SHOAIB CHADHA

• Supported M&A origination and execution across mid-market technology sectors (AI, cloud, enterprise software) through company screening, market mapping, and strategic fit analysis
• Prepared transaction materials including teasers, IM sections, and company profiles, articulating investment thesis, sector dynamics, and positioning for investor outreach
• Built proprietary target lists across AI services and ERP ecosystems using structured screening frameworks (revenue, ownership, capability), supporting deal pipeline development
• Conducted commercial and financial analysis of tech businesses, evaluating revenue models (ARR vs project-based), margin profiles, and scalability to inform valuation and investment discussions for clients
• Mapped strategic and financial buyers across global tech ecosystems, assessing acquisition rationale, capability adjacency, and M&A activity

• Conduct thorough sector-specific research within Consumer Retail, Healthcare, and TIDE (Technology, Information, Digital, and Entertainment), identifying emerging trends and investment opportunities.
• Evaluate private companies within these sectors to determine their potential as buy-side, sell-side, or fundraising opportunities, thereby enhancing the firm's deal flow and strategic advisory services.
• Design and produce monthly infographics that capture hot trends and critical insights in the market, contributing to the firm’s thought leadership and client engagement.
• Play a role in client communications, providing strategic advice to optimize shareholder value and maximize business potential, especially within the healthcare and health-tech segments.
• Assist in the development of key client materials, including pre-pitch and pitch decks, ensuring high-quality presentations and clear communication of value propositions.
• Assist in creating detailed company profiles for businesses operating in my sectors, enhancing our strategic assessments and client proposals.
• Actively contribute to the collation and regular update of the firm's databank, adding industry reports from verified and credible sources to bolster our database and support ongoing sector analysis.

• Spearheaded strategic analysis initiatives for clients in the real estate and telecommunications sectors, focusing on market trends and digital technology integration to enhance business operations and customer engagement.
• Drove digital transformation projects by developing and implementing customized ERP and CRM solutions, significantly improving process automation and operational efficiency for major clients.
• Conducted rigorous market analyses and data-driven decision-making, supporting a major telecommunications client to capture the MSME business segment in India through strategic solution implementation.
• Actively involved in developing a Generative AI platform, targeting comprehensive financial and digital transformations across multiple industries including Healthcare, Manufacturing, Retail, Telecommunications, and Real Estate.

• Assisted in-depth fraud investigations and financial analysis, enhancing the due diligence process for key clients in the automotive and manufacturing sectors. This included scrutinizing financial records to uncover discrepancies and assess financial health.
• Conducted comprehensive reviews of client operations to ensure adherence to legal, regulatory, and internal compliance standards, safeguarding client interests and mitigating risk.
• Performed detailed user file reviews and generated insightful reports, providing clients with actionable intelligence to optimize operations and enhance compliance strategies.
• Engaged extensively in competitive benchmarking studies and sector-specific research, facilitating the development and implementation of strategic solutions that improved clients’ operational and financial performance in the automotive , telecom, and real estate industries.

Gathered and analysed data from various financial journals, and sources to create industry reports and analyse insights to provide to my superiors - Assisted in benchmarking studies and industry research across Healthcare, Real Estate, BFSI, and manufacturing - Prepared Insight reports and presentations summarising research findings.

Sorted incoming mail and managed communication flow. - Collaborated on project management and database maintenance. - Conducted market research and supported due diligence efforts - Assisted in research and collation of deck for a retail/e-commerce business, and assisted in document preparation for client meetings and internal discussions.