Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Timeline
Generic

Aayushi Agarwal

Hyderabad

Summary

Finance professional with 8+ years of experience in financial research, M&A analysis, and industry benchmarking. Successfully managed high-stakes research projects and led cross-functional teams to support strategic business decisions. Expertise in utilizing tools such as Capital IQ, Pitchbook, and Bloomberg to provide actionable insights for global clients.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Contract- Research Project

Freelancing
Hyderabad
07.2025 - Current
  • Freelancing project for Ducker Carlisle, LightWheel Advisor, and Shree Shyam Syntax
  • Created teaser documents and investment decks for sell-side M&A clients.
  • Built customized investor databases, and conducted outreach mapping for partnership and acquisition targets.
  • Synthesized complex market and company data into compelling narratives for strategic decision-making support.

Lead Analyst

Evalueserve
Gurugram
04.2023 - 06.2025
  • Led a team of 5 analysts and improved delivery efficiency by 15% through structured training and process optimization
  • Managed end-to-end execution of 100+ M&A projects, including target screening, market sizing, financial due diligence, and investor presentations/CIM
  • Created company profiles, industry reports, peer benchmarking analyses, and investor/buyer lists aligned with client strategies, and trading/transaction comparable
  • Co-led the implementation of AI-based tools for research automation, reducing turnaround time by 20% and enhancing deliverable quality
  • Acted as the primary client liaison, aligning deliverables with strategic business objectives and ensuring stakeholder satisfaction
  • Received multiple internal awards for quality, collaboration, and leadership

Business Strategy Manager

Lightwheel Advisors
Singapore
06.2022 - 04.2023
  • Delivered strategic market research, pitch decks, and investor presentations for both ESG and non-ESG clients across Southeast Asia
  • Developed industry outlooks and competitor analysis frameworks covering market segmentation, key trends, and risk assessments
  • Onboarded ESG-focused clients and supported them in building sustainable investment strategies
  • Mentored junior consultants and led internal training on research methodologies, financial storytelling, and client communication
  • Supported business development by building strategic insight decks and market entry models

Senior Associate – Deals Strategy

PwC Acceleration Centre
Kolkata
09.2018 - 11.2021
  • Conducted strategic research for private equity, M&A, IPOs, and corporate restructuring engagements across global sectors
  • Built detailed valuation models (EV/EBITDA, EV/Sales, P/E), calculated LTM EBITDA, and prepared CIMs and teasers for client deals
  • Developed benchmarking and market landscape reports, including buyer/target lists and comparable transactions databases
  • Mentored junior analysts and received multiple internal awards for quality, collaboration, and leadership
  • Maintained strong delivery records and received top-tier performance ratings consistently

Senior Analyst

Cians Analytics
Gurugram
01.2017 - 08.2018
  • Executed end-to-end research projects including industry overviews, company profiling, transaction summaries, and competitor benchmarking
  • Built financial models, valuation frameworks, and forecast scenarios to support buy-side and sell-side M&A engagements
  • Created M&A tracking reports, sector briefs, and deep-dive analysis across global markets
  • Provided research support to World Quant, analyzing large financial datasets for investment insights
  • Successfully handled multiple assignments independently while collaborating across teams

Education

PGDM - Finance

Pune Institute of Business Management
01-2017

Bachelor of Commerce -

J.D. Birla Institute
01-2013

Skills

  • M&A research
  • Industry and company profiling
  • CIM and pitch deck creation
  • Market intelligence and SWOT
  • Investor targeting and screening
  • Team leadership and mentorship
  • Market research
  • Team and client relationship management
  • Tools: Capital IQ, PitchBook, Bloomberg, FactSet, Statista, and IBISWorld
  • MS Office Suite (Excel, PowerPoint, Word)

Certification

  • McKinsey Forward Program (2025-06)
  • NCFM: Financial Markets & Portfolio Management (2016)
  • NISM: Series VIII – Equity Derivatives (2016)
  • Bloomberg Market Concepts (2016-09)
  • Six Sigma Certification (2016-09)
  • MS Project Certification (2016-10)
  • Financial Modelling – Cians Analytics (2016-11)

Accomplishments

  • Spot Award (2023-12, 2019-07)
  • Managerial Award (2022-01), Quality Perfectionist (2020, 2019)
  • Global Collaboration Catalyst (2021-03)
  • Best Speaker – Women Empowerment
  • Head of Placement Committee and 100% Attendance Award

Timeline

Contract- Research Project

Freelancing
07.2025 - Current

Lead Analyst

Evalueserve
04.2023 - 06.2025

Business Strategy Manager

Lightwheel Advisors
06.2022 - 04.2023

Senior Associate – Deals Strategy

PwC Acceleration Centre
09.2018 - 11.2021

Senior Analyst

Cians Analytics
01.2017 - 08.2018

PGDM - Finance

Pune Institute of Business Management

Bachelor of Commerce -

J.D. Birla Institute

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Aayushi Agarwal