Harsh كيديا

Involved in transaction execution and business development in the financial services space and opportunistically in the consumer sector. Key work areas include execution of PE and M&A transactions, and also doing origination across IPO, QIP, Pref., PE & M&A opportunities.
Key achievements/responsibilities:
 Helped senior management in transaction ideation and sourcing in Financial services
 Leading transaction execution of fund raise and M&A mandates
 Updating PE funds on the recent trends in the financial services sub-segments, and showcasing relevant transactions in the space
 Building financial models, presentations, leading DD and term sheet discussions
 Preparing/guiding clients and conducting investor/strategic meetings

Advising Executive Management for investing in new age businesses; also helping the group companies in their divestment strategies.
Key achievements/responsibilities:
▪ Evaluation of opportunities in focused sector - ecommerce and agriculture
▪ Meeting entrepreneurs, investment bankers and opportunity owners to assess and evaluate opportunities;
▪ Preparing financial models, conducting scenario analysis, investment committee reports, and negotiations on term sheets

End to end management and execution of M&A and fund-raise (private equity) transactions. Sectors covered consumer (including ecommerce and IT/ITes) and building products.

Key achievements/responsibilities:
▪ Work on the entire lifecycle of a transaction: Including preparation of IMs, financial models, pitch books, managing interaction with the transacting parties & clients, negotiations, and conducting due diligence;
▪ Advising and preparing clients for their fund raising and acquisition strategies.
▪ Identifying and evaluating prospective business generation opportunities;
▪ Originated transactions in excess of US$ 20 million (one transaction each in the packaging, building products and IT/ITeS space)

As part of the transaction execution team for the client, I was responsible for providing transactions support to the Executive Management on multiple live transactions in the real estate and hospitality sectors.
Key achievements/responsibilities:
 Preparing investment memorandums, pitch books and valuation models;
 Interaction with transacting parties and clients to aid them in term sheet negotiations;
 Assisted in the financial due diligence process of a hospitality client;
 Transaction support: ADIH - real estate sector (US$20mn), and Zeus Capital - hospitality (US$40mn and US$10mn).

BOSTON ANALYTICS Mumbai, India
Associate Manager (Investment research and advisory) June 2011 to December 2011
Managed investment banking research and advisory projects; sectors covered include retail and FMCG. Key achievements include: • Helped a middle east based conglomerate in a financial transformation project for its mineral water division
• Worked on an investment opportunity in the "Retail" sector in Saudi Arabia, whereby assessed the sector's performance, created valuation model, investment memorandum to support the project finance transaction

As part of the investment banking team, I was responsible for execution of transaction and assisting the Senior Management in business development.
Key achievements/responsibilities:
 As part of the transacting team, helped in executing transactions in excess of US$ 6mn in the EPC and retail sector;
 Preparing various collaterals such as financial model, investment memorandum, business plans and pitch books;
 Researching and building connects with bankers to source transactions and opportunities on behalf of Ithraa Capital.

I was responsible for supporting the transaction execution team of Morgan Stanley in building financial models, pitch books, investment memorandums and teasers. Sector covered: Retail, and gaming.

Key activities include:
• Assisting the client analyst in building investment memorandum
• Tracking and analyzing economic and market data, industry trends and investment opportunities
• Building valuation models

REUTERS INDIA PVT LTD. Bengaluru, India
Market Analyst January 2006 to August 2007
Worked as a fundamental data analyst for the US region. Key task included preparing financial model for clients on demand and ensuring correct financial / analytical information on Reuter's products.