Portfolio Management of investee companies in Digital /Tech, and Consumer sectors, especially to improve business operations post Covid-19
Sector analysis for potential bolt-on investments across geographies
Define strategy and creation of marketing materials for the next fund raise of~US$350m
Consultant
Xynteo
03.2020 - 10.2020
Responsible for creating a detailed financial and business plan to establish a vibrant and sustainable social enterprise with significant impact to the mining community
Investment Banking Associate
William Blair / BDA Partners
04.2019 - 01.2020
Sell – Side Advisory: Led the growth equity capital raise for the largest dining out and restaurant tech company in India. Developed deal specific documents such as information memorandums, financial models and led investor discussions
Assistant Manager, Deal Advisory
Grant Thornton
10.2018 - 04.2019
Sell – Side Advisory: Advised a leading bridge - to - luxury leather products brand for growth equity capital raise. Developed deal specific documents such as information memorandums, and financial models
Investment Banking Analyst
India Infoline (IIFL)
06.2017 - 02.2018
Buy – Side Advisory: Advised Carlyle to acquire the second largest Indian medical consumables company through leveraged buyout. Profiled and analyzed 100+ global M&A transactions and did LBO analysis to maximize IRR
Associate Manager
HCL Technologies
09.2011 - 04.2016
Structured and negotiated a US$409m business deal for the management of cloud – based IT infrastructure for the largest bank of Norway
Constructed an ‘application – wise pricing’ contract worth US$100m with the largest Australian government council - an ‘as-used’ model to minimize the risk of variability between costs and revenues
Education
MBA - Finance And Strategy & Leadership
Indian School of Business (ISB)
Hyderabad, India
04-2017
B.Tech - Information Technology
Jaypee Institute of Information Technology (JIIT)
Noida, India
05-2011
Skills
Deal Origination
Financial Modeling
Due Diligence
Negotiations
Portfolio Management
Exit Planning
Accomplishments
Consistently ranked among top 10 in financial modeling at global level (2021- #3; 2020 - #10)
Certification
Chartered Financial Analyst (CFA)
International Certificate in Corporate
Finance (ICCF) , Columbia Business School
Chartered Alternative Investment Analyst (CAIA)
HBX Alternatives – Harvard Business School
Advanced Valuation (Honors) – NYU Stern
Timeline
Vice President
Gulf Islamic Investments
05.2024 - Current
Vice President
FidelisWorld
05.2021 - 05.2024
Consultant
Xynteo
03.2020 - 10.2020
Investment Banking Associate
William Blair / BDA Partners
04.2019 - 01.2020
Assistant Manager, Deal Advisory
Grant Thornton
10.2018 - 04.2019
Investment Banking Analyst
India Infoline (IIFL)
06.2017 - 02.2018
Associate Manager
HCL Technologies
09.2011 - 04.2016
MBA - Finance And Strategy & Leadership
Indian School of Business (ISB)
B.Tech - Information Technology
Jaypee Institute of Information Technology (JIIT)
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