SAAD IRFAN
1220 East West Highway, Apt 1516
Silver Spring, MD, 20910
301.633.0281
saad.irfan@rhsmith.umd.edu
EDUCATION
Robert H. Smith School of Business, University of Maryland, College Park, MD
2016
Master of Business Administration, Focus Area: Finance and Strategy; Career track: Investment Banking, CGPA: 3.67
MBA Associate, New Markets Venture Fund
o Selected as one of the top 12 students to execute deals for an education technology-focused venture capital firm
o Perform the entire deal process from research, diligence, negotiation, investment and exit of companies
Vice President of Professional Development, MBA Association
Lahore University of Management Sciences (LUMS), Lahore, PK
2008
Bachelor of Science, Major: Economics; Minor: Accounting & Finance
Director Fund Raising, Model United Nations (LUMUN); largest student conference in the country
EXPERIENCE
KeyBanc Capital Markets
Ohio, USA
Summer Associate, Investment Banking (Leveraged & Syndicated Finance)
2015 – 2015
Closed the deal for a $1.4B LBO financing, prepared lender presentation and CIM of a transportation company
Served as the lead associate in the $160MM LBO financing, with the responsibility of preparing lender presentation
Developed pitch book and CIM for a $50MM credit facility to fund the acquisition of a technology company
Capitol Partners
Washington D.C, USA
Spring Associate, Private Equity
2015 – 2015
Evaluated M&A transactions in the home health industry and recommended three strategic buyers for the exit strategy
Conducted due diligence, financial analysis and negotiated a 30% higher sale price for the portfolio company
Performed debt repayment review and credit analysis to ensure buyer can arrange sufficient funds for the acquisition
Westcon Group
Virginia, USA
Financial Analyst, Corporate Finance
2013 – 2014
Global Distributor of Network Infrastructure & Security Solutions and subsidiary of Datatec (Market Capitalization - $10B)
Performed covenant reporting of the $250MM ABL revolver, minimized costs by 20% and strengthened relation with lender
Led the bi-annual audit of a 20 member cross functional team to ensure compliance and achieved 99.9% accuracy, one time
achievement by the company in 5 years
Performed vendor analysis to assist Senior Management recover credits and rebates of $17MM to reduce loss
Albatha Group
Dubai, UAE
Strategy Analyst, Corporate Development
2011 – 2012
AlBatha Group is one of the largest private business groups in UAE with 20 companies spanning over six industry verticals
Prepared valuation and acquisition strategy of a $30MM business to increase profitability of the business by 20%
Conducted Break-Even and Profit Analysis of Groups retail business and recommended opening of 3 additional outlets to
increase revenue from $25MM to $50MM and ROI from 7% to 15%
Formulated and led the BMW Financial Service-AGMC Joint Venture Deal; issued presentation on the project feasibility and
successful implementation of the strategy to increase sales by 30%
Medical Transcription Billing Company
Islamabad, PAK
Manager Special Projects, Acquisitions (Promoted from Analyst)
2009 – 2011
MTBC is a Healthcare IT company (NASDAQ: MTBC) with revenue in excess of $25MM and over 1000 employee
Spearheaded an acquisition of $5MM Company and achieved 30% revenue growth by streamlining initiatives; implementing
Team Leader Dashboard and teams restructuring
Improved profitability by 15% by highlighting loss making clients using Contribution Margin Analysis
Developed customized product by understanding customer needs to improve collections ratio by 25%; initiated campaign to
create awareness and improved user experience with constant feedback enhancing their quarterly revenue by $0.5MM
ADDITIONAL INFORMATION
Wall Street Prep Certification for Financial Statement Modeling, Discounted Cash Flow, and Leveraged Buyout Modeling
Director Event Planning; Raised $0.5 MM for The Citizens Foundation Dubai Chapter (2011 – 2012)
Travel and adventure enthusiast