Keshav Agrawal

Consulting:-

Assessment of business viability, project report, feasibility study, projections, product portfolio research, geographical penetration viability, project costing, go-to-market strategy, tax implications, structuring, etc. Sectors include hotels, baby gear, etc.

FDD :-

Led over 30 financial due diligence projects entailing meticulous financial analysis, trend scrutiny, quality of earnings reviews, CP/CS validations, projections, KPI assessments, and notable findings, in addition to spearheading investor calls with CEOs and CFOs representing VC firms, HNIs, publicly listed entities, and family offices.

Prominent assignments -

- Managed due diligence for a family office in the telematics and industrial automation sectors, encompassing due diligence observations, CP/CS, valuation, and negotiations.

- Managed due diligence efforts for a delivery platform, three e-commerce businesses, food and beverage venues, hospitals, logistics sectors, along with corporate planning, customer service strategies, investor engagement calls, financial analysis models, and valuation reviews regarding achievability for multiple VCs, high-net-worth individuals, and strategic investors.

- Conducted an end-to-end M&A (slump sale) project for a SaaS company engaged in digital customer onboarding, and the automation of multiple credit processes. Areas handled include due diligence for any financial issues, the business transfer agreement, conducting full final acquisition negotiations spread over three days between target founders, target investors, and the acquiring company, as well as the analysis of all customer, employee, and vendor agreements, goodwill calculation, valuation, transaction structuring, and purchase price allocation assistance.

- Conducted due diligence and valuation using S&P and Cap IQ comparables for a foreign investor looking for a secondary stake sale for a waste management company servicing India's cleanest city.

- Conducted CAC, LTV, Cohort analysis, ROAS, repeat customer, Industry specific metrics, Lead to conversion, Common sizing, trend analysis, MRR, ARR, churn analysis etc.

Financial Modeling:

Developed 100+ dynamic financial models, including early and mid-stage startups, incorporating assumptions, financial statements, KPIs, cash requirements, common sizing, forecasting (top down, bottom up), scenario analysis, sensitivity analysis, and stress testing.

Involved in investor negotiations with founders, VC firms, and family offices.
Addressed investor inquiries during calls to foster transparency and trust. Sectors include F&B, hospitals, SaaS, e-commerce, digital lending platforms, logistics, beauty and wellness, HR platforms, AI semiconductors, etc.

Valuations:-

Performed comprehensive valuation assignments for equity, enterprise, ESOP, and debt instruments through DCF, CCA, and CTM methodologies.
Incorporated normalized earnings concepts to refine analysis.
Employed private company valuation methods such as GPCM, GTM, and PTM for increased accuracy. Prominent clients include Blackstone, Embassy, Indiabulls, Colliers, etc.

Pitch Decks / Information Memorandum:

Developed more than 50 information memorandums, mostly using PowerPoint.

• Preparing valuations, including DCF and LBO models
• Reviewing potential investment opportunities
• Participating in meetings and preparing deliverables for live projects
• Supporting commercial efforts, including drafting presentations and conducting market research

• Business management of a textile manufacturing unit engaged in weaving, embroidery, and retail sale.
• Career break between 2021 and 2022 for preparing for the CPA (USA), CFA, and FMVA (CFI).

• Performed Statutory Audits, Tax Audits, Bank Audits & Control Testing
• Conducted Statutory Audit, Tax Audit, LFAR and Group Audit of a manufacturing company as the sole work force
• Auditing large and complex data and areas of Bank Audit at Headquarters and branches of a Listed Bank
• Preparing letters, certificates, reports as necessary, coordinating with clients, managing subordinates assigned and maintaining high deliverables standards.