NAMRATA RATHI

• Led buy-side and sell-side financial due diligence engagements for domestic and cross-border M&A transactions across Technology, SaaS, FinTech, IT/ITES, Manufacturing and Business Services sectors.

• Managed end-to-end execution of due diligence engagements, overseeing planning, financial analysis, key deal issue identification, report preparation, and client presentations.

• Worked closely with strategic investors, promoters, CFOs and investment bankers, providing insights to support investment decisions and deal negotiations.

• Played a key role in PayU's phased acquisition of a majority stake in Mindgate Solutions, performing detailed financial analysis and identifying commercial and financial risks.

• Collaborated with the KPMG US team on financial due diligence of a global technology-enabled BPM/KPO business as part of a cross-border transaction.

• Mentored and managed Associates and Senior Associates while ensuring timely delivery of high-quality client deliverables.

• Evaluated quality of earnings (QoE), working capital, cash flows, debt-like items, and transaction-specific adjustments to support valuation and purchase price negotiations.

• Identified key financial risks, value drivers, and opportunities for value creation, delivering insights that directly informed client strategies.

• Executed financial due diligence engagements across technology, manufacturing, pharma, fintech, healthcare and consumer sectors, ensuring thorough analysis to support informed decision-making.

• Led financial analysis, Quality of Earnings (QoE), Working Capital and Cash Flow reviews for M&A transactions.

• Played a key role in the acquisition of a 55% stake in Meru Cabs.

• Conducted due diligence for RBI-registered NBFCs, P2P lending platforms and high-growth technology companies.

• Managed multiple engagements simultaneously, coordinating with clients, promoters and advisors to deliver timely and accurate financial insights.

• Reviewed work of junior team members and mentored associates, fostering skill development and enhancing overall engagement execution.

• Executed statutory audits, internal audits, and financial statement reviews, enhancing compliance and financial integrity across diverse industries.

• Evaluated internal financial controls and regulatory compliance, identifying areas for improvement in accounting processes.

• Worked closely with senior management to resolve audit observations and recommend process improvements.

• Assisted clients in strengthening financial reporting and governance through enhanced internal control frameworks.

• Performed statutory audits for multiple companies, identifying discrepancies and ensuring accuracy.
• Coordinated with tax authorities for registrations, refunds, and statutory submissions, facilitating efficient compliance processes.
• Managed statutory compliance for various indirect taxes, ensuring adherence to legal requirements.