BISWAJOY BISWAS
IPO & M&A I Financial Due Diligence & Valuation I Equity & Debt Raising
Bangalore
Summary
- Leverage of AI tools including Co-pilot, ChantGBT and Calude in Financial modelling, research and due diligence analysis to increase efficiency
- End-to-end cross-border M&A transactions, with deals over $1B+ in enterprise value including buyer and target screening, due diligence, Valuation (DCF, LBO, Merger model), Deal structuring
- Successful raising of INR 200Cr of Equity for Early stage and Later stage PE/VC funds and debt raising of INR 500 from Indian banks including SBI, HDFC and ICICI
- Adept at stakeholder management and client engagement, collaborating with PE/VC firms, investment banks, and C-suite executives
- Collaborated with NASSCOM and Villgro accelerators and incubation platforms, supporting startup mentoring, investor connects, and ecosystem engagement
- Experienced in developing investor-grade pitchbooks, CIMs, and board-level presentations, strengthening deal positioning and capital raising outcomes
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
Languages
5
5
Certificates
13
13
years of professional experience
Work History
Lead Research Specialist (M&A)
Wells Fargo
06.2024 - 06.2026
- Drive efficient execution of challenging mandates, ensuring solid stakeholder alignment, quality delivery, and observance of tight timelines.
- Conducted the financial due diligence in the transaction advisory and coordinated with legal, tax, and commercial due diligence
- M&A and IPO execution involving deal origination, pitchbook formulation, valuation assessments, DCF/LBO modeling, CIM composition, and financial due diligence.
- Deal origination via daily tracking of M&A/IPO rumors, Fortune 500 company strategies, and sector trends to pinpoint opportunities, and craft ideation materials.
- Delivered IPO and ECM execution, authoring transaction documents (EIC, FICC, IPO, ECM), and preparing valuation models, investor presentations, and capital raising resources.
- Industry handbooks (consumer, healthcare, industrial, TMT), including macroeconomic forecasts, divestiture insights, IPO/M&A peer evaluations, and market analysis.
- Coordinated efforts with technology teams in creating automation tools 'Tachyon'—a prompt-centric analytics platform to advance financial due diligence and transaction analysis.
- Create training modules aligned with M&A and IPO objectives, reinforcing team effectiveness in client deliverables.
Senior Consultant
Jasper Colin Research
03.2023 - 05.2024
- Strategic relationships with PE/VC firms are strengthening deal flow and positioning Jasper as a trusted partner in M&A advisory
- Set up a research and financial advisory business unit, defining key deliverables such as financial models, company profiles, and investment materials, to streamline execution and enhance client outcomes.
- Led a cross-functional research and analytics project using advanced primary and secondary research, predictive modeling, and data transformation to uncover insights that guided strategic decisions for BFS clients.
- Developed valuation models, benchmarking analyses, and industry reports, including pitchbooks, IMs, and company profiles, enabling high-impact client presentations and investment strategies.
- Created compelling storylines and actionable insights on industry trends by interpreting complex datasets.
- Increased client satisfaction by providing tailored consulting services and effective problem-solving strategies.
Manager
Pricewaterhouse Coopers (PwC)
09.2021 - 03.2023
- Facilitated consultations with Fortune 500 companies on M&A and joint venture strategies, integrating deals with overall business objectives
- Led industry and company research, driving strategic insights that advanced deal origination and valuation initiatives
- Designed impactful board-level presentations, pitchbooks, and investment materials, supporting effective decision-making and promoting business development.
- Developed M&A strategies, capital allocation approaches, and deal structures reflecting client objectives following the acquisition.
- Executed post-merger realization plans, assessing cost synergies, revenue uplift, and operational efficiencies, consistent with board-approved targets.
- Executed post-merger integration and separation initiatives across capital structure, technology, and operations, facilitating seamless business continuity and synergy realization.
Senior Associate
Acuity Knowledge Partners
06.2018 - 08.2021
- Strategic relationships with PE/VC firms are strengthening deal flow and positioning Jasper as a trusted partner in M&A advisory
- Set up a research and financial advisory business unit, defining key deliverables such as financial models, company profiles, and investment materials, to streamline execution and enhance client outcomes.
- Led a cross-functional research and analytics project using advanced primary and secondary research, predictive modeling, and data transformation to uncover insights that guided strategic decisions for BFS clients.
