Fady M. Barsoum

• Coordinated information gathering and follow-up between company leadership, prospective investors, and senior team members on capital-raising engagements.
• Prepared proposals and presentation decks for selected clients, organizing information about their businesses and funding needs.
• Built investor relationships and introduced client opportunities based on investors’ stated interests.
• Pursued new client engagements through prospect outreach and discussions with company leadership, contributing to firm revenue.

• Reviewed client business processes to identify operational gaps and areas for improvement.
• Tested supporting records and approvals against established procedures, documenting exceptions for review.
• Discussed findings with client stakeholders and helped develop recommendations to strengthen processes and controls.

• Assisted with Kuwait National Fund portfolio-company engagements by compiling financial data, reviewing supporting documents, and organizing information for senior team review.
• Helped prepare client materials and followed up on information requests to support the team’s analysis and delivery of advisory assignments.

• Assisted with Kuwait National Fund portfolio-company engagements by compiling financial data, reviewing supporting documents, and organizing information for senior team review.
• Helped prepare client materials and followed up on information requests to support the team’s analysis and delivery of advisory assignments.