SAMRUDHI MOHITE
Mumbai
Summary
Investment Banking Associate with 2+ years of experience in M&A and capital raising advisory, with execution exposure across sell-side transactions, strategic sales, valuation, financial modeling, due diligence, and investor outreach across renewable energy, NBFCs, consumer, jewellery, chemicals, IT, and retail.
Overview
4
4
years of professional experience
Work History
Associate, Investment Banking
Quest Profin Advisor Private Limited
11.2024 - Current
- Led a ₹350 Mn capital raise in renewable energy, preparing business plans and IMs and coordinating with management, legal advisors, and investors through end-to-end execution.
- Advised on sell-side fundraising for a listed consumer goods company (₹750 Mn), supporting valuation, investor presentations, and negotiations.
- Structured and advised on a ₹1,500 Mn sell-side capital raise for a premium jewellery retailer, managing investor outreach and transaction documentation.
- Advised on the strategic sale of a mid-market NBFC (₹56,881 Mn AUM), reviewed 15+ potential partners, shortlisted 5, and structured post-acquisition governance to enable a smooth transition to professional management.
- Prepared 12+ transaction and marketing materials (teasers, IMs, financial models) supporting fundraising and M&A executions.
- Built pitch books and valuation analyses (trading comps, precedent transactions, peer benchmarking) contributing to client origination and mandate wins.
MDP Associate
Morningstar Inc.
10.2023 - 02.2024
- Analyzed debt capital structures of listed companies for Morningstar indices and conducted detailed financial statement analysis.
- Developed analytics reports and implemented automated reporting workflows to improve accuracy and efficiency.
- Established automated procedures for cleansing and validating financial data which reduced discrepancies by 40% and improved the reliability of financial analysis; shared the tool across teams.
Research Consultant
Datamatics Global Solutions Ltd.
04.2022 - 05.2023
- Delivered data-driven portfolio insights across equities, PE, hedge funds, FX, and alternative assets.
- Managed NAV calculations and financial reporting for top revenue-generating clients.
- Managed JIRA dashboard for issue tracking and improving user experience and resolving issues and building relationships.
Education
Finance
Jankidevi Bajaj Institute of Management Studies
01-2021
Skills
- Financial Modeling & Valuation (DCF, Trading & Transaction Comps, Accretion/Dilution)
- M&A & Capital Raising Advisory
- Deal Structuring & Due Diligence
- Investment Memorandums (IMs) & Pitch Books
- Strategic & Financial Analysis
- Investor Targeting & Relations
Timeline
Associate, Investment Banking
Quest Profin Advisor Private Limited
11.2024 - Current
MDP Associate
Morningstar Inc.
10.2023 - 02.2024
Research Consultant
Datamatics Global Solutions Ltd.
04.2022 - 05.2023
Finance
Jankidevi Bajaj Institute of Management Studies