of professional experience

Work History

Founder & CEO

AXXIOM VENTURES
Karachi
01.2022 - Current
  • Founded a full-service Investment Management Firm with a prominent presence in private equity, venture capital, corporate finance advisory and real estate investments. In addition to leading the day-to-day activities the CEO role includes assessing transactions, producing internal documentation for the investment committee and co-investors, spearheading negotiations with sponsors and transaction documentation.
  • Identified attractive investment opportunities and set up various investment structures while highlighting market gaps and implementing de-risking strategies to build a strong investment pipeline.
  • Led a consortium of investors to Invested $4M in 4 tech startups namely Eat Food Pakistan (Pvt) Limited, Solunox (Pvt) Limited, The Corporate Lunch Box (Pvt) Limited, and Pryze with an existing portfolio valuation over $20M.
  • Created a PKR 400M investment opportunity in the cattle farming space by carving out a division from a listed company.
  • Engaged in setting up a PKR1,000M vehicle for an Infrastructure As A Service (IaaS) model for a leading IT service provider.

Fund Design Specialist

RENEWABLE ENERGY & ENERGY EFFICIENCY PARTNERSHIP (REEEP)
Vienna
01.2022 - 01.2025
  • Engaged by REEEP and PFAN (Private Financial Advisory Network) to lead the design and establishment of a $100M early-stage clean energy fund focused on Pakistan. The project was funded by USAID with close partnerships with REEEP, UNIDO, PFAN and PPSE (Pakistan Private Sector Energy Project) and targeted deployment of funds in the $400M clean energy investment pipeline developed by PPSE and PFAN over the past 5 years.

Director Strategy & Finance, OMI Group of Hospitals

LAKSON INVESTMENTS LIMITED
Karachi
01.2018 - 01.2022
  • Established internal controls and executed corporate governance strategies while serving as Acting CFO and Director of Strategic Execution.
  • Participated in business development, human resource, and supply chain procedures and fostered close engagement with multiple regulatory and government agencies to secure compliance with optimal regional standards.
  • Oversaw PKR 1.5B acquisition of the OMI hospital; undertook strategic sourcing and negotiations; developed value creation and business strategies and legal documentation and spearheaded the due diligence procedure.
  • Led the acquisition of another Hospital in the city center to expand the footprint of the existing hospital.
  • Was able to increase revenues of the existing hospital by 3x in 3 years with a significant increase in margins.

Managing Partner Private Equity

LAKSON INVESTMENTS LIMITED
Karachi
01.2017 - 01.2022
  • Led the establishment of the Private Equity business for Lakson Investments which was the first locally domiciled PE Fund in Pakistan. Liaised with the Central Depositary Company (CDC) and Securities & Exchange Commission of Pakistan (SECP) to establish the Fund Trust structure and Private Equity & Venture Capital regulatory framework, respectively.
  • Entrusted to spearhead capital raising procedure for a PKR 3B private equity fund and secure proprietary deals in the healthcare sector.
  • Developed fundraising collateral and co-investment material, coordinated with legal and financial advisors to establish the transaction structure, and oversaw on-ground investor DDs while spearheading the establishment of a new fund.
  • Directed PKR 1.3B purchase of OMI Hospital Karachi; conducted negotiations for purchasing essential equipment and coordinated with engineers and architects to reconstruct a new 100-bedded medical facility.

Director Portfolio Management

ITHACA CAPITAL
Karachi
01.2016 - 01.2017
  • Actively spearheaded and facilitated leadership in regulating different businesses and upgrading internal control and corporate governance procedures.
  • Delivered extensive support to the Group in securing a Private Equity Fund for additional investments while creating marketing collateral for the family office.
  • Formulated comprehensive business continuity strategies while maintaining strategic oversight of the portfolio companies.
  • Executed a $2M buyback of 51% shares of Optimus (Hertz Pakistan) from JS Private Equity.
  • Purchased an asset worth $1.5M while formulating a new business plan for Kidco.
  • Facilitated management in formulating the IPO and business exit strategy for Daewoo.
  • Led the acquisition of a majority stake in Bykea which grew to be an all-in-one app for transportation, logistics, and cash-on-delivery payments in Pakistan with a valuation of over $50M.

