COMBINED EXPERIENCE

OUR SKILLS

When summiting a mountain range – there is what is referred to as the Beta factor.  Beta in climbing refers to “Advice on how to successfully complete (or protect) a particular climbing route, builder problem or crux sequence (most difficult part of a climb)”.

In the same way Summit’s beta range of services are categorized into 4 distinctive Strategic Areas each focused on a service provision, which results in outstanding solutions through dedication and excellence.

Our highly experienced, multi-disciplinary Team using its far reaching networks, affords Summit to transcend from just a client/advisor relationship, to one which is focused on partnerships always aligning with our client’s success. Our range of expert solutions for medium to large public/private companies and government enterprises, include:

Origination, Evaluation, Structuring, Execution and Project Management of corporate actions such as; Mergers, Acquisitions and Disposals, Joint ventures, Leveraged buyouts, Debt Advisory, Private Equity Advisory, BEE transactions, Equity Capital Market Transactions, Rights Offers, unbundling’s and capital raises, IPOs/Listings and De-listings, Bond issues.

At the heart of the Summit team making a difference for entrepreneurs, established companies and investors is the boutique of Corporate Strategy Services that include:

Corporate Analysis, Process Re/Engineering, Corporate Restructuring, Portfolio Rationalisation, Portfolio Management, Investment Strategy Development, Performance Optimisation, Expansion (in particular throughout Africa) and Management Consulting.

Our team consists of seasoned professionals who are able to offer bespoke advisory on matters of:

Tax and Tax law across African jurisdictions, Actuarial Functions, Corporate Law, Transformation and Change Management, Property Finance and Valuations, Offshore structuring, Product System and Process Development, Fund Structuring

Our Team brings together professionals each uniquely qualified across a diverse number of professions that allow us to offer a range of world class ancillary services including:

Risk Analytics and Scenario Modelling, Process Optimisation Analytics, Data Analytics, Research and Report Compilation, etc.

SECTOR EXPERIENCE

Team members have been exposed to the following industries:

Manufacturing Financial Mining Logistics Engineering
Manufacturing Financial services & banking Mining Logistics Engineering
RenewEnergy AssetManage IT SoftDev Construction
Renewable energy Asset management Information technology Software development Construction
ImportExport CrossBorder OilGas Infrastructure Property
Imports & Exports Cross Border Transaction – especially into Africa Oil and gas Infrastructure Property

AFRICA EXPERIENCE

The team has had deal experience in the following countries:

