Lambros T

Assistant Manager - M&A

Ernst & Young Greece • Temps plein

Jun 2025 - Dec 2025 • 6 mos

• Provision of Financial Due Diligence services based on agreed upon procedures for the proposed acquisition of a target company in the mining and retail sectors by reviewing the historical performance of the group; • Advised on multiple M&A transactions across renewable energy, mining, health and industrial sectors, leading financial due diligence and transaction support for both buy-side and sell-side mandates; • Buy-side: Conducted financial due diligence on a 424 MW renewable energy project, reviewing SPA agreements, financial models, and key value drivers; participated in management presentations and expert sessions to validate assumptions and assess commercial risks; • Sell-side: Supported the divestment process of a construction materials producer by preparing sell-side analysis and investor materials (teaser, business plan), setting up and managing the VDR, and coordinating expert sessions with buy-side advisors; • Collaborated with cross-functional teams (legal, tax, and technical) to ensure consistent transaction narratives and risk mitigation across workstreams; • Performed reviews of financial models provided by sell-side and challenged key assumptions and forecasts performed by sell-side advisors, assessing IRR, NPV’s, cashflow forecasts and growth expectations.

Manager - Financial Services

Woodgrove Professional Services Limited • Temps plein

Mar 2024 - Jun 2025 • 1 yr 3 mos

• Provision of general transaction support in relation to the potential transfer of investments by the Clients and related parties to them under an envisaged investment fund to be set-up. • Reviewed the compliance with SEC requirements of the Cyprus Securities and Exchange Commission by performing additional compliance audit procedures (e.g., capital adequacy, liquidity, solvency, fiduciary duties in relation to client funds); • Provision of tax advisory services (i.e., preparation of tax forms & tax calculations) for the annual submission of corporation tax; • Implemented ERP-based reporting tools (Monday.com and make.ai) to streamline financial data consolidation and project tracking; • Continuous client relationship management and search for new business development opportunities to expand the current clientele and developing strategies to achieve company growth objectives; • Made investor calls to VC’s, PE’s and individual investors to search for capital for clients operating in carbon credits, financial software and the potential sale of a private clinic; • Preparation and maintenance of Company’s Anti – Money Laundering (AML) and Sanctions compliance manuals based on the guidelines published by the Institute of Certified Public Accountants of Cyprus; • Overseeing and advising team members for maintaining and updating the accounting records (ESOFT, QuickBooks), proper filing and administration of the firm, preparation and submission of quarterly VAT forms and monthly VIES forms; • Advised real estate clients in Cyprus on optimal holding structures and portfolio composition, evaluating potential investments using cap rate analysis, net operating income (NOI) approach, and comparable sales benchmarks; and • Reviewed valuation reports provided by certified MRICS valuers for properties, advised on the implementation of IAS 40 & related disclosures and challenged assumptions used such as discount rates, comparable sales and comparable transactions.

Senior Consultant

Deloitte Ltd • Temps plein

Dec 2021 - Mar 2024 • 2 yrs 3 mos

• Feasibility studies relating to the setup of an educational institution and a real estate portfolio of a client in the KSA region; • Advisory work for the restructuring of a real estate fund established in Kingdom of Saudi Arabia region; • Conducted feasibility study in relation to a residential and commercial real estate complex (as part of a portfolio) for a client based in the Kingdom of Saudi Arabia (“KSA”); • Built integrated financial models and projections for education and mixed-use developments to support investment and decision-making; • Conducted financial modelling exercise to assess the debt repayment ability of a business operating in the agricultural sector; • Performed valuation of a private clinic by preparing financial model using DCF and multiples approaches, integrating sensitivity analysis and scenario testing for valuation and decision support; • Performed reviews of financial models provided by sell-side teams and challenged key assumptions and forecasts performed by sell-side advisors, assessing IRR, NPV’s, cashflow forecasts and growth expectations; • Valuation reviews (DCF, Comparable valuations, Residual value); • Performed valuation reviews for intangible assets (goodwill, trademarks), impairment testing of business units and assets (IAS 36), as well as purchase price allocation for the purposes of consolidating accounts (IFRS 3). Exercise was performed under either DCF, comparable companies & transactions and relief from royalty (using Bloomberg terminal, Capital IQ, Refinitiv to extract data); • Forensics services on behalf of an automotive sector company by reviewing the structure and processes implemented to meet compliance requirements for transactions that the business partner carries out on behalf of the group; • Forensics investigation in relation to a litigation procedure for the suspected misappropriation of funds and fraud perpetrated by employees to evaluate the appropriateness of the procedures applied.