Simon Rares Geapana

- Continued support in building Financial models and first level analysis of potential Targets as well as support in preparing and obtaining approval for large CAPEX projects with a minimum value of EUR 5m, with a track record of successfully obtaining financing for large CAPEX projects and M&A Targets; - Supervision of the Due Diligence process for potential acquisitions as the main contact point for External consultants, the Target and Stakeholders; - Maintaining a strong pipeline of potential M&A targets through networking within the M&A community as well as the Entrepreneurial community; - Built and Implemented a monthly KPI dashboard for reporting to Top Management for two of the four business segments operated by Holcim Romania; - Provide support to the Aggregates Business segment in analysing profitability and suggesting alternative solutions to increase KPIs and overall performance of the Business segment;

As a Director and Founding Member of CBEX, the vision I share is to create a business community for Canadian business’ in Romania and Romanian businesses’ looking to expand their reach. My involvement in the Organization has been one that includes site maintenance, organizing events, attracting members, signing membership contracts, delivering information to the mailing list and hosting the events. I have also helped develop the Statute of the organization and brought up issues and solutions to better the reach of the organization while keeping true to the values established during its inception.

Assisted clients on two sell side mandates, and one buyside mandate, as well as performed the Financial Due diligence on behalf of a strategic client. In my role as Manager in Lead Advisory, I was responsible for overseeing and creating the go to market strategy, coordinating the structured sale process. I was also responsible for leading discussions with the client and investors, reviewing and overseeing work performed by Junior and Senior staff as well meeting deadlines set both internally and for the overall structured sale process.

Performed Financial Due diligence on various targets from different sectors on the Romania market, including major projects in Energy (4 buy side and 1 Vendor due diligence), Online payments, and Banking,

Being a part of the Transaction Services department, I am exposed to the Finanical Due Diligence part of the M&A process. This has allowed me to expand on my knowledge of the Romanian business market as well as the accounting and auditing skills obtained so far. The position requires analysis of various areas of a business from an accounting point of view, however as is always the case with accouting, the business process' must be understood in order to derive complete and correct conclusions. In performing these analysis, I employ various tools, such as Excel (Including Power Tools), Alteryx and Power BI.

During my year with PwC, I’ve had the opportunity to gather a large amount of information regarding the Romanian audit market. The engagements I’ve worked on have allowed to me gain knowledge in both local and international clients with exposure to both US GAAP and Romanian GAAP reporting. My International Business studies have allowed me to be an asset to both engagements, with courses in US GAAP financial accounting and Management Accounting, the knowledge gained were best used to resolve audit issues relating to management accounting estimates and analysis of variances along with other standard audit tasks. Aside from the regular audit procedures, I was also involved in conducting SOX controls testing for US GAAP reporting entities. The engagements for Romanian GAAP reporting have allowed me to build on my past managerial experience by leading a team of Associates and gain new knowledge in audit planning, and testing. Aside from the regular technical skills required (Aura, Excel, Accounting knowledge) to perform audits, my particular engagements demanded the use of tools such as SAP and Trintech.

Blue Rock allowed me to get my first taste of the Romanian investment market. It proved a solid stepping stone into starting my own business and pushing me to an area of the business world which was challenging and fit my proactive attitude. My involvement at Blue Rock was a varied one, from simple Account management for investment clients to writing daily notes about the local and international market. To give you more detail in this regard, I was responsible for the following: -Creating investment strategies and portfolios -Operating transactions on regulated markets and OTC -Speaking with clients in order to maintain a close relationship while also finding new opportunities to grow the client base -Monitoring of transactions made by clients over the company's Web Platform -Writing of the daily morning note detailing the evolution of the Romanian market on the previous day, along with events that could potentially influence the evolution for the current day -Providing research to clients regarding potential investment opportunities at an international level -Analyzing financial data of Romanian companies listed on the Main Segment of the Bucharest Stock Exchange -Providing estimates for future earnings of Romanian companies listed on the Main Segment of the Bucharest Stock Exchange upon client's request

This was a summer internship offered by a university professor. During my time with Tud Business consulting I performed the following: - worked as part of a team to complete quarterly financial reports for various public institutions in Romania - met with high ranking investment personnel in the public financing system for acquiring necessary information on public debt and spending - worked as part of a team to create a progress report as part of the EU 2020 action plan which involved the rehabilitation of residential buildings in Bucharest - translation of letters form Romanian to English

- continuous training and improvement of the ever changing automotive industry - prospecting, customer retention and referral seeking an everyday activity in order to reach monthly sales quota - understand and implement the "10 point sales" approach - worked as part of a team to finalize the sales of my self or others in the dealership