Investment Manager
Finance House PJSC
Total years of experience :18 years, 4 Months
- Report to the CIO, lead deal teams on multiple new transactions from origination to closing
- Involved in the origination, evaluation and selection of investment opportunities
- Creation of investment strategies, negotiations and critical financial issues
- Structure and negotiate term of investments, identify structuring issues and create solutions
- Represent the fund and driving performance across the life of investment
- Play a key role in training and developing younger team members
- Core focus on the transaction from acquisition, expansion through to the exit process
Transactions & Restructuring:-
- Responsible for providing strategic, financial and operational advisory services
- Conducting pre-deal evaluation, business modeling and synergy evaluation
- Build appropriate business model for business and report writing
- Transactional structuring by using financial instruments
- Analysing the financials to design appropriate solution for the requirements of the company
- Perform industry and company research and write executive reports on acquisition targets including financial modelling, market position, product portfolio, potential synergies and risks
- Conducting financial reviews of companies, evaluating corporate viability, developing financial models and restructuring plans, implementing strategies to ensure business survival, renewal and growth;
Distinctive Accomplishments across the tenure:-
- Member of core business development group, responsible for identifying and analyzing business opportunities
- Executing two cross border structured transaction:
o Leading vegetable oil company and
o Oil & Gas infrastructure services company
- Executing divestment of Steel Manufacturing and Plastic Recycling businesses for a multibillion group
- Providing effective strategic and financial advisory services in debt restructuring of:
o USD 50 million for a large conglomerate
o USD 1 billion for a diversified investment company having investments in telecom, healthcare, hospitality across Six countries
- Received BRAVO award for exceptional work in USD $1 billion debt restructuring assignment.
- Pivotal in structuring the fund raising transaction of USD 500 million for a large multi-brand real estate development.
- Solely responsible for developing the methodology and calculation for company specific risk to be used in valuation at KPMG. Adopted by KPMG UAE in its standard valuation methodology.
-Business Analysis on clients proposed business model.
-Valuation of company for Private Equity/Acquisitions.
-To conduct research and analyze the financials to design appropriate solution for clients.
-To structure the financial solution for the company as per the requirement (IPO & Private Equity).
-To handle pre- and post-mandate activities in IPO and Private Equity.
-To prepare all other required documents for the transaction in consultation with the legal team.
-Equity pricing for forthcoming IPO.
-Advisory services to clients related to IPO.
Centrum Business development team -
-Interacting with prospective clients and pitching in Centrum for Lead manager in IPOs.
-Handling Business Development in coordination with Sr. V-P investment banking
-Meeting the investors and focusing on valuation and development of investor pitch for private equity/IPO mandates.
Financing of more than USD 1 Billion
-Core team member for successful fund raising transaction of more than USD 1 Billion.
-Participated in structuring the deal and the term sheet.
-Interacted with Lawyers facility providers for the purpose of Due Diligence, Agreement documentation and related condition precedents and condition subsequent.
IPO Management
-Core team member for the public issue with a lead role in the following areas:
-Interacted with lead managers at the developmental stage of financial modelling for IPO.
-Addressed business queries from institutional investors and equity analysts.
-Team member during the drafting sessions of the initial draft of the prospectus and helped in incorporating subsequent changes based on the inputs of internal functions
-Interacted with merchant bankers, stock exchanges, and registrar.
Liaison Work
-Interacted with RBI, FIPB, and ROC to ensure smooth flow of operations.
-Responsible for analysis of offer documents of four forthcoming companies in the areas of Disclosures, Risk factors, financial statements, promoters’ background and promoters’ contribution and organizational business.
-Preparing a reference checklist and training material for Primary Market Division (PMD).
2006 MBA (Finance) from Institute of Chartered Financial Analysts of India in 2006
2003 B.Com. (Hons.) from D.D.E, Patna, Patna University