Vishakha Agarwal

• Senior Analyst in the London front office, collaborating with senior investment bankers to drive multiple client pitches and execute live deals under stringent deadlines, ensuring seamless transaction execution and strategic advisory support
• Developed comprehensive client presentations and strategic materials for EMEA-based companies, supporting M&A opportunities, financing solutions, and corporate advisory initiatives, including divisional spin-offs, hostile takeover defenses, and activist engagement strategies
• Executed live financial advisory transactions including IPOs, acquisition financing, dividend recapitalization, and corporate spin-offs, ensuring seamless deal execution and strategic financial outcomes
• Conducted macroeconomic analysis, sector and company overviews, peer benchmarking against market indices, and in-depth financial research, evaluating company fundamentals to support strategic decision-making
• Conducted company valuations by developing financial models using industry-standard methodologies, including Discounted Cash Flow (DCF), Leveraged Buyout (LBO), Trading Comparables, Transaction Comparables, and Sum-of-the-Parts analysis, to support strategic investment decisions
• Extensive experience in the Industrials sector, working with companies specializing in high-precision instruments, testing and inspection, security systems, packaging, pest control, workwear solutions, vehicle hire services, shareholder services, smart metering, and aerospace & defense industries

• As part of Private Equity Fund Controllers tem, oversaw quarterly and annual financial reviews for private equity funds and loan servicing vehicles, supported annual audits, and collaborated with business teams to address diverse client requests, ensuring financial accuracy and compliance
• Led the investment valuation review process, conducting thorough due diligence on valuations and multiples reported by underlying fund investments to ensure accuracy, compliance, and strategic financial insights
• Liaised with business teams, investment managers and fund administrators for Investment valuations adjustments for liquidity, carried interest and model limitation

Project Management:

• Led the enhancement of cross-system reconciliation, transitioning manual processes into an automated tool by collaborating closely with the technology team, improving efficiency, accuracy, and scalability
• Worked on upgrading cross-system reconciliation transforming manual reconciliation process to an automated tool working alongside technology team
• Designed tool to facilitate self-service of client on-boarding by FA team themselves

Fund Accounting: (Hedge / Private Equity Funds):

• Working on NAV calculation, preparation of trial balance and financial statements inc. notes during Audit
• Worked on price verification, corporate action identification via Bloomberg for listed securities