Nilesh Sagar

Team Leadership & Management: Successfully led a high-performing team of six analysts in delivering comprehensive valuation projects, generating over $2 million in annual revenue in FY 2024 for the firm while fostering a collaborative and results-driven work environment.

Diverse Valuation Expertise: Specialized in a wide range of valuation methodologies, including Purchase Price Allocation (PPA), 409A valuations, Fair Market Value (FMV) assessments, Gift and Estate tax valuations, Employee Stock Ownership Plans (ESOP), and Debt valuations, ensuring precise and reliable outcomes tailored to client needs.

High-Volume Project Execution: Managed and executed over 400 detailed company valuations, leveraging extensive industry research and robust financial modeling techniques to provide actionable insights and recommendations to clients.

Executive Engagement: Directly engaged with Founders and CEOs to understand unique business contexts and drivers, enabling personalized valuation approaches that reflect the individual characteristics of each company, enhancing client satisfaction and trust.

Strategic Research & Analysis: Conducted in-depth market research and competitive analysis to support valuation conclusions, effectively informing stakeholders and guiding strategic decision-making throughout the M&A process.

Client-Centric Approach: Developed and maintained strong relationships with key client executives, ensuring open lines of communication and a deep understanding of client objectives, which has facilitated successful project outcomes and enhanced client retention.

Expertise in Trade Settlement: Successfully managed trade settlements for a diverse portfolio of financial instruments, including Interest Rate Swaps (IRS), Credit Default Swaps (CDS), Forex, Mortgages, and Bonds, ensuring timely and efficient transaction processing.

Risk Management Acumen: Played a key role in mitigating operational risks associated with complex financial products by implementing robust security creation practices, enhancing compliance, and reducing settlement discrepancies.

Fast-Track Promotion: Recognized for exceptional performance and analytical skills, resulting in a rapid promotion from Analyst to Senior Analyst within the Hedge Fund Trade division, demonstrating a strong commitment to professional growth and excellence.

Comprehensive Cash Management: Led initiatives in trade and cash settlement processes, optimizing liquidity management and cash flow forecasting to support the firm's strategic financial objectives.

Data Analysis & Reporting: Leveraged advanced analytical tools to generate insightful reports on trading activities and settlement performance, contributing to data-driven decision-making and enhancing overall operational efficiency.

• Managed diverse investment portfolios for high-net-worth individuals (HNI), achieving an average annual return exceeding benchmark indices by 7% through strategic asset allocation.
• Conducted in-depth market analysis and risk assessments to identify investment opportunities, optimizing portfolio performance in response to market trends.
• Cultivated and maintained strong client relationships, providing personalized financial advisory services and regular portfolio reviews to enhance client satisfaction and retention.
• Collaborated with cross-functional teams to develop tailored financial products and investment strategies, driving client engagement and expanding market reach.
• Implemented robust compliance and regulatory frameworks, ensuring adherence to industry standards and safeguarding client interests through proactive risk management.