Naman Passi

Led an 18+ member team to deliver and execute high-stakes projects in private equity, mergers
& acquisition (M&A), corporate finance strategy, retail & corporate banking, fintech, achieving a
98% client satisfaction rate across 450+ engagements and proposals.
Supported Partners and Knowledge Directors in commercial due diligence (cDD) cases including
industry & business study, post-merger integration (PMI), M&A due diligence, digital
transformation, HR transformation, enhancing BCG’s market positioning in corporate advisory.
Conducted a cDD for a private equity firm for investment in a South Indian Pvt. Bank.
Supported on ‘CASA Revamp’ Strategy for a public sector bank in India
Prepared a PE & VC landscape report for South-east Asian market
Drove business development by securing 40+ high-value case assignments through strategic
stakeholder engagement, contributing to a 45% revenue increase.
Supported on curating flagship knowledge assets, including ‘Indian Banking & NBFC Sector
Update’ and ‘Fintech Control Tower’ Report, adopted by 15+ Partners for client pitches.
Pioneered a mentorship program that upskilled 15+ analysts, resulting in 2 fast-track
promotions and a 25% improvement in team delivery metrics.
Developed team capabilities through proactive planning for learning and development, career
journey frameworks, and content creation

Led a 5 member team to support on corporate finance advisory, capital structure
optimization and acquisition strategies, while conducting financial modeling and quantitative
analysis for clients in the retail and corporate banking sectors.
Furnished high-impact pitch books and industry reports on banking, insurance, and fintech,
directly supporting 35+ successful client engagements.
Implemented training programs that boosted team productivity by 20%, earning
Performance Excellence award for leadership and execution.

Executed M&A due diligence and market entry strategies for buy-side and sell-side clients,
delivering 25+ comprehensive financial analyses that influenced deal outcomes.
Identified 3 high-potential acquisition targets for EYs internal M&A team, enhancing service
line capabilities in corporate finance.
Recognized with the Performance Excellence award for delivering actionable market
intelligence and growth strategies.

Built advanced financial models and valuation analyses, including trading and transaction
comparables (precedent transaction analysis), supporting 25+ investment banking deals.
Developed confidential information memorandums (investment memos), pitchbooks and
company profiles to help streamline client decision-making processes.