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i capital advisers

About i capital advisers

Meeting the market need for value creation through the application and nurture of intellectual capital.

Corporate Finance
i capital advisers is the corporate finance advisory arm of the i capital group – a niche financial services and investment group.

We provide a full range of corporate finance advisory services to both listed and unlisted companies, focused on advising clients on mergers, acquisitions and disposals.

i capital advisers specializes in advising larger companies on their smaller and medium sized transactions and has successfully completed transactions with a number of blue chip corporates.

Icapital
Years Experience
0 +

i capital advisers’ range of corporate finance advisory services:

The complete project management of a corporate finance transaction, encompassing acquisitions, mergers and disposals including:

  • Valuation of company or division subject to a transaction;
  • Advice on the most appropriate transaction structure, taking into account such issues as taxation and the Companies Act;
  • Advice on potential acquisition targets or purchasers (both financial and strategic acquirers);
  • Preparation of information memoranda and data room for potential investors/acquirers;
  • Solicitation of investor interest in the case of a disposal;
  • Assistance in negotiations with counter-parties to a transaction;
  • Consideration of regulatory requirements affecting a transaction, including the Competition Act;
  • Input into and comment on relevant legal agreements required for the implementation of a transaction, including sale and shareholder agreements;
  • Preparation of any documentation related to transaction execution (including Takeover Regulations Panel and JSE requirements);
  • Preparation of board/management presentations, press announcements or other required communications;
  • Preparation of roadshow presentations; and
  • Co-ordination of any due diligence exercise related to a transaction.

In addition, i capital advisers offers the following services:

  • Technical corporate finance requirements, including S.114 reports, fair and reasonable opinions, and requirements of the Takeover Regulations Panel;
  • Input into company strategy and group structure;
  • Input into company strategy and group structure;
  • Input into growth alternatives (build, buy or ally decisions);
  • Advice on management and employee share schemes; and
  • Facilitation of BBBEE transactions

Our team

Our team comprises of a group of knowledgeable professionals and skilled support personnel, with a focus on excellent customer service. Our key players include:

Credentials

January 2014
February 2014
December 2014
June 2015
May 2016
October 2017
September 2018
November 2018
May 2019
June 2019
December 2019
October 2020
December 2020
January 2021
June 2021
January 2022
February 2023
November 2023
Adviser to Times Media Group Limited on the 100% disposal of Nu Metro Cinemas division and the company of Popcorn Cinema Advertising Sales – to a Private Equity buyer (This announcement appears as a matter of record only)

Adviser to Joint Medical Holdings Limited on the repurchase by it of 49.3% of its ordinary shares from Life Healthcare Group Holdings Limited
(This announcement appears as a matter of record only)

Adviser to Discovery Health Pty Ltd on the acquisition of 100% of
Grove Nursing Services cc
(This announcement appears as a matter of record only)

Adviser to the Maldwyn Zimmerman Investment Holding Company Pty Ltd on the sale of its 29.66% stake in JSE listed Combined Motor Holdings Limited.
(This announcement appears as a matter of record only)

Adviser to tradebridge on the acquisition by Sureswipe of 100% of Concord Solutions.
(This announcement appears as a matter of record only)

Adviser to Tradebridge on the acquisition by its Healthbridge division of the healthcare related business of Infosys Software Solutions
(This announcement appears as a matter of record only)

September 2018: Adviser to MobiLife on the raising of new equity capital for expansion from Standard Bank
(This announcement appears as a matter of record only)

Adviser to Sureswipe on the acquisition of and subscription for a 74.9% equity interest in Humble Till (This announcement appears as a matter of record only)

Adviser to Tradebridge on the disposal of its 80% equity interest in Sureswipe to Crossfin Technology

(This announcement appears as a matter of record only)

Adviser to Fortuna Investment Holdings on its initial equity raise in the private market of R50 million
(This announcement appears as a matter of record only)

Adviser to Discovery Health Pty Ltd on the acquisition of 70% of Medical Services Organisation International (This announcement appears as a matter of record only)
Adviser to Discovery Health Pty Ltd on the acquisition of a closed medical scheme administrator
(This announcement appears as a matter of record only)

Adviser to the shareholders of Baby City on the disposal of Baby City to Dis-Chem
(This announcement appears as a matter of record only)

Adviser to NuMetro on the 100% acquisition of Bounce out of business rescue
(This announcement appears as a matter of record only)

Adviser to Discovery Life and Mohau Equity Partners on the 100% acquisition of CGN
(This announcement appears as a matter of record only)

Acted as introducer of Canadian firm Constellation Software, which, through a subsidiary, Volaris, acquired a controlling equity interest in JSE-listed Adapt IT
(This announcement appears as a matter of record only)

Adviser to Prolan Investments Holdings on its 25% acquisition of 3ONE
(This announcement appears as a matter of record only)

Adviser to Growth House on its acquisition of certain broking assets of Marsh SA as a going concern
(This announcement appears as a matter of record only)

