Dinesh Kumar Trivedi
New Delhi
Summary
Valuation Associate with experience in cross-border M&A, IP, and business valuation across healthcare, biotech, and renewable energy. Skilled in financial modeling (DCF, comps, IRR), due diligence, and preparing CIMs and board presentations. Proficient in deal structuring, investor outreach, and risk-return analysis under U.S. GAAP and IFRS. CFA candidate with global exposure and strong focus on ESG, sustainability, and strategic reporting.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Valuation Analyst
Freelance
11.2024 - Current
- Conducted comprehensive valuation analyses for intellectual property, intangible assets, and business entities using DCF, market multiples, and option-pricing methodologies, integrating insights from specialised licensing, royalty rate, and transaction databases to benchmark market comparables, tailored to sector-specific risk and growth dynamics.
- Supported transaction advisory and IP commercialization strategies by preparing investment pitch materials, deal models, and risk assessment reports for venture funding, licensing negotiations, and M&A transactions across biotech, renewable energy, and med-tech sectors.
- Facilitated transaction findings to C-suite executives, investors, and board members, translating complex technical and financial data into clear, actionable insights for strategic decision-making in licensing and acquisition contexts.
- Researched global market trends, competitor activity, licensing activity, and innovation pipelines to identify valuation drivers and create sector-specific benchmark datasets for high-growth industries.
Valuation Associate
Adastra IP (Malaysia)
04.2024 - 10.2024
- Conducted valuation of businesses and intellectual property (IP) across biotech, pharma, medtech, energy, and automotive sectors, delivering strategic investment insights to clients.
- Performed 30+ DCF valuations of businesses, intangible assets, and supporting M&A, purchase price allocation (PPA), and restructuring mandates.
- Built DCF and comparables models incorporating macro indicators, pricing dynamics, and country risk for cross-border investment evaluation.
- Prepared information memoranda, teasers, and collateral for deals totaling $50M+, and presented valuation findings to senior management, audit committees, and boards, addressing investor queries during due diligence.
- Contributed to internal documentation used for quarterly reporting and investor communication.
- Reviewed deal models for investment risk and return metrics such as IRR and NPV.
- Performed bottom-up company analysis and top-down sector reviews using sell-side research, market intelligence, and macroeconomic data to support thematic investment theses and investor identification.
Finance Executive
VAAR & Co. (India)
03.2023 - 04.2024
- Managed investment portfolios of $5M+ AUM for HNIs and corporate clients across fixed-income and equity asset classes.
- Applied fundamental analysis and advanced valuation techniques (DCF, market multiples) on more than 50 investment opportunities, improving risk-adjusted returns.
- Collaborated with cross-functional teams including tax, legal, and audit to align financial outputs with business strategy and compliance requirements.
- Supported cash flow planning and short-term funding decisions for client portfolios, aligning liquidity strategy with operational needs.
- Oversaw multi-currency treasury operations, including bank account activities, fund transfers, reconciliations, and settlement processes.
- Maintained data integrity through internal controls and coordination with auditors on treasury disclosures.
Education
MBA - MBA - Finance
Amity University
07.2021
Master of Science - Finance
Indira Gandhi National Open University
New Delhi, India07.2018
Post Graduate Diploma - International Business Operations
Indira Gandhi National Open University
New Delhi, India12.2017
Bachelor of Commerce - Finance
University of Delhi
New Delhi, India07.2015
Skills
- Financial Skills: Financial Modelling, Valuation (DCF, Market Approach), Financial Statement Analysis, Industry Research, Problem Solving and Client Development
- Tools: Youtility, Kmine, RoyaltyStat, Bloomberg, FactSet, PitchBook, CapitalIQ, Alteryx, R, Python, Excel (VBA, lookups), SQL, PowerBI, Snowflake (familiarity), and PowerPoint
- Data & Quantitative Analysis: Probability & statistics, financial statement analysis, risk/return modeling, scenario analysis, Monte Carlo (Python and Excel)
- Languages: Hindi (Native), English (Fluent), German (Beginner)
Certification
- CFA Candidate - Chartered Financial Analyst
- Harvard Business School - Core (Credential of Readiness), Business Analytics, Financial Statements & Economics for Managers
- Financial Modeling & Valuation (Investment Banking) | The Wallstreet School
Timeline
Valuation Analyst
Freelance
11.2024 - Current
Valuation Associate
Adastra IP (Malaysia)
04.2024 - 10.2024
Finance Executive
VAAR & Co. (India)
03.2023 - 04.2024
MBA - MBA - Finance
Amity University
Master of Science - Finance
Indira Gandhi National Open University
Post Graduate Diploma - International Business Operations
Indira Gandhi National Open University
Bachelor of Commerce - Finance
University of Delhi
Projects and Internships
Virtual Internship – Investment Banking | J.P. Morgan (07/2023 – 08/2023)
Analyzed M&A targets, built DCF models, and revised target valuation ($803M → $738M). Created Excel/PowerPoint presentations with key financials, valuations, and auction overviews. Prepared client-ready summaries supporting negotiations.
Virtual Internship – Investment Management | Fidelity International (03/2025 – 04/2025)
Gained exposure to portfolio management, asset classes, and sector allocation. Conducted Tesla SWOT analysis, assessed macro impacts on fixed income, and generated investment ideas. Automated analysis using Python, Excel Solver, and Sharpe Ratio to optimize portfolios. Cleaned/structured datasets with ETL processes and presented insights to improve client engagement and marketing strategies.