
Jonathan Zax
Founder & CEO at IR Advantage
Summary
Highly accomplished global business executive with an extensive track record of delivering key leadership, strategies and insights to take both exciting startups and existing companies to new levels of performance. Skilled at building high- performance Investor Relations programs and positioning businesses as top investor options within highly competitive markets. Excel at preparing, training, and guiding stakeholders through IPOs. Adept at building dynamic teams and empowering members with the training, mentorship, and coaching to achieve highly successful careers. Startup experience includes founding a digital post-production facility and being an angel investor in a global equity research outsourcing firm.
Experience
Founder & CEO
IR Advantage / Jakarta
Built, launched and continue to optimize the performance of a company delivering high-value Investor Relations outsourcing, training, executive search, and advisery services to SMEs across a wide range of sectors.
- Play a key role in helping companies prepare for and execute highly successful global IPOs within the commodity and natural resource sectors.
- Deliver international professional certification in Investor Relations practices.
- Facilitate expert training to stakeholders prior to IPOs and deliver powerful strategies to position companies as disruptive forces in competitive markets.
- Succeeded in bringing three exciting new companies into the public equity marketplace through dynamic IPOs.
- Leverage extensive expertise to create/establish the Investor Relations organizations, functions, and procedures for newly listed, state-owned enterprises in the materials and transportation sectors.
- Instrumental in significantly improving value for a host of companies and the investors for each entity with aggregate client market capitalization of nearly USD $4B+.
- Client sectors include media, health care, private equity, natural resources, energy, agriculture, e-commerce, and financial technology.
SEVP, Group Head - Investor Relations
Bank Mandiri / Jakarta
Acted as a strategic partner to C-suite leaders with full ownership for strategy, execution and management of the Investor Relations function.
• Integrally involved in preparing for and launching the Bank Mandiri IPO by establishing the Bank's Investor Relations functions and programs.
• Orchestrated all international media initiatives that positioned the organization as the top bank across all of Indonesia.
• Relied upon as a key adviser by key stakeholders throughout the global financial community to provide insights and guidance during the tremendous turmoil and challenges of the global financial crisis.
• Helped list the state-owned Bank following the Asian economic crisis.
• Driving force behind a more than ten-fold increase in share price over eight-
year tenure with the Bank.
• Achieved a more than three-fold increase in P/B and P/E ratios
Director of Corporate Development
HM Sampoerna / Jakarta
Spearheaded all corporate development initiatives and launched a powerful Investor Relations program that positioned the company as a high-value investment option across all ASEAN markets.
- Succeeded in significantly enhancing overall market perception of future earnings quality, business strategy, and regulatory risks by delivering a comprehensive disclosure to achieve a re-rating of P/E and EV/EBITDA multiples relative to peers.
- Forged and cultivated powerful relationships with financial intermediaries, strategic partners, and internal stakeholders to create synergy across all corporate financial operations including the vital restructuring of a US $120M+ syndicated loan.
- Completed valuation and divestiture of a USD $100M+ subsidiary as well as feasibility studies and business plans for a USD $60M+ joint venture investment.
Senior Manager, Strategy
Accenture / Singapore
- Played a key role in helping companies increase management competency, develop organizational development strategies, and significantly improve operational effectiveness.
- Significantly expanded the scope and profitability of the Indonesian Strategy practice by converting a three-month exploratory strategy project into a three-year assignment with annual billings of USD $6M.
Education
The Wharton School, University of Pennsylvania
MBA
Operations Management
(Distinction)
Harvard University
BA
Anthropology (Cum Laude with High Honors)