Puneet Agarwal

Delivered 50+ valuation engagements across M&A, Taxation, Impairment and Purchase Price Allocations in diverse sectors spanning 15+ countries

• Key Achievements
  • Achieved 6x growth in billable hours and $500K incremental revenue (FY23) by building new project pipeline between German and Indian office
  • Received 2 EY Recognition Awards (Top 10%) and 6 Spot Awards (Top 1%) for consistently bringing 10+ engagements per year to the team
  • Awarded highest appraisal rating - Strategic Impact for onboarding new region to India team's portfolio
  • Only Senior analyst (vs. Associate Manager on avg.) to act as regional lead, managing engagements in Germany. Also managing engagements in US, APAC region.

Key Client Engagements

• Business Valuation and Strategy
  • Purchase Price Allocation: Lead the engagement for valuation of a $2 Billion cement manufacturing company in Middle East.
  − Boosted value of a major airport in Middle-East by developing utilization-based refinery valuation model (vs. standard age life model)
  − Amalgamated valuation parameters for 22 nations by ascertaining key levers (PPI, GDP, and inflation) utilizing Oxford Economics and IMF
  • Liquidation Strategy: Generated $60M in value for a Indian ports logistics firm by advising and conducting liquidation of its capital equipment
  − Achieved 10% higher value for the client by conducting an Orderly Liquidation Valuation (vs. conventional Cost Approach method)
  − Market-validated the liquidation strategy by benchmarking it against 15+ transactions leveraging Capital IQ.
  • Growth Strategy: Supported development of a $500B new city in the middle east by devising a valuation strategy for its airport
  − Enhanced valuation accuracy by 20% by developing and utilizing a research based normal useful life study (vs. conventional ASA guide)
• Corporate Restructuring and Divestment
  • Facilitated valuation of several international sea ports in the American continent for a major German Ports and Logistics firm
  − Liaised with 50+ stakeholders across 10+ entities (including Finance and Healthcare Ministries) by acting as project management office lead
  Business Development and Firm Building Initiatives
  • Generated ~$1M in yearly revenue by crafting pitches for potential engagements across M&A, Taxation, and Purchase Price Allocations
  − Acquired 10+ clients in US region by developing and leveraging Power BI based fixed assets analytics tool to identify market gaps
  • Enabled $2M per year in new opportunities by devising and selling a standardized valuation framework aimed at increasing service scalability
  • Conducted companywide trainings (50+ attendees) on personal property valuation engagements and best practices for European market
  • Led month long new hire trainings for 10+ recruits on data visualization and integration tools, valuation methodologies and parameters

• Researched and evaluated potential new markets and products.
• Assisted the clients with Equity valuation, day to day trade opportunities, IPO’s, Buy-backs.