Summary
Work History
Education
Skills
Timeline
Generic

Aayush Goyal

New Delhi

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Work History

Valuations/Private Equity

Deloitte USI
2 2023 - Current
  • 409A audits and experience in preparation of findings memo’s and other supporting workpapers
  • Valued different privately held companies: Constructed models using various approaches such as Discounted Cash Flow method (DCF), Adjusted Net Asset Value, Guideline Public Companies, Guideline Transactions Method, backsolve method
  • Prepared comprehensive valuation reports and models which include Valuation analysis, industry analysis, business overview and economic overview based on independent analysis and a detailed discussion with the management and seniors
  • Experience is screening different databases for valuation purpose like CapIQ, IBIS report, Bloomberg etc
  • Performed 409A valuation, ASC 820(Investments Valuation), Gift and Estate Tax Valuation to determine the FMV of private company using financial modeling and S&P Capital IQ database and other databases
  • Experience in training and mentoring juniors and leading a team of 3-4 people and managing workflows and handling assignments independently.

Private Equity

Knowcraft Analytics Private Limited
3 2021 - 2 2023
  • Valued different privately held companies: Constructed models using various approaches such as Discounted Cash Flow method (DCF), Adjusted Net Asset Value, Guideline Public Companies, Guideline Transactions Method, backsolve method
  • Prepared comprehensive valuation reports and models which include Valuation analysis, industry analysis, business overview and economic overview based on independent analysis and a detailed discussion with the management and seniors
  • Experience is screening different databases for valuation purpose like CapIQ, Tagnifi, IBIS report, Deals Stats, Duff and Phelps etc
  • Performed 409A valuation, ASC 820(Investments Valuation) and few ASC 805(PPA Valuation) to determine the FMV of private company using financial modeling and S&P Capital IQ database and other databases
  • Relative Valuation(Use of public comparable companies, precedent transactions and recent financing round transactions(OPM backsolve) to calculate Enterprise Value and allocating the values of securities using OPM method
  • Experience in training and mentoring juniors and leading a team of 4-5 people and managing workflows and handling assignments independently
  • Experience in reviewing financial models and report at both intermediate and final level and ensuring delivery of error free high quality products to end client
  • Experience in handling complex assignments(like lattice distribution, capped participation rights etc) and deliver high quality work within high pressure environment.

Valuations/Private Equity

SPA Capital Advisors Private Limited
1 2020 - 3 2021
  • Done valuation of Equity shares, Preference shares, Intangibles, Debt and other financial instruments for the purpose of M&A, Investment, and Transfer of shares, Purchase price allocation (PPA), Income Tax, Companies Act and RBI as a valuation professional
  • Proficiency in doing valuation through Discounted cash Flow (DCF), Comparable company, Comparable transaction, Adjusted NAV as per Rule 11UA, 409A etc
  • Assisted seniors in building and researching complex financial models from scratch
  • Analyzing companies’ business, historical financials, industry trends and making future financial projections of companies
  • Calculating cost of equity & cost of capital for various companies from startups to mature companies, across various industries & in different geographies
  • Experience in Presenting analyses and conclusions including written reports, and handling valuation queries from clients directly and also experience of managing delivery of valuations to client directly
  • Experience in conducting research and Valuations of early stage startups
  • Experience in screening of comparable transactions and companies through Ace Equity
  • Did valuation for various privately held unicorns including known names like Nykka, Net Meds, Max Life, Zomato Etc.

Valuation Intern

EY GDS-TAS
  • Helped in performing valuation analysis with for verifying data for financial reporting and audit purposes
  • Real Estate Valuations through Income approach and sales comparison approach
  • Market testing of assumptions used for real estate valuation to assist auditors through various market reports like Pwc, REIS, C&W etc.

Analyst

Golden-Ailes logistics Pvt ltd
  • Preparing management reports and financial statements such as balance sheet profit and loss and cash flow statements
  • Perform detailed historical and projected comparative financial analysis
  • Performed ratio analysis for inventories and current assets and working capital.

CA Article Assistant

VK garg & co

Education

CFA Level 3 Candidate -

CFA Institute, USA

BCom Hons

Deshbandhu College

Skills

Excellent Excel/VBA skills

strong knowledge of the drivers of value and assumptions and experience in cash flow forecasting

Experience with leading/managing small teams

Experience in dealing with clients directly

Timeline

Valuations/Private Equity

Deloitte USI
2 2023 - Current

Private Equity

Knowcraft Analytics Private Limited
3 2021 - 2 2023

Valuations/Private Equity

SPA Capital Advisors Private Limited
1 2020 - 3 2021

Valuation Intern

EY GDS-TAS

Analyst

Golden-Ailes logistics Pvt ltd

CA Article Assistant

VK garg & co

CFA Level 3 Candidate -

CFA Institute, USA

BCom Hons

Deshbandhu College
Aayush Goyal