Download our credentials presentation

Testimonials

Lireas
“Thank you for all the effort that went into the CGT Valuation for Lireas Holdings. It was very interesting for us to see the process whereby this was done, as well as the significant amount of work that went into completing the valuation”
Russel Spring
Senior Portfolio Manager
Careways
“Just a not of thanks to i capital. The deal that transpired was found to be of great value from all perspectives and i capital managed to develop sound relationships with all concerned without compromising on the mandate. The Careways Group would certanly consider i capital for other transactions in the future”
JJ Koortzen
CEO
Dow
“We are indebted to UBS Warburg for recommending i capital as financial advisors to The Dow Chemical Company. Your teams dedication and professionalism in this process gave us confidence to award i capital with further assignments. Congratulations and thanks for work excellent executed.”
Dick Sing
GH: Regional Business Development
Smollan Group
“We have been privileged to be a partner of yours since your inception. During this period you have advised us on a number of transactions. We acknowledge and recognise i capital for the highest level of service that they have provided to use over time.”
Chris Olivier
CEO
Liberty
“Your assistance in creating a structured process for bringing the deal to conclusion was most beneficial. In addition, your input into the actual structure of the acquisition, due diligence and price negotiations went a long way towards ensuring Liberty is very satisfied with the end result.”
Ian Maron
Managing Director - Liberty Corporate Benefits
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i capital was founded in 1998 and delivers more in every transaction, be it an investment or finance deal. It’s established and stands out in its chosen markets.

i capital

i capital advisers

Get in touch

1st Floor, 33 Scott Street
Waverley
Johannesburg, 2090
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Lance Williams

LANCE WILLIAMS

GROUP CHIEF EXECUTIVE OFFICER

(BCom BAcc, CA(SA))

Linkedin

Lance is the Group Chief Executive Officer of i capital and is responsible for the overall operations of the i capital Group. He is one of the original founders of i capital and serves as a director, and is actively involved in the day to day management, of all of the various group’s subsidiary companies. He also has detailed knowledge and experience in investing and mergers and acquisitions garnered over the years by providing advice on numerous transactions as well executing various transactions undertaken by i capital.

He also has extensive knowledge of the regulatory environment affecting both corporate finance transactions and the offering financial services, including knowledge of the Companies Act, FAIS Act, and associated tax legislation. In addition, he has an in-depth knowledge of the various types of valuation techniques utilised internationally.

He graduated from the University of the Witwatersrand in 1994 with a B.Comm BAcc (with distinction) and placed in the top ten in the board exam (QE) in 1995. He is a co-founder and past director of Young Business for South Africa, a non-profit organisation that aims to promote networking and understanding between all young economically active South Africans. Lance holds a number of non-executive directorships, including serving on the board of the Reach for a Dream Foundation.

Prior to his co-founding i capital in 1998, Lance was an associate within the Corporate Finance division of the Union Bank of Switzerland (UBS). At UBS he was involved in executing large corporate finance transactions, including mergers, acquisitions and disposals. Lance has been involved in the execution of a number of high-profile transactions involving large listed companies.

Prior to joining UBS, Lance served his articles at Price Waterhouse and was also employed in its corporate finance department. Lance is married to Roanna and is the proud father of four girls. 

Paul Barnard

Paul Barnard

Associate Director

(BCom, LLB (Honours), CFA)

Linkedin

After graduation, Paul joined the Corporate Finance team at PwC in Auckland in 2010. He transferred to the Johannesburg office in 2013, where he worked in both the Valuations & Economics and Mergers & Acquisitions teams. Paul joined i capital advisers as Associate director in April 2017 with a view to growing the corporate finance business. He has in-depth experience across a number of core corporate finance functions, and has a robust knowledge of corporate transaction advisory services, valuation theory, financial modelling, transaction structuring and the practical application of these skill sets in a corporate transaction setting. Paul has advised on many successful corporate transactions in South Africa across a range of industries and transaction types.

Paul graduated from the University of Auckland in New Zealand in 2009 with a BCom degree, majoring in Finance, and an LLB (Honours) degree. He has also completed the CFA professional qualification and the JSE Sponsor course.

Outside of work, Paul is an outdoors enthusiast with a keen interest in hiking, cycle touring, and travelling.

Simon Mohaso

Simon Mosasoa

Senior Analyst

Degrees

Linkedin
Linkedin
Simon completed his B Com (Accounting) degree cum laude and his B Com Hons (Financial Management) degree from the University of Johannesburg in 2018. In 2019 he joined the KPMG Corporate Finance team as a corporate finance analyst. He spent three years at KPMG Corporate Finance, gaining broad valuation and financial modelling experience. He joined i capital advisers in August 2022 as a senior analyst with a view to transitioning into a merger and acquisition advisory capacity. His role at i capital advisers entails the provision of transaction related support, preparing marketing documentation, facilitating discussions with bidders and targets, valuations, and financial modelling, as well as deal origination. He is currently in the process of completing his CIMA qualification.