Rick Bhandari, Executive Finance Consultant

Rick Bhandari

Executive Finance Consultant

National Technology Enterprises Company

البلد
الكويت - حولي
التعليم
دبلوم,
الخبرات
18 years, 5 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :18 years, 5 أشهر

Executive Finance Consultant في National Technology Enterprises Company
  • الكويت - الكويت
  • أشغل هذه الوظيفة منذ يناير 2013

•NTEC is the venture capital and private equity arm of the Kuwait Investment Authority, the sovereign wealth fund of Kuwait.

•Advisor to the CEO on all matters relating to strategic decision making as well as investment sourcing, evaluation and monitoring

•Responsible for setting up the corporate finance division which would facilitate investment review and manage investment execution and monitoring.

Senior Associate / Asst Vice President في GulfMerger
  • الكويت - الكويت
  • أغسطس 2009 إلى ديسمبر 2012

•GulfMerger is a middle-market M&A focused financial advisory firm operating in the GCC and Levant regions and headquartered in Kuwait - Awarded the “Best M&A house in Kuwait” for 2010 and 2008 by Euromoney; “Best Up and Coming Investment Bank Globally” by Global Finance publication in 2010

•Advise shareholders and/or board of directors of local and regional companies, on all financial and legal aspects of strategic actions - Mergers, Acquisitions, Spin-off / Divestiture, Capital Raising, Acquisition Financing, Joint Ventures, and Restructurings. Personally lead execution of more than 20 strategic transactions, cumulatively valued at ~USD1 billion

•Develop and actively manage on-going working relationships with various stakeholders on a transaction - clients, counterparties, banks, international finance organizations, legal counsels, regional regulators, and other service providers to ensure smooth and timely execution of mandated transactions

•Lead a team of analysts, senior analysts, and junior associates in all areas of deal execution including preparation of all deal valuation and documentation materials - financial, marketing, and legal

•Responsible for the on-going development and training of junior members of the firm

Associate - Mergers & Acquisitions في Ernst & Young
  • الكويت - الكويت
  • أغسطس 2008 إلى يوليو 2009

•Advised blue-chip regional clients on acquisitions, divestitures/spin-off’s, capital raising and restructurings

•Built and maintained detailed bottoms-up company operating models and financial models for merger consequences, leveraged buyout, IPO’s, and recapitalization analyses

•Managed business and financial due diligence on buy-side, sell-side and equity raising transactions

Investment Banking Analyst في Bank of America Merrill Lynch
  • الولايات المتحدة
  • سبتمبر 2006 إلى يونيو 2008

•Advised Fortune 500 clients on mergers, acquisitions, spin-off’s, IPO’s, private placements, and restructurings

•Build and maintain detailed bottoms-up company operating models and financial models for merger consequences, leveraged buyout, IPO’s, and recapitalization analyses

•Received the highest ratings from supervisors in the entire analyst class

Deals Executed(Closed only)

•Genpact ($600 million IPO) - Leading Indian BPO and other offshore IT services provider (Closed)

•CommScope acquisition of Andrew Corp. ($2, 700 million) - Sole buy-side advisors to CommScope, a provider of infrastructure solutions for communications networks worldwide (Closed)

Analyst في Ernst & Young
  • الولايات المتحدة
  • سبتمبر 2005 إلى يونيو 2006

• Involved in external financial audits, internal control review engagements, merger audits, liquidation audits of Hedge Funds, and Fund of Funds
• Clients worked on include - Morgan Stanley; Lehman Brothers, HSBC Halbis Partners, GE Capital, MKP Capital, Argonaut Capital, Forest Global Convertible LLP

الخلفية التعليمية

دبلوم,
  • في Certified Public Accountant (CPA)
  • مارس 2008
بكالوريوس, Finance, Accounting
  • في Indiana University - Bloomington (Kelley School of Business)
  • مايو 2005

Double Major in Finance and Accounting. Minor in Economics Graduated in top 5% of class.

Specialties & Skills

Strategy Development
Mergers
Investment Banking
Financial Advisory
Corporate Finance
Power Point
Financial Analysis and Modelling
Accounting
Strategy Development and Execution
Legal Contracts
Negotiations
Investment Evaluation
Mergers & Acquisitions

اللغات

الانجليزية
متمرّس

التدريب و الشهادات

Intensive financial modelling course (تدريب)
معهد التدريب:
Training the Street
تاريخ الدورة:
July 2007