Africa Experience

OUR TEAM

TOMI AMOSUN: Managing Partner PRIVATE EQUITY REAL ESTATE
has deep experience and a proven track record of Private Investments, Listed Investments, and Real Estate as a trusted adviser to many large listed and unlisted companies in South Africa and Africa, to develop a strong network of relationships with various industry participants.  He has concluded over R75 billion of corporate and investment transactions including all aspects of Mergers and Acquisitions, Private Equity Advisory, Company Restructurings, Listings, BEE Transactions and Debt and Equity Raising in sectors such as Real Estate, Services, Construction, ICT, and FMCG to name a few. Tomi is a qualified Chartered Accountant (SA), a fellow of the Archbishop Desmond Tutu Leadership Institute, was recognised as an ABSIP Game Changer in the Financial Sector (2013), and has a Bachelor of Business Science (Finance) degree from the University of Cape Town.
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LANGA MADONKO: Investment Principal, Capital raising and Investor relations PRIVATE EQUITY REAL ESTATE
an Investment Professional with 12 years’ experience. A founding associate to a Private Equity Firm and has executed transactions in Financial Services, Oil and Gas (Retail and Oil blocks), Mining, Manufacturing, Agro-processing in excess of R10bn. Previously with JP Morgan New York where he structured and leveraged finance for in-house investment deals worth $3.5bn, and Mckinsey Los Angeles. Established and ran a private consulting firm specialising in financial and product communication for top South African Financial Services companies. Successfully completed RE 1, 3 and 5, CFA Level 1, CAIA Level 1 and FRM Level 1. Has a Bachelor of Commerce Finance from the University of Pretoria (Honours: Trade Finance), a Bachelor of Arts: International Relations and Trade, from the London School of Economics (with Honours) and has a Certificate in Corporate Communications. A member of the Association of Black Securities and Investment Professionals, Institute of Bankers South Africa, Institute of Risk Managers South Africa and the CFA Society South Africa. He is a member of the Advisory board of Investing in Women Entrepreneurs Global Organisation, a not for profit organisation focused on fostering advancement of female entrepreneurs. He is a markets commentator on several shows on CNBC Africa and radio.
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  KABELO MOJA: General Legal Counsel PRIVATE EQUITY REAL ESTATE
is a qualified and admitted attorney of the Republic of South Africa. His qualifications include an LLB and Postgraduate Diploma in Tax from the University of the Witwatersrand and a LLM from the University of Pretoria. In his current position he is principally involved in the structuring of commercial and private equity transactions, negotiating and preparation of transaction agreements, and the provision of legal advisory services within the unlisted and listed investments space. He has worked at State Owned Company as a senior legal advisor and periodically held an acting executive head of legal role, National Treasury of South Africa as a legal commercial director, Absa bank Limited a subsidiary of Barclays Plc and at Routledge Modise Inc trading as Hogan Lovells South Africa. He has extensive experience in corporate restructuring, mergers, corporate finance, litigation, a host of debt, equity and mezzanine funding and private equity across a diverse range of industries.
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NICK STEPHENSON: Development Manager – Real Estate PRIVATE EQUITY REAL ESTATE
is a qualified Chartered Accountant (SA) having completed his articles at Deloitte Port Elizabeth. He attended UPE (NMMU) for his BComm, with CTA/Honours BCompt studied through UNISA. Upon completion of his articles he worked at UBS Investment Bank for 7 years, in London and Zurich, performing a variety of roles in their risk management division. Nick returned to South Africa in 2005 where he joined Standard Bank (CIB) and worked in property finance credit before joining Real Estate Investments. He owner managed key commercial real estate developments including, Alice Lane Office Development (70,000m2), Lakeview Office Park (23,000m2) and the Platinum Square retail development (36,500m2). Prior to joining Summit Africa Nick was the Development Manager for the previously listed growth/development property fund, Pivotal, where he had 18 projects in various stages of development during his tenure. The projects included the successful completion of Alice Lane, Hill on Empire (phase 1) and Kyalami Corner Retail (30,000m2) to name a few.
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PAMELA LULAMA NQINI: Manager – Real Estate PRIVATE EQUITY REAL ESTATE
has just over ten years experience related specifically to financial services inclusive of statutory and financial and management accounting, garnered with companies in the asset management, fiduciary and banking industries. She later joined the real estate investment team of Standard Bank CIB where she was part of the management team tasked with winding down the real estate portfolio valued in excess of R2 Billion. A career highlight for Pamela was working on projects that addressed the developmental and economic need of the regeneration of the inner City of Johannesburg, one such project which was a 12,000 square meter mixed use development inclusive of residential units and retail space. In September 2016, she completed a Masters degree in International Development Management at the University of Westminster.
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  VUYISWA NZIMANDE: Risk Officer – Private Equity PRIVATE EQUITY REAL ESTATE
previously worked at African Alliance Capital Markets, as a Quants Analyst. Her experience includes Modelling movements and in all major African markets, building and maintaining equity fundamental analysis database and models, understanding and analysing foreign investor portfolio flows and trends over time, preparing markets analysis according to the need of the respective investment philosophies of the clients, compiling and presenting governance reports for all Global Funds (Multi Asset and Specialist Funds). The reports include but are not limited to market, credit and liquidity risk analysis, driving the strategy and discussions around mapping the risk appetite of the business. Identifying and quantitatively assessing adverse impacts of the key risk areas in company. She is currently a Chevening Scholar, Leeds Business School MSc Actuarial Finance.
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  BONISILE ROBERTS: Senior Associate – Private Equity PRIVATE EQUITY REAL ESTATE
