Vladimir Lakic

VLADIMIR LAKIC CEO | INVESTMENT BANKING | PRIVATE EQUITY - VidikovackiVenac 7911000Belgrade, Serbia Entrepreneurial, innovative business manager with 15+ years of multifaceted expertise in privatization, investments, and brokerage in the Balkan regional market, combined with 10 years of experience as a board member and chief executive officer. Analytical professional skilled in successfully navigating corporations large and small through periods of accelerated growth. Forward-thinking leader with profound business acumen and extensive expertise in varied sectors that include banking and financial services, food and retail, construction, scrap metal collection, automotive, processing, and utilities. Collaborative communicator continually focused on building relationships and promoting synergy across business lines and global units to drive positive change, comprehensive business approaches, organizational success, and enhanced profitability. Areas of Expertise include:      Investments & Brokerage Due Diligence Mergers & Acquisitions EVA, DCF, WACC Old-School Investment Analysis      Client Relationship Management Leadership & Collaboration Mentorship Sells & Negotiation Legal Framework      Business Model Generation Blue Ocean Strategy Lean Start-Up Strategyzer Strategic Planning E XPERIENCE & N OTABLE C ONTRIBUTIONS SELF-EMPLOYEDBelgrade, Serbia2012-Present An independent advisor for financial services, manufacturing, and other businesses INDEPENDENT ADVISOR Direct management and operational projects for a wide variety of leading businesses. KEY ACCOMPLISHMENTS:  Conducted independent valuation projects for top German carmakers and banking groups on behalf of a fastgrowing investment company.  Directed valuations of regional banks and fairness of opinion projects.  Managed mergers and acquisition projects in sectors that include banking, retail, consumer goods, and processing industries, and pioneered small- and mid-cap mergers and acquisitions via IMPA and international M&A networks.  Administered financial and organizational restructuring deals, as well as corporate debt restructuring project.  Served as CEO/Managing Director for both a utility company and a fast-growing dairy company. MARKICEVICLAKICBelgrade, Serbia- An investment banking boutique MANAGING PARTNER Served in an advisory sales position for local small banking organization. KEY ACCOMPLISHMENTS:  Advised organization on a €35 million equity increase transaction, identifying potential investors, marketing investment opportunity, creating transaction documentation, coordinating legal aspects, and providing ongoing support in strategic decisions and business plan development.  Restructured advisory processes for local diversified company.  Provided advisory services on a municipality debt issue and a corporate debt issue. FIMA INTERNATIONALBelgrade, Serbia- A leading regional brokerage & investment organization HEAD OF TRADING, MEMBER OF THE BOARD Developed strong client relationships, managed equity and debt brokerage, and conducted research and analysis, as well as asset management, transaction execution, and acquisition advisory services. KEY ACCOMPLISHMENTS:  Executed the purchase of 2.35% stake in a major local bank for a private investor.  Directed the purchase of a 10% stake in a top-10 local bank for a major regional institutional portfolio investor.  Maintained number-one position in debt trading for 2008.  Sold equity portfolio for a leading domestic privatized company.  Conducted early discovery of several undervalued rising stars on the Serbian market.  Served as team member and team leader on several takeover projects. VLADIMIR LAKIC - TBISTOCKBROCKERBelgrade, Serbia- A brokerage and asset management firm, member of TBIH Financial Services. HEAD OF ASSET MANAGEMENT, DEPUTY CEO Charged with client relationship management, brokerage, asset management, asset allocation, portfolio performance measuring, privatization, and advisory services. KEY ACCOMPLISHMENTS:  Created and implemented a defense strategy for an attempted hostile takeover, pioneering asset management to insurance companies and pension funds and creating a related investment policy.  Served as valuation team leader for the acquisition of a minority stake in AIK Banka on behalf of a foreign institutional investor. SYNERGY CAPITALBelgrade, Serbia- A leading local brokerage and investment banking firm, acquired byErsteSteiermarkische. CEO Provide services related to client relationship management, brokerage, privatization, analysis, and asset management. KEY ACCOMPLISHMENTS:  Tendered offers on several of the largest privatized companies in Serbia, related to capital increase of a local food producer.  Spearheaded portfolio management and early discovery of a major local pharmaceutical company.  Represented the buyer in the privatization and restructure of a major real estate property company, a local baker retail chain, an agricultural company, and a brewery takeover.  Served as advisory team leader for deals related to banking, repository, and food powder companies.  Discovered several tenfold projects on the local regional market, including DjuroDjakovic Holding Zagreb, HemofarmVrsac, and Energoprojekt Holding. CITADEL SECURITIESBelgrade, Serbia- A leading local brokerage and investment banking firm BROKER, FID, ANALYST Managed duties related to debt and equity brokerage, research and analysis, equity valuation, debt valuation, takeover strategy, financial analysis, and privatization. KEY ACCOMPLISHMENTS:  Conducted research on the Serbian frozen debt issue.  Represented the buyer on the first auction privatization in Serbia. GENESIS INVESTMENTBelgrade, Serbia- Aninvestment company. BROKER, ANALYST Managed debt research and debt trading related frozen debt in Serbia, Iraq, and Yugoslavia. Additional experience includes positions in sales for MPC Group and Autotrend, Daewoo Motor. E DUCATION , C ERTIFICATIONS & S KILLS Graduate Program in Management with specializations in Financial Markets and Securities, Investment Banking, and Investments FACULTY OF ORGANIZATIONAL SCIENCES | Belgrade, Serbia Program in Statistics and Information Systems BELGRADE COLLEGE OF BUSINESS | Belgrade, Serbia National Broker/Dealer Certificate SERBIAN SECURITIES AND EXCHANGE COMMISSION | Belgrade, Serbia Languages: Fluent in English with basic Russian Technical Skills: Proficient in Microsoft Office Suite (Word, Excel, and PowerPoint)