Salman
Bin Mohammed

Open for Work & Collaboration

M&A · Strategy · Advisory · Mentorship

Every deal is a promise. I build the structures that keep them.

Personal Biography

Salman (SAM) is a Saudi investment banking professional whose international outlook has been shaped by extensive academic and professional experience in Canada and North America. With nearly two professional decades abroad, he developed a disciplined and adaptable approach through exposure to diverse international and cross-border, institutional, cultural, and business environments.

This international experience enabled Salman to cultivate a balanced perspective that integrates analytical rigor with cultural awareness. He operates effectively across complex business landscapes, combining global best practices with a strong grounding in the values and principles that define his upbringing.

Before moving back to the kingdom. Salman has developed deep sector expertise across healthcare, financial services, insurance, real estate, and energy, advising on transactions and strategic initiatives within highly regulated, capital-intensive environments. He brings end-to-end experience across the full M&A lifecycle, complemented by a strong foundation in corporate governance, asset management, and business transformation. His core capabilities include strategy formulation, due diligence, valuation, and post-merger integration, with a particular emphasis on risk management, value preservation, and operational alignment.

Since returning to Saudi Arabia, Salman has focused on applying his global experience within the local context, contributing to advisory work, knowledge transfer, and mentorship. His efforts are centred on strengthening institutional thinking and supporting the development of next genration of Saudi professionals making them capable of operating at international standards.

Focus Areas

M&A Advisory

Corporate & Investment Strategy

Venture Capital

Private Equity

Family Offices

Alt-Investment

Industry Coverage

Financial Services

Insurance

Healthcare

Real Estate

Transportation

Consumer Goods

Ai & SAAS

Experience

Investment Strategy Advisor

Independent/freelance

2025 — Present

Canada/Saudi Arabia

Co-Founder

Oak Management Partners

2010 — Present

Saudi Arabia

Investment Strategy Advisor

Confidential Family Office

Jan. 2025 — Dec. 2025

Khobar, Saudi Arabia

Mergers & Acquisition (M&A) Strategy Director (Acting VP.)

Medcan Health Management

Sep. 2021 — Jul. 2024

Toronto, Canada

Business Investment Consultant

DMZ Ventures

Jul. 2019 — Aug. 2021

Toronto, Canada

Senior Investment Strategy Manager

City of Toronto & Bank of Canada

Prior Experience

Investment Banking – Senior M&A Associate

JPMorgan Chase & Co.

Financial Services & Investment

Canadian Imperial Bank of Commerce (CIBC)

Education & Certification

Boston University — Questrom School of Business

Master of Finance (MFin), in progress

Toronto Metropolitan University (Ryerson University) — Ted Rogers School of Management

Bachelor of Commerce (Honours)
Marketing Management & Global Management and Law Studies

University of Toronto — Rotman School of Management

Bachelor of Commerce (Honours)
Strategy and Innovation Management

CFA® Program Participant/Candidate, CFA Institute

Chartered Institute for Securities & Investment

International Introduction to Securities and Investment  (CME-1A)
Global Financial Compliance (CME-2A)

Corporate Finance Institute® (CFI)

Financial Modeling & Valuation Analyst (FMVA®)

University of Toronto

Marketing Management Strategy Course
Excel to Power BI Data Analyst Professional Course

Skills

Mergers& Acquisitions: Due Diligence, Financial & Operational Analysis, Post-MergerIntegration (PMI), Value Creation
BusinessStrategy & Transformation: Asset Management, Growth, MarketEntry, Operational Excellence, Organizational Design
Risk& Resilience: Risk Management, Business Continuity, Governance, Regulation& Compliance (GRC), Crisis Planning
Digital & Data: ERP, CRM, AI Adoption, Business Intelligence, Automation, Anaplan/Adaptive Insights
MarketAnalysis & Customer Strategy: Segmentation, Forecasting,Competitive Intelligence, A/B Testing, Consumer Behaviour
Project& Performance Management: OKR, KPI, PPI, SOP, MBO
Tools:Salesforce, Microsoft Dynamics 365, Power BI, Tableau, Jira, Excel, Microsoft Office, SAP ERP
Soft Skills:Strategic Thinking, Leadership, Stakeholder Engagement, Problem-Solving, Communication, Collaboration

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