has over six years experience in private equity and project finance. She holds a Master of Management Degree in Finance and Investment (Cum Laude) as well as two junior degrees in both finance and investment. She participated in several noteworthy transactions over the years which, inter alia, included: a R1bn project financing of a coal mine in Limpopo Province; R5.2bn road asset acquisition; a R26bn project financing of a coal fired power plant in Limpopo (Eskom approved bid); as well as a R4bn coal fired power plant acquisition in Gauteng Province. Boni joins Summit as a Senior Associate in the Private Equity Fund wherein she will execute various transactions and monitor various portfolio companies post investment.
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DUDUZILE RADEBE: Junior Associate – Analyst PRIVATE EQUITY REAL ESTATE
the first graduate recruited into the Summit Business as an Analyst. She has worked from the inception of Summit as a business and has worked with the Partners, Principal as well as the CFO in the foundational work of establishing the fund. In this time, she has become conversant with the CIPC procedure, BBBEEE rating and verification procedure as well as research analytics and report writing. Duduzile plans to undertake her CAIA and is in the process of completing her FSB RE exams. Prior to her time at Summit, Duduzile had administrative experience working as an executive assistant to the directors of an advisory investment company. Dudu holds a BA with Honours in International Relations (Wits).
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DEBORAH COOPER: Office & Project Manager PRIVATE EQUITY REAL ESTATE
has 20 years’ experience in IT services, starting in 1990 as a cobol programmer for Namascor, followed by PICK consulting for Kessel Feinstein Consulting and then IT Manager to THETA. In 1999 relocated to Dubai and started a six year career with Jumeirah, a luxury hotel Group, initially as their Group eBusiness Development Manager responsible for hotel websites, internet presence and their online booking engine. She then started up the Group IT Project Management department, returned to South Africa in 2006 worked as IT Project Manager for Deloitte & Touche Consulting and then had an opportunity to join a China based consulting firm T&D Associates as their African regional partner where she migrated the relationship to Mauritius in 2009 and has since been responsible for a broad spectrum of activities including preparation of information memorandum for M&A activities.
WARREN THOMPSON: Group CEO & Co-Founder
an accountant with more than 25 years’ experience mostly in executive management, 7 years of which where with Deloitte and Touché where he completed his articles. He left D&T in 1995 to join a team that acquired two Ford motor dealerships and then whom successfully founded and listed MotoLink Limited on the JSE, reverse merging with privately owned Super Rent in 1997 to build and become known as the transport giant Super Group. A 15 year career ensued across the Group, during which time he lead a pioneering initiative to outsource transport financial leasing in the government sector in South Africa, holding managing director positions across various divisions in the Group. In 2005 he became a Group Exco member and understudy to the Group CEO and was fortunate to hold a very strategic role across the Group, which included the Group’s international business.The international exposure coupled to recognising the opportunity for the niche M&A potential of an emerging Africa he co-founded an African advisory business out of Mauritius in 2009, evolving to what is today Summit Africa. Warren believes that true business success can only be achieved in real relationships, a platform he has based his entire career on, this coupled to his extensive experience underpins his passion for strategy operationalisation and this creates his natural skill and affinity for unlocking value through successful implementation and deployment of private equity.
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HANNES SOLL: Group CIO & Co-Founder
has over 25 years’ experience in the financial services industry. A career which has notably included working for several listed financial giants and experience gained from running and setting up small and large scale financial services companies across various industries, including pensions (Alexander Forbes Group), mutual funds / collective investment scheme (Sage Unit Trusts, now Momentum), link products (Southern Investment Management Company, now owned by Momentum), life investment platforms (mCubed Life, now owned by listed PSG Limited), hedge funds and asset management. In his roles as COO and CEO in some of the above mentioned, he set-up and led teams who specialised in developing unique market leading financial products, in centres such as South Africa, Isle of Man, Jersey, Guernsey, Mauritius and the United Kingdom. Specific experience includes legal, tax, technical, systems development, sales, brand creation, marketing and operations, corporate strategic advisory inclusive of corporate finance activities with an African specific focus.
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SAM WORTHINGZEN: Group COO
has over 20 years experience in global FMCG and national service organisations with a B.Com (Hons) from the University of Edinburgh, Scotland and an ACMA from the Chartered Institute of Management Accountants. He began his career as a graduate trainee at Albany Life Assurance (MetLife) in the UK before joining MARS in 1995 as their UK Planning Accountant, and soon moved into a number of senior international assignments in Thailand, the Philippines, Australia, South Africa, North America and most recently Kenya and Dubai, where he gained extensive executive management experience across in particular transformation and business optimisation in diverse markets, and so has developed his skills as a highly creative business adviser on leadership, strategy and the optimisation of systems and resources. Sam’s passion for developing people along with his skill in simplifying businesses operations and strategy, has also fuelled his personal interests in developing new Business Administration Technology, management development frameworks and performance optimisation models.
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DEBORAH COOPER: Office & Project Manager
has 20 years’ experience in IT services, starting in 1990 as a cobol programmer for Namascor, followed by PICK consulting for Kessel Feinstein Consulting and then IT Manager to THETA. In 1999 relocated to Dubai and started a six year career with Jumeirah, a luxury hotel Group, initially as their Group eBusiness Development Manager responsible for hotel websites, internet presence and their online booking engine. She then started up the Group IT Project Management department, returned to South Africa in 2006 worked as IT Project Manager for Deloitte & Touche Consulting and then had an opportunity to join a China based consulting firm T&D Associates as their African regional partner where she migrated the relationship to Mauritius in 2009 and has since been responsible for a broad spectrum of activities including preparation of information memorandum for M&A activities.