FOUNDERS.

Contact one of our founders for a confidential consultation.

Dave Lake BBusSc(Hons).

Formerly Managing Director with international investment bank NM Rothschild. Dave has twenty nine years in the investment banking and financial services industry, twenty of those years in corporate finance advisory. more > ​

dave@metis.co.za

About Dave Lake

  • Dave Lake was formerly Managing Director with international investment bank NM Rothschild. Dave has twenty nine years in the investment banking and financial services industry, twenty of those years in corporate finance advisory.  ​
  • Extensive record of corporate finance experience in strategy formulation, mergers, acquisitions, restructuring, capital raising, debt raising, debt restructuring, listings, valuation and project management.  Led in strategy formulation assignments for numerous listed companies and in the formulation and execution of complex, cross border corporate restructurings and M&A transactions.  ​
  • Leader of the advisory teams on numerous landmark South African transactions, including:  acquisition of controlling interests in Absa by Barclays, in Illovo Sugar by British Sugar, and in Massmart by Wal-Mart; listings of Massmart, Woolworths, Truworths, Mondi Packaging (MPact), and Brait;  strategy formulation for Vodacom, Old Mutual and Illovo Sugar;  restructurings for Brait and Wooltru (Woolworths, Truworths and Massmart).​
  • Voted by investment banking industry to be South Africa’s Dealmaker of the Year in February 2011.​
  • Completed Unisa course on Business Rescue Law, and licensed by the Companies and Intellectual Property Commission as a Senior Business Rescue Practitioner.  ​
  • Non-executive director of companies​
  • Advisor to the following companies: Wal-Mart, Associated British Foods, British Sugar, Illovo Sugar, ABSA, Standard Bank, Old Mutual, Mutual & Federal, Coronation, Vodacom, Wooltru, Woolworths, Gold One, Bond Exchange of South Africa, Transnet, Blue Financial Services, Tiso Capital, Brait SA, Capital Alliance, Imperial Holdings, African Harvest, Jasco, Unifer, Tradehold, Metorex, Ghanaian Government

Dave's Track Record

  • BRP – Progress Milling​
  • BRP – Mintails Mining Group.  ​
  • BRP – Thata uBeke Manufacturing.  ​
  • BRP – Fontis Trading 200.​
  • Pre-business rescue assessment and strategy advice to a large South African industrial company (name withheld for confidentiality reasons).​
  • Advisor to the Business Rescue Practitioner and Board of Directors of Cuperex, a copper technology business in Business Rescue.  ​
  • Advisor to Board of Directors of Cuprachem, a copper mining/processing operation in Business Rescue.​
  • Advisor to 3 subsidiaries of a JSE listed company (confidential) considering business rescue proceedings.​
  • Advisor to JSE listed Vodacom on the potential restructuring and/or disposal of its financially distressed mobile telephone operations in the Democratic Republic of Congo.​
  • Advisor to JSE listed miner Gold One on a new fund raising and the negotiation/restructuring of its convertible bond liabilities.  ​
  • Advisor to micro-lender Blue Financial Services which found itself in significant “Financial Distress” with an unserviceable funding portfolio of billions of Rands owing to banks and development finance institutions.  ​
  • Advisor to Telkom Media on its technically insolvent situation.​
  • Advisor to ABSA controlled subsidiary and JSE listed micro-lending bank Unifer on its delisting, and recapitalisation subsequent to its multi billion Rand financial collapse. ​
  • Advisor to Brait and Decillion on the restructuring and refinancing of Decillion subsequent to Decillion suffering significant trading losses.  ​
  • Advisor to Brait on the disposal of the financially distressed Brait Asset Managers. ​
  • Advisor to Pinnacle Point on its debt restructuring transaction.