- Developed valuation models, benchmarking analyses, and industry reports, including pitchbooks, IMs, and company profiles, enabling high-impact client presentations and investment strategies.
- Created compelling storylines and actionable insights on industry trends by interpreting complex datasets
- Analyzed client data to identify trends, informing strategic decision-making and enhancing service offerings
- Collaborated with stakeholders to implement process improvements, resulting in increased client satisfaction ratings
- Managed project timelines and deliverables, ensuring alignment with organizational goals and client expectations
Financial Analyst
Genpact
06.2016 - 06.2018
- Conducted industry research, market assessments, screening, and company profiling to support deal origination & execution
- Collaborated with Rothschild MDs/VPs, ensuring alignment on deal strategy and deliverables
- Built and presented CEO/CFO & Board materials on M&A/JV opportunities, including South India targets and APAC expansion strategy
- Produced insight reports on M&A activity, IPO, key market developments, company startegic reviews, macro trends, and regulatory developments
- Managed M&A league tables and transaction databases, enhancing pipeline visibility and tracking.
- Performed financial and operational benchmarking and company profiling for pre-deal evaluation
- Supported the execution of a £500M transaction, contributing to analysis and deal delivery.
Senior Investment Executive
CG Corp Global (Wai Wai Noodles)
02.2016 - 05.2016
- Identified acquisition targets and JV partners to drive South India expansion and South-East Asia growth (Thailand, Singapore, Malaysia)
- Prepared CEO/CFO and board-level presentations on M&A and JV opportunities, including strategic rationale for South India targets
- Developed global market expansion strategy across the Asia-Pacific region, aligning with business growth objectives
- Conducted market intelligence and competitive analysis, tracking M&A activity, regulatory changes, and investment trends
- Assisted with day-to-day operations, working efficiently and productively with all team members
- Used critical thinking to break down problems, evaluate solutions, and make decisions
- Demonstrated strong organizational and time management skills while managing multiple projects
Business Analyst
Stratos Financial Advisory Services
08.2013 - 01.2016
- Advised start-ups on business models, go-to-market strategies, and valuations, driving scalable growth.
- Led workshops with stakeholders to gather requirements and ensure alignment on project objectives
- Built financial models and investor decks, supporting fundraising and capital strategy
- Increased revenue opportunities by analyzing sales data and identifying underperforming areas for targeted improvement
- Organized investor/startup sessions with PE/VC leaders and corporate MDs, facilitating deal flow and partnerships
- Implemented process improvement initiatives that enhanced operational efficiency across departments
- Prepared investor materials and valuation models for private credit strategies, supporting lending, and deal execution
- Developed and maintained comprehensive documentation of business requirements and project specifications
Education
MBA/PGDM - Finance
University of Calcutta
Calcutta01-2013
B.Tech - Computer Science and Engineering
NIT, Calicut
Calicut01-2008
Skills
Market analysis
Analytical Thinking
Strategic Thinking
Stakeholder Management
Leadership
Problem Solving
Communication Skills
Accomplishments
- Executed cross-border acquisitions driving global expansion and strategic growth.
- INR 100 Cr debt funding & INR 50 Cr capital raise, contributing to INR 10 Cr+ revenue growth in 2 years.
- Network with 500+ Principals and Managing Partners across 100+ global funds.
- Improved operational efficiency and decision making through AI-driven analytics.
- Active part in senior and junior hiring and imparting essential training.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
AI in Finance (AI Labs 2026)
Quote
The opposite of a true statement is a false statement, but the opposite of a profound truth may well be another profound truth.
Niels Bohr
Languages
Bengali
English
Hindi
Timeline
Lead Research Specialist (M&A)
Wells Fargo
06.2024 - 06.2026
Senior Consultant
Jasper Colin Research
03.2023 - 05.2024
Manager
Pricewaterhouse Coopers (PwC)
09.2021 - 03.2023
Senior Associate
Acuity Knowledge Partners
06.2018 - 08.2021
Financial Analyst
Genpact
06.2016 - 06.2018
Senior Investment Executive
CG Corp Global (Wai Wai Noodles)
02.2016 - 05.2016
Business Analyst
Stratos Financial Advisory Services
08.2013 - 01.2016
B.Tech - Computer Science and Engineering
NIT, Calicut
MBA/PGDM - Finance
University of Calcutta