Corporate development and investment professional with 10+ years of experience advising and leading organizations through complex financial decisions. I specialize in managing multi-asset portfolios, executing M&A transactions, and designing liability-driven investing (LDI) strategies that enhance long-term financial resilience. Extensive emerging market expertise, helping clients navigate dynamic and evolving environments. MBA from the University of Virginia Darden School of Business and CFA charterholder. I deliver actionable solutions in portfolio management, M&A advisory, due diligence, project feasibility, and strategic finance.
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As a CFA charterholder with an MBA from the University of Virginia Darden School of Business, I have over 10 years of experience helping organizations navigate complex financial and operational challenges.
My background spans a wide range of areas and combines deep analytical and problem-solving skills with a client-centric approach. I’ve managed more than $400 million in investments across diverse markets, including Africa and the United States, and have diligenced multiple investment opportunities in Ghana, Nigeria, and the U.S. that delivered superior risk-adjusted returns to investors.
I’ve gained experience at firms like Jefferies LLC, American International Insurance Company, and Ernst & Young. Whether aligning investment strategies with regulatory requirements, building financial models to assess opportunities, or designing plans to deliver strong risk-adjusted returns, I’m passionate about helping clients achieve their goals and create long-term value.
End-to-end support for middle-market transactions, including due diligence, valuation modeling, investment committee presentations, and integration planning. Specialized experience in insurance, healthcare, and essential industries across emerging and developed markets.
Design and management of multi-asset investment strategies—including equities, fixed income, and alternatives—with a focus on liability-driven investing (LDI) frameworks for insurance companies and pension funds.
Hands-on advisory for cross-border M&A, capital raises, and strategic partnerships. Services include financial modeling, scenario analysis, deal structuring, and preparation of investor and board materials.
Practical support for asset-liability modeling, solvency optimization, and regulatory reporting to help insurers and financial institutions meet compliance requirements and strengthen their balance sheets.
Advisory and implementation support for insurers, pension funds, banks, and corporates. Expertise in market entry planning, financial condition assessments, and strategic investment reviews to improve operational and financial performance.
Deep experience advising investors and institutions on navigating regulatory environments, assessing opportunities, and structuring investments across West African markets including Nigeria and Ghana.
Working with a private equity firm investing in middle market companies. Conducted financial due diligence and developed full LBO model for ~$20M healthcare sector acquisition, incorporating flexible capital structures and scenario stress testing.
Investment banking division focusing on Industrials and Power, Utilities & Infrastructure. Developed marketing materials for $1.2B cross-border sell-side process and built financial model for $1.8B+ equity raise in renewable assets.
Managed $400M investment portfolio for publicly listed insurer. Spearheaded liability-driven investing framework development, improving solvency ratios by 20% and delivering $33M in investment income, exceeding targets by $4M.
Led 20+ consulting engagements for insurance companies, pension funds and banks across West Africa. Developed investment roadmaps and conducted M&A valuations, resulting in 20% purchase price reductions.
Launched $250M custody desk and grew assets under custody over 3 years, resulting in 10% P&L growth. Led loan underwriting ($40M) for diverse client portfolio including asset managers and financial institutions.
Provided investment performance reporting and trade execution on $200M of corporate pension assets. Introduced custom performance metrics resulting in 50% increase in asset retention over 2 years.
Darden School of Business (2025)
Specialization in Management Science. Portfolio Manager at Darden Capital Management.
Actuarial Science - KNUST (2014)
Kwame Nkrumah University of Science and Technology, Ghana. Top 5% of graduating class.
Analysis of middle market opportunities in healthcare and essential services, focusing on LBO structuring and value creation strategies.
Read MoreImplementation strategies for LDI in insurance companies and pension funds, with focus on regulatory compliance and solvency optimization.
Read MoreNavigating opportunities and risks in African financial markets, with insights from managing portfolios across multiple jurisdictions.
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"Isaac's expertise in portfolio management and M&A was instrumental in helping us achieve our growth targets. His strategic insights and hands-on approach set him apart."
"We relied on Isaac for due diligence and financial modeling on a complex cross-border transaction. His professionalism and attention to detail were outstanding."
"Isaac's guidance on regulatory compliance and solvency optimization helped us strengthen our balance sheet and exceed our financial goals."
Ready to achieve similar results for your organization?
Schedule Your Consultation(+1) 434-996-1887
Charlottesville, VA