Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
CustomerServiceRepresentative

KEVIN DOSHI

Mumbai

Summary

Finance enthusiast offering strengths in Investment Banking, Due Diligence, business valuation, Mergers and acquisition, financial modeling and Equity Research (Buy and Sell side). Eager to work Private Equity and Investment Banking roles.

Overview

1
1
year of professional experience
3
3
years of post-secondary education
2
2
Languages

Work History

Investment Banking Analyst

Technology Holdings
Mumbai
05.2022 - Current

Completed Deals:

Strategic sale of TeamTek Consulting to Accolite Digital (Portfolio Company of New mountain Capital:

End-to End deal experience including preparation of deal material (Financial Model and Investor Memorandum), Handling the due-diligence and assisting in the SPA negotiations

Ongoing Deals:

1. Strategic Sale of the largest Independent Adobe Commerce partner with Euro 25mn in revenue

2. Strategic Sales of a digital transformation specialist with $ 16mn in revenue

Other assignments

1. Led a BD campaign in Supply Chain and IT consulting services (which resulted in a mandate win of a portugal based IT consulting services

2. Developing pitches for future prospects including company positioning, in-depth market research and deriving a valuation expectation based on projected revenue multiple which is scientifically derived from comparables transaction approach

Investment Banking associate

Cumulative Ventures LLP
12.2021 - 04.2022
  • Leading a team of 5 and facilitating in Transaction advisory (“Valuation and Financial Due diligence”) for early stage startups
  • Active involvement in strategy formulations and roadmap ahead for startups
  • Providing assistance to startups Seed and series A funding

Education

INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA

CFA Level 2 Candidate -

CFA Institute

Bachelor of commerce - undefined

Mumbai University- NM COLLEGE OF COMMERCE AND ECONOMICS
01.2015 - 01.2018

Skills

Chartered Accountant

Investment Banking professional

Critical Thinking

Multitasking Abilities

Problem-Solving

Interpersonal Communication

Accomplishments

  • End to End Deal Execution
  • Financial Modeling
  • Due Diligence
  • Startup

Timeline

Investment Banking Analyst

Technology Holdings
05.2022 - Current

Investment Banking associate

Cumulative Ventures LLP
12.2021 - 04.2022

Bachelor of commerce - undefined

Mumbai University- NM COLLEGE OF COMMERCE AND ECONOMICS
01.2015 - 01.2018

INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA

CFA Level 2 Candidate -

CFA Institute
KEVIN DOSHI