EXECUTIVE PROFILES

Richard Cohen

EXECUTIVE

Richard is a specialist in a wide range of business and technical areas. His expertise includes IFRS, financial instruments, credit, risk, BaseI, capital, regulatory compliance, financial reporting, derivatives, credit decision-making, financial modelling, financial analysis, valuations, audit, treasury, tax and internal controls.

George Nakos

EXECUTIVE

George is a forward-focused executive with expertise in driving strategic, operational and financial success. His proficiencies expertise includes strategy development, mergers and acquisitions, capital markets, financial planning and analysis, corporate restructuring and change management.

Andrew Wellsted

EXECUTIVE

Andrew is a highly regarded South African tax practitioner. He has significant tax experience in a number of fields including finance transactions, corporate transactions and/or restructures, international tax and tax compliance work, including voluntary disclosure and disputes.

Milton Osborn

EXECUTIVE

Milton is a corporate, funds, regulatory, banking and finance lawyer with previous experience at international law firms in South Africa, the United Kingdom, Singapore and the People’s Republic of China.

Richard Cohen

Richard is a specialist in a wide range of business and technical areas. His expertise includes 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 big four 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’s qualifications include:

  • B Com (Legal)
  • B Com (Accounting
  • B Com honours (Economics)
  • M Com (Economics)
  • PG Dip Accountancy
  • CA (SA)
  • CFA (Chartered FinanciaI Analyst)
George Nakos
George is an accomplished Executive Leader with experience serving as a global strategic business partner focused on investment and corporate advisory, business development and M&A leadership, George has built a successful background within the investment field. He has found his successes has been achieved by effectively leading full scope investment and corporate finance efforts, including establishing investment strategy, conducting M&A due diligence, optimizing investment portfolios and driving financial initiatives. George specializes in leading organizational change, driving culture improvements and aligning investment strategies with corporate expectations and growth projections.
George’s qualifications include:
  • BCom (Accounting)
  • BCom honours (CTA) CA(SA)
  • Harvard Professional Leadership
  • Development Program (alumni)
  • CFA (chartered financial analyst)
Andrew Wellsted

Andrew is a highly regarded South African tax practitioner . He has significant tax experience in a number of fields including finance transactions, corporate transactions and/or restructures, international tax and tax compliance work , including voluntary disclosure  and disputes.

He also has significant experience from an exchange control perspective in relation to cross-border transactions and ownership of crypto assets.

Andrew is widely recognised as being commercial and innovative when attempting to solve client problems. He also has good relationships with various regulators where interactions are necessary.

Andrew’s qualifications include:

  • BA LLB, University of the Witwatersrand
  • LLM Tax Law, University of the Witwatersrand
  • Diploma in Capital Gains Tax, University of Johannesburg
  • Diploma in Mining Law , University of the Witwatersrand
Milton Osborn

Milton is a corporate, funds, regulatory, banking and finance  lawyer with previous experience at international law firms in South Africa, the United Kingdom, Singapore and the People’s Republic of China.

He has broad experience advising financial institutions and sponsors in relation to fund establishment and downstream corporate transactions , acquisition finance, cross-border finance, private equity, structured finance, derivatives, hedge funds and securitisation.

Milton’s private equity funds experience relates to advising both GPs and LPs  on the establishment of domestic and international funds. He has also assisted clients with the full spectrum of private investment funds, all major investment strategies and all stages of a private investment fund’s life cycle, including:

  • Fund structuring and establishment 
  • Investment reviews  
  • Management and advisory arrangements 
  • Platform and product design 
  • Secondary transactions, restructurings and exits 

Milton’s qualifications include:

  • LLB, University of KwaZulu-Natal