Bhawana Agarwal
Mumbai
Summary
A VP at KPMG Deal Advisory with a over 8 years of professional experience. As a part of KPMG, I have worked on end to execution of deals across the sectors with a focus on consumer sector.
I am an MBA merit holder and Chartered Account with distinction.
With my professional experience, academic knowledge, and skills, I find myself confident in adding value to your organization in the long term and also seek an enriching learning experience.
Overview
14
14
years of professional experience
Work History
VP, Deal Advisory
KPMG
Mumbai
11.2021 - Current
- End-to-end execution of deals involving the preparation of marketing documents, catering to investor IRLs, data room management, managing due diligence, deal negotiations, and closing conditions.
- Lead buy-side financial advisory to Adani Wilmar Limited (an Indian-listed FMCG company) in their acquisition of TOPS (a leading sauces player).
- Assisted in buy-side advisory to Oji Holding (a listed Japanese company) in their acquisition of Chemfield Cellulose (an excipient company).
- Lead buy-side advisory to a Germany-based company in their minority stake acquisition of an Indian precision engineering and small appliances company.
- Closely worked on executing a slump sale of Luminous (a Schneider Electric subsidiary), Home Electrical Business, to RR Kabel (a TPG portfolio company).
- Evaluating and executing a sale for a stainless and alloy steel company.
- Working with other companies across sectors from a fundraising and M&A perspective.
Senior Investment Banking Analyst
Bank of America
Mumbai
08.2019 - 10.2021
- Primarily covered consumer and healthcare sector companies.
- Performed in-depth company and industry research, and comparable company analysis in deciding the corporate finance strategy going forward.
- Developed and maintained detailed pitch books, information memoranda, and financial models for the company.
Senior Investment Manager
IIFL Investment Managers
Mumbai
04.2018 - 05.2019
- Supported pre-engagement activities: Understood the risk-return, liquidity profile, taxation status & investment objective for designing initial portfolio construct & drafting Investment Policy Statement
- Improved portfolio IRRs by analyzing client portfolios at underlying level on parameters like growth of capital, concentration/sector risk, credit quality, mod duration, fund manager strategy etc
- Drove discussions for stake sale investment plans for the prospective & existing clients to evaluate the taxation impacts and ensure early fund deployment for efficient portfolio performance
Private Equity Analyst Intern
Motilal Oswal Private Equity
Mumbai
04.2017 - 06.2017
- Worked directly with Investment Principal in the evaluation of consumer segment transactions
- Identified & studied business models of growth-oriented retail companies
- Interviewed 5+ regional sales manager
- Assisted with preparation of investment committee materials for potential investments
Stock Research Analyst
Hemso Securities & Consultants
Jaipur
01.2015 - 04.2016
- Performed technical stock analysis, including using Metastock Professional Software to generate daily reports for trading purposes, and also assisted in fundamental analysis for select companies.
CA Article
A Bafna & Company
Jaipur
08.2011 - 11.2014
- Statutory &Tax Audit: Oversaw statutory/tax/internal audit of listed entities like Shoppers Stop Ltd, Supreme Industries
- Worked on platforms like SAP for reviewing the financial statements and performing the audit.
- Cost Audit: Carried out Cost audit worth INR 100 Cr in Road Infra and Development Corp Of Rajasthan
Education
MBA -
Indian Institute of Management (IIM)
Udaipur, India01.2018
MBA(Exchange) -
HHL Leipzig
Germany01.2017
CA -
Institute of Chartered Accountant of India (ICAI)
India01.2014
CS -
Institute of Company Secretaries of India (ICSI)
India01.2013
Class XII/X -
Mody Institute of Education & Research
India01.2010
Skills
- Pitchbook and financial modelling
- Capital structure and credit assessment
- Benchmarking and valuation analysis
- Ratio analysis and portfolio management
- Client engagement and business development
- Wealth management and people management
- Deal execution
- Due diligence
- Negotiation strategy
- M&A strategy
Extracurricular Activities
Represented school at state & district level basketball tournaments, Under-17 & 19, 05/31/10 Taught unprivileged girl students, Kanodia College Jaipur, 12/31/12 Completed 'Art of Living' course, IIM Udaipur, 05/31/17
Awards
- Woman of the Tournament, Girls' handball match series, IIM Udaipur, 05/31/17
- Second Best Prize, Duet Dance competition, IIM Udaipur Cultural Fest, Audacity, 05/31/17
- International Press Award, Model United Nations, Jaipur, 05/31/12
Personal Information
Date of Birth: 11/26/92
Timeline
VP, Deal Advisory
KPMG
11.2021 - Current
Senior Investment Banking Analyst
Bank of America
08.2019 - 10.2021
Senior Investment Manager
IIFL Investment Managers
04.2018 - 05.2019
Private Equity Analyst Intern
Motilal Oswal Private Equity
04.2017 - 06.2017
Stock Research Analyst
Hemso Securities & Consultants
01.2015 - 04.2016
CA Article
A Bafna & Company
08.2011 - 11.2014
MBA -
Indian Institute of Management (IIM)
MBA(Exchange) -
HHL Leipzig
CA -
Institute of Chartered Accountant of India (ICAI)
CS -
Institute of Company Secretaries of India (ICSI)
Class XII/X -
Mody Institute of Education & Research
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