Adeel Javaid, investment banker and six sigma black belt

Check out Adeel's expertise

Experienced finance and strategy consultant with Specialization in Business Strategy from Darden Business School, International Certificate in Corporate Finance from Columbia Business School and Certificate of Mastery in Mergers and Acquisitions from New York Institute of Finance as well as training on McKinsey and BCG Strategy models.

Proven record of establishing cross-functional partnerships to deliver stellar results as well as wide ranging experience of serving as council member of international organizations including CompTIA and INCITS and as an External Expert for COST Office of EU. Presently serving on various NFP Boards as Board Member.

Demonstrated track record in driving growth, reducing costs, improving operations, and successfully creating solutions for complex business problems at both SMEs and start-up organizations in domestic and global markets. Adept at managing comprehensive review and analysis of organizational operations, performing financial analysis and modeling, and developing and implementing strategies and solutions that achieve consensus among key stakeholders across organization.

Interests range from Business Strategy to Finance and Data Analytics with core expertise in Merger and Acquisition and IPO Management. Advise public corporations, financial sponsors, family-owned businesses and other private companies in middle-market buy side and sell side M&A transactions.

Lead transaction advisor for medium to large scale businesses, with enterprise values between $10 million and $200 million. In post Merger scenario can lead integration of Operational, Finance and IT functions to materialize potential efficiencies and synergies.

CompTIA

Member Vendor Advisory Council

DIGITAL & IT

August 2013 - March 2014 (8 months)

Illinois, United States of America

The Vendor Advisory Council provides “vendor neutral guidance” on industry challenges. These include but are not limited to, new technologies, business models, vertical markets, operational process efficiency, margin retention, industry standards, programs and tools, education and channel training, research, certifications, and public advocacy efforts. As member vendor advisory council participated in:

• Validating and supporting the development of educational programs designed exclusively for IT channel professionals.

• Validating and supporting the adoption of industry-recognized organizational credentials for IT partners in the disciplines of vertical markets, business models, technologies and business management acumen.

• Advocating on behalf of the IT industry through CompTIA's public advocacy and political action committee initiatives.

Change management IT Strategy Commercial strategy Pricing strategy

Disability Support International

Member Board of Directors

EDUCATION & E-LEARNING

October 2017 - Today (7 years and 3 months)

Minnesota Lake, United States of America

• Ensure compliance with state related rules and regulations applicable to 501(c) 3 entities

• Oversee finance and budget related matters

• Ensure smooth accounting and auditing practices are in place

• Oversee and help in filing Federal and State Tax Returns

• Ensure that effective payroll system is in place for payment of salaries and benefits to national and international staff

• Attend all board and committee meetings and functions, such as special events

• Stay informed about the organization's mission, services, policies and programs

• Review agenda and supporting materials prior to board and committee meetings

• Serve on committees or task forces and offer to take on special assignments

• Approve policy changes

• Elect, monitor, advise, support, and when necessary, change top management

Accounting Audit Finance sector Projet Management Team management Fundraising

VisioTech Solutions M&A Consultants

Managing Partner

CONSULTING & AUDITS

October 2010 - Today (14 years and 3 months)

Toronto, Canada

As an experienced executive leader developed an understanding of business owner’s market & challenges across various industries. Key competencies include strategy, business growth, financial control, M&A and private equity.

At VisioTech Solutions M&A Consultants we work with medium to large businesses, with enterprise values of between $10 million and $200 million throughout the entire M&A cycle.

Our work is focused as follows;

• Business sales, acquisition and MBO / LBO specialist - making deals happen;

• Independent, trusted, professional, hands-on advisor - supporting every step of the way;

• Access to international buyers through our global network;

• Successful track record of advising on transactions; and

We advise our clients through all stages of the process as we evaluate strategic alternatives, assess potential acquirers and targets, provide valuation analyses & advise on transaction terms including valuation, structuring, and timing.

As corporate advisers, we act as trusted partners to help business owners identify the right solution & ensure the right outcomes.

Microsoft Excel Corporate strategy Finance sector

Michael Elatt recommend Adeel

Certified Public Accountant

American Institute of Certified Public Accountants

2010

Associate Chartered Accountant

Institute of Singapore Chartered Accountants

2015

Specialization in Data Analytics

Duke University

2016

Specialization in Corporate Finance

University of Melbourne

2015

Certification in Financial and Valuation Modeling

Wall Street Prep

2016

Certificate of Mastery in Mergers and Acquisitions

New York Institute of Finance

2016

Six Sigma Black Belt Professional

Management and Strategy Institute

2018

Certified Kaizen Facilitator

Management and Strategy Institute

2016

Corporate Leadership Certified

Management and Strategy Institute

2016

Senior Fellow

Management and Strategy Institute

2016

Certified Financial Consultant

Institute of Financial Consultants

2010