Puneet Agarwal
Gurgaon
Summary
Strategic M&A professional with over 4 years of experience in Big 4 consulting, specializing in managing complex projects for global clients. Proven track record in delivering solutions that drive growth and enhance value. Assistant manager with expertise in leadership, establishing guidelines, and enforcing policies to optimize team performance. Strong skills in relationship building, multitasking, and decision-making.
Overview
8
8
years of professional experience
Work History
Assistant Manager
Ernst & Young Global Delivery Services
Gurgaon
08.2022 - Current
- Delivered 50+ valuation engagements across M&A, Taxation, Impairment and Purchase Price Allocations in diverse sectors spanning 15+ countries
- 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
- Led and managed engagements in Germany while overseeing projects in US and APAC regions.
- Purchase Price Allocation: Lead the engagement for valuation of a $2 Billion cement manufacturing company in the Middle East.
- Boosted value of a major airport in Middle-East by developing utilization-based refinery valuation model (vs. standard age life model)
- Merged valuation criteria for 22 nations by determining essential factors including PPI, GDP, and inflation.
- Liquidation Strategy: Generated $60M in value for an 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)
- 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)
- Facilitated valuations for multiple international sea ports across the Americas 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 training sessions for 50+ attendees on personal property valuation engagements and best practices in European market.
- Led month long new hire trainings for 10+ recruits on data visualization and integration tools, valuation methodologies and parameters
Research Analyst
Valuation Street Capital Partners INC.
Agra
08.2018 - 08.2022
- Researched and evaluated potential new markets and products to identify growth opportunities.
- Assisted clients with equity valuation, trade opportunities, IPOs, and buy-backs to enhance investment strategies.
- Conducted market research to identify investment opportunities for clients.
- Analyzed financial data to support valuation assessments and recommendations.
- Prepared detailed reports summarizing findings and strategic insights for stakeholders.
Education
CFA - Level 3 Candidate
CFA Institute
USA08-2026
Bachelor of Technology - Mechanical Engineering
Institute of Engineering And Technology
Lucknow, India07-2018
Intermediate - Science Education
St. Conrad's College
Agra, India03-2013
High School - Science Education
St. George's College
Agra, India03-2011
Skills
- Purchase Price Allocation
- Equity Valuation
- Financial Modeling
- Financial Analysis
- Financial Forecasting
- Cost-benefit analysis
- Advanced Excel
- Data Analysis
- Report preparation
- Client management
- Budget Planning
- Valuation strategy
Volunteer Experience
Dedicated 200 hours per year in teaching underprivileged children, developing and implementing environment friendly solutions for local waste management.
Hobbies and Interests
- Mythology
- Philosophy
- Politics
- Investing
- Stock Market
Timeline
Assistant Manager
Ernst & Young Global Delivery Services
08.2022 - Current
Research Analyst
Valuation Street Capital Partners INC.
08.2018 - 08.2022
CFA - Level 3 Candidate
CFA Institute
Bachelor of Technology - Mechanical Engineering
Institute of Engineering And Technology
Intermediate - Science Education
St. Conrad's College
High School - Science Education
St. George's College