Investment Banking Senior Associate |I-Sec| IIM-A Experience of handling M&A/PE and Public Market Deals across sectors including Consumer & Ecomm, Infrastructure /SAAS (PE/ IPOs / M&A / QIPs/ InvIT / REIT) .Experience in Fundraising, Valuation, Due Diligence, Deal Structuring and Corporate Strategy .Have been responsible for overall strategic and operational management, entire P&L and developing high performing teams. Track record of concluding critical transactions like Strategic Partnerships, M&As and Fund Raises, for companies across multiple sectors – enabled by wide Investor and Industry Relations
Contents
AVP Strategic Finance
- Worked extensively on private-side and public capital raising and leading a 4-member team: – Includes working on financial modelling, investment memos and presentations, negotiating term sheets and definitive documentation, due diligence and pitching to prospective investors
- Responsible for Investment and manager selection across Indian & offshore products – Research new ideas, interact with product managers, present them to the Investment Committee, and offer these to clients. Worked on products including but not limited to MLDs, NCDs, PMS, AIFs, structured products, offshore equity and debt funds
- Resume Responsibilities include deal sourcing, commercial negotiation, deal structuring, term sheet negotiation, diligence, and deal closure through definitive signing
- Leading the overall co-ordination of the M&A/Fundraise processes including valuation, investor discussions, SSA/SHA negotiations and preparation of deal materials like financial model, information memorandum and teaser deck
- Work closely with internal teams, department heads, Board of Directors and Investors towards o Strategic & business planning & financial modelling Developing annual operating plans, budgeting & forecasting o Overall margins, P&L, goals & annual targets
- Deal identification of focused market, Origination, Evaluation, Preparation of investment memorandums, financial modeling, Valuation, Due diligence & finally Asset management of the invested asset
- Leading a team of RMs/ BDMs in different cities, to originate deals amounting over INR XXXX in a span of 30 months
- Front-ending and acting as an interface between Group and market participants like Investors (both existing and prospective), Intermediaries, Industry Bodies, Research houses, Rating agencies, etc.
- Responsible for the transaction closure including execution which involves preparation of financial models, IM, presentations and legal documentation after finalization of term sheets
Associate, Institutional Equity Research Investment Firm
- Conducted initial due diligence on the prospective targets including negotiating and scouting for the Financial, Tax and Legal DD vendors
- Stakeholder Management: Sent out regular monthly and quarterly updates to existing investors which helped them understand the performance and key metrics of the business
- Prepared financial models, investment memos & presentations, SEBI prospectus and annual reports – Participated in investor roadshows across US, Europe, Singapore, Hong Kong, UAE and India.
- Use of Machine Learning algorithms to determine the correlation between revenues, macro-economic variables, competitor revenues, other market dynamics etc., for a given business segment
- Forecasted revenues using above application are actively consumed by scenario teams (CCAR, PPNR) for taking strategic investing activity decisions
- Responsibilities include client management, financial modeling, capital structure analysis, strategic / financial considerations for M&A and capital raising option
- Analyzing and preparing generic industry, market or specific company overviews. o Researching and analyzing specific company financial information and fundamentals
- Work products include risk grading, detailed financial modeling, pricing analysis, pitchbook and term sheet preparation
- Trained and mentored new analysts in the team on core responsibilities, industry overview and best practices
Investment Banking Associate Investment Firm
- Brought conviction to business valuation, supported by techniques including DCF, multiple funding rounds IRR analysis, comparable companies and transactions analysis
- End-to-end marketing materials involving deal sourcing, teasers, company profiles, investment thesis and risks, competitive benchmarking, financial modelling / valuation, due diligence and deal structuring
- Member of cross-asset structuring desk generating trade ideas in spot and derivatives markets – covering hedge funds, asset managers and private banks in Hong Kong and Singapore
- Preparation of investment models, management / investment committee papers, deal related execution documents and running detailed due diligence at various stages of the deals
- Led the preparation of fund materials like teaser decks, sector reports and Investment Committee Memos
- Undertaking investment research and producing company, industry and macro reports Proficiency working with market data platforms including Bloomberg, Reuters & Cap IQ
- Investor Relations: Responsible for monthly/qtly investor reporting; business and transaction update calls
Skills
- Key skills: Financial Modelling, Deal Origination, Structuring, Concession agreements, Due-diligence, End-to-end execution, Credit Appraisal, Term sheets, Documentation, Portfolio Monitoring, Pitch-books, Microsoft Excel/Word/PowerPoint
- Expertise in Fund Raising Debt Syndication PE Investments Deal Origination & Structuring Business Restructuring Equity Research & Valuation Strategic Consulting MIS, Budgeting & Costing Project Management
- Databases: Bloomberg, Capitalline, AceEquity, Thomson, CapitalIQ, Onesource, VCCedge, Mergermarket, EMIS, Traxn
- Market Risk – Risk methodology (VaR, sVaR, RNIV etc.), Stress Testing/Scenario Design
- Sector expertise: Infrastructure (Ports, Airports & Logistics) and Real Estate (Industrial Warehousing)
- Well versed with MS Excel, MS Powerpoint, Bloomberg, S&P Capital IQ, VCCEdge and Thomson Reuters Zawya
- Valuation DCF, Trading and Transaction Comparable, Sum of Parts, Cost of Capital
