Education: Graduate Diploma of Applied Finance, Securities Institute (2008) Chartered Accountant, Institute of Chartered Accountants (2006) Bachelor of Applied Finance (Actuarial Studies) & Bachelor of Commerce (Accounting) - Macquarie University (completed in 2002) Certificate in Advanced Project Finance Modelling, Corality Certificate in Loan Syndication, APLMA Certificate in Loan Agreement Legal Documentation, APLMA Certificate in Financial Analysis & Modelling, University of Technology, Sydney
I am a Chartered Accountant with qualifications from the Institute of Chartered Accountants Australia as well as a Associate of the Securities Institute of Australia Keen motorsport enthusiast and participant. Have participated in tarmac rallies such as Targa Tasmania and Targa High Country. I enjoy new opportunities to learn and currently enjoying investing in and growing start-ups.
LinkedIN Profile: https://www.linkedin.com/in/isami-morris-425b3741/
Current Company: Project & Structured Finance
Current Position: Director
Experience Description: Director - Japanese Mega-Bank located in Sydney - August 2010 - Present Working with one of the most active Project Finance Banks in the market during this period, my experience has included origination, legal and credit analysis, structuring and modeling through to execution of project and structured finance deals, for a variety of deal types from Public Private Partnerships in the active Australian market to smaller club transactions in a variety of sectors including mining, social infrastructure and utilities. I am also actively involved in Portfolio Management and Value Preservation for the Bank, with a focus on workouts requiring significant reassessment, negotiation, restructuring, redeployment of capital and ongoing monitoring of problematic deals. This experience in witnessing and understanding where and why a deal can go wrong has proven invaluable when structuring new deals. Non-Executive Director - PDP (Sydney, Australia) - July 2017 - Present Non-Executive Director of PDP (Performance Design Products) – tasked with helping to establish the subsidiary of PDP LLC (North America’s largest video game accessory company) to act as the regional hub for growth in Asia and the Pacific. Senior Associate - JP Morgan (Sydney, Australia) - 2010 Interim position with JPMorgan entailing credit analysis and review over new DCM transactions. Associate - Allied Irish Banks (Sydney, Australia) 2008 - 2010 AIB was one of the leading banks in Ireland and a large active European player prior to the GFC. With balance sheet available to grow a sizeable book in Australia, my experience included corporate, leverage and structured finance in Asia - including casinos in Macau, agri-business in Japan to major project financing in Australia. On top of origination, my experience included portfolio management and workout of complex problematic deals in Australia, New Zealand and Asia. Unfortunately due to the GFC, AIB had to withdraw from the Australian market and the branch was subsequently closed. Assistant Manager - KPMG (Sydney, Australia) 2006 - 2008 Working for a leading provider of Transaction Services during the height of the pre-GFC M&A and LBO activity, mainly advising for PE firms, my near 3 year experience at KPMG included buy side and sell side due diligence and advisory for some of the largest transactions in the Australian market at the time. Operational Risk Manager - CBA (Sydney, Australia) - 2005 - 2006 In addition to ensuring CBA's compliance with SOX and Basel requirements, this diverse role within one of Australia's largest banks encapsulated the review of large distress debt transactions to understand where and how things went wrong with the initial credit analysis. From findings derived from the deal analysis, and testing undertaken on the internal controls of the bank, we were able to design a new control framework within Premium Business to address observed risks and improve efficiency. Once the structure and framework was developed, we were tasked with rolling this out across the country and monitoring and testing compliance with it by the relevant stakeholders. Accountant Ernst & Young (Sydney, Australia) 2003 - 2005 Working for the Assurance and Business Advisory Division of this global, highly regarded firm, Ernst & Young provided a solid grounding into the corporate and business advisory world. Attaining my Chartered Accountancy during my time at Ersnt & Young, I was able to apply my learnings to the audit and advisory of Australia's largest corporate customers, primarily in the technology, communications and entertainment sector. Experience at Ernst & Young also included leading the advisory engagement on process and efficiency improvements for a global technology company that design, develops and sells consumer electronics, computer software and online services as well as corporate finance experience including advisory roles in the prominent acquisition of a media publication by a leading television network in Australia.
Meet in Person
Experienced project financier, corporate financier and investment professional with over 15 years experience gathered across a spectrum of banking, advisory, accountancy, work out and law, spanning a range of industries from social infrastructure to telecommunications, and a diversity of deal types from PE related M&A and LBOs to Project Finance across Australia, New Zealand and Asia.
Transaction experience includes:
– Significant and sizeable project finance deals from numerous large PPPs (Public Private Partnerships) through to small club deals across Australia, New Zealand and Asia, in a variety of sectors from social infrastructure to commodities as well as casinos in Asia;
– Work out, value preservation and advisory of distressed corporates and projects as both advisor and financier;
– Numerous private equity transactions including M&A and LBO transactions
– Significant advisory mandates in value realisation, value preservation, process and efficiency as well as corporate strategy and governance.
– Accountant and auditor of many S&P 500 companies.
This experience has provided an indepth view point from all sides of the deal table.
Qualifications as a Chartered Accountant combined with years of experience as an auditor, operational risk manager, consultant and para-legal have provided an ability to assess the nuts and bolts of a company, project or transaction. Having experience in workout – both as a financier and advisor, has been beneficial in advising and structuring of new deals.
I am also Founder and CEO of this site – Mentor Selector. As I progress launching this business, so too my knowledge on start-ups and business which I would be happy to share.