Naman Sethia Sethia

• Identified potential targets for acquisition in wealth management industry for UAE region to foster inorganic growth in making UAE the
next financial hub
• Spearheaded growth strategy and 3-year investor roadmap for Thailands largest bank on an on-site effort by owning growth and strategy
roadmap of wealth asset management and identified uplift in ~$10m of non-interest income opportunity.
• Identified and built roadmap to execution for ~$100m of technology efficiency for one of the North Americas largest Insurance players
through software, hardware levers, talent optimization and efficiencies across pain-points of the organization
• Evaluated levers for growth strategy of one of the top 30 banks in North America by assisting the clients adopt Treasury management
software, enhance APIs, and leverage fintech partnership to accelerate customer acquisition and retention
• Identified and executed post-merger-integration synergies of ~$20m for North Americas largest GRC acquisition through human resource
and technology optimization.
• Secured a private equity client for McKinsey by pinpointing promising investment opportunities and assisting in focusing on specific targets,
while overseeing the commercial due diligence process
• Owned the competitor analysis workstream for buy-side diligence of fintech company offering loan origination software and identified gaps,
areas of improvement and value proposition of the target. The PE firm bought the company for undisclosed sum.
• Owned market sizing workstream for one of the worlds largest financial software solution companies and identified potential areas to
increase their customer share of wallet e.g., bundling strategy The target raised fresh PE funding by implementing strategies.
• Created internal portfolio tracker for private equity firms to monitor ongoing PE activities such as deals, fund raises, potential investment
themes, portfolio aging etc. resulting in ~20 proposals further leading to 6 projects wins valued at roughly $15 million.
• Built investment themes and potential target in financial services document discussions for CEO/CFO forum for 5 of the top 10 PE firms
thus leading to ~7 project wins for McKinsey in form of buy-side diligence projects worth ~$20m

• Led benchmarking analysis of one of the largest banks in US to identify opportunities for digital transformation and help acquire and retain
customers. Built a detailed 6-month roadmap for implementing digital transformation thus leading to ~$10m potential opportunities.
• Identified factors leading to volatility in stock price movement of one of the big banks in North America through perception gap analysis
and drafted a pathway on addressing management commentary by identifying sensitivity of market participants to NIM, growth in non
interest income, provisions, digital customer acquisition etc. thus leading to stock price stability for the target.
• Advised the largest mock-meat player in North America on their go-to market strategy by owning the customer survey and experience
workstream and identifying potential customer tastes and preferences
• Conducted commercial diligence for potential acquisition of portfolio of healthy snacking company for biggest potato chips maker of the
world and executed go-to-market strategy for them in Latin America.
• Led the initiative of building knowledge repository of all the EYP strategy engagements and leveraging them for future potential proposal
conversations and knowledge warehouse of research