Associate Director - Investment Management

THE ABRAAJ GROUP
Dubai
01.2007 - 01.2015
  • Entrusted to produce materials for co-investors, lenders, and other stakeholders, as well as internal documents for the investment committee.
  • Spearheaded structuring and due diligence negotiations for prospective transactions after securing initial approval from the investment committee.
  • Created transaction screening documents for the investment committee; analyzed and shortlisted investment opportunities, and developed comprehensive financial and operational models for evaluating transactions.
  • Provided comprehensive support in accomplishing the $500M acquisition of Byco; developed and maintained operational financial models, created documents for internal approval and co-investors; worked alongside due diligence advisors and consultants, and formulated value creation and business plans, and legal documentation.
  • Spearheaded various corporate restructuring transactions comprising an asset carve out, Mandatory Tender Offer (MTO), and a merger of group companies in order to expedite Abraaj’s exit from local capital markets.
  • Developed and executed a turnaround strategy of Mannan Shahid Forgings (Pvt) Limited to curtail costs and enhance margins while overseeing and managing the post-acquisition portfolio management procedure.
  • Commenced and spearheaded the exit procedure; conducted negotiations with potential investors, built collaboration with sell-side advisors, prepared marketing content, and worked out capital market exit strategies with local investment banks.
  • Facilitated $1B acquisition of Karachi Electric Supply Company; liaised with different third-party advisors, formulated documents for the government, co-investors, lenders, and internal approvals, and performed industry research.
  • Led the financing of a 300MW Furnace Oil Based IPP.
  • Contributed to finalizing the investment stage of Acibadem Healthcare acquisition worth $600M; developed internal documentation and financial model, and supported the team in executing commercial DD procedures.
  • Played a lead role in analyzing a $4B leveraged buyout (LBO) and delisting of Project Blue; created presentations for lenders and internal approval, undertook negotiations with various investment banks for raising debt, built collaboration with due diligence advisors and consultants, and generated a complex financial model.

Financial Analyst (Financial Services & Diversified Industries), Corporate Banking

SCOTIA CAPITAL, THE BANK OF NOVA SCOTIA
New York
01.2005 - 01.2007
  • Key member of the Financial Services & Diversified Industries group supporting the execution team in evaluating loan portfolios.
  • Efficiently conducted valuation of companies and gauged the effect of different transactions on the financial position of companies by developing internal financial models.
  • Gained insight into net assets value and discounted cash flow analyses along with Asset-based Lending (ABL) and leveraged buyout transactions.
  • Maintained close engagement with the senior management from due diligence (DD) throughout the management presentation, transactional marketing, and closing processes.

Education

BSc - Finance and Actuarial Sciences, Mathematics and Middle Eastern Studies

LEONARD N. STERN SCHOOL OF BUSINESS, NEW YORK UNIVERSITY
New York, NY

Skills

  • Business Development
  • Strategic Planning
  • Portfolio Management
  • Corporate Valuation
  • Venture Capital
  • Financial Management
  • Debt Restructuring
  • Due Diligence (DD)
  • Investment Analysis
  • Corporate Finance
  • Financial Modelling & Analysis
  • Asset Management
  • Investment Marketing
  • Project Management
  • Mergers & Acquisitions
  • Loan Analysis
  • Financial Documentation & Reporting
  • Negotiation
  • Stakeholder Relationships
  • Presentation
  • Communication

Timeline

Founder & CEO

AXXIOM VENTURES
01.2022 - Current

Fund Design Specialist

RENEWABLE ENERGY & ENERGY EFFICIENCY PARTNERSHIP (REEEP)
01.2022 - 01.2025

Director Strategy & Finance, OMI Group of Hospitals

LAKSON INVESTMENTS LIMITED
01.2018 - 01.2022

Managing Partner Private Equity

LAKSON INVESTMENTS LIMITED
01.2017 - 01.2022

Director Portfolio Management

ITHACA CAPITAL
01.2016 - 01.2017

Associate Director - Investment Management

THE ABRAAJ GROUP
01.2007 - 01.2015

Financial Analyst (Financial Services & Diversified Industries), Corporate Banking

SCOTIA CAPITAL, THE BANK OF NOVA SCOTIA
01.2005 - 01.2007

BSc - Finance and Actuarial Sciences, Mathematics and Middle Eastern Studies

LEONARD N. STERN SCHOOL OF BUSINESS, NEW YORK UNIVERSITY
Usman Javed Mirza