About us
We are specialists in the field of financial advisory services. We create pragmatic, innovative solutions implemented by our highly experienced founding partners and team. We operate across all industries with significant expertise and experience in sectors including financial services, natural resources, information technology, property, industry and manufacturing.
Our integrated offering across the entire value chain is focused on creating a meaningful impact and direction within your business through authentic leadership, pro-active focus, injection of capital, sound advice and a deep focus on the long-term.
Our three pillars of expertise (grow, solve, learn) unlock intrinsic value in complex areas such as; capital, performance, processes, risk, accounting, valuations, mergers and acquisitions, Black Economic Empowerment solutions or skills requirements. Our solutions involve fit-for-purpose strategies, transparent advice, impactful training and performance-driven implementation
Each member of our team plays to their strengths for your benefit.
Our Leaders and culture
RICHARD COHEN
Richard is a specialist in a wide range of business and technical areas including IFRS, financial instruments, credit, risk, basel, capital, regulatory compliance, financial reporting, derivatives, credit decision-making, financial modelling, financial analysis, valuations, audit, treasury, tax and internal controls.
Richard was previously a Senior Partner at one of the four big global accounting firms in both London and Johannesburg. He has consulted and provided training in a large number of local and international jurisdictions.
His deepest sector experience includes financial services, banking, corporate and merchant banking, asset management and retail.
Since 2008, he has been actively involved in building businesses, investing capital, advising companies, expanding businesses into international jurisdictions, and building intellectual property.
Richard is a highly experienced trainer and, to date, has trained over 12,000 people on a wide range of topics in his career.
Richard’s qualifications include:
- B. Com (Legal)
- B. Com (Accounting)
- B. Com Honours (Economics)
- M. Com (Economics)
- PG Dip Acc
- CA (SA)
- CFA (Chartered Financial Analyst)
GEORGE NAKOS
George is a forward-focused executive with expertise in driving strategic, operational, and financial success. His area of expertise include: strategy development, mergers and acquisitions, capital markets, financial planning and analysis, corporate restructuring and change management.
George excels in leading large-scale, complex strategic and financial initiatives whilst maintaining high levels of impact, effectiveness, and efficiency.
George has demonstrated success in identifying and executing strategic initiatives, and investment opportunities and areas of improvement within an organisation, along with increasing team collaboration.
George is a strategic leader with over 19 years of investment banking and operational experience with a background in driving strategic and financial initiatives as well as projects within a variety of environments and jurisdictions.
George’s qualifications include:
- B. Com (Accounting) (Cum Laude)
- B. Com Honours (CTA)
- CA (SA)
- Harvard Professional Leadership Development Program (Alumni)
- CFA (Chartered Financial Analyst)
