ROHIT BAGLA

• Closed a strategic stake acquisition in an AI company that is building the LLM for automotive research, comparison and other auto related queries for CarDekho Group; it is also building InsureGPT through vertical LLM; further it is working on call center automation through voice bots for handling L1 and L2 customer queries
• Closed a strategic stake acquisition in another AI company that is building a library of virtual/AI products such as virtual showroom, in-store simulator, predictive AI, conversational AI through chat and voice and 3D configurator with virtual test drives
• Closed an Intellectual Property (IP) acquisition plus acqui-hire of the core team from another AI company that has expertise in developing technology and solutions that extracts and builds value from sensors, signals and data; they will build the label data extractor, voice controlled live production and real time driving behaviour monitoring blocks for the CarDekho Group
• Co-led a marquee transaction - an acquisition of a Car Rental/Subscription Platform (5 Mn+ App Downloads and 2 Mn+ Customers)
• Evaluated 50+ deals across segments such as driver service, rental/ subscription/ leasing platform, auto parts/accessories, vehicle servicing & maintenance platforms, multi-brand vehicle retail, auto forums / community led platforms, ride-hailing service providers; led the segment research and analysis, engaging with key players to gain a deep understanding of industry dynamics; identified and evaluated potential acquisition targets, resulting in the selection of a company that perfectly aligns with our investment thesis
• Managed Group Founder & CEO's family office investments with an active portfolio of 10+ companies; led the final close of the transactions and led their monthly performance reviews and strategy formulations
• Managed relations with 10+ marquee investors onboard; work done includes resolving business and financial queries, prepared board presentations, quarterly shareholder update presentations, and drove annual operating plan discussions

· Managed investor dataroom containing 100+ documents basis business performance, market updates and competitive intelligence

· Handled 20+ Board Update Meetings with existing investor base and provided key updates on performance and strategic roadmap

· Led discussions with 10+ prospective investors which involved business

pitch, information sharing and handled their queries on a regular basis

· Evaluated and led discussions with 4 new acquisition/JV targets in ancillary business segments such as content, lending, servicing, etc

· Conducted market survey covering 100+ dealers to develop a framework for lead monetization/product pricing for a new launch

· Assisted the CEO to scale the Fintech Business Unit by 2x through new partnerships/alliances, program management and key negotiations

· Drove discussions and managed 5+ key tactical business priorities

Advisory/Investment Projects

· Pre-Series B co-investment of $5m for the world's first over the top buy- now-pay-later platform raising $80m at a $500m valuation

· Follow-on investment of $5m for a portfolio company which is an earned-wage-access provider to fund its next phase of growth

· Advised a mid-market PE fund to arrange a c. $48m bespoke debt facility for them to acquire a global specialty pharma company

· Series C co-investment of $4m for a medical technology company in the round led by a British billionaire hedge fund manager

· Led the Series A investment round of $5m in a platform that helps corporate/enterprise organizers with different hotel booking services

Strategy Projects

· Responsible for the documentation and execution of the IFA (Independent Financial Advisory) roll-up / buy and build program

· Secured $100m warehouse facility for the dividend recapitalisation program in addition to sourcing qualified targets for the same

· Managed to onboard HNIs/UHNIs to the wealth management business leading to an additional $180m asset under management

· Led the conceptualisation and execution of the trade finance program that was launched with a digital supply chain platform

• Shouldered sole responsibility for end-to-end preparation of information memorandums and financial models for private equity fund raising transactions
• The work done helped the team to win mandates to act as the Exclusive Financial Advisor on 4 deals (INR 350 crore+) and Left Lead Bookrunner on 1 deal (INR 400 crore+) in sectors including Logistics, Real Estate, Specialty Chemicals.

• Prepared pitchbooks, financial analysis reports, financial models, shareholder meeting updates, capital commitment and other internal processing documents by liaising with senior onshore bankers across diverse sectors
• The work done was appreciated as a key contributor towards HSBC getting mandates to act as the Joint Global Co-ordinator on 3 deals (all are more than USD100mn) in the Middle East region.

• Part of the investment team, worked on identification of investment opportunities that involved deep dive analysis of incumbent categories and building out financial models for target companies
• Investment recommendations based on company and industry analysis along with identification of contingencies & key risk factors.