Sriram S

Co-founded SowSampadh Partners LLP, focused on mid-market investment banking.

Notable Deals Completed:

Equity Fund Raise: INR 25Crores for a Manufacturing Company - Secondary Sale of Shares by Existing Promoter from Family office of large financial services company owner

Structured Debt Fund Raise: INR 270 Crores for one of the largest listed manufacturing groups from leading NBFCs.

Structured Debt Fund Raise: INR 70 Crores for one of the emerging leading healthcare services groups from a private credit fund.

Responsible for deal sourcing, identifying potential investors, and closure of deals.

Reporting to the Associate Director, Director:

Sectors Covered: Retail (Jewelry, Apparels, and Consumer Durables), Food Commodities, and Cement Sector.

Category: Large Corporate Enterprises.

Studied and analyzed the audited financial statements of the issuers to understand the past financial performance of the company.

Engaged with top management and promoters to understand their business plan, strategy, growth outlook, and financial positions, as well as the sustainability of the business model across economic cycles.

Conducted both secondary and primary research on understanding industry trends, growth outlook of the industry, key trends, and parameters.

Prepared detailed financial model/projections based on management guidance and industry trends to understand the financial position and capability of the issuer to manage their short-term and long-term obligations.

Prepared a detailed credit note covering the business model of the issuer, current financial position, past financial performance, industry trends and outlook, past repayment track record, and feedback received from external stakeholders like bankers, auditors, and investors, corporate governance, financial projections, peer comparisons, future repayments, performance variations, etc.

Presented the Credit Appraisal with rating recommendations to credit committees headed by senior directors of large corporate and other sector heads, recording meeting minutes and taking end-to-end responsibility for the publication of credit rating reports for the assigned clients on time.

Monitored the quarterly performance and interim performance of the issuers, presented it to the internal team, and taken necessary rating actions as and when required.

Prepared Industry Outlook for the Retail Apparel Sector FY24: https://www.indiaratings.co.in/rating-details/2/62042

• Directly reported to the CEO, directors, and head of investments and strategy.

Investment Management:

• Actively co-managed INR 250 crores of funds in Indian listed equities with the CEO, head of investments, and strategy.
• Generated 20% XIRR+
• I built an investment thesis, a portfolio risk model, and an execution team.
• Built investment strategies and model portfolios for actively managed wealth.
• I built a financial model using Excel, and prepared investment reports and portfolio strategies.
• Monitoring and review of the performance of the investment portfolio.

Investment banking:

• Closely worked with business owners in preparing business and financial plans.
• Identifying the cash flow gap, understanding fund requirements, and preparing the IM and financial model for the client.
• Presenting the proposal to various institutions, such as banks, NBFCs, VCs, and PE, apart from individual investors like UHNIs and family offices, to raise funds for the client.

Notable Deals Closed/Sanctioned:

• Raised INR 1 crore for a logistics technology company in the form of equity from UHNIs.
• Raised INR 10 crores for a manufacturing company from leading NBFCs.
• Received a sanction letter for INR 70 crores for a leading real estate company from a financial institution in the form of an NCD.

• Reported directly to the Head of Research and Chief Investment Officer.

Sectors Covered: Paper, Home Textile, EPC, and Others.

Actively covered mid- and small-cap companies:

• Identifying investment opportunities from the Investment Universe Index (NSE Mid & Small Cap 400) through an active screening process.
• In-depth evaluation of the business model, past financial performance, including quarterly and annual performance, corporate governance, and other factors.
• Actively engaging with management through conference calls or in-person meetings to understand the business environment, future plans, growth strategies, and funding plans.nd funding plans
• Building a financial model, including revenue drivers, profit and loss statement, balance sheet, cash flow statement, peer comparison, and key financial ratios.
• Valuing the companies using relative valuation methods, including Discounted Cash Flow, EV/EBITDA, PE, and other related methods.
• Preparing Investment Note - Includes Investment Rationale, Risk, and Recommendations.
• Presenting investment recommendations to the investment committee.
• Preparing Investment Report includes Initiating Coverage Report, Specific Investment Report and Quarterly Performance Monitoring Report
• Actively participating in quarterly investors concall and monitoring performance of the recommended portfolio companies and provide recommendations to the fund management team.

• Reported to the Senior Manager, Equity Advisory Team.
• Actively engaged with the senior equity research team and assisted in building an equity portfolio for the UHNI clients.
• Managing a tailor-made investment portfolio for individual clients through investing in listed equities and mutual funds.
• Actively Monitoring client portfolio performance and generating reports for the client and fund management team.